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
976
$1.89M ﹤0.01%
10,993
-542
977
$1.88M ﹤0.01%
22,198
+5,945
978
$1.88M ﹤0.01%
81,298
+4,066
979
$1.87M ﹤0.01%
91,813
+11,183
980
$1.87M ﹤0.01%
28,745
+780
981
$1.87M ﹤0.01%
113,762
+57,192
982
$1.86M ﹤0.01%
125,450
+5,487
983
$1.86M ﹤0.01%
17,037
-2,477
984
$1.84M ﹤0.01%
29,669
-17,357
985
$1.83M ﹤0.01%
41,436
+455
986
$1.83M ﹤0.01%
14,083
-4,096
987
$1.82M ﹤0.01%
33,792
-171
988
$1.82M ﹤0.01%
193,845
+57,245
989
$1.81M ﹤0.01%
9,505
+470
990
$1.81M ﹤0.01%
12,316
+43
991
$1.81M ﹤0.01%
85,775
+1,227
992
$1.81M ﹤0.01%
67,449
-3,108
993
$1.8M ﹤0.01%
+7,745
994
$1.8M ﹤0.01%
26,179
+12,919
995
$1.79M ﹤0.01%
57,961
996
$1.79M ﹤0.01%
+68,367
997
$1.78M ﹤0.01%
12,796
-155
998
$1.78M ﹤0.01%
31,778
+1,004
999
$1.77M ﹤0.01%
17,273
+13,634
1000
$1.76M ﹤0.01%
21,190
+546
38 39
40
41 42