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
1626
$244K ﹤0.01%
1,719
+46
1627
$244K ﹤0.01%
+5,910
1628
$243K ﹤0.01%
4,749
+279
1629
$242K ﹤0.01%
4,536
1630
$238K ﹤0.01%
10,127
+1,765
1631
$236K ﹤0.01%
4,808
-999
1632
$236K ﹤0.01%
2,850
-193
1633
$235K ﹤0.01%
27,014
-577
1634
$234K ﹤0.01%
+4,972
1635
$233K ﹤0.01%
3,370
1636
$233K ﹤0.01%
+8,930
1637
$232K ﹤0.01%
2,767
+1,634
1638
$232K ﹤0.01%
+3,844
1639
$231K ﹤0.01%
8,035
-3,599
1640
$230K ﹤0.01%
2,494
+2,294
1641
$230K ﹤0.01%
10,205
-1,550
1642
$229K ﹤0.01%
1,476
-600
1643
$228K ﹤0.01%
4,071
+1,995
1644
$227K ﹤0.01%
5,281
1645
$225K ﹤0.01%
39,665
+20,325
1646
$225K ﹤0.01%
7,362
-5,264
1647
$224K ﹤0.01%
+4,146
1648
$223K ﹤0.01%
5,305
+1
1649
$222K ﹤0.01%
8,928
1650
$221K ﹤0.01%
6,947