Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.2B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,872
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$69.9M
3
+$62.8M
4
GEV icon
GE Vernova
GEV
+$58.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$57.5M

Top Sells

1
+$41.7M
2
+$38.6M
3
+$35.6M
4
HUBS icon
HubSpot
HUBS
+$35.1M
5
AVGO icon
Broadcom
AVGO
+$30.1M

Sector Composition

1 Technology 18.26%
2 Financials 13.45%
3 Industrials 10.99%
4 Consumer Discretionary 8.23%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
426
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.8B
$16.2M 0.03%
34,868
-2,587
BSCT icon
427
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
$16.1M 0.03%
857,108
+52,423
AVUV icon
428
Avantis US Small Cap Value ETF
AVUV
$19.8B
$15.9M 0.03%
160,226
-10,866
CINF icon
429
Cincinnati Financial
CINF
$25.4B
$15.8M 0.03%
100,086
+686
IWN icon
430
iShares Russell 2000 Value ETF
IWN
$11.9B
$15.8M 0.03%
89,286
+1,526
ROK icon
431
Rockwell Automation
ROK
$45.3B
$15.7M 0.03%
45,003
-6,319
BINC icon
432
BlackRock Flexible Income ETF
BINC
$14.3B
$15.7M 0.03%
293,993
+11,878
CAH icon
433
Cardinal Health
CAH
$47.3B
$15.6M 0.03%
99,269
-124
EAGG icon
434
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
$15.6M 0.03%
324,318
+5,172
MNST icon
435
Monster Beverage
MNST
$71.5B
$15.6M 0.03%
231,257
+3,305
BSCU icon
436
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.1B
$15.4M 0.02%
913,841
+56,467
COIN icon
437
Coinbase
COIN
$74.2B
$15.4M 0.02%
45,739
+28,978
IWO icon
438
iShares Russell 2000 Growth ETF
IWO
$13.3B
$15.4M 0.02%
48,200
+1,836
SGOL icon
439
abrdn Physical Gold Shares ETF
SGOL
$7.12B
$15.4M 0.02%
417,202
+40,836
GDX icon
440
VanEck Gold Miners ETF
GDX
$23.9B
$15.3M 0.02%
200,462
-8,115
FPEI icon
441
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.81B
$15.2M 0.02%
787,364
-8,557
BSCV icon
442
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.4B
$15.2M 0.02%
911,375
+56,613
HWM icon
443
Howmet Aerospace
HWM
$79B
$15.1M 0.02%
77,076
+507
LDOS icon
444
Leidos
LDOS
$24.6B
$15.1M 0.02%
79,710
-5,278
BSCW icon
445
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.17B
$15M 0.02%
717,448
+46,597
ORI icon
446
Old Republic International
ORI
$10.8B
$15M 0.02%
352,384
-50,055
ODFL icon
447
Old Dominion Freight Line
ODFL
$32.1B
$14.9M 0.02%
105,970
-6,140
VGK icon
448
Vanguard FTSE Europe ETF
VGK
$28.4B
$14.8M 0.02%
185,340
+11,682
NDAQ icon
449
Nasdaq
NDAQ
$51.5B
$14.8M 0.02%
166,959
-3,136
UL icon
450
Unilever
UL
$145B
$14.7M 0.02%
247,643
+159,791
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