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
451
$12.5M 0.02%
386,897
-5,572
452
$12.5M 0.02%
219,750
+16,407
453
$12.5M 0.02%
299,732
-254,462
454
$12.4M 0.02%
251,328
-15,003
455
$12.4M 0.02%
486,222
+61,055
456
$12.4M 0.02%
105,429
-1,611
457
$12.4M 0.02%
274,762
+18,480
458
$12.4M 0.02%
116,966
-21,573
459
$12.3M 0.02%
79,244
+24,334
460
$12.3M 0.02%
132,315
-4,453
461
$12.3M 0.02%
79,157
+1,888
462
$12.2M 0.02%
318,801
+4,501
463
$12.1M 0.02%
157,486
+11,714
464
$12.1M 0.02%
47,506
+2,537
465
$12M 0.02%
327,616
+70,445
466
$12M 0.02%
170,546
-2,405
467
$12M 0.02%
140,946
+3,234
468
$12M 0.02%
61,023
+1,319
469
$11.9M 0.02%
26,668
+404
470
$11.9M 0.02%
579,017
+31,718
471
$11.9M 0.02%
+181,294
472
$11.9M 0.02%
226,001
+27,272
473
$11.9M 0.02%
186,050
-7,383
474
$11.8M 0.02%
89,322
+1,069
475
$11.8M 0.02%
413,056
-3,496
17 18
19
20 21