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
1426
$435K ﹤0.01%
29,128
-11,666
1427
$435K ﹤0.01%
1,201
+9
1428
$435K ﹤0.01%
1,940
-30
1429
$433K ﹤0.01%
8,692
-16,226
1430
$431K ﹤0.01%
5,820
1431
$431K ﹤0.01%
38,513
+18,351
1432
$430K ﹤0.01%
2,299
+100
1433
$429K ﹤0.01%
+59,440
1434
$426K ﹤0.01%
2,866
1435
$425K ﹤0.01%
9,424
-69,326
1436
$425K ﹤0.01%
2,972
+252
1437
$424K ﹤0.01%
+11,392
1438
$423K ﹤0.01%
40,876
-2,794
1439
$423K ﹤0.01%
30,257
+755
1440
$422K ﹤0.01%
4,804
-147
1441
$422K ﹤0.01%
1,232
+82
1442
$421K ﹤0.01%
7,500
1443
$421K ﹤0.01%
+19,094
1444
$419K ﹤0.01%
19,604
+7,260
1445
$416K ﹤0.01%
14,886
-2,065
1446
$410K ﹤0.01%
3,113
+184
1447
$408K ﹤0.01%
5,106
+481
1448
$407K ﹤0.01%
24,049
-1,088
1449
$405K ﹤0.01%
11,949
-3,180
1450
$404K ﹤0.01%
+14,266
56 57
58
59 60