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
1326
$578K ﹤0.01%
3,181
-72
1327
$574K ﹤0.01%
23,547
+293
1328
$574K ﹤0.01%
3,037
+261
1329
$573K ﹤0.01%
72,861
-522
1330
$569K ﹤0.01%
43,443
-762
1331
$568K ﹤0.01%
8,081
-471,964
1332
$568K ﹤0.01%
7,653
+219
1333
$568K ﹤0.01%
2,202
-382
1334
$567K ﹤0.01%
23,340
-927
1335
$563K ﹤0.01%
25,013
-287,527
1336
$562K ﹤0.01%
22,011
+229
1337
$560K ﹤0.01%
14,326
-42
1338
$560K ﹤0.01%
4,143
-64
1339
$559K ﹤0.01%
48,090
+1,758
1340
$557K ﹤0.01%
7,034
+2,534
1341
$557K ﹤0.01%
4,978
-44
1342
$555K ﹤0.01%
10,982
+4,059
1343
$554K ﹤0.01%
9,705
+500
1344
$553K ﹤0.01%
21,598
-932
1345
$552K ﹤0.01%
6,033
+46
1346
$550K ﹤0.01%
24,460
-514
1347
$549K ﹤0.01%
4,951
-19,551
1348
$548K ﹤0.01%
4,788
-160
1349
$547K ﹤0.01%
11,650
+670
1350
$546K ﹤0.01%
11,833
-75
52 53
54
55 56