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
1151
$1.09M ﹤0.01%
+8,057
1152
$1.09M ﹤0.01%
5,135
+169
1153
$1.09M ﹤0.01%
3,942
+42
1154
$1.08M ﹤0.01%
50,940
-26,411
1155
$1.08M ﹤0.01%
42,664
1156
$1.07M ﹤0.01%
8,466
+34
1157
$1.07M ﹤0.01%
195,294
+31,528
1158
$1.05M ﹤0.01%
10,867
+383
1159
$1.04M ﹤0.01%
17,718
-2,382
1160
$1.04M ﹤0.01%
6,372
-120
1161
$1.04M ﹤0.01%
28,291
-2,701
1162
$1.04M ﹤0.01%
15,437
-45,976
1163
$1.04M ﹤0.01%
26,429
-1,612
1164
$1.04M ﹤0.01%
29,720
+148
1165
$1.03M ﹤0.01%
5,959
-80
1166
$1.03M ﹤0.01%
9,852
+100
1167
$1.02M ﹤0.01%
14,565
-196
1168
$1.02M ﹤0.01%
26,820
+594
1169
$1.02M ﹤0.01%
14,318
-5,642
1170
$1.02M ﹤0.01%
22,974
+1,738
1171
$1.01M ﹤0.01%
+300,000
1172
$1M ﹤0.01%
26,804
+3,322
1173
$992K ﹤0.01%
15,609
-655
1174
$987K ﹤0.01%
+38,110
1175
$986K ﹤0.01%
14,441
-1,597
45 46
47
48 49