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
626
$5.96M 0.01%
3,977
-36
627
$5.95M 0.01%
76,774
+2,872
628
$5.94M 0.01%
121,299
+9,259
629
$5.92M 0.01%
35,394
-754
630
$5.91M 0.01%
73,317
+20,696
631
$5.88M 0.01%
232,494
+189,848
632
$5.88M 0.01%
211,229
+199,623
633
$5.84M 0.01%
54,978
+10,544
634
$5.78M 0.01%
57,247
-832
635
$5.77M 0.01%
167,222
-86,643
636
$5.75M 0.01%
97,017
-10,035
637
$5.71M 0.01%
29,442
+2,858
638
$5.69M 0.01%
302,635
-14,625
639
$5.67M 0.01%
55,959
+476
640
$5.65M 0.01%
53,876
+1,032
641
$5.63M 0.01%
92,882
+1,403
642
$5.59M 0.01%
122,907
+2,903
643
$5.58M 0.01%
232,672
+5,319
644
$5.58M 0.01%
72,749
+1,658
645
$5.57M 0.01%
141,410
-2,872
646
$5.57M 0.01%
101,879
+82,570
647
$5.56M 0.01%
50,323
-3,059
648
$5.55M 0.01%
11,807
+58
649
$5.54M 0.01%
200,547
+9,141
650
$5.53M 0.01%
105,196
+14,089
24 25
26
27 28