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
1001
$1.79M ﹤0.01%
12,384
+68
1002
$1.78M ﹤0.01%
126,277
+10,182
1003
$1.78M ﹤0.01%
157,611
-42,149
1004
$1.78M ﹤0.01%
27,547
+14,849
1005
$1.78M ﹤0.01%
5,266
-124,212
1006
$1.77M ﹤0.01%
57,961
1007
$1.76M ﹤0.01%
42,608
+9,106
1008
$1.76M ﹤0.01%
51,529
+37,790
1009
$1.75M ﹤0.01%
9,505
1010
$1.75M ﹤0.01%
19,166
+768
1011
$1.74M ﹤0.01%
54,665
+27,495
1012
$1.71M ﹤0.01%
69,652
-27,660
1013
$1.71M ﹤0.01%
22,000
+1,018
1014
$1.71M ﹤0.01%
19,776
-21,248
1015
$1.71M ﹤0.01%
8,924
+556
1016
$1.7M ﹤0.01%
31,419
-3,304
1017
$1.7M ﹤0.01%
97,394
+1,556
1018
$1.69M ﹤0.01%
173,411
-1,500
1019
$1.69M ﹤0.01%
56,129
+3,947
1020
$1.69M ﹤0.01%
31,258
+25,546
1021
$1.67M ﹤0.01%
+67,945
1022
$1.67M ﹤0.01%
16,478
+1,605
1023
$1.67M ﹤0.01%
+66,221
1024
$1.66M ﹤0.01%
4,118
-5,669
1025
$1.66M ﹤0.01%
19,227
-3,787
39 40
41
42 43