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
126
$75.2M 0.14%
461,637
-15,053
127
$74.8M 0.14%
1,323,629
+127,744
128
$74.5M 0.14%
193,016
-19,339
129
$74.5M 0.14%
865,877
+3,283
130
$74.2M 0.14%
1,191,131
-22,642
131
$72.3M 0.14%
298,592
-13,525
132
$71.5M 0.14%
153,731
+5,396
133
$70.9M 0.14%
404,447
-35,935
134
$70.6M 0.13%
247,519
-19,801
135
$70.2M 0.13%
634,882
+52,014
136
$70M 0.13%
167,132
+2,774
137
$69.8M 0.13%
1,213,021
+97,804
138
$69.8M 0.13%
569,272
+13,995
139
$68.1M 0.13%
320,454
+5,180
140
$67.5M 0.13%
163,345
-46,998
141
$67.3M 0.13%
297,860
-15,552
142
$66.5M 0.13%
280,198
+85,542
143
$65.8M 0.13%
736,709
-80,546
144
$65M 0.12%
112,679
-38,623
145
$65M 0.12%
321,909
-425
146
$64.9M 0.12%
240,252
-25,711
147
$64.5M 0.12%
337,828
-3,571
148
$63.5M 0.12%
110,871
+5,877
149
$62.8M 0.12%
1,198,069
+27,214
150
$62.3M 0.12%
244,515
+35,048
4 5
6
7 8