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
651
$5.6M 0.01%
162,935
-4,287
652
$5.58M 0.01%
5,044
-152
653
$5.57M 0.01%
58,252
+1,005
654
$5.54M 0.01%
78,307
+26,818
655
$5.53M 0.01%
59,869
+2,083
656
$5.5M 0.01%
86,700
-10,317
657
$5.5M 0.01%
149,028
-4,204
658
$5.48M 0.01%
61,293
-11,959
659
$5.47M 0.01%
73,616
+867
660
$5.46M 0.01%
102,985
+5,628
661
$5.46M 0.01%
257,194
+105,472
662
$5.39M 0.01%
12,678
+871
663
$5.38M 0.01%
64,474
+16,711
664
$5.37M 0.01%
98,007
+39,102
665
$5.33M 0.01%
10,002
-160
666
$5.32M 0.01%
11,239
-397
667
$5.32M 0.01%
68,006
-5,311
668
$5.32M 0.01%
105,729
+533
669
$5.26M 0.01%
28,391
-3,996
670
$5.26M 0.01%
66,872
-31,312
671
$5.23M 0.01%
156,866
+5,023
672
$5.22M 0.01%
103,958
+53,495
673
$5.2M 0.01%
417,710
+6,305
674
$5.16M 0.01%
96,185
+45
675
$5.16M 0.01%
62,622
-14,152
25 26
27
28 29