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
1551
$291K ﹤0.01%
12,427
+605
1552
$290K ﹤0.01%
9,744
+901
1553
$289K ﹤0.01%
8,448
+697
1554
$288K ﹤0.01%
3,483
1555
$287K ﹤0.01%
11,079
-95,166
1556
$287K ﹤0.01%
3,261
-20
1557
$287K ﹤0.01%
5,705
-1,391
1558
$286K ﹤0.01%
11,667
-7,587
1559
$286K ﹤0.01%
+3,839
1560
$285K ﹤0.01%
11,517
+234
1561
$284K ﹤0.01%
25,857
-1,165
1562
$282K ﹤0.01%
6,956
-63,294
1563
$281K ﹤0.01%
+9,550
1564
$276K ﹤0.01%
5,489
+622
1565
$276K ﹤0.01%
+9,312
1566
$275K ﹤0.01%
32,367
+1,944
1567
$273K ﹤0.01%
3,250
-7,995
1568
$273K ﹤0.01%
4,930
1569
$272K ﹤0.01%
+45,988
1570
$270K ﹤0.01%
2,096
1571
$270K ﹤0.01%
3,864
1572
$269K ﹤0.01%
+5,316
1573
$269K ﹤0.01%
1,751
-683
1574
$269K ﹤0.01%
3,839
1575
$268K ﹤0.01%
8,255
-320,599
61 62
63
64 65