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
1776
– –
-19,154
1777
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-10,118
1778
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-1,613
1779
– –
-16,105
1780
– –
-29,723
1781
– –
-5,681
1782
– –
-11,950
1783
– –
-5,316
1784
– –
-3,211
1785
– –
-1,374
1786
– –
-133,337
1787
– –
-26,820
1788
– –
-8,658
1789
– –
-3,172
1790
– –
-25,145
1791
– –
-30,171
1792
– –
-33,252
1793
– –
-1,222
1794
– –
-9,703
1795
– –
-11,079
1796
– –
-34,995
1797
– –
-15,433
1798
– –
-10,815
1799
– –
-79,643
1800
– –
-8,003
70 71
72
73 74