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
826
$3.25M 0.01%
8,795
-181
827
$3.24M 0.01%
40,811
-16
828
$3.2M 0.01%
45,404
+1,848
829
$3.19M 0.01%
330,776
-10,908
830
$3.17M 0.01%
56,107
+1,821
831
$3.17M 0.01%
12,494
-1,211
832
$3.14M 0.01%
82,567
+5,577
833
$3.13M 0.01%
34,476
+764
834
$3.12M 0.01%
158,623
+15,579
835
$3.11M 0.01%
355,173
+80,491
836
$3.1M 0.01%
20,466
+14,998
837
$3.1M 0.01%
48,768
+3,097
838
$3.07M 0.01%
56,300
-220
839
$3.07M 0.01%
238,362
+82,802
840
$3.06M 0.01%
24,312
-131
841
$3.05M 0.01%
17,631
+263
842
$3.05M 0.01%
77,729
+4,963
843
$3.04M 0.01%
20,163
-267
844
$3.04M 0.01%
106,073
+704
845
$3.04M 0.01%
72,745
+19,969
846
$3.03M 0.01%
38,615
-16,092
847
$3.03M 0.01%
9,661
-6,638
848
$3M 0.01%
52,321
+29,702
849
$3M 0.01%
58,913
+2,981
850
$2.96M 0.01%
38,507
-1,934