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
1601
$250K ﹤0.01%
22,323
+9,775
1602
$246K ﹤0.01%
2,386
-3,743
1603
$246K ﹤0.01%
1,135
-870
1604
$246K ﹤0.01%
5,468
-913
1605
$245K ﹤0.01%
3,136
1606
$244K ﹤0.01%
37,139
-146,733
1607
$244K ﹤0.01%
4,587
+201
1608
$243K ﹤0.01%
15,498
1609
$242K ﹤0.01%
20,162
-1,003
1610
$242K ﹤0.01%
3,211
+38
1611
$241K ﹤0.01%
8,928
1612
$241K ﹤0.01%
+1,802
1613
$241K ﹤0.01%
6,453
-186
1614
$240K ﹤0.01%
2,089
-26
1615
$239K ﹤0.01%
21,645
1616
$239K ﹤0.01%
4,536
-164
1617
$238K ﹤0.01%
+3,527
1618
$237K ﹤0.01%
+5,581
1619
$237K ﹤0.01%
20,589
-224
1620
$237K ﹤0.01%
1,546
-5,885
1621
$236K ﹤0.01%
9,321
-111,091
1622
$235K ﹤0.01%
8,445
-1,432
1623
$234K ﹤0.01%
5,281
1624
$233K ﹤0.01%
1,807
-7,101
1625
$233K ﹤0.01%
+2,394
63 64
65
66 67