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
1126
$1.2M ﹤0.01%
28,240
+16,410
1127
$1.2M ﹤0.01%
6,496
+788
1128
$1.2M ﹤0.01%
11,729
-1,194
1129
$1.19M ﹤0.01%
9,904
+110
1130
$1.19M ﹤0.01%
21,054
+1,365
1131
$1.19M ﹤0.01%
+40,981
1132
$1.19M ﹤0.01%
116,079
+4,510
1133
$1.19M ﹤0.01%
75,992
+67,657
1134
$1.19M ﹤0.01%
18,326
-2,014
1135
$1.18M ﹤0.01%
55,854
-1,247
1136
$1.18M ﹤0.01%
51,067
1137
$1.18M ﹤0.01%
54,194
-5,298
1138
$1.16M ﹤0.01%
29,215
-5,714
1139
$1.16M ﹤0.01%
17,642
-8,537
1140
$1.16M ﹤0.01%
138,970
+4,298
1141
$1.16M ﹤0.01%
51,565
-6,589
1142
$1.15M ﹤0.01%
10,697
-148
1143
$1.15M ﹤0.01%
42,764
+100
1144
$1.15M ﹤0.01%
63,722
-446
1145
$1.15M ﹤0.01%
99,728
+813
1146
$1.14M ﹤0.01%
30,258
-108
1147
$1.14M ﹤0.01%
24,885
-3,776
1148
$1.13M ﹤0.01%
7,858
-1,171
1149
$1.13M ﹤0.01%
5,342
+3,562
1150
$1.12M ﹤0.01%
31,651
+1,221
44 45
46
47 48