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
876
$2.62M 0.01%
35,778
-2,743
877
$2.62M 0.01%
9,498
-11
878
$2.62M 0.01%
+15,742
879
$2.61M 0.01%
25,069
-12,198
880
$2.61M 0.01%
6,529
-2,082
881
$2.61M 0.01%
97,312
-4,947
882
$2.6M 0.01%
+35,896
883
$2.59M 0.01%
40,000
+6,274
884
$2.59M 0.01%
130,013
-4,840
885
$2.59M 0.01%
35,083
-972
886
$2.58M 0.01%
36,084
887
$2.58M 0.01%
50,402
+10,979
888
$2.58M 0.01%
38,085
+199
889
$2.58M 0.01%
16,691
+113
890
$2.57M 0.01%
90,895
-124
891
$2.56M 0.01%
52,451
-953
892
$2.56M 0.01%
24,529
+66
893
$2.55M ﹤0.01%
28,553
+962
894
$2.55M ﹤0.01%
12,729
+3,176
895
$2.55M ﹤0.01%
9,597
-7,774
896
$2.54M ﹤0.01%
104,309
-23,034
897
$2.53M ﹤0.01%
9,742
-1,632
898
$2.51M ﹤0.01%
69,250
-179,628
899
$2.51M ﹤0.01%
24,895
+772
900
$2.5M ﹤0.01%
10,858
+518
34 35
36
37 38