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
1401
$465K ﹤0.01%
3,590
-38
1402
$462K ﹤0.01%
24,142
-3,078
1403
$461K ﹤0.01%
8,658
1404
$461K ﹤0.01%
6,959
-781
1405
$457K ﹤0.01%
47,386
-547
1406
$456K ﹤0.01%
13,778
-4,685
1407
$456K ﹤0.01%
7,106
-2,326
1408
$455K ﹤0.01%
4,846
+946
1409
$454K ﹤0.01%
5,747
+3
1410
$452K ﹤0.01%
6,363
-711
1411
$451K ﹤0.01%
+15,302
1412
$451K ﹤0.01%
33,136
+311
1413
$451K ﹤0.01%
9,703
+254
1414
$450K ﹤0.01%
+13,944
1415
$448K ﹤0.01%
3,135
-948
1416
$448K ﹤0.01%
+9,340
1417
$447K ﹤0.01%
19,752
+5,151
1418
$446K ﹤0.01%
5,274
-133
1419
$446K ﹤0.01%
19,363
-312
1420
$442K ﹤0.01%
20,634
-683
1421
$442K ﹤0.01%
2,929
-69
1422
$442K ﹤0.01%
45
1423
$439K ﹤0.01%
2,514
+306
1424
$438K ﹤0.01%
57,040
+1,729
1425
$438K ﹤0.01%
17,740
+1,255
55 56
57
58 59