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
426
$13.7M 0.03%
187,113
-4,133
427
$13.7M 0.03%
266,331
-15,868
428
$13.7M 0.03%
229,472
+55,957
429
$13.6M 0.03%
29,630
-248
430
$13.6M 0.03%
114,747
+91,880
431
$13.6M 0.03%
174,126
+21,293
432
$13.6M 0.03%
392,469
-15,190
433
$13.4M 0.03%
160,151
+20,416
434
$13.4M 0.03%
86,841
+2,129
435
$13.3M 0.03%
136,768
+20,894
436
$13.2M 0.03%
69,007
-3,401
437
$13.2M 0.03%
314,300
+121,561
438
$13.1M 0.03%
59,392
+2,278
439
$13.1M 0.03%
358,163
+162,844
440
$13.1M 0.03%
80,125
-774
441
$13.1M 0.03%
115,584
+8,215
442
$13M 0.03%
90,870
+7,778
443
$12.9M 0.03%
625,816
+21,518
444
$12.8M 0.02%
105,923
-7,206
445
$12.8M 0.02%
170,584
+90,474
446
$12.7M 0.02%
44,969
+326
447
$12.6M 0.02%
168,886
+13,495
448
$12.6M 0.02%
138,354
-7,270
449
$12.5M 0.02%
416,552
+90,309
450
$12.5M 0.02%
47,428
+7,713
16 17
18
19 20