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
1551
$305K ﹤0.01%
+8,180
1552
$305K ﹤0.01%
13,076
+1,559
1553
$304K ﹤0.01%
2,049
-158
1554
$301K ﹤0.01%
2,738
+17
1555
$300K ﹤0.01%
+5,402
1556
$300K ﹤0.01%
+11,782
1557
$300K ﹤0.01%
3,322
-1
1558
$300K ﹤0.01%
4,203
1559
$299K ﹤0.01%
33,040
+673
1560
$299K ﹤0.01%
1,999
+983
1561
$297K ﹤0.01%
8,011
+25
1562
$297K ﹤0.01%
14,137
+193
1563
$297K ﹤0.01%
1,943
1564
$297K ﹤0.01%
1,525
+28
1565
$297K ﹤0.01%
18,951
-749
1566
$296K ﹤0.01%
4,792
+743
1567
$295K ﹤0.01%
9,803
+59
1568
$294K ﹤0.01%
10,752
+1,440
1569
$294K ﹤0.01%
27,663
+7,074
1570
$294K ﹤0.01%
2,206
+110
1571
$294K ﹤0.01%
10,262
+225
1572
$293K ﹤0.01%
5,000
1573
$292K ﹤0.01%
2,123
+806
1574
$291K ﹤0.01%
3,250
1575
$291K ﹤0.01%
+12,111
61 62
63
64 65