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
251
$33.1M 0.06%
390,233
+12,525
252
$32.9M 0.06%
330,654
+1,424
253
$32.9M 0.06%
747,042
+94,343
254
$32.8M 0.06%
1,378,907
+37,604
255
$32.4M 0.06%
146,750
+6,839
256
$32.2M 0.06%
261,835
+1,416
257
$32M 0.06%
521,516
+515,811
258
$31.8M 0.06%
136,909
+4,399
259
$31.7M 0.06%
263,775
+1,464
260
$31.6M 0.06%
134,666
+856
261
$31.5M 0.06%
253,024
-20
262
$31.3M 0.06%
401,903
-62,357
263
$30.6M 0.06%
343,058
+55,687
264
$30.5M 0.06%
600,587
+77,658
265
$30.3M 0.06%
153,082
+10,223
266
$30.2M 0.06%
53,075
-793
267
$29.8M 0.06%
704,208
+46,730
268
$29.4M 0.06%
41,758
+1,692
269
$29.3M 0.06%
495,838
-4,237
270
$29.2M 0.06%
526,879
-41,010
271
$29.2M 0.06%
1,649,670
+24,575
272
$28.9M 0.06%
381,951
-2,397
273
$28.8M 0.06%
219,389
+1,897
274
$28.6M 0.05%
506,401
-39,146
275
$28.6M 0.05%
225,483
+20,196
9 10
11
12 13