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
1476
$372K ﹤0.01%
5,820
1477
$371K ﹤0.01%
2,900
1478
$371K ﹤0.01%
2,288
1479
$368K ﹤0.01%
10,815
-335
1480
$367K ﹤0.01%
6,760
+581
1481
$367K ﹤0.01%
58,455
+19,551
1482
$365K ﹤0.01%
4,625
1483
$365K ﹤0.01%
11,125
-1,976
1484
$362K ﹤0.01%
22,575
+501
1485
$362K ﹤0.01%
4,176
-135
1486
$362K ﹤0.01%
20,500
-50
1487
$361K ﹤0.01%
28,281
+3,045
1488
$360K ﹤0.01%
+1,651
1489
$359K ﹤0.01%
12,332
-58
1490
$358K ﹤0.01%
16,402
-100
1491
$358K ﹤0.01%
9,149
-1,457
1492
$357K ﹤0.01%
2,076
+281
1493
$357K ﹤0.01%
13,650
-6,250
1494
$354K ﹤0.01%
9,112
-563
1495
$350K ﹤0.01%
14,726
1496
$350K ﹤0.01%
3,301
-950
1497
$349K ﹤0.01%
19,700
-11,664
1498
$348K ﹤0.01%
1,943
1499
$347K ﹤0.01%
11,755
-3,567
1500
$346K ﹤0.01%
1,549
-210
58 59
60
61 62