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
1801
– –
-31,376
1802
– –
-4,000
1803
– –
-4,882
1804
– –
-1,696
1805
– –
-147
1806
– –
-2,611
1807
– –
-1,135
1808
– –
-20,634
1809
– –
-23,891
1810
– –
-110,680
1811
– –
-1,936
1812
– –
-3,970
1813
– –
-6,453
1814
– –
-8,255
1815
– –
-27,034
1816
– –
-1,586
1817
– –
-15,742
1818
– –
-4,350
1819
– –
-5,778
1820
– –
-13,988
1821
– –
-316
1822
– –
-63,973
1823
– –
-1,220
1824
– –
-2,765
1825
– –
-400,994
70 71 72
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