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
201
$49.9M 0.1%
692,590
-61,737
202
$49.5M 0.09%
274,257
-20,012
203
$48.9M 0.09%
430,369
-41,441
204
$48.8M 0.09%
298,064
-27,043
205
$48.1M 0.09%
212,935
-18,450
206
$48M 0.09%
391,298
+3,855
207
$47.6M 0.09%
160,544
+11,852
208
$47.3M 0.09%
201,783
-2,149
209
$46.8M 0.09%
599,905
+200,645
210
$46.7M 0.09%
676,347
-100,159
211
$45.5M 0.09%
1,268,466
+163,878
212
$45.4M 0.09%
1,554,458
+122,557
213
$45.2M 0.09%
361,563
-2,681
214
$44.5M 0.09%
73,093
-4,454
215
$44M 0.08%
185,244
-84,594
216
$43.8M 0.08%
98,519
+1,965
217
$43.2M 0.08%
528,104
-10,416
218
$43M 0.08%
247,924
-23,906
219
$43M 0.08%
1,664,854
+15,026
220
$42.9M 0.08%
642,508
-118,162
221
$42.4M 0.08%
60,911
+60,516
222
$41.6M 0.08%
138,567
+103,143
223
$41.5M 0.08%
79,792
+585
224
$41.2M 0.08%
392,661
+6,860
225
$41.2M 0.08%
386,368
+77,715