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
301
$24.2M 0.05%
296,018
-707
302
$24.2M 0.05%
1,097,895
+117,785
303
$24.1M 0.05%
290,324
+13,119
304
$24.1M 0.05%
205,287
+12,330
305
$24M 0.05%
5,689
+74
306
$23.7M 0.05%
209,857
-9,765
307
$23.6M 0.05%
245,368
+18,080
308
$23.5M 0.05%
438,039
+302,457
309
$23.2M 0.05%
444,397
+13,654
310
$23.1M 0.04%
548,958
+89,261
311
$23M 0.04%
554,194
-13,519
312
$23M 0.04%
77,814
+41
313
$22.9M 0.04%
85,589
+4,701
314
$22.8M 0.04%
445,763
-43,187
315
$22.8M 0.04%
38,818
+163
316
$22.3M 0.04%
326,935
+43,561
317
$22.2M 0.04%
269,164
+9,356
318
$22.1M 0.04%
818,771
+32,522
319
$22.1M 0.04%
697,582
+44,711
320
$21.9M 0.04%
349,151
+19,750
321
$21.7M 0.04%
193,942
-181
322
$21.6M 0.04%
475,627
+24,840
323
$21.6M 0.04%
758,611
-195,766
324
$21.5M 0.04%
108,391
+7,468
325
$21.4M 0.04%
911,870
-404,866
11 12
13
14 15