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
1076
$1.4M ﹤0.01%
144,107
+926
1077
$1.4M ﹤0.01%
18,254
+726
1078
$1.4M ﹤0.01%
11,080
+1,040
1079
$1.38M ﹤0.01%
+6,576
1080
$1.38M ﹤0.01%
32,357
-22,182
1081
$1.38M ﹤0.01%
58,340
-12,950
1082
$1.38M ﹤0.01%
+35,625
1083
$1.38M ﹤0.01%
14,829
+1,198
1084
$1.38M ﹤0.01%
+31,904
1085
$1.38M ﹤0.01%
62,908
+38,448
1086
$1.36M ﹤0.01%
160,039
-24,252
1087
$1.36M ﹤0.01%
12,479
-316
1088
$1.36M ﹤0.01%
+53,578
1089
$1.35M ﹤0.01%
12,255
-4,303
1090
$1.35M ﹤0.01%
62,801
-105
1091
$1.34M ﹤0.01%
29,316
-731
1092
$1.33M ﹤0.01%
18,593
+2,231
1093
$1.33M ﹤0.01%
14,860
-10,209
1094
$1.32M ﹤0.01%
8,660
-20,782
1095
$1.32M ﹤0.01%
40,585
-1,054
1096
$1.31M ﹤0.01%
55,911
-2,629
1097
$1.29M ﹤0.01%
53,705
-9,065
1098
$1.29M ﹤0.01%
18,715
-618
1099
$1.29M ﹤0.01%
326,035
1100
$1.28M ﹤0.01%
7,708
+718