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
601
$6.59M 0.01%
253,292
-10,181
602
$6.58M 0.01%
312,419
+55,052
603
$6.53M 0.01%
238,414
+1,228
604
$6.49M 0.01%
31,447
+3,047
605
$6.48M 0.01%
96,433
-111
606
$6.46M 0.01%
187,379
-813
607
$6.36M 0.01%
33,497
-121
608
$6.34M 0.01%
68,637
-19,347
609
$6.32M 0.01%
126,687
-2,068
610
$6.31M 0.01%
118,360
-3,355
611
$6.29M 0.01%
47,759
-3,659
612
$6.24M 0.01%
29,414
+6,343
613
$6.23M 0.01%
47,015
-19,440
614
$6.2M 0.01%
95,986
+1,326
615
$6.19M 0.01%
68,463
-765
616
$6.12M 0.01%
121,173
-108,299
617
$6.07M 0.01%
57,558
+2,580
618
$6.06M 0.01%
5,749
-76
619
$6.05M 0.01%
197,004
-16,676
620
$6.05M 0.01%
160,561
-3,073
621
$6.05M 0.01%
34,312
-7,504
622
$6.05M 0.01%
44,663
-3,654
623
$6.04M 0.01%
65,324
-241
624
$6.01M 0.01%
106,816
-473
625
$5.99M 0.01%
114,668
+12,789
23 24
25
26 27