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
1451
$409K ﹤0.01%
6,663
+122
1452
$408K ﹤0.01%
3,861
+368
1453
$407K ﹤0.01%
2,720
-566
1454
$406K ﹤0.01%
7,784
-2,697
1455
$405K ﹤0.01%
29,502
-7,274
1456
$402K ﹤0.01%
68,781
+27,183
1457
$402K ﹤0.01%
+19,613
1458
$402K ﹤0.01%
2,199
1459
$397K ﹤0.01%
4,401
-4,596
1460
$393K ﹤0.01%
3,281
+154
1461
$392K ﹤0.01%
12,626
-658
1462
$391K ﹤0.01%
725
-11
1463
$390K ﹤0.01%
4,158
-2,519
1464
$389K ﹤0.01%
1,780
+66
1465
$388K ﹤0.01%
2,179
-65
1466
$387K ﹤0.01%
54,544
1467
$383K ﹤0.01%
+6,754
1468
$382K ﹤0.01%
8,045
-1,107
1469
$382K ﹤0.01%
25,187
1470
$380K ﹤0.01%
7,500
1471
$379K ﹤0.01%
3,095
-436
1472
$378K ﹤0.01%
11,594
+2,626
1473
$373K ﹤0.01%
2,104
-488
1474
$373K ﹤0.01%
1,150
-103
1475
$372K ﹤0.01%
3,695
-811
57 58
59
60 61