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
1801
– –
-1,696
1802
– –
-147
1803
– –
-2,611
1804
– –
-1,135
1805
– –
-20,634
1806
– –
-23,891
1807
– –
-9,550
1808
– –
-5,933
1809
– –
-69,250
1810
– –
-16,073
1811
– –
-3,695
1812
– –
-110,680
1813
– –
-1,936
1814
– –
-3,970
1815
– –
-6,453
1816
– –
-8,255
1817
– –
-27,034
1818
– –
-1,586
1819
– –
-15,742
1820
– –
-4,350
1821
– –
-5,778
1822
– –
-13,988
1823
– –
-316
1824
– –
-63,973
1825
– –
-1,220
70 71 72
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