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
1751
-138,152
1752
-553,136
1753
-54,544
1754
-8,898
1755
-15,302
1756
-6,274
1757
-8,081
1758
-3,886
1759
-240
1760
-4,608
1761
-9,321
1762
-16,596
1763
-70,039
1764
-43,302
1765
-10,000
1766
-9,550
1767
-5,933
1768
-69,250
1769
-16,073
1770
-3,695
1771
-9,805
1772
-197,516
1773
-6,160
1774
-28,301
1775
-16,471