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
1401
$470K ﹤0.01%
19,815
-1,783
1402
$468K ﹤0.01%
17,753
+4,314
1403
$467K ﹤0.01%
8,658
1404
$464K ﹤0.01%
69,823
-55,510
1405
$464K ﹤0.01%
9,300
-150
1406
$461K ﹤0.01%
9,340
1407
$461K ﹤0.01%
45,531
-248
1408
$460K ﹤0.01%
7,856
+1,102
1409
$459K ﹤0.01%
2,485
-29
1410
$459K ﹤0.01%
14,862
-1,540
1411
$458K ﹤0.01%
49,126
-58,568
1412
$457K ﹤0.01%
4,357
+19
1413
$457K ﹤0.01%
19,712
-46,352
1414
$456K ﹤0.01%
6,934
-24
1415
$455K ﹤0.01%
+4,734
1416
$454K ﹤0.01%
19,361
+574
1417
$453K ﹤0.01%
18,835
+1,095
1418
$451K ﹤0.01%
5,555
-2,841
1419
$451K ﹤0.01%
3,430
-160
1420
$449K ﹤0.01%
5,797
+1,247
1421
$444K ﹤0.01%
7,891
-1,814
1422
$442K ﹤0.01%
22,574
-1
1423
$440K ﹤0.01%
2,392
+641
1424
$437K ﹤0.01%
76,381
+17,926
1425
$436K ﹤0.01%
36,018
-8,388
55 56
57
58 59