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
1026
$1.65M ﹤0.01%
32,383
-483
1027
$1.64M ﹤0.01%
14,684
+1,888
1028
$1.64M ﹤0.01%
12,732
+567
1029
$1.64M ﹤0.01%
166,723
+5,408
1030
$1.63M ﹤0.01%
98,327
+17,894
1031
$1.62M ﹤0.01%
27,681
+1,923
1032
$1.62M ﹤0.01%
41,071
-6,450
1033
$1.61M ﹤0.01%
39,778
-668
1034
$1.6M ﹤0.01%
42,887
+75
1035
$1.6M ﹤0.01%
27,035
-18,261
1036
$1.59M ﹤0.01%
+62,191
1037
$1.59M ﹤0.01%
27,210
-1,535
1038
$1.58M ﹤0.01%
121,845
-98,735
1039
$1.58M ﹤0.01%
17,969
-701
1040
$1.58M ﹤0.01%
32,289
+1,261
1041
$1.57M ﹤0.01%
97,843
+30,451
1042
$1.56M ﹤0.01%
121,418
-10,760
1043
$1.54M ﹤0.01%
237,716
+46,540
1044
$1.54M ﹤0.01%
9,826
+90
1045
$1.54M ﹤0.01%
22,244
-101,694
1046
$1.54M ﹤0.01%
+22,289
1047
$1.54M ﹤0.01%
74,475
+12,763
1048
$1.54M ﹤0.01%
1,255
-2,722
1049
$1.53M ﹤0.01%
71,394
-60,464
1050
$1.53M ﹤0.01%
18,019
+904