Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$108M
3
+$55.9M
4
DDOG icon
Datadog
DDOG
+$52.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$48.5M

Top Sells

1
+$118M
2
+$70M
3
+$42.1M
4
ANSS
Ansys
ANSS
+$41.6M
5
APPF icon
AppFolio
APPF
+$36M

Sector Composition

1 Technology 19.21%
2 Financials 13.83%
3 Industrials 10.45%
4 Consumer Discretionary 8.48%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14M 0.03%
1,208,286
+486,892
427
$14M 0.03%
97,110
-8,511
428
$13.9M 0.03%
177,779
-3,225
429
$13.9M 0.03%
319,896
-2,324
430
$13.9M 0.03%
1,571,899
+115,109
431
$13.8M 0.03%
40,316
+13,576
432
$13.8M 0.03%
122,712
+6,968
433
$13.5M 0.03%
502,939
-8,762
434
$13.5M 0.03%
461,203
+5,865
435
$13.4M 0.03%
49,689
+2,261
436
$13.4M 0.03%
27,865
-1,765
437
$13.4M 0.03%
99,201
+8,331
438
$13.3M 0.03%
115,628
+881
439
$13.2M 0.03%
112,561
-21,972
440
$13.2M 0.03%
74,187
-182
441
$13.1M 0.03%
177,392
+57,522
442
$13M 0.02%
46,675
+1,306
443
$13M 0.02%
69,065
+58
444
$12.9M 0.02%
108,881
+2,958
445
$12.8M 0.02%
172,893
+14,388
446
$12.8M 0.02%
143,755
+5,401
447
$12.7M 0.02%
164,358
-5,283
448
$12.5M 0.02%
33,794
-96
449
$12.5M 0.02%
207,634
+71,206
450
$12.5M 0.02%
90,808
+3,967
16 17
18
19 20