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
176
$59.3M 0.12%
231,385
+16,745
177
$59.1M 0.11%
298,461
-41,949
178
$57.5M 0.11%
997,573
-101,190
179
$57.4M 0.11%
92,374
+123
180
$57.2M 0.11%
622,761
+144,965
181
$56.9M 0.11%
382,610
-53,213
182
$56.8M 0.11%
602,055
-113,900
183
$56.6M 0.11%
196,314
+10,376
184
$56.2M 0.11%
114,214
-156,773
185
$56.1M 0.11%
437,739
+19,839
186
$56M 0.11%
325,107
-124,421
187
$55.9M 0.11%
582,868
+10,032
188
$55.8M 0.11%
234,612
+2,332
189
$55.7M 0.11%
205,591
-4,277
190
$55.7M 0.11%
1,245,890
+211,134
191
$55M 0.11%
929,687
+214,984
192
$54.6M 0.11%
304,643
-14,629
193
$54.3M 0.11%
272,989
+46,050
194
$54.2M 0.11%
2,721,614
+234,967
195
$54M 0.1%
271,830
-36,317
196
$53.3M 0.1%
279,653
-36,321
197
$53.2M 0.1%
505,293
-520
198
$52.8M 0.1%
1,516,578
+45,725
199
$52.3M 0.1%
387,443
-33,477
200
$52.1M 0.1%
203,932
+48
6 7
8
9 10