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
851
$2.88M 0.01%
10,140
+232
852
$2.88M 0.01%
23,225
-1,844
853
$2.87M 0.01%
+100,250
854
$2.87M 0.01%
148,014
+2,787
855
$2.86M 0.01%
30,810
+1,195
856
$2.85M 0.01%
55,932
-10,019
857
$2.82M 0.01%
+44,414
858
$2.81M 0.01%
40,243
-2,751
859
$2.8M 0.01%
+62,038
860
$2.79M 0.01%
58,110
-8,892
861
$2.79M 0.01%
+55,926
862
$2.78M 0.01%
29,022
+232
863
$2.75M 0.01%
66,371
+14,633
864
$2.75M 0.01%
50,463
+10,090
865
$2.75M 0.01%
45,296
-2,399
866
$2.74M 0.01%
78,291
-76,525
867
$2.71M 0.01%
15,800
-23,376
868
$2.68M 0.01%
40,965
-1,529
869
$2.66M 0.01%
54,539
-52,598
870
$2.65M 0.01%
64,363
+1,658
871
$2.65M 0.01%
34,594
-7,396
872
$2.64M 0.01%
143,044
-12,881
873
$2.64M 0.01%
10,528
-3,434
874
$2.63M 0.01%
131,858
-12,825
875
$2.62M 0.01%
24,525
+1,501
33 34
35
36 37