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
1151
$544K ﹤0.01%
69,943
-123
1152
$543K ﹤0.01%
12,447
-4,073
1153
$541K ﹤0.01%
17,613
+628
1154
$539K ﹤0.01%
36,231
+9,768
1155
$538K ﹤0.01%
3,901
-27
1156
$537K ﹤0.01%
20,536
1157
$536K ﹤0.01%
33,219
+327
1158
$535K ﹤0.01%
3,878
-424
1159
$535K ﹤0.01%
6,531
1160
$534K ﹤0.01%
+6,800
1161
$524K ﹤0.01%
4,902
+1,004
1162
$521K ﹤0.01%
17,845
+1,505
1163
$518K ﹤0.01%
4,120
-159
1164
$516K ﹤0.01%
12,967
-1,939
1165
$515K ﹤0.01%
5,420
-265
1166
$511K ﹤0.01%
4,375
-572
1167
$511K ﹤0.01%
57,091
+103
1168
$508K ﹤0.01%
+60,361
1169
$507K ﹤0.01%
+19,926
1170
$506K ﹤0.01%
+36,110
1171
$504K ﹤0.01%
10,289
+1,917
1172
$503K ﹤0.01%
35,497
+600
1173
$502K ﹤0.01%
6,562
-313
1174
$501K ﹤0.01%
11,736
-82,379
1175
$500K ﹤0.01%
6,516
-36
45 46
47
48 49