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
1726
$83.1K ﹤0.01%
28,900
1727
$79.8K ﹤0.01%
2,643
-290
1728
$77.7K ﹤0.01%
14,020
-189
1729
$76.7K ﹤0.01%
60,891
-13,000
1730
$74.1K ﹤0.01%
12,555
1731
$65.3K ﹤0.01%
30,667
-362,901
1732
$60.3K ﹤0.01%
18,057
-136
1733
$56.7K ﹤0.01%
15,882
-28,292
1734
$52.3K ﹤0.01%
25,000
-10,000
1735
$51.8K ﹤0.01%
1,667
1736
$51.4K ﹤0.01%
13,000
-1
1737
$44.9K ﹤0.01%
13,249
1738
$40.7K ﹤0.01%
11,500
1739
$39.1K ﹤0.01%
30,751
-5,234
1740
$34.8K ﹤0.01%
14,050
+1,375
1741
$33K ﹤0.01%
17,393
1742
$30.3K ﹤0.01%
2,987
+467
1743
$27.2K ﹤0.01%
15,090
1744
$25.6K ﹤0.01%
10,500
1745
$17.8K ﹤0.01%
30,600
1746
$8.13K ﹤0.01%
812
-135
1747
– –
-11,678
1748
– –
-6,999
1749
– –
-2,350
1750
– –
-861
68 69
70
71 72