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
501
$10.2M 0.02%
53,205
-3,129
502
$10.2M 0.02%
425,167
+4,620
503
$10.2M 0.02%
98,647
+9,138
504
$10.1M 0.02%
171,727
-2,753
505
$10.1M 0.02%
19,381
+1,299
506
$10.1M 0.02%
163,810
-280
507
$9.97M 0.02%
335,775
-176
508
$9.93M 0.02%
48,044
-360
509
$9.92M 0.02%
263,518
+74,884
510
$9.87M 0.02%
18,693
+355
511
$9.84M 0.02%
87,984
+7,742
512
$9.84M 0.02%
75,535
-1,774
513
$9.84M 0.02%
66,248
+2,777
514
$9.71M 0.02%
133,337
-4,131
515
$9.69M 0.02%
330,850
+2,095
516
$9.68M 0.02%
192,800
-3,028
517
$9.68M 0.02%
26,264
+355
518
$9.66M 0.02%
203,343
-181
519
$9.61M 0.02%
496,607
-9,234
520
$9.6M 0.02%
35,424
+197
521
$9.59M 0.02%
147,867
+17,083
522
$9.53M 0.02%
344,092
-57,267
523
$9.53M 0.02%
144,137
+20,629
524
$9.51M 0.02%
177,630
+145,296
525
$9.49M 0.02%
120,667
-31,768
19 20
21
22 23