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
1501
$346K ﹤0.01%
11,634
-2,000
1502
$345K ﹤0.01%
+16,951
1503
$345K ﹤0.01%
5,000
-25
1504
$345K ﹤0.01%
4,574
1505
$344K ﹤0.01%
11,296
1506
$342K ﹤0.01%
9,652
-17,456
1507
$340K ﹤0.01%
5,561
+435
1508
$338K ﹤0.01%
4,550
1509
$336K ﹤0.01%
5,892
-58
1510
$333K ﹤0.01%
6,180
1511
$333K ﹤0.01%
1,689
+123
1512
$332K ﹤0.01%
4,815
-2,200
1513
$331K ﹤0.01%
7,986
1514
$331K ﹤0.01%
3,381
+751
1515
$329K ﹤0.01%
5,662
-258
1516
$328K ﹤0.01%
2,207
-5,878
1517
$327K ﹤0.01%
11,557
+76
1518
$326K ﹤0.01%
7,370
-368
1519
$326K ﹤0.01%
5,150
-1,750
1520
$325K ﹤0.01%
+2,041
1521
$324K ﹤0.01%
10,540
+345
1522
$322K ﹤0.01%
+8,174
1523
$321K ﹤0.01%
+1,117
1524
$319K ﹤0.01%
13,057
-1,479
1525
$319K ﹤0.01%
4,000
-119
59 60
61
62 63