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
1201
$915K ﹤0.01%
25,214
-18,940
1202
$913K ﹤0.01%
56,024
-48,886
1203
$911K ﹤0.01%
89,440
+1,156
1204
$909K ﹤0.01%
+10,118
1205
$909K ﹤0.01%
14,639
-1,055
1206
$900K ﹤0.01%
50,528
+1,550
1207
$900K ﹤0.01%
+6,841
1208
$897K ﹤0.01%
17,505
+7,455
1209
$891K ﹤0.01%
8,576
+12
1210
$890K ﹤0.01%
3,070
-731
1211
$890K ﹤0.01%
70,352
+3,144
1212
$890K ﹤0.01%
25,679
-6,364
1213
$889K ﹤0.01%
393,568
+25,385
1214
$888K ﹤0.01%
12,585
-1,339
1215
$886K ﹤0.01%
+13,988
1216
$884K ﹤0.01%
5,708
-3,146
1217
$884K ﹤0.01%
8,045
-19,708
1218
$884K ﹤0.01%
87,885
+8,030
1219
$883K ﹤0.01%
9,018
-1,815
1220
$874K ﹤0.01%
11,043
-1,272
1221
$864K ﹤0.01%
4,350
-201
1222
$864K ﹤0.01%
11,054
-16,794
1223
$863K ﹤0.01%
29,014
1224
$860K ﹤0.01%
10,663
+33
1225
$857K ﹤0.01%
64,020
-1,190
47 48
49
50 51