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
1351
$556K ﹤0.01%
24,702
+722
1352
$555K ﹤0.01%
17,353
-5,944
1353
$551K ﹤0.01%
10,709
+2,109
1354
$549K ﹤0.01%
5,512
+4,181
1355
$546K ﹤0.01%
6,156
+882
1356
$546K ﹤0.01%
+3,143
1357
$543K ﹤0.01%
2,202
-153,844
1358
$543K ﹤0.01%
54,500
-2,540
1359
$543K ﹤0.01%
48,487
+397
1360
$539K ﹤0.01%
4,381
+238
1361
$538K ﹤0.01%
14,681
-1,490
1362
$535K ﹤0.01%
43,962
+519
1363
$532K ﹤0.01%
11,119
+221
1364
$531K ﹤0.01%
6,994
1365
$525K ﹤0.01%
5,714
-126
1366
$524K ﹤0.01%
11,833
1367
$524K ﹤0.01%
7,169
+3,506
1368
$524K ﹤0.01%
19,255
+4,549
1369
$523K ﹤0.01%
3,658
1370
$518K ﹤0.01%
3,126
-235
1371
$518K ﹤0.01%
4,742
-46
1372
$518K ﹤0.01%
51,265
1373
$516K ﹤0.01%
4,866
+20
1374
$515K ﹤0.01%
13,339
+27
1375
$515K ﹤0.01%
37,420
-95,128