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
751
$3.95M 0.01%
51,489
+1,839
752
$3.92M 0.01%
1,244
+239
753
$3.91M 0.01%
402,030
+87,146
754
$3.91M 0.01%
484,589
+7,324
755
$3.91M 0.01%
29,968
-6,712
756
$3.89M 0.01%
1,241
-17
757
$3.89M 0.01%
14,957
-502
758
$3.89M 0.01%
105,258
+2,941
759
$3.86M 0.01%
58,161
+1,350
760
$3.85M 0.01%
20,149
-882
761
$3.85M 0.01%
38,826
-1,238
762
$3.85M 0.01%
180,693
763
$3.84M 0.01%
46,938
-1,457
764
$3.84M 0.01%
38,297
+6,249
765
$3.83M 0.01%
75,534
-63,792
766
$3.83M 0.01%
448,033
-2,894
767
$3.83M 0.01%
14,717
-199
768
$3.82M 0.01%
162,976
+47,381
769
$3.81M 0.01%
31,476
-425
770
$3.81M 0.01%
164,397
+1,449
771
$3.8M 0.01%
33,041
-3,183
772
$3.78M 0.01%
28,283
-9,930
773
$3.77M 0.01%
82,894
+5,996
774
$3.76M 0.01%
43,733
-805
775
$3.72M 0.01%
31,376
-684
29 30
31
32 33