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
PXH icon
726
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.74B
$5.17M 0.01%
203,303
+3,390
FLRN icon
727
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$5.15M 0.01%
166,966
-16,586
MCO icon
728
Moody's
MCO
$87.3B
$5.14M 0.01%
10,796
+64
DGS icon
729
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$5.14M 0.01%
89,968
+13
CBRE icon
730
CBRE Group
CBRE
$48.1B
$5.14M 0.01%
32,591
-1,293
OSK icon
731
Oshkosh
OSK
$8.28B
$5.12M 0.01%
39,463
+1,837
ACGL icon
732
Arch Capital
ACGL
$33.5B
$5.05M 0.01%
55,685
+722
FNF icon
733
Fidelity National Financial
FNF
$15.8B
$5.04M 0.01%
83,377
-793
PPA icon
734
Invesco Aerospace & Defense ETF
PPA
$6.58B
$5.03M 0.01%
32,328
-712
JFR icon
735
Nuveen Floating Rate Income Fund
JFR
$1.27B
$5.03M 0.01%
614,320
+1,865
LH icon
736
Labcorp
LH
$21.7B
$5.01M 0.01%
17,443
+8,795
CHRW icon
737
C.H. Robinson
CHRW
$18.7B
$5M 0.01%
37,758
+28,640
SCHO icon
738
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$4.98M 0.01%
204,038
+36,774
SNPS icon
739
Synopsys
SNPS
$88.3B
$4.97M 0.01%
10,080
-21,221
RINT
740
Russell Investments International Developed Equity ETF
RINT
$107M
$4.97M 0.01%
176,955
-7,463
BMO icon
741
Bank of Montreal
BMO
$90.7B
$4.97M 0.01%
38,148
+545
DOCS icon
742
Doximity
DOCS
$9.66B
$4.92M 0.01%
67,286
-188
DES icon
743
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$4.9M 0.01%
145,472
-6,943
FXU icon
744
First Trust Utilities AlphaDEX Fund
FXU
$1.77B
$4.88M 0.01%
107,368
-4,595
CGCV
745
Capital Group Conservative Equity ETF
CGCV
$1.12B
$4.85M 0.01%
161,009
+775
VONE icon
746
Vanguard Russell 1000 ETF
VONE
$7.16B
$4.85M 0.01%
16,033
-95,302
COCO icon
747
Vita Coco
COCO
$3.06B
$4.84M 0.01%
113,904
-16,414
MRVL icon
748
Marvell Technology
MRVL
$84.1B
$4.83M 0.01%
57,483
+40,066
GKOS icon
749
Glaukos
GKOS
$6.25B
$4.8M 0.01%
58,849
-4,530
BKLN icon
750
Invesco Senior Loan ETF
BKLN
$6.38B
$4.8M 0.01%
229,270
-24,381
28 29
30
31 32