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
1776
– –
-6,274
1777
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-8,081
1778
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-3,886
1779
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-240
1780
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-4,608
1781
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-9,321
1782
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-16,596
1783
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-133,337
1784
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-26,820
1785
– –
-8,658
1786
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-3,172
1787
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-25,145
1788
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-30,171
1789
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-33,252
1790
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-1,222
1791
– –
-9,703
1792
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-11,079
1793
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-34,995
1794
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-15,433
1795
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-10,815
1796
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-79,643
1797
– –
-8,003
1798
– –
-31,376
1799
– –
-4,000
1800
– –
-4,882
70 71
72
73 74