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
726
$4.23M 0.01%
120,517
+659
727
$4.22M 0.01%
129,847
+2,891
728
$4.19M 0.01%
57,476
+2,248
729
$4.17M 0.01%
64,121
-8,137
730
$4.17M 0.01%
46,337
-449
731
$4.17M 0.01%
138,152
-2,633
732
$4.16M 0.01%
123,305
-12,363
733
$4.13M 0.01%
188,140
+955
734
$4.11M 0.01%
25,242
-2,623
735
$4.11M 0.01%
24,023
-2,985
736
$4.1M 0.01%
81,485
-3,207
737
$4.07M 0.01%
252,030
-31,219
738
$4.07M 0.01%
64,147
+1,102
739
$4.06M 0.01%
78,750
-6,511
740
$4.06M 0.01%
83,076
+16,912
741
$4.05M 0.01%
172,806
+5,918
742
$4.04M 0.01%
19,379
+2,145
743
$4.04M 0.01%
434,500
-17,300
744
$4.04M 0.01%
58,170
+10,380
745
$4M 0.01%
48,245
+13,347
746
$4M 0.01%
60,840
+37,832
747
$4M 0.01%
33,712
-693
748
$4M 0.01%
45,697
+59
749
$3.97M 0.01%
27,273
-777
750
$3.96M 0.01%
12,302
-96
28 29
30
31 32