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
726
$4.26M 0.01%
19,789
+8,931
727
$4.25M 0.01%
801,055
+36,333
728
$4.25M 0.01%
70,033
-22,849
729
$4.25M 0.01%
82,904
-5,673
730
$4.2M 0.01%
46,473
+100
731
$4.2M 0.01%
507,662
-21,298
732
$4.19M 0.01%
75,667
-443
733
$4.17M 0.01%
20,082
+828
734
$4.17M 0.01%
36,363
+3,322
735
$4.17M 0.01%
181,446
+18,470
736
$4.16M 0.01%
12,110
-192
737
$4.07M 0.01%
1,271
+27
738
$4.07M 0.01%
+193,707
739
$4.07M 0.01%
83,167
+514
740
$4.05M 0.01%
409,464
-390,707
741
$4.05M 0.01%
106,821
+1,123
742
$4.05M 0.01%
19,406
-11,584
743
$4.04M 0.01%
81,282
-13,896
744
$4.03M 0.01%
49,851
+28,661
745
$4M 0.01%
27,016
+1,071
746
$3.99M 0.01%
89,495
+6,601
747
$3.98M 0.01%
194,552
+6,412
748
$3.95M 0.01%
36,991
+23,564
749
$3.95M 0.01%
215,413
-15,312
750
$3.95M 0.01%
65,289
+652