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
351
$19.5M 0.04%
255,842
-13,322
352
$19.5M 0.04%
34,146
-563
353
$19.3M 0.04%
481,786
+924
354
$19.3M 0.04%
75,944
-1,943
355
$19.2M 0.04%
345,711
-14,406
356
$19.2M 0.04%
166,236
+4,503
357
$19.2M 0.04%
169,974
+8,732
358
$19.2M 0.04%
441,357
+47,462
359
$19.2M 0.04%
210,837
+7,226
360
$19.1M 0.04%
148,463
+8,883
361
$19.1M 0.04%
677,888
-217,852
362
$19M 0.04%
184,797
+15,911
363
$19M 0.04%
196,210
+16,990
364
$18.9M 0.04%
335,980
+9,045
365
$18.8M 0.04%
449,075
-3,612
366
$18.7M 0.04%
1,149,232
-68,197
367
$18.6M 0.04%
159,591
-141,549
368
$18.6M 0.04%
197,223
-50,795
369
$18.6M 0.04%
82,854
-1,075
370
$18.5M 0.04%
155,387
+10,452
371
$18.4M 0.04%
861,917
-7,667
372
$18.3M 0.04%
85,244
+22,055
373
$18.3M 0.04%
150,501
+4,951
374
$18.3M 0.04%
88,390
-231
375
$18.3M 0.03%
292,225
+9,874