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
526
$9.48M 0.02%
151,254
-7,065
527
$9.44M 0.02%
375,658
+274,482
528
$9.41M 0.02%
240,584
-18,754
529
$9.4M 0.02%
500,073
+77,705
530
$9.35M 0.02%
109,303
+1,537
531
$9.33M 0.02%
109,858
+89,184
532
$9.29M 0.02%
379,936
-36,358
533
$9.25M 0.02%
96,556
+33,857
534
$9.25M 0.02%
469,151
+10,823
535
$9.21M 0.02%
106,040
+10,653
536
$9.12M 0.02%
54,763
+1,675
537
$9.11M 0.02%
117,346
+26,912
538
$9.08M 0.02%
188,279
+4,845
539
$9.05M 0.02%
259,607
-140,200
540
$9.04M 0.02%
325,793
+79,631
541
$9M 0.02%
316,215
+316
542
$8.97M 0.02%
56,468
-2,761
543
$8.94M 0.02%
31,763
-1,070
544
$8.9M 0.02%
182,854
-1,154
545
$8.78M 0.02%
213,763
+15,701
546
$8.72M 0.02%
54,910
+33,400
547
$8.69M 0.02%
1,212,186
+28,704
548
$8.65M 0.02%
227,726
-28,063
549
$8.62M 0.02%
61,397
-15,395
550
$8.53M 0.02%
44,985
-7,409
20 21
22
23 24