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
1701
$111K ﹤0.01%
10,050
-1,000
1702
$110K ﹤0.01%
92,461
-175,244
1703
$108K ﹤0.01%
44,174
-1,539
1704
$105K ﹤0.01%
73,891
-350
1705
$104K ﹤0.01%
19,154
-332,005
1706
$104K ﹤0.01%
2,933
+120
1707
$103K ﹤0.01%
38,162
1708
$98.8K ﹤0.01%
1,374
-2,352
1709
$95.9K ﹤0.01%
13,725
1710
$95.4K ﹤0.01%
+14,474
1711
$94.5K ﹤0.01%
10,679
-1,805
1712
$94.3K ﹤0.01%
1,133
-1,737
1713
$92.5K ﹤0.01%
16,085
+50
1714
$92.2K ﹤0.01%
5,681
-5,859
1715
$87.5K ﹤0.01%
20,594
-450
1716
$86.1K ﹤0.01%
12,555
1717
$84K ﹤0.01%
+296
1718
$80.2K ﹤0.01%
400,994
1719
$74.3K ﹤0.01%
28,900
+7,500
1720
$60K ﹤0.01%
18,193
-13,973
1721
$57K ﹤0.01%
35,000
-1,109,899
1722
$56.2K ﹤0.01%
1,230
-4,505
1723
$52.9K ﹤0.01%
+13,001
1724
$52.9K ﹤0.01%
3,546
-9,727
1725
$52.2K ﹤0.01%
11,500
67 68
69
70 71