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
OGE icon
851
OGE Energy
OGE
$8.96B
$3.61M 0.01%
78,085
+263
EVRG icon
852
Evergy
EVRG
$17B
$3.61M 0.01%
47,468
+7,727
HIG icon
853
Hartford Financial Services
HIG
$36.7B
$3.6M 0.01%
27,019
-2,451
XONE icon
854
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$672M
$3.6M 0.01%
72,487
+599
DVN icon
855
Devon Energy
DVN
$23.7B
$3.58M 0.01%
102,127
-24,175
DASH icon
856
DoorDash
DASH
$95.3B
$3.56M 0.01%
13,082
+12,181
HYMB icon
857
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
$3.53M 0.01%
141,642
+19,049
VTIP icon
858
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$3.53M 0.01%
69,689
-477
TT icon
859
Trane Technologies
TT
$89.9B
$3.49M 0.01%
8,281
AAP icon
860
Advance Auto Parts
AAP
$3.15B
$3.49M 0.01%
56,907
+125
RFEM icon
861
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$51M
$3.49M 0.01%
45,992
-1,663
BUD icon
862
AB InBev
BUD
$119B
$3.46M 0.01%
58,123
-7
ALHC icon
863
Alignment Healthcare
ALHC
$3.87B
$3.45M 0.01%
197,821
-18,540
REMG
864
Russell Investments Emerging Markets Equity ETF
REMG
$73.1M
$3.45M 0.01%
120,475
-5,386
CCJ icon
865
Cameco
CCJ
$41B
$3.43M 0.01%
40,867
+12,142
F icon
866
Ford
F
$52.4B
$3.43M 0.01%
286,495
-24,161
AFRM icon
867
Affirm
AFRM
$22.7B
$3.4M 0.01%
+46,456
QQQM icon
868
Invesco NASDAQ 100 ETF
QQQM
$70.5B
$3.39M 0.01%
13,708
+1,030
FNDE icon
869
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.13B
$3.39M 0.01%
93,681
+2,438
EMLP icon
870
First Trust North American Energy Infrastructure Fund
EMLP
$3.44B
$3.38M 0.01%
88,229
+1,802
ADSK icon
871
Autodesk
ADSK
$64.9B
$3.37M 0.01%
10,619
+571
WPC icon
872
W.P. Carey
WPC
$14.6B
$3.35M 0.01%
49,535
+531
EBAY icon
873
eBay
EBAY
$37.1B
$3.34M 0.01%
36,736
+2,867
ESGE icon
874
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
$3.34M 0.01%
76,885
-404
IT icon
875
Gartner
IT
$16.7B
$3.32M 0.01%
12,648
-77,263
33 34
35
36 37