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
101
$94.9M 0.18%
752,709
+325
102
$92.9M 0.18%
914,992
-57,837
103
$92.1M 0.18%
1,860,026
+26,057
104
$88.7M 0.17%
460,074
-170
105
$88.7M 0.17%
532,156
+12,682
106
$87.9M 0.17%
650,505
-23,690
107
$87.5M 0.17%
335,769
-10,812
108
$86.2M 0.16%
2,156,470
-109
109
$85.8M 0.16%
741,830
-2,478
110
$84.7M 0.16%
369,089
-6,847
111
$84.1M 0.16%
1,677,338
-4,013
112
$84M 0.16%
677,718
-4,355
113
$83.7M 0.16%
211,248
+32,598
114
$80.3M 0.15%
115,791
+18,160
115
$79.6M 0.15%
533,959
+3,443
116
$79.3M 0.15%
2,989,614
-339,331
117
$79.2M 0.15%
2,381,694
+103,446
118
$78.1M 0.15%
977,630
+56,034
119
$77.6M 0.15%
452,091
+3,434
120
$77M 0.15%
238,935
-1,803
121
$76.9M 0.15%
294,615
-26,192
122
$76.6M 0.15%
573,860
+64,497
123
$76.5M 0.15%
1,069,221
-63,465
124
$76.1M 0.15%
354,928
+56,467
125
$75.7M 0.14%
403,478
+23,545