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
1026
$1.63M ﹤0.01%
17,593
+9,154
1027
$1.61M ﹤0.01%
14,117
-5,016
1028
$1.61M ﹤0.01%
191,176
+28,625
1029
$1.61M ﹤0.01%
32,558
-3,395
1030
$1.59M ﹤0.01%
8,086
-28
1031
$1.58M ﹤0.01%
69,718
+2,416
1032
$1.57M ﹤0.01%
34,603
+1,307
1033
$1.57M ﹤0.01%
57,362
+6,136
1034
$1.57M ﹤0.01%
61,712
+7,912
1035
$1.56M ﹤0.01%
18,957
-27
1036
$1.56M ﹤0.01%
18,670
-2,750
1037
$1.55M ﹤0.01%
17,528
+4,185
1038
$1.54M ﹤0.01%
22,619
-29,269
1039
$1.54M ﹤0.01%
42,812
+495
1040
$1.54M ﹤0.01%
62,770
-2,520
1041
$1.53M ﹤0.01%
12,165
-1,054
1042
$1.53M ﹤0.01%
39,777
-1,359
1043
$1.53M ﹤0.01%
13,889
-14,801
1044
$1.53M ﹤0.01%
55,945
+4,720
1045
$1.52M ﹤0.01%
+49,599
1046
$1.52M ﹤0.01%
79,643
+2,336
1047
$1.51M ﹤0.01%
12,780
+10,122
1048
$1.51M ﹤0.01%
31,028
+1,073
1049
$1.49M ﹤0.01%
30,697
+561
1050
$1.49M ﹤0.01%
225,457
+85,558
40 41
42
43 44