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
1601
$261K ﹤0.01%
5,205
+3,975
1602
$261K ﹤0.01%
25,820
-37
1603
$260K ﹤0.01%
11,830
+163
1604
$260K ﹤0.01%
21,645
1605
$259K ﹤0.01%
21,462
-81,970
1606
$257K ﹤0.01%
3,864
1607
$255K ﹤0.01%
10,000
1608
$254K ﹤0.01%
6,180
1609
$253K ﹤0.01%
7,495
-1,654
1610
$253K ﹤0.01%
2,547
+153
1611
$253K ﹤0.01%
6,973
+3,304
1612
$253K ﹤0.01%
+7,944
1613
$252K ﹤0.01%
10,000
1614
$252K ﹤0.01%
4,587
1615
$251K ﹤0.01%
10,000
1616
$251K ﹤0.01%
65,078
+138
1617
$251K ﹤0.01%
6,185
+604
1618
$251K ﹤0.01%
+16,617
1619
$251K ﹤0.01%
+9,714
1620
$250K ﹤0.01%
6,345
1621
$248K ﹤0.01%
5,229
-524
1622
$245K ﹤0.01%
1,586
-421
1623
$245K ﹤0.01%
15,498
1624
$244K ﹤0.01%
3,418
-421
1625
$244K ﹤0.01%
+8,559
63 64
65
66 67