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
326
$21.4M 0.04%
254,757
-10,681
327
$21.2M 0.04%
160,959
-8,505
328
$21.1M 0.04%
110,493
-311
329
$21M 0.04%
+465,778
330
$21M 0.04%
163,445
+1,637
331
$20.8M 0.04%
165,226
+5,531
332
$20.8M 0.04%
452,687
+17,752
333
$20.7M 0.04%
421,290
-24,301
334
$20.7M 0.04%
97,598
-15,365
335
$20.4M 0.04%
144,935
+3,877
336
$20.2M 0.04%
86,349
-2,422
337
$20.1M 0.04%
869,584
+204,696
338
$20M 0.04%
360,117
-65,886
339
$19.8M 0.04%
528,651
+9,274
340
$19.8M 0.04%
327,222
+22,279
341
$19.4M 0.04%
249,018
+1,352
342
$19.3M 0.04%
186,419
-1,724
343
$19.3M 0.04%
179,220
+36,005
344
$19.3M 0.04%
118,314
-4,112
345
$19.2M 0.04%
248,018
-3,565
346
$19.2M 0.04%
388,953
+8,485
347
$19.1M 0.04%
69,821
-28,049
348
$19M 0.04%
372,621
+74,750
349
$19M 0.04%
196,991
+4,215
350
$19M 0.04%
77,887
+51,821
12 13
14
15 16