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
76
$133M 0.25%
266,670
+2,966
77
$132M 0.25%
1,445,615
-22,978
78
$131M 0.25%
931,758
-885
79
$129M 0.25%
658,932
+3,756
80
$129M 0.25%
582,800
-307,083
81
$120M 0.23%
354,065
-3,703
82
$120M 0.23%
4,394,182
-188,297
83
$119M 0.23%
330,048
-4,275
84
$119M 0.23%
337,674
-1,123
85
$119M 0.23%
524,744
-38,807
86
$117M 0.22%
530,803
+1,926
87
$116M 0.22%
3,892,091
+194,695
88
$115M 0.22%
750,665
+54,999
89
$115M 0.22%
454,761
-697
90
$111M 0.21%
213,787
-955
91
$111M 0.21%
332,485
+9,442
92
$110M 0.21%
2,103,584
+57,111
93
$107M 0.2%
1,025,721
-6,063
94
$106M 0.2%
1,845,275
+72,635
95
$101M 0.19%
95,237
+2,283
96
$100M 0.19%
167,166
-10,552
97
$99.8M 0.19%
1,319,644
-15,757
98
$96.6M 0.18%
530,782
+762
99
$96.4M 0.18%
453,853
-23,975
100
$96.4M 0.18%
162,905
+17,661