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
401
$15.5M 0.03%
83,450
+2,333
402
$15.4M 0.03%
180,601
+6,475
403
$15.4M 0.03%
110,652
-5,878
404
$15.3M 0.03%
225,508
+38,395
405
$15.2M 0.03%
117,363
+3,215
406
$15.2M 0.03%
166,689
-1,165
407
$15.1M 0.03%
112,596
-1,338
408
$15M 0.03%
471,014
-4,398
409
$15M 0.03%
386,067
+29,428
410
$14.9M 0.03%
113,468
-2,104
411
$14.8M 0.03%
175,886
+10,453
412
$14.8M 0.03%
51,737
+125
413
$14.8M 0.03%
42,409
-202
414
$14.8M 0.03%
318,192
+1,827
415
$14.8M 0.03%
205,354
+34,770
416
$14.6M 0.03%
254,205
+13,371
417
$14.6M 0.03%
383,748
-37,542
418
$14.5M 0.03%
151,512
-8,639
419
$14.5M 0.03%
50,351
+87
420
$14.5M 0.03%
135,466
+19,882
421
$14.3M 0.03%
467,141
-16,811
422
$14.3M 0.03%
766,385
+144,403
423
$14.3M 0.03%
181,142
+63,796
424
$14.2M 0.03%
68,876
-4,247
425
$14.2M 0.03%
518,728
+307,499
15 16
17
18 19