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
KRE icon
1426
State Street SPDR S&P Regional Banking ETF
KRE
$3.52B
$569K ﹤0.01%
8,988
+72
DFE icon
1427
WisdomTree Europe SmallCap Dividend Fund
DFE
$162M
$565K ﹤0.01%
8,030
+4
SPMO icon
1428
Invesco S&P 500 Momentum ETF
SPMO
$13B
$561K ﹤0.01%
4,636
+2,011
NVT icon
1429
nVent Electric
NVT
$17.5B
$561K ﹤0.01%
5,686
-287
UNM icon
1430
Unum
UNM
$12.3B
$560K ﹤0.01%
7,196
-743
ARM icon
1431
Arm
ARM
$149B
$559K ﹤0.01%
3,948
+1,040
JMUB icon
1432
JPMorgan Municipal ETF
JMUB
$6.24B
$556K ﹤0.01%
11,020
+3,270
IBDR icon
1433
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.54B
$555K ﹤0.01%
22,846
-1,158
FTEC icon
1434
Fidelity MSCI Information Technology Index ETF
FTEC
$16.9B
$554K ﹤0.01%
2,494
+9
SF icon
1435
Stifel
SF
$12.7B
$554K ﹤0.01%
4,879
-48
TRGP icon
1436
Targa Resources
TRGP
$38.5B
$552K ﹤0.01%
3,294
-403
NUSC icon
1437
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$550K ﹤0.01%
12,481
-115
VSCO icon
1438
Victoria's Secret
VSCO
$3.29B
$550K ﹤0.01%
20,248
+3,535
RBCAA icon
1439
Republic Bancorp
RBCAA
$1.34B
$549K ﹤0.01%
7,600
USPH icon
1440
US Physical Therapy
USPH
$1.15B
$547K ﹤0.01%
6,436
+327
IBDQ icon
1441
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$546K ﹤0.01%
21,669
-735
MWA icon
1442
Mueller Water Products
MWA
$3.88B
$544K ﹤0.01%
21,305
-2,142
FTV icon
1443
Fortive
FTV
$17B
$543K ﹤0.01%
11,084
-676
CRWV
1444
CoreWeave Inc
CRWV
$43.1B
$542K ﹤0.01%
3,957
+1,168
SUI icon
1445
Sun Communities
SUI
$15.8B
$540K ﹤0.01%
4,186
-261
USSG icon
1446
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$503M
$531K ﹤0.01%
8,658
PCVX icon
1447
Vaxcyte
PCVX
$5.97B
$530K ﹤0.01%
14,717
+418
FBIN icon
1448
Fortune Brands Innovations
FBIN
$6.08B
$530K ﹤0.01%
9,921
-450
SKY icon
1449
Champion Homes
SKY
$4.79B
$529K ﹤0.01%
6,930
+1,725
VIV icon
1450
Telefônica Brasil
VIV
$20.9B
$529K ﹤0.01%
+41,456
56 57
58
59 60