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
451
$12.5M 0.02%
183,981
+1,250
452
$12.4M 0.02%
203,250
+10,477
453
$12.4M 0.02%
172,951
-1,756
454
$12.4M 0.02%
169,641
+3,028
455
$12.4M 0.02%
88,253
+1,402
456
$12.2M 0.02%
33,890
+520
457
$12.2M 0.02%
801,842
+54,931
458
$12.1M 0.02%
48,949
+2,567
459
$12M 0.02%
81,117
+12,101
460
$11.9M 0.02%
121,140
+28,761
461
$11.9M 0.02%
5,782
+118
462
$11.9M 0.02%
621,982
+205,110
463
$11.8M 0.02%
137,712
-8,476
464
$11.7M 0.02%
107,040
+586
465
$11.7M 0.02%
52,835
+4,150
466
$11.6M 0.02%
382,128
+7,466
467
$11.6M 0.02%
47,326
-11,279
468
$11.6M 0.02%
547,299
+173,837
469
$11.6M 0.02%
57,872
-13,072
470
$11.6M 0.02%
291,032
-169,650
471
$11.5M 0.02%
694,920
+30,252
472
$11.4M 0.02%
372,032
+27,819
473
$11.4M 0.02%
63,189
+140
474
$11.4M 0.02%
580,548
+19,603
475
$11.3M 0.02%
27,805
-69
17 18
19
20 21