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
926
$2.3M ﹤0.01%
66,064
-3,883
927
$2.27M ﹤0.01%
5,304
-203
928
$2.26M ﹤0.01%
24,181
+2,337
929
$2.26M ﹤0.01%
49,497
+2,843
930
$2.25M ﹤0.01%
29,685
+3,813
931
$2.22M ﹤0.01%
58,540
+275
932
$2.22M ﹤0.01%
20,023
-40,444
933
$2.21M ﹤0.01%
24,996
-993
934
$2.2M ﹤0.01%
52,776
+17,250
935
$2.2M ﹤0.01%
80,201
+15,497
936
$2.19M ﹤0.01%
35,389
-1,496
937
$2.19M ﹤0.01%
177,365
-208,700
938
$2.19M ﹤0.01%
35,359
-2,183
939
$2.19M ﹤0.01%
20,620
-27,944
940
$2.18M ﹤0.01%
13,798
-74
941
$2.18M ﹤0.01%
23,014
-80,018
942
$2.18M ﹤0.01%
69,459
+3,711
943
$2.18M ﹤0.01%
24,561
-2,321
944
$2.17M ﹤0.01%
59,319
-8,078
945
$2.17M ﹤0.01%
38,592
-237
946
$2.15M ﹤0.01%
36,851
+767
947
$2.11M ﹤0.01%
47,121
-37,639
948
$2.11M ﹤0.01%
32,697
+1,903
949
$2.1M ﹤0.01%
25,987
-45,260
950
$2.08M ﹤0.01%
33,257
+1,579
36 37
38
39 40