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
326
$22.2M 0.04%
240,042
-14,715
327
$22.1M 0.04%
120,660
-19,791
328
$21.6M 0.04%
76,855
+7,034
329
$21.1M 0.04%
168,761
+5,316
330
$20.9M 0.04%
86,777
+428
331
$20.9M 0.04%
715,442
+17,860
332
$20.8M 0.04%
844,952
+26,181
333
$20.7M 0.04%
149,647
+31,662
334
$20.6M 0.04%
478,510
+164,046
335
$20.4M 0.04%
197,151
+160
336
$20.3M 0.04%
98,300
+19,402
337
$20.3M 0.04%
60,102
-102
338
$20.3M 0.04%
115,256
+6,865
339
$20.3M 0.04%
227,298
+25,732
340
$20.3M 0.04%
89,463
-19,834
341
$20.2M 0.04%
176,984
+11,758
342
$20.1M 0.04%
347,251
+20,029
343
$20.1M 0.04%
76,282
-12,541
344
$20M 0.04%
730,221
-14,027
345
$20M 0.04%
106,067
-4,426
346
$19.9M 0.04%
589,187
+108,850
347
$19.8M 0.04%
750,572
-8,039
348
$19.8M 0.04%
191,021
-2,921
349
$19.6M 0.04%
896,996
+103,686
350
$19.6M 0.04%
806,937
+53,534
12 13
14
15 16