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
-16,596
1777
-133,337
1778
-26,820
1779
-8,658
1780
-3,172
1781
-25,145
1782
-30,171
1783
-33,252
1784
-1,222
1785
-9,703
1786
-11,079
1787
-34,995
1788
-15,433
1789
-10,815
1790
-79,643
1791
-8,003
1792
-31,376
1793
-4,000
1794
-4,882
1795
-1,696
1796
-147
1797
-2,611
1798
-1,135
1799
-20,634
1800
-23,891