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
1251
$784K ﹤0.01%
19,266
+2,058
1252
$780K ﹤0.01%
10,206
-837
1253
$779K ﹤0.01%
24,031
+2,881
1254
$776K ﹤0.01%
24,412
-802
1255
$772K ﹤0.01%
8,066
-299
1256
$772K ﹤0.01%
28,982
+3,823
1257
$771K ﹤0.01%
+47,040
1258
$766K ﹤0.01%
8,800
-448
1259
$760K ﹤0.01%
4,739
-11
1260
$758K ﹤0.01%
15,732
+924
1261
$753K ﹤0.01%
2,122
+34
1262
$751K ﹤0.01%
68,602
-114
1263
$741K ﹤0.01%
32,107
-38,893
1264
$741K ﹤0.01%
6,338
+259
1265
$740K ﹤0.01%
152,296
-270
1266
$739K ﹤0.01%
+5,983
1267
$736K ﹤0.01%
60,056
-3,964
1268
$733K ﹤0.01%
71,943
+5,090
1269
$728K ﹤0.01%
12,651
+51
1270
$727K ﹤0.01%
6,858
+2,474
1271
$727K ﹤0.01%
2,220
+188
1272
$724K ﹤0.01%
7,467
+805
1273
$722K ﹤0.01%
3,880
+613
1274
$717K ﹤0.01%
14,891
+9,255
1275
$716K ﹤0.01%
1,352
+78