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
376
$17.4M 0.03%
167,854
+782
377
$17.4M 0.03%
41,085
+1,251
378
$17.3M 0.03%
240,413
-749,162
379
$17.2M 0.03%
34,709
-853
380
$17.2M 0.03%
165,433
+9,019
381
$17.1M 0.03%
120,945
+14,567
382
$17.1M 0.03%
285,726
-28,821
383
$17M 0.03%
483,952
+28,333
384
$17M 0.03%
181,004
-3,801
385
$16.9M 0.03%
223,592
-25,154
386
$16.9M 0.03%
321,661
+18,231
387
$16.9M 0.03%
307,639
+21,632
388
$16.9M 0.03%
201,566
+39,605
389
$16.9M 0.03%
123,938
-12,756
390
$16.8M 0.03%
88,621
-22,667
391
$16.7M 0.03%
134,533
-10,698
392
$16.6M 0.03%
793,310
+65,565
393
$16.4M 0.03%
115,572
+94
394
$16.4M 0.03%
744,248
+118,609
395
$16.4M 0.03%
480,337
+21,103
396
$16.2M 0.03%
97,252
+745
397
$16.2M 0.03%
116,530
+1,722
398
$16M 0.03%
78,898
-28,271
399
$15.9M 0.03%
113,934
-41,133
400
$15.5M 0.03%
117,985
-2,124
14 15
16
17 18