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
– –
-5,445
1752
– –
-26,162
1753
– –
-40,287
1754
– –
-16,152
1755
– –
-18,125
1756
– –
-8,608
1757
– –
-30,252
1758
– –
-10,000
1759
– –
-4,470
1760
– –
-50,973
1761
– –
-30,134
1762
– –
-33,910
1763
– –
-6,032
1764
– –
-831,426
1765
– –
-164,062
1766
– –
-84,037
1767
– –
-5,262
1768
– –
-154,801
1769
– –
-289,634
1770
– –
-100,001
1771
– –
-619
1772
– –
-10,949
1773
– –
-6,451
1774
– –
-14,173
1775
– –
-2,544
69 70
71
72 73