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
351
$18.9M 0.04%
161,733
-73
352
$18.9M 0.04%
83,929
+9,787
353
$18.8M 0.04%
60,204
+45
354
$18.8M 0.04%
411,576
+9,494
355
$18.7M 0.04%
203,611
-3,816
356
$18.6M 0.04%
753,403
+27,803
357
$18.4M 0.04%
347,670
+15,512
358
$18.4M 0.04%
89,209
+2,649
359
$18.3M 0.04%
492,705
+46,741
360
$18M 0.04%
125,607
+29,996
361
$18M 0.04%
393,895
+48,250
362
$18M 0.03%
36,567
+77
363
$17.9M 0.03%
1,217,429
-44,579
364
$17.8M 0.03%
381,420
+11,005
365
$17.8M 0.03%
211,601
+9,532
366
$17.7M 0.03%
73,123
+1,180
367
$17.7M 0.03%
475,412
-5,709
368
$17.7M 0.03%
105,272
-7,761
369
$17.6M 0.03%
511,701
+3,959
370
$17.6M 0.03%
282,351
+3,414
371
$17.6M 0.03%
161,242
-35,654
372
$17.5M 0.03%
183,642
+21,787
373
$17.5M 0.03%
139,580
+4,406
374
$17.5M 0.03%
145,550
+1,577
375
$17.5M 0.03%
138,539
-14,445
13 14
15
16 17