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
1176
$984K ﹤0.01%
10,574
-3,592
1177
$982K ﹤0.01%
14,576
-233
1178
$979K ﹤0.01%
25,798
+1,215
1179
$977K ﹤0.01%
23,908
-71,209
1180
$973K ﹤0.01%
29,443
1181
$971K ﹤0.01%
7,284
+2,900
1182
$968K ﹤0.01%
21,240
+12,000
1183
$965K ﹤0.01%
17,986
-532
1184
$965K ﹤0.01%
107,694
-33,852
1185
$962K ﹤0.01%
32,503
+681
1186
$960K ﹤0.01%
10,004
-25
1187
$959K ﹤0.01%
44,052
-1,000
1188
$959K ﹤0.01%
+12,698
1189
$950K ﹤0.01%
15,242
+2,507
1190
$948K ﹤0.01%
75,356
+2,388
1191
$947K ﹤0.01%
4,237
-5,353
1192
$943K ﹤0.01%
19,375
+831
1193
$942K ﹤0.01%
132,614
+4,792
1194
$940K ﹤0.01%
5,918
-37,703
1195
$928K ﹤0.01%
+29,723
1196
$926K ﹤0.01%
13,863
-127
1197
$922K ﹤0.01%
16,596
+2,064
1198
$919K ﹤0.01%
8,365
-416
1199
$916K ﹤0.01%
24,217
-2,019
1200
$916K ﹤0.01%
2,036
-167
46 47
48
49 50