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
1126
$1.16M ﹤0.01%
9,029
-216
1127
$1.16M ﹤0.01%
17,563
+2,060
1128
$1.16M ﹤0.01%
30,430
+683
1129
$1.16M ﹤0.01%
15,092
-878
1130
$1.16M ﹤0.01%
23,272
-5,641
1131
$1.15M ﹤0.01%
27,598
+601
1132
$1.15M ﹤0.01%
17,081
-991
1133
$1.15M ﹤0.01%
+81,908
1134
$1.15M ﹤0.01%
16,362
+2,127
1135
$1.14M ﹤0.01%
57,101
-1,552
1136
$1.13M ﹤0.01%
33,252
-266
1137
$1.13M ﹤0.01%
4,285
+62
1138
$1.13M ﹤0.01%
+22,953
1139
$1.12M ﹤0.01%
59,773
+8,234
1140
$1.12M ﹤0.01%
10,310
-633
1141
$1.12M ﹤0.01%
10,845
+947
1142
$1.12M ﹤0.01%
26,345
+11,440
1143
$1.12M ﹤0.01%
10,820
-10
1144
$1.11M ﹤0.01%
4,606
-1,070
1145
$1.11M ﹤0.01%
16,073
-683
1146
$1.11M ﹤0.01%
5,027
-1,221
1147
$1.1M ﹤0.01%
63,973
+7,988
1148
$1.1M ﹤0.01%
51,156
+10,665
1149
$1.1M ﹤0.01%
31,307
-768
1150
$1.1M ﹤0.01%
23,891
-8,912
44 45
46
47 48