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
1376
$506K ﹤0.01%
17,084
-681
1377
$503K ﹤0.01%
8,241
-7,227
1378
$502K ﹤0.01%
66,016
+39,962
1379
$501K ﹤0.01%
2,553
1380
$500K ﹤0.01%
294,000
-63,400
1381
$499K ﹤0.01%
45,779
-330
1382
$495K ﹤0.01%
+13,312
1383
$494K ﹤0.01%
6,228
-540
1384
$494K ﹤0.01%
14,651
+591
1385
$494K ﹤0.01%
44,892
+2,890
1386
$492K ﹤0.01%
3,156
+12
1387
$489K ﹤0.01%
15,433
-910
1388
$481K ﹤0.01%
9,153
-76
1389
$480K ﹤0.01%
1,409
+65
1390
$479K ﹤0.01%
8,898
+828
1391
$477K ﹤0.01%
9,450
-2,815
1392
$477K ﹤0.01%
+11,678
1393
$476K ﹤0.01%
3,214
-65
1394
$474K ﹤0.01%
4,384
+962
1395
$470K ﹤0.01%
1,953
-2
1396
$470K ﹤0.01%
43,670
-32,447
1397
$468K ﹤0.01%
18,162
-2,918
1398
$467K ﹤0.01%
20,055
+304
1399
$467K ﹤0.01%
1,192
-38
1400
$466K ﹤0.01%
18,787
+250
54 55
56
57 58