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
1576
$267K ﹤0.01%
1,497
-45
1577
$267K ﹤0.01%
6,535
1578
$267K ﹤0.01%
10,000
-765
1579
$266K ﹤0.01%
5,636
-410
1580
$265K ﹤0.01%
6,345
1581
$265K ﹤0.01%
32,759
-66,284
1582
$263K ﹤0.01%
19,090
+601
1583
$262K ﹤0.01%
63,850
1584
$262K ﹤0.01%
+3,908
1585
$262K ﹤0.01%
8,136
1586
$261K ﹤0.01%
10,000
-792
1587
$260K ﹤0.01%
+9,907
1588
$260K ﹤0.01%
5,933
1589
$260K ﹤0.01%
4,049
-1,183
1590
$259K ﹤0.01%
4,729
1591
$257K ﹤0.01%
10,000
-661
1592
$256K ﹤0.01%
10,000
-664
1593
$256K ﹤0.01%
+2,350
1594
$255K ﹤0.01%
2,919
-3,279
1595
$255K ﹤0.01%
4,694
+58
1596
$255K ﹤0.01%
10,000
-664
1597
$254K ﹤0.01%
3,370
-57
1598
$254K ﹤0.01%
5,807
1599
$253K ﹤0.01%
6,160
-7,924
1600
$253K ﹤0.01%
12,344
-7,226
62 63
64
65 66