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
1651
$212K ﹤0.01%
12,750
1652
$210K ﹤0.01%
1,936
-2,423
1653
$210K ﹤0.01%
395
-85
1654
$208K ﹤0.01%
5,634
-444
1655
$208K ﹤0.01%
4,156
1656
$206K ﹤0.01%
+1,222
1657
$204K ﹤0.01%
+1,220
1658
$202K ﹤0.01%
47,101
+9,580
1659
$200K ﹤0.01%
+6,947
1660
$199K ﹤0.01%
6,133
-952
1661
$198K ﹤0.01%
1,601
-410
1662
$197K ﹤0.01%
+10,024
1663
$196K ﹤0.01%
13,359
-1,045
1664
$193K ﹤0.01%
14,742
-2,793
1665
$191K ﹤0.01%
13,133
+609
1666
$185K ﹤0.01%
+802
1667
$183K ﹤0.01%
18,163
1668
$183K ﹤0.01%
1,016
-1,654
1669
$181K ﹤0.01%
1,317
-6,393
1670
$176K ﹤0.01%
15,650
+2,270
1671
$170K ﹤0.01%
1,948
-2,520
1672
$168K ﹤0.01%
11,920
+2,284
1673
$161K ﹤0.01%
15,691
+2,700
1674
$155K ﹤0.01%
14,539
-53,437
1675
$152K ﹤0.01%
9,382
-2,152
65 66
67
68 69