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
676
$5.15M 0.01%
221,025
+48,219
677
$5.14M 0.01%
157,058
-83,526
678
$5.14M 0.01%
33,257
+6,706
679
$5.11M 0.01%
72,996
-10
680
$5.1M 0.01%
12,138
+9,020
681
$5.04M 0.01%
308,350
+56,320
682
$4.93M 0.01%
48,940
+969
683
$4.87M 0.01%
67,618
+1,892
684
$4.86M 0.01%
64,165
+3,325
685
$4.86M 0.01%
46,025
-3,026
686
$4.86M 0.01%
95,602
+72,649
687
$4.84M 0.01%
108,950
+13,903
688
$4.78M 0.01%
187,729
-214,301
689
$4.78M 0.01%
21,218
+892
690
$4.77M 0.01%
44,728
-5,595
691
$4.77M 0.01%
401,131
+57,039
692
$4.72M 0.01%
95,226
-31,344
693
$4.72M 0.01%
10,395
+4,647
694
$4.71M 0.01%
18,965
-1,627
695
$4.7M 0.01%
47,398
-4,892
696
$4.68M 0.01%
14,048
+3,891
697
$4.67M 0.01%
83,215
-2,136
698
$4.66M 0.01%
55,106
+1,230
699
$4.65M 0.01%
521,296
+2,680
700
$4.62M 0.01%
138,170
-6,907
26 27
28
29 30