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
951
$2.08M ﹤0.01%
79,319
+6,351
952
$2.08M ﹤0.01%
39,166
-83
953
$2.07M ﹤0.01%
+5,778
954
$2.06M ﹤0.01%
8,438
-59
955
$2.06M ﹤0.01%
18,398
+2,581
956
$2.06M ﹤0.01%
227,915
-16,813
957
$2.05M ﹤0.01%
74,676
+613
958
$2.04M ﹤0.01%
26,411
+595
959
$2.04M ﹤0.01%
50,112
-4,935
960
$2.03M ﹤0.01%
174,524
+16,854
961
$2.03M ﹤0.01%
20,982
+2,554
962
$2.01M ﹤0.01%
28,501
-2,937
963
$1.95M ﹤0.01%
60,756
+4,136
964
$1.94M ﹤0.01%
236,310
+26,572
965
$1.94M ﹤0.01%
10,050
-158
966
$1.94M ﹤0.01%
5,610
+17
967
$1.94M ﹤0.01%
14,488
+3,007
968
$1.93M ﹤0.01%
16,282
+2,502
969
$1.93M ﹤0.01%
29,565
+1,299
970
$1.93M ﹤0.01%
27,034
-6,844
971
$1.93M ﹤0.01%
49,427
+4,475
972
$1.93M ﹤0.01%
47,521
+2,429
973
$1.92M ﹤0.01%
33,397
-2,538
974
$1.9M ﹤0.01%
8,368
+259
975
$1.9M ﹤0.01%
721,394
+112,079
37 38
39
40 41