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
1651
$220K ﹤0.01%
14,555
+1,422
1652
$220K ﹤0.01%
+21,500
1653
$219K ﹤0.01%
5,352
-137
1654
$218K ﹤0.01%
+1,888
1655
$217K ﹤0.01%
10,826
+802
1656
$216K ﹤0.01%
13,350
+600
1657
$214K ﹤0.01%
+3,033
1658
$214K ﹤0.01%
1,947
1659
$214K ﹤0.01%
17,069
+221
1660
$213K ﹤0.01%
1,387
-159
1661
$213K ﹤0.01%
711
+415
1662
$213K ﹤0.01%
4,694
1663
$212K ﹤0.01%
+2,640
1664
$211K ﹤0.01%
+61,725
1665
$211K ﹤0.01%
2,812
-10,932
1666
$211K ﹤0.01%
63,850
1667
$210K ﹤0.01%
7,257
+1,124
1668
$210K ﹤0.01%
+4,360
1669
$210K ﹤0.01%
6,826
-1,619
1670
$208K ﹤0.01%
+5,000
1671
$206K ﹤0.01%
4,156
1672
$206K ﹤0.01%
+9,724
1673
$205K ﹤0.01%
1,259
1674
$205K ﹤0.01%
7,591
-1,000
1675
$205K ﹤0.01%
2,635
65 66
67
68 69