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
276
$28.5M 0.05%
369,293
+31,411
277
$28.2M 0.05%
563,479
+10,377
278
$28.1M 0.05%
212,610
-6,705
279
$28.1M 0.05%
5,650
-39
280
$27.9M 0.05%
240,619
-874
281
$27.8M 0.05%
87,956
+3,247
282
$27.8M 0.05%
402,848
+399,321
283
$27.7M 0.05%
596,601
+50,677
284
$27M 0.05%
858,762
+14,180
285
$26.7M 0.05%
390,873
-19,804
286
$26.3M 0.05%
239,833
+12,067
287
$26.2M 0.05%
465,535
+19,474
288
$25.9M 0.05%
159,340
-7,443
289
$25.8M 0.05%
500,398
+62,359
290
$25.5M 0.05%
328,342
-18,944
291
$25.5M 0.05%
362,669
+13,518
292
$25.5M 0.05%
223,640
-23,842
293
$25.4M 0.05%
130,951
+10,006
294
$25.2M 0.05%
218,658
+8,801
295
$25.2M 0.05%
195,039
-42,655
296
$25M 0.05%
1,097,220
-675
297
$24.9M 0.05%
512,016
+123,063
298
$24.8M 0.05%
307,013
+10,995
299
$24.7M 0.05%
34,713
-1,135
300
$24.7M 0.05%
549,855
+168,435