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
901
$2.51M ﹤0.01%
39,400
-7,768
902
$2.51M ﹤0.01%
+37,658
903
$2.48M ﹤0.01%
111,854
+42,136
904
$2.47M ﹤0.01%
49,331
+17,553
905
$2.46M ﹤0.01%
51,046
906
$2.45M ﹤0.01%
9,504
-3,225
907
$2.44M ﹤0.01%
2,179,860
-102,340
908
$2.43M ﹤0.01%
64,290
-2,081
909
$2.43M ﹤0.01%
23,254
-1,275
910
$2.4M ﹤0.01%
9,308
+870
911
$2.39M ﹤0.01%
+46,507
912
$2.39M ﹤0.01%
33,704
-1,655
913
$2.39M ﹤0.01%
405,938
+178,532
914
$2.38M ﹤0.01%
35,401
+318
915
$2.38M ﹤0.01%
50,307
+880
916
$2.37M ﹤0.01%
64,106
-257
917
$2.34M ﹤0.01%
21,364
+550
918
$2.32M ﹤0.01%
45,935
+695
919
$2.31M ﹤0.01%
82,564
+8,434
920
$2.3M ﹤0.01%
19,897
-3,613
921
$2.3M ﹤0.01%
38,960
-1,040
922
$2.29M ﹤0.01%
20,372
+24
923
$2.28M ﹤0.01%
45,248
-12,055
924
$2.28M ﹤0.01%
28,144
-601
925
$2.27M ﹤0.01%
9,154
+6,975