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
476
$11.7M 0.02%
57,069
+2,306
477
$11.6M 0.02%
190,266
-247
478
$11.6M 0.02%
205,610
+2,360
479
$11.6M 0.02%
594,688
+14,140
480
$11.5M 0.02%
61,520
+2,128
481
$11.5M 0.02%
24,822
+6,194
482
$11.4M 0.02%
354,010
+23,160
483
$11.4M 0.02%
40,723
+2,230
484
$11.4M 0.02%
199,730
+28,003
485
$11.3M 0.02%
252,218
-177,263
486
$11.3M 0.02%
403,705
+21,577
487
$11.3M 0.02%
545,963
-79,853
488
$11.2M 0.02%
78,053
-2,072
489
$11.2M 0.02%
112,998
-7,669
490
$11.1M 0.02%
11,818
-304
491
$11.1M 0.02%
79,744
-38,570
492
$11.1M 0.02%
96,132
+30,000
493
$10.9M 0.02%
735,643
+40,723
494
$10.9M 0.02%
228,607
-8,383
495
$10.8M 0.02%
158,327
-3,505
496
$10.8M 0.02%
76,283
+906
497
$10.7M 0.02%
105,002
-1,464
498
$10.6M 0.02%
429,568
+4,118
499
$10.6M 0.02%
38,246
+8,667
500
$10.3M 0.02%
48,521
+477