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
1326
$604K ﹤0.01%
7,976
+323
1327
$604K ﹤0.01%
+283,745
1328
$602K ﹤0.01%
24,191
+2,180
1329
$600K ﹤0.01%
80,652
-6,100
1330
$600K ﹤0.01%
+29,171
1331
$598K ﹤0.01%
14,297
+208
1332
$596K ﹤0.01%
24,771
+1,431
1333
$595K ﹤0.01%
89,771
+918
1334
$594K ﹤0.01%
5,542
-10,091
1335
$594K ﹤0.01%
46,734
+1,842
1336
$593K ﹤0.01%
19,214
+81
1337
$593K ﹤0.01%
114,187
+11,601
1338
$588K ﹤0.01%
4,848
-29
1339
$588K ﹤0.01%
9,978
+2,872
1340
$585K ﹤0.01%
6,284
-4,290
1341
$584K ﹤0.01%
3,299
+143
1342
$582K ﹤0.01%
16,181
+5,641
1343
$581K ﹤0.01%
1,252
+37
1344
$576K ﹤0.01%
9,314
-493
1345
$575K ﹤0.01%
22,944
+1,257
1346
$574K ﹤0.01%
8,222
1347
$574K ﹤0.01%
3,218
+4
1348
$574K ﹤0.01%
23,569
-90
1349
$572K ﹤0.01%
15,118
-1,211
1350
$567K ﹤0.01%
50,745
+16,474
52 53
54
55 56