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
926
$1.14M ﹤0.01%
76,960
+485
927
$1.14M ﹤0.01%
7,613
+278
928
$1.14M ﹤0.01%
78,002
-78,216
929
$1.14M ﹤0.01%
24,231
-7,023
930
$1.13M ﹤0.01%
36,583
+1,679
931
$1.13M ﹤0.01%
+16,652
932
$1.13M ﹤0.01%
19,686
-65
933
$1.12M ﹤0.01%
18,829
+305
934
$1.12M ﹤0.01%
78,940
-1
935
$1.11M ﹤0.01%
26,738
-350
936
$1.11M ﹤0.01%
9,976
+44
937
$1.11M ﹤0.01%
4,335
-214
938
$1.1M ﹤0.01%
19,849
-2,768
939
$1.1M ﹤0.01%
20,194
-382
940
$1.1M ﹤0.01%
37,376
-881
941
$1.1M ﹤0.01%
24,331
-4,726
942
$1.1M ﹤0.01%
7,322
+900
943
$1.09M ﹤0.01%
45,637
+1,272
944
$1.09M ﹤0.01%
7,186
-1,079
945
$1.09M ﹤0.01%
90,128
-3,601
946
$1.08M ﹤0.01%
134,908
-2,732
947
$1.08M ﹤0.01%
21,485
+1,435
948
$1.08M ﹤0.01%
+207,116
949
$1.08M ﹤0.01%
16,963
+54
950
$1.07M ﹤0.01%
28,238
+3,912
36 37
38
39 40