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
1701
$172K ﹤0.01%
10,613
+3,552
1702
$166K ﹤0.01%
12,449
-3,201
1703
$156K ﹤0.01%
12,423
+503
1704
$155K ﹤0.01%
10,811
-22,325
1705
$153K ﹤0.01%
14,611
+72
1706
$133K ﹤0.01%
+11,179
1707
$127K ﹤0.01%
15,691
1708
$125K ﹤0.01%
11,217
-2,526
1709
$125K ﹤0.01%
20,296
1710
$116K ﹤0.01%
+11,080
1711
$114K ﹤0.01%
10,057
-3,302
1712
$113K ﹤0.01%
11,436
-62
1713
$112K ﹤0.01%
10,700
1714
$112K ﹤0.01%
92,461
1715
$111K ﹤0.01%
+10,749
1716
$111K ﹤0.01%
12,296
+1,617
1717
$111K ﹤0.01%
20,676
1718
$109K ﹤0.01%
22,247
-21,790
1719
$108K ﹤0.01%
14,911
-1,029
1720
$101K ﹤0.01%
10,050
1721
$97.3K ﹤0.01%
38,162
1722
$97.2K ﹤0.01%
13,725
1723
$96.6K ﹤0.01%
14,295
-179
1724
$91K ﹤0.01%
+10,835
1725
$88.1K ﹤0.01%
16,975
+890
67 68
69
70 71