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
151
$67.7M 0.13%
690,188
-87,561
152
$67.4M 0.13%
817,255
+86,837
153
$67.3M 0.13%
341,399
-7,388
154
$67.3M 0.13%
795,601
-54,864
155
$67.1M 0.13%
178,650
+129,871
156
$66.9M 0.13%
322,334
-36,113
157
$66.4M 0.13%
1,115,217
+205,251
158
$66M 0.13%
365,561
-64,754
159
$66M 0.13%
663,609
+234,959
160
$65.9M 0.13%
1,577,610
+839
161
$64.8M 0.13%
773,791
-492
162
$64.8M 0.13%
313,412
-12,353
163
$64.5M 0.13%
287,114
+25,004
164
$63.8M 0.12%
297,580
-56,177
165
$63.8M 0.12%
621,506
+10,852
166
$63.4M 0.12%
811,584
+21,980
167
$62.9M 0.12%
91
168
$62.8M 0.12%
512,721
+79,671
169
$61.9M 0.12%
1,894,231
+258,344
170
$61.6M 0.12%
534,152
-1,904
171
$61.6M 0.12%
209,467
-87,489
172
$61.3M 0.12%
698,016
-336,433
173
$60.7M 0.12%
693,539
-111,073
174
$60.3M 0.12%
754,327
+101,186
175
$60M 0.12%
957,396
-11,785
5 6
7
8 9