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
1526
$318K ﹤0.01%
9,999
1527
$317K ﹤0.01%
10,347
1528
$315K ﹤0.01%
1,480
1529
$314K ﹤0.01%
11,976
-2,552
1530
$313K ﹤0.01%
13,439
-4,793
1531
$313K ﹤0.01%
2,672
1532
$308K ﹤0.01%
2,721
+137
1533
$308K ﹤0.01%
8,003
+606
1534
$308K ﹤0.01%
5,712
+3,094
1535
$306K ﹤0.01%
+34,995
1536
$305K ﹤0.01%
10,037
1537
$305K ﹤0.01%
6,228
-33
1538
$303K ﹤0.01%
5,753
-1,731
1539
$300K ﹤0.01%
64,940
1540
$299K ﹤0.01%
14,603
-1,879
1541
$297K ﹤0.01%
26,905
+3,424
1542
$297K ﹤0.01%
2,007
+330
1543
$295K ﹤0.01%
3,323
+800
1544
$295K ﹤0.01%
4,193
-1,207
1545
$294K ﹤0.01%
4,203
-1,763
1546
$294K ﹤0.01%
44,037
+21,790
1547
$293K ﹤0.01%
6,999
-785
1548
$293K ﹤0.01%
2,866
-58
1549
$292K ﹤0.01%
+2,362
1550
$291K ﹤0.01%
3,991
-2,889
60 61
62
63 64