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
626
$5.99M 0.01%
66,510
+5,759
627
$5.98M 0.01%
19,972
+531
628
$5.96M 0.01%
58,681
-390
629
$5.95M 0.01%
16,132
-3,249
630
$5.94M 0.01%
624,759
+336
631
$5.92M 0.01%
131,859
+8,952
632
$5.92M 0.01%
4,957
+1,465
633
$5.92M 0.01%
89,481
-4,608
634
$5.91M 0.01%
122,153
+854
635
$5.88M 0.01%
115,108
+91,538
636
$5.88M 0.01%
49,740
-239
637
$5.88M 0.01%
100,788
-1,342
638
$5.87M 0.01%
17,022
-6,831
639
$5.84M 0.01%
51,808
+28,583
640
$5.82M 0.01%
40,462
+208
641
$5.75M 0.01%
57,199
+1,240
642
$5.71M 0.01%
65,405
-6,094
643
$5.67M 0.01%
300,643
-199,430
644
$5.65M 0.01%
34,198
+26,914
645
$5.64M 0.01%
42,723
+3,182
646
$5.64M 0.01%
31,260
+7,237
647
$5.61M 0.01%
54,765
+8,428
648
$5.61M 0.01%
469,575
+13,764
649
$5.6M 0.01%
92,977
+603
650
$5.6M 0.01%
301,042
-1,593
24 25
26
27 28