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
776
$3.71M 0.01%
88,759
-663
777
$3.71M 0.01%
88,385
+9,094
778
$3.69M 0.01%
23,510
+191
779
$3.69M 0.01%
60,529
+56,188
780
$3.68M 0.01%
34,395
+346
781
$3.68M 0.01%
183,391
+12,988
782
$3.68M 0.01%
7,261
-2,369
783
$3.65M 0.01%
56,520
-472
784
$3.65M 0.01%
37,332
+18,471
785
$3.64M 0.01%
28,329
+192
786
$3.63M 0.01%
95,047
-2,057
787
$3.62M 0.01%
2,307
-132
788
$3.61M 0.01%
180,997
-1,801
789
$3.6M 0.01%
98,767
-106,103
790
$3.58M 0.01%
39,252
-1,488
791
$3.57M 0.01%
341,684
-144,873
792
$3.56M 0.01%
57,472
+11,323
793
$3.54M 0.01%
20,616
-13,045
794
$3.52M 0.01%
86,543
+1
795
$3.5M 0.01%
75,257
+742
796
$3.49M 0.01%
47,763
+11,537
797
$3.49M 0.01%
8,976
+868
798
$3.48M 0.01%
87,785
+30,190
799
$3.48M 0.01%
+66,455
800
$3.48M 0.01%
67,967
+23,219
30 31
32
33 34