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
701
$4.62M 0.01%
20,177
+798
702
$4.6M 0.01%
68,576
+2,751
703
$4.57M 0.01%
34,788
-1,684
704
$4.52M 0.01%
231,632
+579
705
$4.49M 0.01%
2,254
-47
706
$4.49M 0.01%
44,708
+19,813
707
$4.46M 0.01%
72,153
+5,251
708
$4.44M 0.01%
55,537
+2,900
709
$4.44M 0.01%
78,227
+8,642
710
$4.41M 0.01%
51,413
+1,735
711
$4.39M 0.01%
58,181
+705
712
$4.39M 0.01%
9,048
+1,787
713
$4.37M 0.01%
54,237
+15,327
714
$4.36M 0.01%
49,220
+1,854
715
$4.36M 0.01%
22,864
-1,056
716
$4.35M 0.01%
+43,927
717
$4.35M 0.01%
166,279
+120,620
718
$4.34M 0.01%
+135,608
719
$4.34M 0.01%
134,385
+43,490
720
$4.34M 0.01%
88,510
+7,025
721
$4.34M 0.01%
23,566
-642
722
$4.33M 0.01%
22,149
-352
723
$4.3M 0.01%
57,861
+487
724
$4.29M 0.01%
87,512
+25,474
725
$4.28M 0.01%
82,757
+512
27 28
29
30 31