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
1476
$382K ﹤0.01%
8,870
+5,649
1477
$380K ﹤0.01%
1,588
+39
1478
$380K ﹤0.01%
101,320
+80,726
1479
$380K ﹤0.01%
+7,000
1480
$379K ﹤0.01%
31,280
-44,076
1481
$378K ﹤0.01%
6,662
-1
1482
$376K ﹤0.01%
15,586
-9,427
1483
$376K ﹤0.01%
5,438
+1,447
1484
$374K ﹤0.01%
4,192
+1,273
1485
$371K ﹤0.01%
6,976
+1,826
1486
$371K ﹤0.01%
2,900
1487
$370K ﹤0.01%
8,628
+583
1488
$368K ﹤0.01%
2,222
+118
1489
$368K ﹤0.01%
27,859
-204
1490
$361K ﹤0.01%
1,459
+657
1491
$360K ﹤0.01%
6,760
1492
$360K ﹤0.01%
6,731
-2,422
1493
$360K ﹤0.01%
11,330
+3,895
1494
$357K ﹤0.01%
23,929
-213
1495
$356K ﹤0.01%
10,055
+56
1496
$355K ﹤0.01%
1,663
+12
1497
$355K ﹤0.01%
2,438
+397
1498
$354K ﹤0.01%
37,947
+153
1499
$354K ﹤0.01%
15,292
+2,865
1500
$354K ﹤0.01%
6,138
+1,019
58 59
60
61 62