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
1126
$585K ﹤0.01%
5,346
-407
1127
$583K ﹤0.01%
9,698
-142
1128
$582K ﹤0.01%
10,200
-272
1129
$582K ﹤0.01%
11,493
-207
1130
$581K ﹤0.01%
7,167
+693
1131
$573K ﹤0.01%
41,223
+9,263
1132
$572K ﹤0.01%
17,184
+97
1133
$571K ﹤0.01%
9,077
-1,380
1134
$569K ﹤0.01%
14,644
+397
1135
$569K ﹤0.01%
6,798
-636
1136
$568K ﹤0.01%
46,825
-375
1137
$567K ﹤0.01%
12,145
-852
1138
$567K ﹤0.01%
30,981
+222
1139
$566K ﹤0.01%
6,239
+1,980
1140
$560K ﹤0.01%
22,208
-19,015
1141
$559K ﹤0.01%
5,040
-35,614
1142
$554K ﹤0.01%
13,176
+4,521
1143
$553K ﹤0.01%
131,147
-500
1144
$553K ﹤0.01%
18,130
-697
1145
$553K ﹤0.01%
7,979
+88
1146
$552K ﹤0.01%
36,972
+300
1147
$551K ﹤0.01%
24,176
-859
1148
$547K ﹤0.01%
9,278
-3,429
1149
$547K ﹤0.01%
3,243
+897
1150
$546K ﹤0.01%
854
-13
44 45
46
47 48