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
601
$6.83M 0.01%
94,089
+1,261
602
$6.78M 0.01%
40,125
-1,593
603
$6.74M 0.01%
48,317
+671
604
$6.67M 0.01%
71,499
-1,343
605
$6.59M 0.01%
20,183
-206
606
$6.59M 0.01%
213,680
-3,862
607
$6.55M 0.01%
73,252
+8,153
608
$6.48M 0.01%
287,781
+41,445
609
$6.46M 0.01%
96,544
+43
610
$6.45M 0.01%
69,228
+10,430
611
$6.43M 0.01%
240,549
+39,944
612
$6.39M 0.01%
141,450
+1,855
613
$6.35M 0.01%
128,755
+88,629
614
$6.3M 0.01%
126,570
-8,658
615
$6.16M 0.01%
40,636
-8,651
616
$6.13M 0.01%
65,565
+18,339
617
$6.12M 0.01%
33,618
-1,580
618
$6.09M 0.01%
92,374
-1,363
619
$6.06M 0.01%
2,040,730
+819,667
620
$6.05M 0.01%
5,825
-197
621
$6.05M 0.01%
102,130
+1,096
622
$6M 0.01%
60,751
+5,490
623
$5.99M 0.01%
188,192
-3,414
624
$5.99M 0.01%
94,660
-7,982
625
$5.99M 0.01%
216,105
-14,352
23 24
25
26 27