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
1301
$629K ﹤0.01%
102,586
+7,966
1302
$628K ﹤0.01%
16,329
+10,262
1303
$627K ﹤0.01%
16,171
-57
1304
$625K ﹤0.01%
60,373
+2,050
1305
$625K ﹤0.01%
11,286
+1,662
1306
$624K ﹤0.01%
10,898
-88
1307
$623K ﹤0.01%
16,088
1308
$623K ﹤0.01%
23,000
-10,968
1309
$620K ﹤0.01%
23,812
-144
1310
$617K ﹤0.01%
18,300
-155
1311
$610K ﹤0.01%
2,032
+664
1312
$608K ﹤0.01%
3,816
-1,554
1313
$608K ﹤0.01%
7,636
-711
1314
$606K ﹤0.01%
4,877
-9
1315
$603K ﹤0.01%
3,498
-834
1316
$599K ﹤0.01%
36,958
-134,068
1317
$597K ﹤0.01%
9,699
+263
1318
$596K ﹤0.01%
6,958
-126
1319
$596K ﹤0.01%
14,089
+40
1320
$596K ﹤0.01%
25,887
+199
1321
$593K ﹤0.01%
88,853
+4,064
1322
$592K ﹤0.01%
8,658
-4,244
1323
$588K ﹤0.01%
9,807
-56,042
1324
$586K ﹤0.01%
25,139
+986
1325
$583K ﹤0.01%
2,300
51 52
53
54 55