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
526
$9.37M 0.02%
165,203
+1,393
527
$9.33M 0.02%
53,245
+4,296
528
$9.31M 0.02%
371,738
-3,920
529
$9.31M 0.02%
274,563
-16,469
530
$9.29M 0.02%
314,675
-1,540
531
$9.24M 0.02%
381,964
+2,028
532
$9.2M 0.02%
480,288
+11,137
533
$9.11M 0.02%
133,671
-39,031
534
$9.04M 0.02%
19,254
+561
535
$9.02M 0.02%
102,625
+7,350
536
$8.89M 0.02%
192,970
+4,691
537
$8.89M 0.02%
146,782
+15,320
538
$8.84M 0.02%
31,144
-619
539
$8.84M 0.02%
325,706
+85,157
540
$8.84M 0.02%
136,457
-4,993
541
$8.79M 0.02%
29,278
+1,473
542
$8.78M 0.02%
229,272
+26,737
543
$8.73M 0.02%
143,571
+5,986
544
$8.68M 0.02%
149,652
-1,602
545
$8.66M 0.02%
159,988
+92,021
546
$8.64M 0.02%
64,289
-1,959
547
$8.56M 0.02%
499,308
+373
548
$8.55M 0.02%
1,759,817
-280,913
549
$8.55M 0.02%
180,940
-1,914
550
$8.48M 0.02%
251,278
-106,885
20 21
22
23 24