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
1351
$545K ﹤0.01%
29,202
+703
1352
$544K ﹤0.01%
21,687
+522
1353
$543K ﹤0.01%
15,129
-1,015
1354
$541K ﹤0.01%
51,265
1355
$540K ﹤0.01%
16,944
1356
$540K ﹤0.01%
29,201
+11,537
1357
$537K ﹤0.01%
8,222
1358
$536K ﹤0.01%
6,994
1359
$532K ﹤0.01%
1,215
+166
1360
$531K ﹤0.01%
10,641
+49
1361
$531K ﹤0.01%
4,049
-277
1362
$530K ﹤0.01%
174,911
+19,300
1363
$530K ﹤0.01%
40,794
1364
$529K ﹤0.01%
3,361
+489
1365
$526K ﹤0.01%
4,214
-725
1366
$520K ﹤0.01%
23,980
-283
1367
$517K ﹤0.01%
10,841
-1,737
1368
$516K ﹤0.01%
+17,810
1369
$516K ﹤0.01%
13,739
-20,517
1370
$514K ﹤0.01%
11,830
-2,545
1371
$513K ﹤0.01%
51,462
1372
$513K ﹤0.01%
6,536
1373
$511K ﹤0.01%
+3,658
1374
$509K ﹤0.01%
11,882
-162
1375
$508K ﹤0.01%
9,789
53 54
55
56 57