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
$42.8B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,966
New
Increased
Reduced
Closed

Top Buys

1 +$77.3M
2 +$60.1M
3 +$47.5M
4
WAL icon
Western Alliance Bancorporation
WAL
+$39.8M
5
KRNT icon
Kornit Digital
KRNT
+$39.4M

Top Sells

1 +$82M
2 +$74.8M
3 +$53.7M
4
FIVE icon
Five Below
FIVE
+$44.3M
5
VEEV icon
Veeva Systems
VEEV
+$34.9M

Sector Composition

1 Technology 19.63%
2 Financials 11.71%
3 Healthcare 11.01%
4 Industrials 9.78%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$708K ﹤0.01%
35,795
-3,114
1327
$707K ﹤0.01%
11,770
+2,220
1328
$707K ﹤0.01%
+19,892
1329
$704K ﹤0.01%
4,371
+16
1330
$701K ﹤0.01%
4,139
+127
1331
$698K ﹤0.01%
18,505
-902
1332
$698K ﹤0.01%
4,623
-8
1333
$696K ﹤0.01%
1,582
-8
1334
$694K ﹤0.01%
6,311
+99
1335
$690K ﹤0.01%
21,067
-2,587
1336
$690K ﹤0.01%
4,976
-2,110
1337
$687K ﹤0.01%
9,384
-395
1338
$685K ﹤0.01%
19,088
-372
1339
$685K ﹤0.01%
+2,699
1340
$685K ﹤0.01%
4,785
+2,274
1341
$684K ﹤0.01%
4,019
1342
$684K ﹤0.01%
37,741
-822
1343
$682K ﹤0.01%
6,709
-2,832
1344
$681K ﹤0.01%
2,141
-386
1345
$681K ﹤0.01%
6,168
-1,294
1346
$677K ﹤0.01%
4,753
1347
$676K ﹤0.01%
219,500
+13,500
1348
$675K ﹤0.01%
15,672
-3,005
1349
$675K ﹤0.01%
4,854
-5,176
1350
$674K ﹤0.01%
13,173
-852