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
1051
$1.49M ﹤0.01%
80,110
+7,143
1052
$1.48M ﹤0.01%
13,734
-668
1053
$1.47M ﹤0.01%
139,717
+22,339
1054
$1.46M ﹤0.01%
184,291
+4,702
1055
$1.46M ﹤0.01%
62,906
-694
1056
$1.45M ﹤0.01%
19,333
+1,611
1057
$1.44M ﹤0.01%
227,406
+185,898
1058
$1.44M ﹤0.01%
24,918
-1,091
1059
$1.44M ﹤0.01%
12,795
+293
1060
$1.42M ﹤0.01%
11,130
+1,856
1061
$1.42M ﹤0.01%
9,736
-5,375
1062
$1.41M ﹤0.01%
12,923
-14,719
1063
$1.41M ﹤0.01%
8,607
-524
1064
$1.41M ﹤0.01%
32,482
+4,631
1065
$1.41M ﹤0.01%
33,502
-46,639
1066
$1.4M ﹤0.01%
63,780
+18,645
1067
$1.4M ﹤0.01%
184,212
+2,811
1068
$1.4M ﹤0.01%
+25,145
1069
$1.4M ﹤0.01%
15,633
+10,318
1070
$1.39M ﹤0.01%
64,427
-925
1071
$1.39M ﹤0.01%
30,047
-2,833
1072
$1.39M ﹤0.01%
4,803
-244
1073
$1.39M ﹤0.01%
13,631
+829
1074
$1.39M ﹤0.01%
13,427
-7,047
1075
$1.39M ﹤0.01%
183,429
+6,932
41 42
43
44 45