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
801
$3.47M 0.01%
146,391
-3,782
802
$3.46M 0.01%
30,060
-38,906
803
$3.46M 0.01%
70,039
+21,133
804
$3.45M 0.01%
41,079
-1,903
805
$3.45M 0.01%
45,021
+5,793
806
$3.4M 0.01%
289,309
-300
807
$3.39M 0.01%
25,945
+302
808
$3.38M 0.01%
214,503
-29,897
809
$3.37M 0.01%
58,275
-6,909
810
$3.37M 0.01%
20,676
+890
811
$3.32M 0.01%
17,737
+4,384
812
$3.3M 0.01%
36,566
-677
813
$3.28M 0.01%
64,637
+9,611
814
$3.28M 0.01%
72,766
-3,565
815
$3.27M 0.01%
24,443
+38
816
$3.25M 0.01%
79,244
-20,408
817
$3.25M 0.01%
45,671
+1,896
818
$3.24M 0.01%
40,752
-9,925
819
$3.24M 0.01%
31,161
-5,682
820
$3.23M 0.01%
54,286
+784
821
$3.23M 0.01%
61,001
822
$3.17M 0.01%
20,430
-1,879
823
$3.17M 0.01%
99,572
+7,437
824
$3.12M 0.01%
680,558
+57,230
825
$3.12M 0.01%
40,441
+1,172
31 32
33
34 35