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
1076
$1.38M ﹤0.01%
80,433
+16,180
1077
$1.38M ﹤0.01%
27,651
+92
1078
$1.37M ﹤0.01%
6,890
-48
1079
$1.37M ﹤0.01%
13,744
-322
1080
$1.36M ﹤0.01%
8,224
+45
1081
$1.34M ﹤0.01%
92,847
+500
1082
$1.34M ﹤0.01%
3,118
+534
1083
$1.34M ﹤0.01%
11,953
-2,972
1084
$1.33M ﹤0.01%
+23,570
1085
$1.33M ﹤0.01%
59,492
-373
1086
$1.32M ﹤0.01%
30,505
-1,476
1087
$1.32M ﹤0.01%
10,040
-1,330
1088
$1.32M ﹤0.01%
326,035
1089
$1.32M ﹤0.01%
45,860
+2,163
1090
$1.31M ﹤0.01%
4,998
-3,387
1091
$1.29M ﹤0.01%
58,154
+5,359
1092
$1.29M ﹤0.01%
49,229
+245
1093
$1.29M ﹤0.01%
25,758
-12,124
1094
$1.29M ﹤0.01%
111,569
+13,234
1095
$1.29M ﹤0.01%
143,181
+3,922
1096
$1.28M ﹤0.01%
+45,659
1097
$1.28M ﹤0.01%
91,999
-142,987
1098
$1.28M ﹤0.01%
31,569
-97
1099
$1.28M ﹤0.01%
98,915
+3,520
1100
$1.27M ﹤0.01%
20,340
-5,730
42 43
44
45 46