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
901
$2.5M ﹤0.01%
20,924
+16,166
902
$2.49M ﹤0.01%
+75,069
903
$2.47M ﹤0.01%
5,748
+4,902
904
$2.47M ﹤0.01%
148,579
+2,852
905
$2.46M ﹤0.01%
43,034
906
$2.46M ﹤0.01%
105,510
+1,234
907
$2.45M ﹤0.01%
20,814
-1,386
908
$2.44M ﹤0.01%
17,368
+60
909
$2.42M ﹤0.01%
2,282,200
+4,534
910
$2.41M ﹤0.01%
51,046
-460
911
$2.39M ﹤0.01%
20,348
-2
912
$2.39M ﹤0.01%
199,760
-6,415
913
$2.38M ﹤0.01%
192,114
+1,939
914
$2.38M ﹤0.01%
24,419
-1,000
915
$2.37M ﹤0.01%
372,594
+14,905
916
$2.36M ﹤0.01%
28,745
-2,060
917
$2.36M ﹤0.01%
23,008
+776
918
$2.35M ﹤0.01%
54,094
-1,179
919
$2.34M ﹤0.01%
74,130
-169,692
920
$2.34M ﹤0.01%
44,478
-784
921
$2.34M ﹤0.01%
274,682
+28,959
922
$2.33M ﹤0.01%
269,514
-2,879
923
$2.33M ﹤0.01%
16,784
+2,345
924
$2.32M ﹤0.01%
31,178
-221
925
$2.32M ﹤0.01%
45,240
+6,421
35 36
37
38 39