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
51
$211M 0.4%
3,392,713
+190,150
52
$211M 0.4%
416,151
+18,290
53
$203M 0.39%
263,047
-13,021
54
$203M 0.39%
197,878
-1,512
55
$199M 0.38%
687,010
+20,683
56
$196M 0.38%
2,173,166
+44,238
57
$195M 0.37%
1,760,546
+38,177
58
$193M 0.37%
1,938,701
-165,748
59
$189M 0.36%
1,241,785
-123,340
60
$183M 0.35%
453,113
-24,010
61
$181M 0.35%
440,966
+120,318
62
$181M 0.35%
4,102,772
+288,947
63
$177M 0.34%
862,131
-29,067
64
$177M 0.34%
734,886
+9,605
65
$171M 0.33%
867,833
-65,970
66
$167M 0.32%
327,433
+12,627
67
$164M 0.31%
566,821
+932
68
$160M 0.31%
4,638,973
+15,032
69
$150M 0.29%
1,392,252
+34,925
70
$146M 0.28%
403,017
+1,836
71
$145M 0.28%
493,951
-5,219
72
$143M 0.27%
2,486,425
+94,983
73
$141M 0.27%
423,540
-15,488
74
$136M 0.26%
513,209
+17,412
75
$134M 0.26%
2,545,795
+49,104