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
1251
$763K ﹤0.01%
152,566
+635
1252
$760K ﹤0.01%
5,285
1253
$760K ﹤0.01%
4,264
-2,585
1254
$756K ﹤0.01%
17,283
1255
$755K ﹤0.01%
120,831
+3,172
1256
$753K ﹤0.01%
8,413
-12,852
1257
$748K ﹤0.01%
68,716
-756
1258
$748K ﹤0.01%
20,844
-8,782
1259
$747K ﹤0.01%
17,638
-1,245
1260
$741K ﹤0.01%
79,989
-955
1261
$739K ﹤0.01%
44,947
+1,336
1262
$738K ﹤0.01%
43,533
+7,169
1263
$735K ﹤0.01%
66,853
-733
1264
$735K ﹤0.01%
17,102
+2,423
1265
$734K ﹤0.01%
25,159
-1,172
1266
$731K ﹤0.01%
574
+32
1267
$727K ﹤0.01%
8,322
-354
1268
$726K ﹤0.01%
39,377
+1,389
1269
$720K ﹤0.01%
103,432
+31,733
1270
$717K ﹤0.01%
17,208
+3,948
1271
$717K ﹤0.01%
86,695
+1,147
1272
$713K ﹤0.01%
16,462
+250
1273
$700K ﹤0.01%
8,396
+818
1274
$698K ﹤0.01%
11,885
-46,572
1275
$698K ﹤0.01%
7,519
-63
49 50
51
52 53