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
901
$1.28M ﹤0.01%
24,437
+69
902
$1.28M ﹤0.01%
16,583
-1,255
903
$1.27M ﹤0.01%
55,735
-56,152
904
$1.26M ﹤0.01%
31,079
-91,223
905
$1.26M ﹤0.01%
34,850
+2,101
906
$1.26M ﹤0.01%
31,386
+647
907
$1.26M ﹤0.01%
79,614
+2,320
908
$1.26M ﹤0.01%
10,261
-2,183
909
$1.26M ﹤0.01%
24,269
+13,803
910
$1.25M ﹤0.01%
26,956
+13,671
911
$1.25M ﹤0.01%
7,540
-291
912
$1.23M ﹤0.01%
57,941
-2,550
913
$1.22M ﹤0.01%
+56,236
914
$1.22M ﹤0.01%
20,602
+568
915
$1.22M ﹤0.01%
27,631
916
$1.22M ﹤0.01%
151,271
+6,232
917
$1.2M ﹤0.01%
40,506
-5,530
918
$1.19M ﹤0.01%
32,411
+10,889
919
$1.19M ﹤0.01%
+12,231
920
$1.19M ﹤0.01%
18,819
-37,152
921
$1.19M ﹤0.01%
92,273
-41,714
922
$1.18M ﹤0.01%
23,941
+642
923
$1.17M ﹤0.01%
14,936
-2,375
924
$1.15M ﹤0.01%
80,884
-889
925
$1.15M ﹤0.01%
53,382
+1,251
35 36
37
38 39