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
1276
$696K ﹤0.01%
16,884
+1,514
1277
$692K ﹤0.01%
3,781
-357
1278
$690K ﹤0.01%
52,878
+1,351
1279
$686K ﹤0.01%
2,088
-59
1280
$683K ﹤0.01%
+28,301
1281
$683K ﹤0.01%
22,488
+483
1282
$678K ﹤0.01%
+30,171
1283
$675K ﹤0.01%
6,131
-14,118
1284
$673K ﹤0.01%
1,724
-270
1285
$672K ﹤0.01%
5,839
-295
1286
$670K ﹤0.01%
2,461
+16
1287
$667K ﹤0.01%
14,808
1288
$666K ﹤0.01%
3,267
-9
1289
$659K ﹤0.01%
7,990
+3,264
1290
$655K ﹤0.01%
86,752
+2,686
1291
$652K ﹤0.01%
44,406
+20,504
1292
$652K ﹤0.01%
3,229
-132
1293
$651K ﹤0.01%
12,600
-50
1294
$646K ﹤0.01%
45,612
+2,538
1295
$644K ﹤0.01%
5,840
-1,568
1296
$643K ﹤0.01%
37,034
-2,448
1297
$640K ﹤0.01%
5,456
+8
1298
$635K ﹤0.01%
19,133
-5,064
1299
$635K ﹤0.01%
27,783
-1,881
1300
$634K ﹤0.01%
+6,662
50 51
52
53 54