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
1301
$649K ﹤0.01%
3,801
+303
1302
$648K ﹤0.01%
29,877
+675
1303
$648K ﹤0.01%
26,287
+400
1304
$648K ﹤0.01%
27,940
+2,801
1305
$646K ﹤0.01%
9,883
-105,615
1306
$645K ﹤0.01%
5,448
-8
1307
$644K ﹤0.01%
2,655
+453
1308
$643K ﹤0.01%
111,838
-8,993
1309
$642K ﹤0.01%
36,267
-767
1310
$642K ﹤0.01%
8,247
+1,884
1311
$640K ﹤0.01%
10,611
-1,274
1312
$639K ﹤0.01%
17,579
+695
1313
$638K ﹤0.01%
7,862
+828
1314
$630K ﹤0.01%
60,850
+477
1315
$628K ﹤0.01%
4,391
+98
1316
$626K ﹤0.01%
26,122
+2,575
1317
$625K ﹤0.01%
29,600
+15,950
1318
$623K ﹤0.01%
+13,713
1319
$620K ﹤0.01%
49,062
-3,816
1320
$617K ﹤0.01%
2,480
+19
1321
$617K ﹤0.01%
80,421
-6,274
1322
$614K ﹤0.01%
10,434
-3,884
1323
$614K ﹤0.01%
3,236
+55
1324
$611K ﹤0.01%
2,203
-97
1325
$606K ﹤0.01%
7,990
51 52
53
54 55