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
701
$4.6M 0.01%
5,196
+1,244
702
$4.57M 0.01%
518,616
+8,282
703
$4.54M 0.01%
36,472
-2,055
704
$4.54M 0.01%
429,631
-3,914
705
$4.53M 0.01%
89,810
-24,184
706
$4.52M 0.01%
69,585
-89,584
707
$4.49M 0.01%
41,024
-1,206
708
$4.48M 0.01%
3,492
+1,228
709
$4.47M 0.01%
2,301
-219
710
$4.44M 0.01%
82,653
+852
711
$4.44M 0.01%
764,722
+20,560
712
$4.43M 0.01%
30,877
-1,404
713
$4.43M 0.01%
74,724
-9,897
714
$4.39M 0.01%
54,707
+15,223
715
$4.39M 0.01%
46,373
+516
716
$4.38M 0.01%
88,577
+4,660
717
$4.38M 0.01%
20,326
-541
718
$4.36M 0.01%
149,982
+378
719
$4.36M 0.01%
82,245
+1,200
720
$4.34M 0.01%
13,705
-158
721
$4.34M 0.01%
153,232
-3,337
722
$4.3M 0.01%
12,883
+2,504
723
$4.27M 0.01%
207,926
-3,012
724
$4.26M 0.01%
38,122
-1,766
725
$4.23M 0.01%
15,238
-330
27 28
29
30 31