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
AMSC icon
751
American Superconductor
AMSC
$1.49B
$4.8M 0.01%
80,790
-2,292
WIW
752
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$536M
$4.76M 0.01%
535,798
+1,912
IRM icon
753
Iron Mountain
IRM
$25.1B
$4.75M 0.01%
46,638
-2,032
EXTR icon
754
Extreme Networks
EXTR
$2.33B
$4.74M 0.01%
+229,714
TER icon
755
Teradyne
TER
$31.1B
$4.74M 0.01%
34,458
+23,978
SPLV icon
756
Invesco S&P 500 Low Volatility ETF
SPLV
$7.47B
$4.72M 0.01%
64,299
-6,577
PREF icon
757
Principal Spectrum Preferred Securities Active ETF
PREF
$1.38B
$4.71M 0.01%
245,873
-46,551
SCHV icon
758
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$4.67M 0.01%
160,363
-14,124
FRDM icon
759
Freedom 100 Emerging Markets ETF
FRDM
$1.7B
$4.64M 0.01%
104,792
+96,852
PJT icon
760
PJT Partners
PJT
$4.15B
$4.64M 0.01%
+26,124
BKE icon
761
Buckle
BKE
$2.89B
$4.62M 0.01%
78,809
-740
ESLT icon
762
Elbit Systems
ESLT
$22.3B
$4.61M 0.01%
9,048
SCHH icon
763
Schwab US REIT ETF
SCHH
$8.37B
$4.59M 0.01%
212,613
+39,062
GWW icon
764
W.W. Grainger
GWW
$46.1B
$4.58M 0.01%
4,802
-166
CENX icon
765
Century Aluminum
CENX
$2.89B
$4.54M 0.01%
+154,578
FIX icon
766
Comfort Systems
FIX
$35.4B
$4.51M 0.01%
5,463
-5,563
QQXT icon
767
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$245M
$4.49M 0.01%
45,369
-8,094
KNSL icon
768
Kinsale Capital Group
KNSL
$8.4B
$4.49M 0.01%
10,550
-838
UAL icon
769
United Airlines
UAL
$33.9B
$4.48M 0.01%
+46,410
ES icon
770
Eversource Energy
ES
$25.2B
$4.47M 0.01%
62,830
+238
IBTH icon
771
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.81B
$4.47M 0.01%
198,437
+19,606
BOND icon
772
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.52B
$4.46M 0.01%
47,830
-424
PFFD icon
773
Global X US Preferred ETF
PFFD
$2.24B
$4.46M 0.01%
229,684
-4,843
DHI icon
774
D.R. Horton
DHI
$46.9B
$4.44M 0.01%
26,179
+14,112
FDVV icon
775
Fidelity High Dividend ETF
FDVV
$7.63B
$4.43M 0.01%
79,507
+681
29 30
31
32 33