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
401
$15.5M 0.03%
57,091
-1,268
402
$15.4M 0.03%
316,365
+13,151
403
$15.1M 0.03%
114,148
+4,439
404
$15.1M 0.03%
275,966
+20,623
405
$15M 0.03%
156,301
+60,279
406
$15M 0.03%
132,563
-11,174
407
$15M 0.03%
99,909
+5,263
408
$14.9M 0.03%
145,772
+11,730
409
$14.9M 0.03%
419,345
-19,575
410
$14.8M 0.03%
724,883
+304,942
411
$14.6M 0.03%
1,456,790
+117,271
412
$14.6M 0.03%
90,085
+214
413
$14.5M 0.03%
161,832
-51,133
414
$14.5M 0.03%
455,338
+150,476
415
$14.5M 0.03%
138,122
+12,778
416
$14.4M 0.03%
105,621
-3,866
417
$14.3M 0.03%
193,433
+18,256
418
$14.3M 0.03%
50,264
+349
419
$14.3M 0.03%
356,639
+24,505
420
$14.2M 0.03%
314,464
+3,118
421
$14.1M 0.03%
59,704
-961
422
$14.1M 0.03%
240,834
+232,217
423
$13.9M 0.03%
51,612
-256
424
$13.8M 0.03%
42,611
+701
425
$13.8M 0.03%
322,220
+5,130
15 16
17
18 19