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
1051
$1.53M ﹤0.01%
63,780
1052
$1.53M ﹤0.01%
57,239
+1,294
1053
$1.52M ﹤0.01%
14,702
+968
1054
$1.52M ﹤0.01%
143,901
-6,899
1055
$1.52M ﹤0.01%
13,090
+2,894
1056
$1.51M ﹤0.01%
66,377
+11,876
1057
$1.51M ﹤0.01%
22,805
-17,438
1058
$1.5M ﹤0.01%
11,914
+784
1059
$1.49M ﹤0.01%
6,984
+94
1060
$1.49M ﹤0.01%
31,140
+443
1061
$1.49M ﹤0.01%
30,706
-1,852
1062
$1.47M ﹤0.01%
174,217
-9,212
1063
$1.47M ﹤0.01%
36,501
+20,413
1064
$1.47M ﹤0.01%
30,762
+257
1065
$1.45M ﹤0.01%
17,139
+7,440
1066
$1.45M ﹤0.01%
32,456
-25,654
1067
$1.45M ﹤0.01%
34,918
+315
1068
$1.45M ﹤0.01%
17,111
-1,846
1069
$1.45M ﹤0.01%
195,845
+2,000
1070
$1.45M ﹤0.01%
80,076
-34
1071
$1.44M ﹤0.01%
19,028
-16,612
1072
$1.44M ﹤0.01%
147,498
+7,781
1073
$1.42M ﹤0.01%
4,931
+553
1074
$1.42M ﹤0.01%
10,908
+88
1075
$1.41M ﹤0.01%
28,822
-847