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
176
$54.7M 0.1%
924,983
-4,704
177
$54.6M 0.1%
295,562
+8,448
178
$54.6M 0.1%
480,319
-183,290
179
$54.4M 0.1%
595,207
-27,554
180
$54M 0.1%
629,946
-68,070
181
$53.8M 0.1%
1,448,583
-67,995
182
$53.7M 0.1%
702,962
-108,622
183
$53.6M 0.1%
256,249
-41,331
184
$53.4M 0.1%
1,930,901
+36,670
185
$53.2M 0.1%
1,508,548
+85,673
186
$52.8M 0.1%
124,526
+3,018
187
$52.6M 0.1%
624,301
-69,238
188
$52.4M 0.1%
110,521
-3,693
189
$52.3M 0.1%
493,234
-108,821
190
$52.2M 0.1%
293,241
-11,402
191
$52M 0.1%
1,385,331
-192,279
192
$51.7M 0.1%
427,916
+2,180
193
$51.6M 0.1%
2,799,381
+77,767
194
$51M 0.1%
354,237
-28,373
195
$50.9M 0.1%
206,378
+787
196
$50.8M 0.1%
1,249,311
+3,421
197
$50.7M 0.1%
568,310
+50,390
198
$50.5M 0.1%
726,589
+8,294
199
$50.1M 0.1%
238,361
+3,749
200
$49.9M 0.1%
1,143,859
+5,752