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
1226
$855K ﹤0.01%
125,333
+271
1227
$845K ﹤0.01%
20,200
-1,744
1228
$844K ﹤0.01%
9,248
-633
1229
$835K ﹤0.01%
+29,983
1230
$832K ﹤0.01%
4,293
-48
1231
$825K ﹤0.01%
32,969
-2,967
1232
$823K ﹤0.01%
5,468
-493
1233
$821K ﹤0.01%
+23,297
1234
$819K ﹤0.01%
26,345
-1,316
1235
$818K ﹤0.01%
4,612
-1,591
1236
$814K ﹤0.01%
23,659
1237
$810K ﹤0.01%
4,750
+11
1238
$805K ﹤0.01%
16,034
+190
1239
$802K ﹤0.01%
26,679
-918
1240
$801K ﹤0.01%
46,017
+5,182
1241
$792K ﹤0.01%
6,079
-3,488
1242
$789K ﹤0.01%
8,871
+585
1243
$788K ﹤0.01%
17,464
-1,153
1244
$784K ﹤0.01%
+4,882
1245
$784K ﹤0.01%
27,170
+142
1246
$783K ﹤0.01%
32,300
-2,000
1247
$781K ﹤0.01%
17,865
-3,000
1248
$780K ﹤0.01%
12,790
1249
$773K ﹤0.01%
21,150
-2,455
1250
$766K ﹤0.01%
1,274
-77
48 49
50
51 52