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
776
$3.72M 0.01%
25,422
-202
777
$3.71M 0.01%
28,073
+800
778
$3.71M 0.01%
141,556
-8,426
779
$3.71M 0.01%
33,886
+17,397
780
$3.68M 0.01%
36,515
-2,311
781
$3.66M 0.01%
35,166
-2,956
782
$3.66M 0.01%
90,821
+2,436
783
$3.65M 0.01%
35,000
+605
784
$3.64M 0.01%
79,366
+4,109
785
$3.63M 0.01%
40,915
+163
786
$3.59M 0.01%
72,467
+61,826
787
$3.59M 0.01%
39,758
+506
788
$3.58M 0.01%
36,857
+291
789
$3.56M 0.01%
445,314
-2,719
790
$3.52M 0.01%
17,872
+135
791
$3.52M 0.01%
123,262
+30,119
792
$3.51M 0.01%
36,891
-1,406
793
$3.49M 0.01%
14,837
-401
794
$3.49M 0.01%
44,713
-308
795
$3.49M 0.01%
86,542
-1
796
$3.48M 0.01%
63,112
-11,097
797
$3.48M 0.01%
295,570
+6,261
798
$3.47M 0.01%
44,156
-4,089
799
$3.46M 0.01%
180,693
800
$3.45M 0.01%
188,380
+4,989