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
1201
$936K ﹤0.01%
21,013
+3,911
1202
$935K ﹤0.01%
37,107
+10,303
1203
$932K ﹤0.01%
16,498
-1,220
1204
$930K ﹤0.01%
25,296
-383
1205
$928K ﹤0.01%
133,554
+940
1206
$928K ﹤0.01%
94,547
+6,662
1207
$916K ﹤0.01%
5,928
+10
1208
$906K ﹤0.01%
77,620
+7,268
1209
$905K ﹤0.01%
742
+168
1210
$904K ﹤0.01%
17,099
+1,490
1211
$902K ﹤0.01%
31,947
-1,022
1212
$900K ﹤0.01%
5,452
+1,238
1213
$897K ﹤0.01%
45,340
+26,245
1214
$884K ﹤0.01%
364
-877
1215
$881K ﹤0.01%
32,425
-78
1216
$880K ﹤0.01%
64,973
+8,949
1217
$869K ﹤0.01%
34,267
-23,095
1218
$868K ﹤0.01%
3,785
-452
1219
$867K ﹤0.01%
10,310
-557
1220
$863K ﹤0.01%
30,980
+7,168
1221
$851K ﹤0.01%
20,239
+39
1222
$849K ﹤0.01%
18,416
-40,903
1223
$846K ﹤0.01%
51,671
+8,138
1224
$845K ﹤0.01%
16,857
+823
1225
$840K ﹤0.01%
36,255
+16,503
47 48
49
50 51