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
1751
– –
-164,062
1752
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-289,634
1753
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-14,173
1754
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-10,014
1755
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-7,379
1756
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-5,750
1757
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-17,634
1758
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-56,407
1759
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-1,008,839
1760
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-10,641
1761
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-96,335
1762
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-22,393
1763
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-38,196
1764
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-35,859
1765
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-6,612
1766
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-32,682
1767
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-6,600
1768
– –
-180,247
1769
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-35,432
1770
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-885,159
1771
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-44,238
1772
– –
-9,544
1773
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-372,792
1774
– –
-67,207
1775
– –
-74,301
69 70
71
72 73