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
951
$2.13M ﹤0.01%
25,111
+550
952
$2.12M ﹤0.01%
5,062
-242
953
$2.12M ﹤0.01%
37,262
+411
954
$2.12M ﹤0.01%
18,589
+2,307
955
$2.1M ﹤0.01%
76,811
+2,135
956
$2.1M ﹤0.01%
278,342
+42,032
957
$2.1M ﹤0.01%
52,611
-1,483
958
$2.1M ﹤0.01%
181,919
+4,554
959
$2.08M ﹤0.01%
7,199
+4,654
960
$2.06M ﹤0.01%
33,018
+835
961
$2.06M ﹤0.01%
23,101
-1,080
962
$2.05M ﹤0.01%
5,606
-4
963
$2.04M ﹤0.01%
39,364
+198
964
$2.04M ﹤0.01%
30,259
+694
965
$2.04M ﹤0.01%
48,426
+15,944
966
$2.03M ﹤0.01%
27,163
+752
967
$2.03M ﹤0.01%
35,375
+1,978
968
$2.03M ﹤0.01%
23,419
-1,000
969
$2.03M ﹤0.01%
187,409
+12,885
970
$2.03M ﹤0.01%
13,637
-3,147
971
$2.02M ﹤0.01%
+13,118
972
$2.02M ﹤0.01%
14,592
+104
973
$2.01M ﹤0.01%
131,058
+5,608
974
$2.01M ﹤0.01%
10,774
+724
975
$2.01M ﹤0.01%
15,202
+1,119