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
1276
$715K ﹤0.01%
5,384
+99
1277
$714K ﹤0.01%
39,661
+284
1278
$712K ﹤0.01%
19,512
+1,212
1279
$708K ﹤0.01%
8,304
-18
1280
$708K ﹤0.01%
7,533
+1,500
1281
$706K ﹤0.01%
6,171
+2,790
1282
$697K ﹤0.01%
22,580
+92
1283
$696K ﹤0.01%
79,859
-130
1284
$693K ﹤0.01%
116,110
-109,347
1285
$691K ﹤0.01%
25,620
-725
1286
$689K ﹤0.01%
45,497
+550
1287
$689K ﹤0.01%
26,165
-43,294
1288
$686K ﹤0.01%
46,584
+567
1289
$685K ﹤0.01%
17,214
-69
1290
$682K ﹤0.01%
13,838
+2,997
1291
$681K ﹤0.01%
+73,918
1292
$680K ﹤0.01%
55,545
+9,933
1293
$676K ﹤0.01%
3,432
+203
1294
$671K ﹤0.01%
4,996
+18
1295
$668K ﹤0.01%
8,350
+714
1296
$664K ﹤0.01%
+31,123
1297
$662K ﹤0.01%
7,181
-338
1298
$658K ﹤0.01%
15,557
-905
1299
$656K ﹤0.01%
10,029
-1,257
1300
$649K ﹤0.01%
3,776
+739