Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$108M
3
+$55.9M
4
DDOG icon
Datadog
DDOG
+$52.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$48.5M

Top Sells

1
+$118M
2
+$70M
3
+$42.1M
4
ANSS
Ansys
ANSS
+$41.6M
5
APPF icon
AppFolio
APPF
+$36M

Sector Composition

1 Technology 19.21%
2 Financials 13.83%
3 Industrials 10.45%
4 Consumer Discretionary 8.48%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.01M ﹤0.01%
9,934
-70
1177
$1.01M ﹤0.01%
47,945
+21,600
1178
$1.01M ﹤0.01%
26,811
-4,758
1179
$1.01M ﹤0.01%
4,371
-241
1180
$1M ﹤0.01%
29,443
1181
$1M ﹤0.01%
41,847
-104,544
1182
$1,000K ﹤0.01%
+27,535
1183
$998K ﹤0.01%
+26,016
1184
$983K ﹤0.01%
21,240
1185
$977K ﹤0.01%
38,743
+8,760
1186
$976K ﹤0.01%
8,263
+218
1187
$974K ﹤0.01%
28,300
-4,000
1188
$972K ﹤0.01%
3,168
+98
1189
$966K ﹤0.01%
20,007
+632
1190
$964K ﹤0.01%
114,627
+66,999
1191
$964K ﹤0.01%
11,776
-2,341
1192
$962K ﹤0.01%
9,875
+23
1193
$955K ﹤0.01%
2,588
+552
1194
$953K ﹤0.01%
6,375
+3
1195
$952K ﹤0.01%
37,110
-1,000
1196
$951K ﹤0.01%
124,815
-59,397
1197
$951K ﹤0.01%
5,061
-74
1198
$948K ﹤0.01%
8,576
1199
$939K ﹤0.01%
15,283
+707
1200
$938K ﹤0.01%
29,390
-1,917
46 47
48
49 50