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
1351
$277K ﹤0.01%
5,603
-1,450
1352
$276K ﹤0.01%
83,464
+73,352
1353
$276K ﹤0.01%
1,420
-200
1354
$276K ﹤0.01%
3,374
+116
1355
$275K ﹤0.01%
+19,464
1356
$273K ﹤0.01%
+5,809
1357
$272K ﹤0.01%
5,267
-1,000
1358
$271K ﹤0.01%
4,387
-30,684
1359
$271K ﹤0.01%
2,898
-1,523
1360
$271K ﹤0.01%
13,227
-287
1361
$271K ﹤0.01%
+5,898
1362
$270K ﹤0.01%
3,332
-1,183
1363
$270K ﹤0.01%
10,665
+2,536
1364
$269K ﹤0.01%
2,455
1365
$268K ﹤0.01%
1,999
+57
1366
$268K ﹤0.01%
12,000
-4,500
1367
$267K ﹤0.01%
2,945
+454
1368
$267K ﹤0.01%
3,925
+192
1369
$265K ﹤0.01%
6,533
-260
1370
$264K ﹤0.01%
2,812
+178
1371
$262K ﹤0.01%
6,713
-3,457
1372
$262K ﹤0.01%
2,268
-170
1373
$261K ﹤0.01%
3,555
+75
1374
$261K ﹤0.01%
5,377
+748
1375
$261K ﹤0.01%
6,585
53 54
55
56 57