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
676
$4.94M 0.01%
9,787
-151
677
$4.9M 0.01%
58,399
-348
678
$4.82M 0.01%
40,254
+1,683
679
$4.82M 0.01%
146,436
+22,658
680
$4.8M 0.01%
231,053
-34,867
681
$4.8M 0.01%
16,299
+366
682
$4.8M 0.01%
95,178
+788
683
$4.78M 0.01%
411,405
+237,945
684
$4.77M 0.01%
10,162
+238
685
$4.74M 0.01%
103,396
-8,022
686
$4.71M 0.01%
65,825
-53,698
687
$4.7M 0.01%
24,208
+4,162
688
$4.69M 0.01%
47,971
-1,712
689
$4.69M 0.01%
121,715
+33,376
690
$4.68M 0.01%
76,110
-744
691
$4.68M 0.01%
47,366
+20,773
692
$4.68M 0.01%
230,725
+199,567
693
$4.68M 0.01%
528,960
+9,433
694
$4.67M 0.01%
44,609
-608
695
$4.65M 0.01%
52,637
+14,160
696
$4.62M 0.01%
19,254
-180
697
$4.62M 0.01%
57,374
-11,660
698
$4.61M 0.01%
22,501
-43
699
$4.61M 0.01%
110,680
-29,360
700
$4.6M 0.01%
+397,101
26 27
28
29 30