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
126
$78.5M 0.15%
379,933
+1,408
127
$78.4M 0.15%
164,358
-1,658
128
$78.3M 0.15%
346,066
-50,733
129
$77.8M 0.15%
270,680
-36,309
130
$77.7M 0.15%
440,382
-29,046
131
$76.1M 0.15%
130,153
-58
132
$75.9M 0.15%
312,117
-1,764
133
$75.8M 0.15%
2,278,248
+1,582,085
134
$75.7M 0.15%
240,738
-709
135
$74.8M 0.15%
265,963
+96,394
136
$74.7M 0.15%
320,807
-31,600
137
$74.6M 0.14%
682,073
+7,705
138
$70.6M 0.14%
269,838
-37,509
139
$70.4M 0.14%
267,320
-64,767
140
$70.3M 0.14%
315,274
+2,931
141
$69.9M 0.14%
425,736
+29,691
142
$69.2M 0.13%
1,195,885
+53,443
143
$69.1M 0.13%
148,335
-35,757
144
$69M 0.13%
183,191
-7,321
145
$68.9M 0.13%
509,363
-64,277
146
$68.8M 0.13%
776,717
-103,224
147
$68.7M 0.13%
1,179,935
+395
148
$68.4M 0.13%
1,351,683
+1,155,873
149
$68.3M 0.13%
2,182,708
+159,218
150
$68.3M 0.13%
555,277
+21,146
4 5
6
7 8