Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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 10.42%
4 Consumer Discretionary 8.48%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.39B 4.58%
9,557,076
+114,637
2
$2.28B 4.37%
5,420,868
+32,172
3
$1.43B 2.74%
5,966,701
+101,758
4
$1.18B 2.26%
6,206,393
+108,937
5
$1.1B 2.11%
2,434,429
+76,295
6
$981M 1.88%
2,522,226
+59,213
7
$946M 1.81%
2,354,697
-7,348
8
$879M 1.68%
3,667,903
+111,659
9
$852M 1.63%
4,599,543
+160,160
10
$827M 1.58%
17,288,021
+769,577
11
$759M 1.45%
1,296,348
+264,158
12
$714M 1.37%
8,076,087
+61,342
13
$648M 1.24%
4,828,410
+23,643
14
$595M 1.14%
16,551,586
+149,806
15
$568M 1.09%
3,930,324
-173,517
16
$566M 1.08%
2,582,158
+118,518
17
$564M 1.08%
615,293
+4,518
18
$560M 1.07%
4,863,748
+908,138
19
$517M 0.99%
6,545,865
+196,020
20
$512M 0.98%
1,556,643
+78,201
21
$510M 0.98%
802,224
+26,183
22
$507M 0.97%
3,042,562
+193,511
23
$482M 0.92%
6,513,683
+214,696
24
$474M 0.91%
878,867
-15,527
25
$454M 0.87%
1,956,210
+32,646
1
2 3 4 5