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
551
$8.5M 0.02%
29,323
+13
552
$8.45M 0.02%
800,171
+6,575
553
$8.4M 0.02%
121,284
+1,133
554
$8.4M 0.02%
137,585
-343
555
$8.38M 0.02%
18,628
+2,761
556
$8.36M 0.02%
498,935
+13,903
557
$8.32M 0.02%
91,315
-9,532
558
$8.3M 0.02%
144,101
+10,355
559
$8.21M 0.02%
23,727
+1,024
560
$8.19M 0.02%
197,516
+3,805
561
$8.17M 0.02%
10,554
-353
562
$8.16M 0.02%
115,232
+1,295
563
$8.1M 0.02%
322,207
+12,313
564
$8.09M 0.02%
15,955
-470
565
$8.08M 0.02%
263,473
-868
566
$8.06M 0.02%
23,853
-485
567
$7.95M 0.02%
191,650
-1,469
568
$7.95M 0.02%
79,848
-682
569
$7.91M 0.02%
119,870
+11,993
570
$7.91M 0.02%
66,132
+31,223
571
$7.9M 0.02%
95,275
+6,303
572
$7.88M 0.02%
98,184
-16,189
573
$7.88M 0.02%
30,990
-1,994
574
$7.87M 0.02%
119,400
-3,853
575
$7.87M 0.02%
163,634
-758
21 22
23
24 25