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
BOOT icon
801
Boot Barn
BOOT
$6.04B
$4.11M 0.01%
24,804
-17,374
SWK icon
802
Stanley Black & Decker
SWK
$11.2B
$4.11M 0.01%
55,285
+2,007
JNK icon
803
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$4.1M 0.01%
41,877
+247
DBMF icon
804
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.96B
$4.09M 0.01%
149,781
-21,454
SSD icon
805
Simpson Manufacturing
SSD
$7.01B
$4.07M 0.01%
24,328
-2,812
SCHG icon
806
Schwab US Large-Cap Growth ETF
SCHG
$52.7B
$4.07M 0.01%
127,642
-11,013
NLY icon
807
Annaly Capital Management
NLY
$15.6B
$4.07M 0.01%
201,498
+8,057
GVI icon
808
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$4.07M 0.01%
37,844
+3,175
SYBT icon
809
Stock Yards Bancorp
SYBT
$1.98B
$4.06M 0.01%
58,047
+3,562
PRF icon
810
Invesco FTSE RAFI US 1000 ETF
PRF
$8.53B
$4.06M 0.01%
89,855
-115
KAI icon
811
Kadant
KAI
$3.43B
$4.06M 0.01%
13,649
-1,942
EXLS icon
812
EXL Service
EXLS
$6.49B
$4.06M 0.01%
92,172
-17,744
HYLB icon
813
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4B
$4.06M 0.01%
109,292
+4,461
GTO icon
814
Invesco Total Return Bond ETF
GTO
$1.92B
$4.05M 0.01%
85,330
-558,167
COUR icon
815
Coursera
COUR
$1.39B
$4.05M 0.01%
346,073
+67,712
CLSK icon
816
CleanSpark
CLSK
$3.88B
$4.05M 0.01%
279,223
-40,820
ELV icon
817
Elevance Health
ELV
$74.1B
$4.03M 0.01%
12,471
-28,503
DLB icon
818
Dolby
DLB
$6.31B
$4.02M 0.01%
55,548
+11,106
JPIE icon
819
JPMorgan Income ETF
JPIE
$6.32B
$4.01M 0.01%
+86,384
UMC icon
820
United Microelectronic
UMC
$19.8B
$4M 0.01%
528,165
+2,759
KDP icon
821
Keurig Dr Pepper
KDP
$38.7B
$4M 0.01%
156,925
-313,419
MAS icon
822
Masco
MAS
$13.4B
$3.97M 0.01%
56,444
+17,894
BXP icon
823
Boston Properties
BXP
$11.2B
$3.97M 0.01%
53,351
+858
AIQ icon
824
Global X Artificial Intelligence & Technology ETF
AIQ
$7.11B
$3.96M 0.01%
80,252
+49,732
PDI icon
825
PIMCO Dynamic Income Fund
PDI
$7.57B
$3.94M 0.01%
199,088
+354
31 32
33
34 35