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
1226
$839K ﹤0.01%
16,302
-1,684
1227
$837K ﹤0.01%
+35,417
1228
$835K ﹤0.01%
29,503
+6,503
1229
$833K ﹤0.01%
20,949
-2,025
1230
$828K ﹤0.01%
+8,454
1231
$823K ﹤0.01%
4,378
+114
1232
$820K ﹤0.01%
50,873
+345
1233
$817K ﹤0.01%
8,739
-279
1234
$815K ﹤0.01%
12,385
-200
1235
$813K ﹤0.01%
29,496
+482
1236
$810K ﹤0.01%
13,688
-175
1237
$805K ﹤0.01%
26,424
-1,055
1238
$805K ﹤0.01%
24,668
+3,824
1239
$804K ﹤0.01%
16,551
-1,087
1240
$800K ﹤0.01%
10,649
-14
1241
$799K ﹤0.01%
23,611
-297
1242
$798K ﹤0.01%
15,905
-1,600
1243
$798K ﹤0.01%
12,790
1244
$796K ﹤0.01%
29,062
-12,374
1245
$795K ﹤0.01%
17,865
1246
$792K ﹤0.01%
23,569
+6,485
1247
$788K ﹤0.01%
21,791
-7,724
1248
$786K ﹤0.01%
16,839
-625
1249
$785K ﹤0.01%
6,473
+3,378
1250
$785K ﹤0.01%
8,286
-585
48 49
50
51 52