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
1501
$353K ﹤0.01%
11,126
+1
1502
$352K ﹤0.01%
4,396
+220
1503
$352K ﹤0.01%
3,491
+355
1504
$351K ﹤0.01%
5,912
+250
1505
$345K ﹤0.01%
+2,665
1506
$343K ﹤0.01%
5,180
+987
1507
$342K ﹤0.01%
+17,801
1508
$342K ﹤0.01%
6,052
+1,036
1509
$342K ﹤0.01%
+17,613
1510
$341K ﹤0.01%
12,896
+2,743
1511
$340K ﹤0.01%
7,712
-1,603
1512
$339K ﹤0.01%
8,070
-104
1513
$339K ﹤0.01%
13,746
-980
1514
$338K ﹤0.01%
9,217
-2,377
1515
$336K ﹤0.01%
1,933
+244
1516
$336K ﹤0.01%
10,347
1517
$335K ﹤0.01%
13,029
+1,053
1518
$332K ﹤0.01%
+8,861
1519
$331K ﹤0.01%
9,516
-136
1520
$330K ﹤0.01%
4,678
+104
1521
$329K ﹤0.01%
10,348
-1,984
1522
$328K ﹤0.01%
4,114
+2,166
1523
$327K ﹤0.01%
12,600
-5,210
1524
$327K ﹤0.01%
5,587
+26
1525
$326K ﹤0.01%
2,379
+1,286
59 60
61
62 63