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
551
$8.45M 0.02%
124,819
+3,535
552
$8.41M 0.02%
528,774
+17,785
553
$8.4M 0.02%
122,289
-10,274
554
$8.35M 0.02%
43,287
-1,698
555
$8.34M 0.02%
462,988
-338,854
556
$8.3M 0.02%
82,172
+2,324
557
$8.27M 0.02%
77,207
+6,143
558
$8.23M 0.02%
84,596
-5,155
559
$8.22M 0.02%
254,893
-4,714
560
$8.2M 0.02%
1,215,342
+3,156
561
$8.19M 0.02%
54,591
-20,944
562
$8.14M 0.02%
213,861
+1,253
563
$8.1M 0.02%
34,417
-898
564
$8.08M 0.02%
+35,784
565
$8.04M 0.02%
191,871
+221
566
$8.01M 0.02%
118,120
+4,562
567
$7.97M 0.02%
187,933
+3,887
568
$7.89M 0.02%
16,281
+326
569
$7.89M 0.02%
142,419
-4,017
570
$7.74M 0.01%
517,761
+12,192
571
$7.72M 0.01%
123,284
+3,884
572
$7.64M 0.01%
117,353
-30,514
573
$7.56M 0.01%
59,435
-1,962
574
$7.47M 0.01%
54,717
+24,657
575
$7.47M 0.01%
115,815
+583
21 22
23
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