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
1826
– –
-9,612
1827
– –
-5,001
1828
– –
-4,197
1829
– –
-12,410
1830
– –
-6,242
1831
– –
-50,000
1832
– –
-17,815
1833
– –
-2,728
1834
– –
-4,205
1835
– –
-78,781
1836
– –
-3,101
1837
– –
-16,956
1838
– –
-37,356
1839
– –
-35,345
1840
– –
-11,431
1841
– –
-15,249
1842
– –
-8,525
1843
– –
-16,012
1844
– –
-19,780
1845
– –
-14,798
1846
– –
-188,352
1847
– –
-2,633
1848
– –
-19,762
1849
– –
-83,457
1850
– –
-2,872
70 71 72 73
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