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
26
$450M 0.86%
764,905
+94,507
27
$439M 0.84%
1,922,949
+24,083
28
$438M 0.84%
3,629,558
+79,577
29
$391M 0.75%
2,063,251
+78,307
30
$384M 0.73%
5,459,329
+320,881
31
$373M 0.71%
3,345,892
+81,754
32
$372M 0.71%
634,293
+13,335
33
$370M 0.71%
2,080,595
-31,647
34
$357M 0.68%
2,498,871
+264,740
35
$356M 0.68%
1,126,396
-3,135
36
$307M 0.59%
6,426,793
+134,435
37
$285M 0.55%
541,847
+12,601
38
$281M 0.54%
1,674,294
+44,386
39
$268M 0.51%
6,097,880
+118,633
40
$252M 0.48%
3,584,680
+77,378
41
$247M 0.47%
1,705,299
-6,367
42
$241M 0.46%
4,144,493
+362,167
43
$239M 0.46%
3,201,780
+165,797
44
$236M 0.45%
2,887,526
+119,666
45
$235M 0.45%
1,390,678
+23,970
46
$232M 0.44%
2,696,545
+86,229
47
$227M 0.43%
2,831,244
+442,568
48
$224M 0.43%
2,427,606
+67,209
49
$218M 0.42%
1,924,508
-19,799
50
$212M 0.4%
3,575,082
-2,060,740
1
2
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