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
851
$2.96M 0.01%
25,845
+1,320
852
$2.95M 0.01%
109,402
+29,201
853
$2.94M 0.01%
11,442
+914
854
$2.94M 0.01%
26,248
+3,240
855
$2.94M 0.01%
50,086
+1,622
856
$2.94M 0.01%
40,445
-634
857
$2.92M 0.01%
34,354
+18,917
858
$2.92M 0.01%
58,269
+108
859
$2.91M 0.01%
31,859
+1,049
860
$2.89M 0.01%
9,769
+271
861
$2.89M 0.01%
43,644
+2,679
862
$2.88M 0.01%
112,762
+33,443
863
$2.88M 0.01%
24,166
+6,893
864
$2.88M 0.01%
12,853
-2,104
865
$2.87M 0.01%
43,606
-808
866
$2.84M 0.01%
159,448
-41,099
867
$2.84M 0.01%
140,414
+2,504
868
$2.83M 0.01%
33,553
+5,000
869
$2.83M 0.01%
15,154
+6,547
870
$2.82M 0.01%
30,419
-742
871
$2.79M 0.01%
44,063
+1,425
872
$2.78M 0.01%
16,697
-130,114
873
$2.78M 0.01%
29,226
+245
874
$2.78M 0.01%
50,635
-24,089
875
$2.78M 0.01%
51,003
+35,761