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
851
$1.55M 0.01%
10,028
-83
852
$1.55M 0.01%
113,954
+917
853
$1.55M 0.01%
30,498
-317
854
$1.54M 0.01%
89,420
+4,155
855
$1.53M 0.01%
62,228
+2,252
856
$1.52M 0.01%
39,268
-3,548
857
$1.49M 0.01%
219,535
+2,644
858
$1.48M 0.01%
11,219
-128
859
$1.47M 0.01%
11,682
+4,257
860
$1.47M 0.01%
60,625
+5,927
861
$1.46M 0.01%
34,736
+1,873
862
$1.46M 0.01%
25,056
+2,616
863
$1.45M 0.01%
30,236
-693
864
$1.45M 0.01%
7,667
+812
865
$1.45M 0.01%
9,740
-14,557
866
$1.45M 0.01%
14,218
-15,406
867
$1.44M 0.01%
8,096
-22,598
868
$1.44M 0.01%
36,627
+607
869
$1.44M 0.01%
35,241
-348
870
$1.44M 0.01%
16,082
+3,155
871
$1.44M 0.01%
87,682
+9,837
872
$1.43M 0.01%
168,534
+14,840
873
$1.43M 0.01%
134,926
+10,470
874
$1.43M 0.01%
179,013
-1,067
875
$1.43M 0.01%
27,948
-3,753
33 34
35
36 37