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
1676
$150K ﹤0.01%
2,076
-2,340
1677
$147K ﹤0.01%
+1,093
1678
$147K ﹤0.01%
8,335
-4,718
1679
$146K ﹤0.01%
+1,331
1680
$142K ﹤0.01%
16,105
1681
$140K ﹤0.01%
10,700
1682
$140K ﹤0.01%
13,217
-5,477
1683
$140K ﹤0.01%
3,221
-1,649
1684
$139K ﹤0.01%
4,422
-3,900
1685
$138K ﹤0.01%
9,805
-1,212
1686
$134K ﹤0.01%
3,669
-29,438
1687
$134K ﹤0.01%
10,000
-2,350
1688
$132K ﹤0.01%
3,428
-2,546
1689
$129K ﹤0.01%
27,591
1690
$128K ﹤0.01%
28,260
1691
$124K ﹤0.01%
11,498
-83
1692
$124K ﹤0.01%
2,079
-2,658
1693
$123K ﹤0.01%
35,985
-477
1694
$122K ﹤0.01%
+19,340
1695
$119K ﹤0.01%
13,743
-526
1696
$119K ﹤0.01%
+14,209
1697
$118K ﹤0.01%
20,676
1698
$116K ﹤0.01%
20,296
1699
$115K ﹤0.01%
+7,061
1700
$114K ﹤0.01%
15,940
-3,449
66 67
68
69 70