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
WPM icon
601
Wheaton Precious Metals
WPM
$61.5B
$7.94M 0.01%
70,965
-132,891
APP icon
602
Applovin
APP
$192B
$7.91M 0.01%
11,005
-3,944
SUB icon
603
iShares Short-Term National Muni Bond ETF
SUB
$10.5B
$7.87M 0.01%
73,713
+5,565
TIP icon
604
iShares TIPS Bond ETF
TIP
$14B
$7.83M 0.01%
70,430
+18,302
SNY icon
605
Sanofi
SNY
$113B
$7.82M 0.01%
165,683
+5,951
IEUR icon
606
iShares Core MSCI Europe ETF
IEUR
$7.36B
$7.78M 0.01%
114,237
+20,126
EMB icon
607
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$7.77M 0.01%
81,677
+24,739
IWV icon
608
iShares Russell 3000 ETF
IWV
$18.6B
$7.73M 0.01%
20,406
+119
IVOG icon
609
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.44B
$7.71M 0.01%
64,521
-3,912
PULS icon
610
PGIM Ultra Short Bond ETF
PULS
$13.5B
$7.67M 0.01%
153,976
+5,533
IJT icon
611
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$7.65M 0.01%
54,032
+903
CHW
612
Calamos Global Dynamic Income Fund
CHW
$501M
$7.62M 0.01%
1,011,243
-84,178
EFAV icon
613
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.24B
$7.61M 0.01%
89,670
+7,385
SNOW icon
614
Snowflake
SNOW
$72B
$7.6M 0.01%
33,716
+810
DGRW icon
615
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$7.58M 0.01%
85,254
+3,971
SII
616
Sprott
SII
$3.01B
$7.56M 0.01%
90,848
+31,041
FMDE icon
617
Fidelity Enhanced Mid Cap ETF
FMDE
$4.94B
$7.55M 0.01%
208,892
+200,756
BXSL icon
618
Blackstone Secured Lending
BXSL
$6.13B
$7.55M 0.01%
289,580
-65,641
DWLD icon
619
Davis Select Worldwide ETF
DWLD
$531M
$7.55M 0.01%
166,855
-1,128
QQEW icon
620
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$7.54M 0.01%
53,423
-1,971
LKQ icon
621
LKQ Corp
LKQ
$8.58B
$7.49M 0.01%
245,212
+10,902
CGMU icon
622
Capital Group Municipal Income ETF
CGMU
$4.91B
$7.43M 0.01%
272,143
+38,787
IHDG icon
623
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.38B
$7.42M 0.01%
161,061
+838
SCHM icon
624
Schwab US Mid-Cap ETF
SCHM
$13.1B
$7.34M 0.01%
247,619
+2,873
ADM icon
625
Archer Daniels Midland
ADM
$31.3B
$7.31M 0.01%
122,391
+1,458
23 24
25
26 27