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
301
$24.6M 0.05%
473,843
+29,446
302
$24.3M 0.05%
320,769
+992
303
$24.2M 0.05%
501,563
+25,936
304
$24.2M 0.05%
120,404
-2,579
305
$24.1M 0.05%
38,689
-129
306
$24M 0.05%
989,355
+756,861
307
$23.7M 0.05%
397,343
-69,645
308
$23.6M 0.05%
287,388
-2,936
309
$23.5M 0.05%
45,118
+8,551
310
$23.5M 0.04%
249,716
+4,348
311
$23.2M 0.04%
282,375
-8,325
312
$23.2M 0.04%
158,753
+33,146
313
$23.2M 0.04%
253,102
+156,546
314
$23.2M 0.04%
454,793
+9,030
315
$23.1M 0.04%
557,928
+8,970
316
$23M 0.04%
83,599
-1,990
317
$23M 0.04%
248,239
+64,597
318
$22.9M 0.04%
94,234
-3,364
319
$22.8M 0.04%
163,346
+2,387
320
$22.7M 0.04%
194,556
-3,522
321
$22.7M 0.04%
419,163
+7,587
322
$22.7M 0.04%
433,519
+60,898
323
$22.6M 0.04%
79,125
+1,311
324
$22.5M 0.04%
58,779
+1,688
325
$22.4M 0.04%
101,561
-8,546