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
1676
$205K ﹤0.01%
4,684
-784
1677
$205K ﹤0.01%
1,617
-190
1678
$204K ﹤0.01%
2,277
+1,942
1679
$203K ﹤0.01%
+4,487
1680
$203K ﹤0.01%
9,000
-1,000
1681
$203K ﹤0.01%
+1,730
1682
$202K ﹤0.01%
6,707
+3,279
1683
$201K ﹤0.01%
+10,000
1684
$201K ﹤0.01%
5,771
+137
1685
$201K ﹤0.01%
+3,337
1686
$201K ﹤0.01%
+2,207
1687
$200K ﹤0.01%
+19,051
1688
$197K ﹤0.01%
28,260
1689
$196K ﹤0.01%
17,706
-4,617
1690
$190K ﹤0.01%
10,147
-9,216
1691
$190K ﹤0.01%
11,296
1692
$188K ﹤0.01%
49,839
+2,738
1693
$182K ﹤0.01%
18,163
1694
$181K ﹤0.01%
19,022
+5,805
1695
$179K ﹤0.01%
33,702
+1,581
1696
$178K ﹤0.01%
10,620
+1,238
1697
$177K ﹤0.01%
18,828
-9,453
1698
$176K ﹤0.01%
36,511
-628
1699
$175K ﹤0.01%
16,152
+1,410
1700
$175K ﹤0.01%
+17,741
66 67
68
69 70