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
1101
$1.26M ﹤0.01%
15,839
+626
1102
$1.26M ﹤0.01%
10,196
-430
1103
$1.25M ﹤0.01%
67,392
+9,693
1104
$1.25M ﹤0.01%
64,168
+453
1105
$1.25M ﹤0.01%
19,689
+2,220
1106
$1.25M ﹤0.01%
30,366
+2,343
1107
$1.24M ﹤0.01%
150,800
+42,883
1108
$1.24M ﹤0.01%
41,639
+11,704
1109
$1.24M ﹤0.01%
103,464
+2,302
1110
$1.24M ﹤0.01%
29,515
+712
1111
$1.23M ﹤0.01%
+151,722
1112
$1.22M ﹤0.01%
9,794
1113
$1.22M ﹤0.01%
+52,182
1114
$1.21M ﹤0.01%
4,378
+494
1115
$1.21M ﹤0.01%
54,501
-198
1116
$1.21M ﹤0.01%
45,368
-7,249
1117
$1.21M ﹤0.01%
134,672
+5,428
1118
$1.2M ﹤0.01%
6,990
-686
1119
$1.2M ﹤0.01%
51,067
1120
$1.2M ﹤0.01%
+28,661
1121
$1.2M ﹤0.01%
135,337
+4,162
1122
$1.19M ﹤0.01%
16,558
-3,782
1123
$1.18M ﹤0.01%
13,571
+1,278
1124
$1.17M ﹤0.01%
53,350
+9,800
1125
$1.17M ﹤0.01%
8,022
+122
43 44
45
46 47