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
276
$29.4M 0.06%
217,492
+835
277
$29.2M 0.06%
132,510
+4,617
278
$29.1M 0.06%
500,075
+8,376
279
$28.9M 0.06%
139,911
+23,586
280
$28.7M 0.06%
142,859
+1,914
281
$28.4M 0.06%
110,107
-26,241
282
$28.3M 0.06%
125,454
+13,334
283
$28.2M 0.05%
545,547
-28,703
284
$28.2M 0.05%
657,478
+27,786
285
$28.1M 0.05%
844,582
+21,163
286
$28M 0.05%
287,371
+8,902
287
$27.3M 0.05%
347,286
+2,619
288
$27M 0.05%
429,481
-170,587
289
$26.8M 0.05%
88,823
-4,816
290
$26.6M 0.05%
522,929
+64,157
291
$26.6M 0.05%
337,882
+27,507
292
$26.4M 0.05%
545,924
+166,051
293
$26.4M 0.05%
109,297
+7,122
294
$26.3M 0.05%
553,102
+58,860
295
$26.3M 0.05%
480,862
-5,347
296
$26.2M 0.05%
290,700
-16,037
297
$25.8M 0.05%
319,777
+51,860
298
$25.3M 0.05%
84,709
+18,300
299
$24.7M 0.05%
122,983
+342
300
$24.5M 0.05%
446,061
+14,433
10 11
12
13 14