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
151
$62.3M 0.12%
255,877
-62,137
152
$61.4M 0.12%
760,788
-13,003
153
$61.4M 0.12%
126,362
-3,791
154
$61.3M 0.12%
520,857
+157,800
155
$61.3M 0.12%
90
-1
156
$61.2M 0.12%
1,917,590
-265,118
157
$61.2M 0.12%
97,373
+4,999
158
$60.9M 0.12%
1,009,472
+11,899
159
$60.4M 0.12%
328,349
-37,212
160
$60M 0.11%
650,537
+29,031
161
$59.9M 0.11%
1,128,519
-51,416
162
$59.7M 0.11%
468,114
+30,375
163
$58.9M 0.11%
959,712
+2,316
164
$58.7M 0.11%
250,946
-22,043
165
$58.4M 0.11%
277,929
-98,120
166
$57.5M 0.11%
370,043
-142,678
167
$57.1M 0.11%
1,232,157
-119,526
168
$56.7M 0.11%
790,481
-5,120
169
$56.5M 0.11%
624,974
-65,214
170
$56.3M 0.11%
112,208
+6,858
171
$56.3M 0.11%
522,434
-11,718
172
$56M 0.11%
202,722
+6,408
173
$55.9M 0.11%
390,913
+385,074
174
$55M 0.11%
161,236
-21,955
175
$54.9M 0.11%
315,339
-30,727
5 6
7
8 9