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
$51.5B
AUM Growth
+$3.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$58.5M
3
+$56.2M
4
GE icon
GE Aerospace
GE
+$54M
5
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$52.6M

Top Sells

1
+$77.1M
2
+$55.7M
3
+$53.9M
4
BSY icon
Bentley Systems
BSY
+$49.8M
5
LSCC icon
Lattice Semiconductor
LSCC
+$48.2M

Sector Composition

1 Technology 19.02%
2 Financials 13.13%
3 Industrials 10.6%
4 Consumer Discretionary 8.31%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33.3M 0.06%
133,810
+1,052
252
$33.1M 0.06%
218,025
-32,985
253
$33.1M 0.06%
410,677
-21,048
254
$33M 0.06%
227,766
+16,218
255
$32.8M 0.06%
1,341,303
+45,913
256
$32.7M 0.06%
954,931
+38,503
257
$32.7M 0.06%
140,451
+13,958
258
$32.6M 0.06%
241,493
-1,085
259
$32.5M 0.06%
247,482
+2,119
260
$32.5M 0.06%
237,694
-23,314
261
$32.4M 0.06%
40,066
+1,969
262
$31.8M 0.06%
262,311
+47,130
263
$31.7M 0.06%
399,260
+96,106
264
$31.5M 0.06%
260,419
+74,455
265
$31.2M 0.06%
219,315
-10,204
266
$31.1M 0.06%
464,260
-450,293
267
$31.1M 0.06%
582,267
+1,007
268
$30.7M 0.06%
53,868
-875
269
$30.5M 0.06%
146,811
-27,669
270
$30.5M 0.06%
292,165
+12,040
271
$30.4M 0.06%
652,699
+26,298
272
$30.3M 0.06%
895,740
-14,692
273
$29.8M 0.06%
198,078
+3,354
274
$29.6M 0.06%
193,192
+16,808
275
$29.4M 0.06%
1,625,095
+273,566
9 10
11
12 13