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
801
$3.44M 0.01%
103,436
-39,183
802
$3.42M 0.01%
102,526
+3,759
803
$3.42M 0.01%
28,339
+10
804
$3.41M 0.01%
67,753
-7,781
805
$3.41M 0.01%
107,820
+8,248
806
$3.4M 0.01%
63,717
-430
807
$3.39M 0.01%
31,170
+293
808
$3.38M 0.01%
43,660
-73
809
$3.38M 0.01%
34,419
+9,423
810
$3.37M 0.01%
91,217
+2,458
811
$3.37M 0.01%
129,269
+61,820
812
$3.36M 0.01%
5,654
-875
813
$3.36M 0.01%
+106,867
814
$3.35M 0.01%
32,037
-12,572
815
$3.35M 0.01%
159,217
-5,180
816
$3.35M 0.01%
181,611
+614
817
$3.32M 0.01%
80,376
+1,132
818
$3.31M 0.01%
120,239
-163,029
819
$3.3M 0.01%
29,949
-1,527
820
$3.3M 0.01%
24,686
-3,597
821
$3.28M 0.01%
72,510
-17,300
822
$3.28M 0.01%
916,168
+235,610
823
$3.27M 0.01%
20,821
+1,602
824
$3.26M 0.01%
19,687
-462
825
$3.25M 0.01%
18,056
+2,256
31 32
33
34 35