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
1101
$1.28M ﹤0.01%
61,930
-2,497
1102
$1.27M ﹤0.01%
8,207
-17
1103
$1.27M ﹤0.01%
7,504
+3,723
1104
$1.26M ﹤0.01%
5,028
+1
1105
$1.26M ﹤0.01%
12,373
+420
1106
$1.26M ﹤0.01%
42,421
-13,905
1107
$1.26M ﹤0.01%
12,193
-1,696
1108
$1.25M ﹤0.01%
4,289
+347
1109
$1.24M ﹤0.01%
80,837
+7,976
1110
$1.24M ﹤0.01%
49,821
+20,620
1111
$1.24M ﹤0.01%
28,048
-1,672
1112
$1.24M ﹤0.01%
+19,175
1113
$1.24M ﹤0.01%
4,592
-211
1114
$1.23M ﹤0.01%
30,100
+2,502
1115
$1.23M ﹤0.01%
5,882
+884
1116
$1.23M ﹤0.01%
18,355
+1,274
1117
$1.23M ﹤0.01%
+81,680
1118
$1.23M ﹤0.01%
47,544
+1,684
1119
$1.22M ﹤0.01%
50,856
-300
1120
$1.21M ﹤0.01%
91,436
-1,411
1121
$1.21M ﹤0.01%
13,462
-1,177
1122
$1.21M ﹤0.01%
29,417
+1,126
1123
$1.21M ﹤0.01%
12,036
-6,730
1124
$1.2M ﹤0.01%
142,809
+7,472
1125
$1.2M ﹤0.01%
7,602
-864
43 44
45
46 47