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
1476
$164K ﹤0.01%
10,956
-12
1477
$161K ﹤0.01%
10,303
-1
1478
$159K ﹤0.01%
10,697
1479
$159K ﹤0.01%
+13,968
1480
$153K ﹤0.01%
13,445
+1
1481
$150K ﹤0.01%
80,000
1482
$149K ﹤0.01%
11,838
1483
$142K ﹤0.01%
+10,128
1484
$140K ﹤0.01%
2,587
-2,492
1485
$139K ﹤0.01%
+12,818
1486
$138K ﹤0.01%
10,175
1487
$138K ﹤0.01%
10,652
1488
$134K ﹤0.01%
15,960
+1,660
1489
$133K ﹤0.01%
+16,675
1490
$128K ﹤0.01%
+11,360
1491
$116K ﹤0.01%
5,851
-1
1492
$109K ﹤0.01%
2,747
-863
1493
$92K ﹤0.01%
12,600
1494
$91K ﹤0.01%
10,000
1495
$88K ﹤0.01%
18,120
1496
$74K ﹤0.01%
13,054
1497
$63K ﹤0.01%
56,559
1498
$55K ﹤0.01%
12,700
1499
$52K ﹤0.01%
+10,000
1500
$45K ﹤0.01%
+1,300
58 59
60
61 62