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
$57B
AUM Growth
+$5.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,866
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$158M
3
+$115M
4
META icon
Meta Platforms (Facebook)
META
+$93.4M
5
DHR icon
Danaher
DHR
+$80.2M

Top Sells

1
+$103M
2
+$86.7M
3
+$82.8M
4
GEV icon
GE Vernova
GEV
+$68M
5
MANH icon
Manhattan Associates
MANH
+$40.2M

Sector Composition

1 Technology 18.1%
2 Financials 13.98%
3 Industrials 10.71%
4 Consumer Discretionary 8.36%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKE icon
826
Buckle
BKE
$2.88B
$3.61M 0.01%
79,549
+22,181
ZBH icon
827
Zimmer Biomet
ZBH
$17.8B
$3.57M 0.01%
39,125
-12,857
XONE icon
828
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$651M
$3.57M 0.01%
71,888
-681
BXP icon
829
Boston Properties
BXP
$11.2B
$3.54M 0.01%
52,493
+43
DRI icon
830
Darden Restaurants
DRI
$20.2B
$3.54M 0.01%
16,232
+208
XHB icon
831
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$3.53M 0.01%
35,859
+26,225
NSA icon
832
National Storage Affiliates Trust
NSA
$2.26B
$3.53M 0.01%
110,454
-7,974
TDIV icon
833
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$3.53M 0.01%
39,160
+72
CLSK icon
834
CleanSpark
CLSK
$3.27B
$3.53M 0.01%
320,043
+210,307
VTIP icon
835
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$3.53M 0.01%
70,166
+41,790
GTLS icon
836
Chart Industries
GTLS
$9.15B
$3.51M 0.01%
21,341
-837
RMBS icon
837
Rambus
RMBS
$10.3B
$3.51M 0.01%
+54,805
BBJP icon
838
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$3.5M 0.01%
56,707
+6,229
AGM icon
839
Federal Agricultural Mortgage
AGM
$1.79B
$3.47M 0.01%
17,877
+81
OGE icon
840
OGE Energy
OGE
$9.02B
$3.45M 0.01%
77,822
-1,458
WHR icon
841
Whirlpool
WHR
$3.95B
$3.44M 0.01%
33,896
+1,178
FCFS icon
842
FirstCash
FCFS
$7.06B
$3.43M 0.01%
+25,408
TLH icon
843
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$3.42M 0.01%
33,667
+8,669
VNOM icon
844
Viper Energy
VNOM
$6.4B
$3.42M 0.01%
89,628
-7,870
RFEM icon
845
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$47.1M
$3.4M 0.01%
47,655
+1,511
ESTC icon
846
Elastic
ESTC
$9.65B
$3.38M 0.01%
40,080
-102,929
F icon
847
Ford
F
$52.6B
$3.37M 0.01%
310,656
-17,530
CWAN icon
848
Clearwater Analytics
CWAN
$5.63B
$3.37M 0.01%
153,649
-41,435
WEN icon
849
Wendy's
WEN
$1.64B
$3.37M 0.01%
+294,979
PSLV icon
850
Sprott Physical Silver Trust
PSLV
$9.72B
$3.31M 0.01%
270,088
-18,261
32 33
34
35 36