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
651
$5.52M 0.01%
49,979
-7,654
652
$5.52M 0.01%
11,636
-302
653
$5.49M 0.01%
151,843
+11,112
654
$5.45M 0.01%
145,077
-3,819
655
$5.43M 0.01%
115,498
+4,752
656
$5.41M 0.01%
257,367
+15,447
657
$5.38M 0.01%
25,624
+1,722
658
$5.35M 0.01%
65,726
+46,194
659
$5.33M 0.01%
142,619
+2,214
660
$5.31M 0.01%
455,811
+13,929
661
$5.3M 0.01%
107,289
+116
662
$5.3M 0.01%
85,351
+2,810
663
$5.3M 0.01%
49,051
-6,401
664
$5.28M 0.01%
59,071
+3,958
665
$5.27M 0.01%
96,140
-1,170
666
$5.25M 0.01%
97,357
+2,765
667
$5.24M 0.01%
73,006
-1,719
668
$5.21M 0.01%
+52,290
669
$5.13M 0.01%
49,678
-5,876
670
$5.1M 0.01%
624,423
+38,079
671
$5.09M 0.01%
105,698
-6,570
672
$5.04M 0.01%
74,209
+9,028
673
$5.04M 0.01%
23,071
+21,671
674
$5M 0.01%
28,400
+2,320
675
$4.95M 0.01%
20,592
-4,624
25 26
27
28 29