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
576
$7.43M 0.01%
96,693
+1,164
577
$7.37M 0.01%
102,843
-7,015
578
$7.34M 0.01%
36,119
+32,303
579
$7.21M 0.01%
395,765
+15,308
580
$7.19M 0.01%
259,550
+43,445
581
$7.17M 0.01%
400,055
+2,954
582
$7.06M 0.01%
96,206
-2,441
583
$7.04M 0.01%
56,355
+495
584
$7.02M 0.01%
61,306
+381
585
$7.01M 0.01%
244,036
-91,739
586
$7.01M 0.01%
62,186
-167
587
$7.01M 0.01%
307,184
+225,886
588
$6.96M 0.01%
41,089
-12,116
589
$6.93M 0.01%
40,265
+140
590
$6.9M 0.01%
143,040
-1,061
591
$6.89M 0.01%
65,506
+826
592
$6.84M 0.01%
10,862
+308
593
$6.82M 0.01%
44,934
+9,540
594
$6.78M 0.01%
20,293
+110
595
$6.77M 0.01%
93,532
-15,771
596
$6.75M 0.01%
273,632
-48,575
597
$6.68M 0.01%
41,868
+1,232
598
$6.68M 0.01%
309,890
+22,109
599
$6.62M 0.01%
5,221
+146
600
$6.59M 0.01%
16,371
-6,797