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
1526
$326K ﹤0.01%
4,924
-2,035
1527
$325K ﹤0.01%
4,815
1528
$322K ﹤0.01%
16,163
-724
1529
$320K ﹤0.01%
1,480
1530
$317K ﹤0.01%
5,161
+1,253
1531
$317K ﹤0.01%
8,688
-2,869
1532
$317K ﹤0.01%
26,989
+84
1533
$316K ﹤0.01%
5,272
-620
1534
$316K ﹤0.01%
1,282
+165
1535
$316K ﹤0.01%
2,802
+130
1536
$315K ﹤0.01%
16,139
-34,801
1537
$315K ﹤0.01%
+27,992
1538
$315K ﹤0.01%
16,007
-4,444
1539
$313K ﹤0.01%
3,257
-4
1540
$312K ﹤0.01%
+14,335
1541
$312K ﹤0.01%
9,191
-1,826
1542
$311K ﹤0.01%
12,879
-178
1543
$311K ﹤0.01%
3,792
+309
1544
$309K ﹤0.01%
294,000
1545
$308K ﹤0.01%
+13,845
1546
$308K ﹤0.01%
10,022
+115
1547
$307K ﹤0.01%
8,284
-164
1548
$307K ﹤0.01%
2,743
+654
1549
$306K ﹤0.01%
+3,606
1550
$305K ﹤0.01%
6,637
-1,147