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
$52.3B
AUM Growth
+$793M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,840
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$105M
3
+$55.6M
4
DDOG icon
Datadog
DDOG
+$55M
5
VUG icon
Vanguard Growth ETF
VUG
+$49.4M

Top Sells

1
+$122M
2
+$67.9M
3
+$44M
4
ANSS
Ansys
ANSS
+$41.9M
5
APPF icon
AppFolio
APPF
+$38M

Sector Composition

1 Technology 19.2%
2 Financials 13.83%
3 Industrials 10.41%
4 Consumer Discretionary 8.48%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.2M 0.08%
424,717
-5,526
227
$40.8M 0.08%
902,580
+54,555
228
$40.2M 0.08%
457,229
-114,663
229
$39.3M 0.08%
222,225
+4,200
230
$39.3M 0.08%
684,728
-491,854
231
$39.2M 0.08%
543,080
+31,310
232
$38.8M 0.07%
513,305
+20,600
233
$38.7M 0.07%
184,605
-86,075
234
$38.3M 0.07%
386,499
-118,794
235
$38.2M 0.07%
1,308,109
+46,588
236
$37.8M 0.07%
339,475
-32,225
237
$37.8M 0.07%
215,506
-454
238
$37.8M 0.07%
165,071
-15,820
239
$37.5M 0.07%
690,862
-60,959
240
$36.6M 0.07%
352,735
-423,982
241
$36.5M 0.07%
290,438
-1,727
242
$36.2M 0.07%
124,946
-1,690
243
$35.7M 0.07%
206,879
+13,687
244
$35.4M 0.07%
253,016
-26,637
245
$35.2M 0.07%
1,585,585
+64,484
246
$34.9M 0.07%
996,771
+41,840
247
$34.8M 0.07%
320,061
-2,362
248
$34.7M 0.07%
149,029
+23,575
249
$34M 0.07%
341,202
-18,046
250
$33.2M 0.06%
762,556
+296,778
8 9
10
11 12