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
1426
$232K ﹤0.01%
+4,937
1427
$232K ﹤0.01%
13,102
-22,470
1428
$231K ﹤0.01%
3,171
-268,622
1429
$229K ﹤0.01%
6,310
1430
$229K ﹤0.01%
+6,975
1431
$227K ﹤0.01%
47,250
1432
$226K ﹤0.01%
+10,373
1433
$225K ﹤0.01%
20,707
-229
1434
$225K ﹤0.01%
7,125
+52
1435
$224K ﹤0.01%
+2,762
1436
$222K ﹤0.01%
6,218
+104
1437
$221K ﹤0.01%
4,800
1438
$221K ﹤0.01%
2,156
-117
1439
$220K ﹤0.01%
+9,377
1440
$219K ﹤0.01%
+5,851
1441
$219K ﹤0.01%
+3,885
1442
$218K ﹤0.01%
4,507
-396
1443
$217K ﹤0.01%
+6,140
1444
$217K ﹤0.01%
5,550
-14,016
1445
$216K ﹤0.01%
9,701
+393
1446
$216K ﹤0.01%
+3,654
1447
$215K ﹤0.01%
2,546
-827
1448
$214K ﹤0.01%
8,925
-2,000
1449
$213K ﹤0.01%
11,000
1450
$211K ﹤0.01%
9,748
+1
56 57
58
59 60