Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$108M
3
+$55.9M
4
DDOG icon
Datadog
DDOG
+$52.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$48.5M

Top Sells

1
+$118M
2
+$70M
3
+$42.1M
4
ANSS
Ansys
ANSS
+$41.6M
5
APPF icon
AppFolio
APPF
+$36M

Sector Composition

1 Technology 19.21%
2 Financials 13.83%
3 Industrials 10.45%
4 Consumer Discretionary 8.48%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-2,350
1752
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-16,105
1753
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-29,723
1754
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-5,681
1755
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-11,950
1756
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-861
1757
– –
-138,152
1758
– –
-5,316
1759
– –
-553,136
1760
– –
-54,544
1761
– –
-3,211
1762
– –
-1,374
1763
– –
-8,898
1764
– –
-9,805
1765
– –
-205,705
1766
– –
-16,471
1767
– –
-11,678
1768
– –
-70,039
1769
– –
-43,302
1770
– –
-2,765
1771
– –
-28,301
1772
– –
-400,994
1773
– –
-232,672
1774
– –
-19,154
1775
– –
-15,302
69 70
71
72 73