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
1726
$50.6K ﹤0.01%
147
-2,524
1727
$48.4K ﹤0.01%
13,249
1728
$46.4K ﹤0.01%
4,000
-13,677
1729
$41.6K ﹤0.01%
+10,000
1730
$36.8K ﹤0.01%
335
-10,597
1731
$36.5K ﹤0.01%
12,675
+1,175
1732
$35.9K ﹤0.01%
+316
1733
$32.3K ﹤0.01%
10,500
-2,000
1734
$32K ﹤0.01%
15,090
1735
$31.4K ﹤0.01%
2,520
+67
1736
$31K ﹤0.01%
1,667
1737
$30.7K ﹤0.01%
3,886
-7,248
1738
$27K ﹤0.01%
+240
1739
$23.6K ﹤0.01%
861
-540
1740
$23.1K ﹤0.01%
947
-39
1741
$23K ﹤0.01%
17,393
1742
$20.8K ﹤0.01%
11,950
1743
$19.3K ﹤0.01%
+200
1744
$16.8K ﹤0.01%
1,613
-1,500
1745
$10.1K ﹤0.01%
30,600
1746
$9.3K ﹤0.01%
10,000
1747
$4.09K ﹤0.01%
+205,705
1748
– –
-67,207
1749
– –
-74,301
1750
– –
-53,124
68 69
70
71 72