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
501
$10.2M 0.02%
95,888
+122
502
$10.1M 0.02%
116,061
-5,079
503
$10.1M 0.02%
347,870
+22,077
504
$10.1M 0.02%
104,479
+23,326
505
$10.1M 0.02%
62,671
+6,203
506
$10M 0.02%
451,219
+21,588
507
$9.98M 0.02%
29,396
+73
508
$9.97M 0.02%
270,978
+7,460
509
$9.96M 0.02%
387,582
+15,550
510
$9.95M 0.02%
542,801
+483,028
511
$9.95M 0.02%
149,678
-27,741
512
$9.94M 0.02%
83,229
-105
513
$9.9M 0.02%
244,430
+6,073
514
$9.87M 0.02%
492,314
-419,556
515
$9.85M 0.02%
142,637
-1,500
516
$9.74M 0.02%
5,727
-55
517
$9.65M 0.02%
22,194
+3,605
518
$9.6M 0.02%
39,660
-7,666
519
$9.58M 0.02%
491,466
-5,141
520
$9.55M 0.02%
157,140
-26,841
521
$9.54M 0.02%
109,389
+3,349
522
$9.48M 0.02%
216,696
+2,933
523
$9.44M 0.02%
26,274
+2,547
524
$9.41M 0.02%
93,719
+2,404
525
$9.4M 0.02%
180,627
+2,997
19 20
21
22 23