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
1626
$231K ﹤0.01%
16,887
-48,063
1627
$230K ﹤0.01%
1,586
-1,016
1628
$228K ﹤0.01%
4,470
1629
$228K ﹤0.01%
32,121
+4,335
1630
$226K ﹤0.01%
10,153
-2,947
1631
$225K ﹤0.01%
+1,696
1632
$225K ﹤0.01%
4,608
-45,617
1633
$225K ﹤0.01%
+6,274
1634
$225K ﹤0.01%
2,611
-79,251
1635
$224K ﹤0.01%
+8,591
1636
$222K ﹤0.01%
+1,259
1637
$221K ﹤0.01%
4,397
-439
1638
$221K ﹤0.01%
5,304
-1
1639
$221K ﹤0.01%
43,302
-5,749
1640
$220K ﹤0.01%
1,947
-654
1641
$219K ﹤0.01%
+2,635
1642
$219K ﹤0.01%
7,435
-17,970
1643
$218K ﹤0.01%
1,673
-886
1644
$218K ﹤0.01%
3,663
-4,456
1645
$218K ﹤0.01%
3,043
-203
1646
$217K ﹤0.01%
3,970
-46
1647
$217K ﹤0.01%
16,848
+1,013
1648
$214K ﹤0.01%
8,362
-1,104
1649
$213K ﹤0.01%
3,172
-884
1650
$212K ﹤0.01%
+4,300
64 65
66
67 68