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
1376
$259K ﹤0.01%
19,731
-252
1377
$258K ﹤0.01%
6,594
+1,043
1378
$258K ﹤0.01%
5,525
-335
1379
$257K ﹤0.01%
7,198
+1,097
1380
$256K ﹤0.01%
4,840
+1,048
1381
$256K ﹤0.01%
3,393
-904
1382
$256K ﹤0.01%
5,700
1383
$255K ﹤0.01%
13,326
1384
$255K ﹤0.01%
6,963
-181
1385
$255K ﹤0.01%
4,482
1386
$255K ﹤0.01%
1,904
+200
1387
$254K ﹤0.01%
14,126
1388
$253K ﹤0.01%
+2,527
1389
$251K ﹤0.01%
9,548
1390
$251K ﹤0.01%
19,584
+1,578
1391
$250K ﹤0.01%
2,500
1392
$250K ﹤0.01%
15,264
-4,236
1393
$249K ﹤0.01%
3,561
-170
1394
$249K ﹤0.01%
+867
1395
$249K ﹤0.01%
4,520
1396
$249K ﹤0.01%
1,504
+15
1397
$247K ﹤0.01%
+23,348
1398
$247K ﹤0.01%
+6,806
1399
$247K ﹤0.01%
4,873
1400
$246K ﹤0.01%
+3,106
54 55
56
57 58