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
1251
$383K ﹤0.01%
5,968
+840
1252
$381K ﹤0.01%
5,846
+511
1253
$381K ﹤0.01%
5,780
-4,243
1254
$378K ﹤0.01%
13,884
-108,793
1255
$376K ﹤0.01%
12,318
-18,105
1256
$376K ﹤0.01%
8,000
1257
$371K ﹤0.01%
5,187
-569
1258
$368K ﹤0.01%
6,980
-34
1259
$367K ﹤0.01%
24,680
+7,511
1260
$367K ﹤0.01%
3,877
+447
1261
$366K ﹤0.01%
5,840
+173
1262
$366K ﹤0.01%
5,740
+45
1263
$366K ﹤0.01%
5,908
1264
$365K ﹤0.01%
7,216
-16,769
1265
$364K ﹤0.01%
13,341
-4,969
1266
$363K ﹤0.01%
1,755
+15
1267
$363K ﹤0.01%
6,228
+942
1268
$362K ﹤0.01%
2,995
+78
1269
$360K ﹤0.01%
5,824
-279
1270
$359K ﹤0.01%
53,254
+550
1271
$355K ﹤0.01%
3,074
+27
1272
$354K ﹤0.01%
5,423
+250
1273
$352K ﹤0.01%
9,051
-22,212
1274
$352K ﹤0.01%
13,646
+3,500
1275
$350K ﹤0.01%
13,545
-17,724
49 50
51
52 53