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
201
$52M 0.1%
104,994
+2,908
202
$52M 0.1%
294,269
+60,248
203
$51.9M 0.1%
571,892
-98,989
204
$51.9M 0.1%
105,350
+3,404
205
$51.8M 0.1%
1,422,875
+212,311
206
$51.8M 0.1%
1,138,107
-613,739
207
$51.7M 0.1%
776,506
-105,658
208
$50.7M 0.1%
121,508
+3,236
209
$50.5M 0.1%
318,014
+27,096
210
$50M 0.1%
96,554
+2,486
211
$49.2M 0.1%
760,670
-111,042
212
$48.6M 0.09%
471,810
-60,370
213
$47.7M 0.09%
1,431,901
+595,357
214
$46.9M 0.09%
77,547
-7,297
215
$46.8M 0.09%
718,295
-16,306
216
$46.4M 0.09%
1,649,828
-50,385
217
$45M 0.09%
364,244
-4,051
218
$44.6M 0.09%
359,248
-338,004
219
$44.4M 0.09%
538,520
+35
220
$44.2M 0.09%
180,891
-23,871
221
$44.1M 0.09%
79,207
+3,393
222
$43.6M 0.08%
430,243
-113,527
223
$42.1M 0.08%
301,140
+412
224
$41.8M 0.08%
511,770
+100,310
225
$41.3M 0.08%
129,478
-76,388
7 8
9
10 11