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
476
$11.3M 0.02%
45,369
-1,321
477
$11.2M 0.02%
77,269
+570
478
$11.2M 0.02%
256,282
+4,078
479
$11.2M 0.02%
177,419
-16,121
480
$11.1M 0.02%
74,369
-34,658
481
$11.1M 0.02%
172,702
-1,427
482
$11M 0.02%
83,334
-10,764
483
$11M 0.02%
556,184
+20,539
484
$10.9M 0.02%
190,513
+1,073
485
$10.8M 0.02%
526,733
+23,144
486
$10.8M 0.02%
23,168
-30,595
487
$10.8M 0.02%
12,122
+641
488
$10.7M 0.02%
425,450
+30,116
489
$10.7M 0.02%
236,990
-37,857
490
$10.6M 0.02%
212,608
-18,645
491
$10.5M 0.02%
106,466
-4,372
492
$10.5M 0.02%
238,357
+3,153
493
$10.4M 0.02%
41,816
+507
494
$10.4M 0.02%
75,377
+4,718
495
$10.4M 0.02%
198,729
+53,105
496
$10.3M 0.02%
89,751
+2,467
497
$10.3M 0.02%
38,493
+1,577
498
$10.3M 0.02%
257,171
-109,001
499
$10.3M 0.02%
136,428
+3,803
500
$10.2M 0.02%
29,579
+3,430
18 19
20
21 22