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
1426
$433K ﹤0.01%
47,628
1427
$433K ﹤0.01%
8,600
1428
$433K ﹤0.01%
34,271
1429
$431K ﹤0.01%
25,137
1430
$431K ﹤0.01%
28,063
+1,674
1431
$431K ﹤0.01%
1,596
+19
1432
$430K ﹤0.01%
1,970
1433
$430K ﹤0.01%
18,315
+6,570
1434
$429K ﹤0.01%
+2,545
1435
$427K ﹤0.01%
14,706
-3,731
1436
$427K ﹤0.01%
+19,095
1437
$426K ﹤0.01%
9,315
-4,910
1438
$426K ﹤0.01%
5,119
-1,324
1439
$424K ﹤0.01%
37,794
+177
1440
$422K ﹤0.01%
3,956
-318
1441
$422K ﹤0.01%
14,155
-58
1442
$419K ﹤0.01%
+5,016
1443
$418K ﹤0.01%
9,800
1444
$416K ﹤0.01%
6,861
+2
1445
$416K ﹤0.01%
2,765
-200
1446
$415K ﹤0.01%
4,338
-848
1447
$414K ﹤0.01%
+20,451
1448
$412K ﹤0.01%
11,017
-4,017
1449
$411K ﹤0.01%
2,327
-4,544
1450
$410K ﹤0.01%
16,278
+608
56 57
58
59 60