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
76
$136M 0.26%
263,704
-5,298
77
$134M 0.26%
145,244
-10,728
78
$133M 0.26%
214,742
-5,012
79
$131M 0.25%
495,797
-36,976
80
$130M 0.25%
655,176
+42,144
81
$129M 0.25%
4,582,479
+720,705
82
$125M 0.24%
932,643
-50,055
83
$125M 0.24%
477,123
-4,633
84
$123M 0.24%
320,648
+34,734
85
$121M 0.24%
563,551
-51,320
86
$121M 0.23%
334,323
+22,090
87
$120M 0.23%
338,797
+6,727
88
$119M 0.23%
455,458
-5,613
89
$118M 0.23%
695,666
+46,111
90
$117M 0.23%
2,046,473
+29,468
91
$117M 0.23%
528,877
+9,352
92
$112M 0.22%
3,697,396
+236,371
93
$112M 0.22%
1,335,401
+22,129
94
$112M 0.22%
346,581
+12,324
95
$110M 0.21%
477,828
+13,276
96
$106M 0.21%
210,343
-22,984
97
$105M 0.2%
674,195
+31,011
98
$105M 0.2%
375,936
+12,625
99
$104M 0.2%
177,718
-17,069
100
$103M 0.2%
862,594
+31,858
2 3
4
5 6