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
576
$7.85M 0.02%
+510,989
577
$7.77M 0.02%
35,315
-502
578
$7.69M 0.01%
64,680
+2,229
579
$7.67M 0.01%
95,766
+10,407
580
$7.67M 0.01%
60,925
-184
581
$7.64M 0.01%
113,558
+12,469
582
$7.5M 0.01%
26,740
-6,432
583
$7.47M 0.01%
184,046
-20,568
584
$7.41M 0.01%
505,569
-23,814
585
$7.34M 0.01%
81,153
+6,422
586
$7.24M 0.01%
5,075
+180
587
$7.23M 0.01%
18,589
+4,080
588
$7.18M 0.01%
202,535
+48,150
589
$7.18M 0.01%
39,541
+15,222
590
$7.17M 0.01%
237,186
-3,577
591
$7.16M 0.01%
131,462
-1,391
592
$7.15M 0.01%
283,268
-6,171
593
$7.15M 0.01%
62,353
+6,444
594
$7.11M 0.01%
71,064
+14,287
595
$7.07M 0.01%
19,441
-8,531
596
$7.01M 0.01%
55,860
-8,910
597
$6.96M 0.01%
51,418
+10,829
598
$6.86M 0.01%
95,529
-760
599
$6.86M 0.01%
380,457
+6,770
600
$6.84M 0.01%
32,387
+8,048
22 23
24
25 26