Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$41.1M
3
+$34.3M
4
MPC icon
Marathon Petroleum
MPC
+$32.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.2M

Top Sells

1
+$50.9M
2
+$32.3M
3
+$27.1M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$25.7M
5
DHI icon
D.R. Horton
DHI
+$24.9M

Sector Composition

1 Technology 17.23%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.19%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.69M 0.01%
46,985
+23,146
827
$1.69M 0.01%
15,378
+150
828
$1.68M 0.01%
16,770
+473
829
$1.68M 0.01%
62,902
+12,386
830
$1.67M 0.01%
87,859
+126
831
$1.67M 0.01%
28,987
+230
832
$1.66M 0.01%
47,424
+2,016
833
$1.65M 0.01%
30,612
+4,895
834
$1.65M 0.01%
54,805
+1,882
835
$1.64M 0.01%
69,888
+490
836
$1.64M 0.01%
121,773
+11,342
837
$1.64M 0.01%
37,944
+281
838
$1.63M 0.01%
103,800
839
$1.61M 0.01%
125,477
+11,698
840
$1.61M 0.01%
16,777
-198
841
$1.6M 0.01%
14,442
-76
842
$1.6M 0.01%
60,586
+24,425
843
$1.6M 0.01%
10,412
+598
844
$1.59M 0.01%
78,430
+12,969
845
$1.59M 0.01%
35,149
-4,016
846
$1.58M 0.01%
21,325
-53,534
847
$1.58M 0.01%
13,343
+618
848
$1.57M 0.01%
27,837
+20,295
849
$1.57M 0.01%
18,099
-351
850
$1.56M 0.01%
66,172
+10,619
32 33
34
35 36