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
926
$2.27M ﹤0.01%
151,705
+3,126
927
$2.27M ﹤0.01%
192,494
+89,030
928
$2.27M ﹤0.01%
77,737
-149,989
929
$2.26M ﹤0.01%
76,518
-15,669
930
$2.26M ﹤0.01%
193,920
+1,806
931
$2.26M ﹤0.01%
31,462
+284
932
$2.26M ﹤0.01%
9,571
-26
933
$2.25M ﹤0.01%
101,286
-3,023
934
$2.24M ﹤0.01%
43,034
935
$2.24M ﹤0.01%
44,157
+6,288
936
$2.23M ﹤0.01%
20,212
-408
937
$2.21M ﹤0.01%
267,378
-2,136
938
$2.2M ﹤0.01%
41,342
-5,779
939
$2.18M ﹤0.01%
29,356
+334
940
$2.18M ﹤0.01%
140,179
+26,417
941
$2.17M ﹤0.01%
26,764
+777
942
$2.16M ﹤0.01%
55,831
-95
943
$2.16M ﹤0.01%
14,202
+404
944
$2.15M ﹤0.01%
35,191
+1,934
945
$2.15M ﹤0.01%
69,980
+10,370
946
$2.15M ﹤0.01%
17,055
+364
947
$2.14M ﹤0.01%
46,988
+2,510
948
$2.14M ﹤0.01%
360,467
-12,127
949
$2.13M ﹤0.01%
66,745
+5,989
950
$2.13M ﹤0.01%
49,314
-183