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
1451
$404K ﹤0.01%
1,596
1452
$404K ﹤0.01%
9,800
1453
$402K ﹤0.01%
7,355
+2,626
1454
$402K ﹤0.01%
2,323
-4
1455
$401K ﹤0.01%
5,947
-281
1456
$399K ﹤0.01%
23,000
+2,500
1457
$398K ﹤0.01%
63,135
+17,147
1458
$396K ﹤0.01%
6,850
-520
1459
$395K ﹤0.01%
3,997
+41
1460
$395K ﹤0.01%
2,288
1461
$394K ﹤0.01%
3,916
-84
1462
$394K ﹤0.01%
1,185
-11,698
1463
$394K ﹤0.01%
+5,052
1464
$393K ﹤0.01%
48
+3
1465
$390K ﹤0.01%
3,362
+1,000
1466
$390K ﹤0.01%
25,233
+46
1467
$389K ﹤0.01%
8,509
-603
1468
$387K ﹤0.01%
4,144
-14
1469
$386K ﹤0.01%
+6,822
1470
$386K ﹤0.01%
3,662
-199
1471
$385K ﹤0.01%
+5,550
1472
$384K ﹤0.01%
3,113
-22
1473
$383K ﹤0.01%
4,262
-139
1474
$382K ﹤0.01%
3,255
-26
1475
$382K ﹤0.01%
+5,567
57 58
59
60 61