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
1851
$117K ﹤0.01%
38,162
1852
$107K ﹤0.01%
+28,874
1853
$107K ﹤0.01%
12,050
1854
$107K ﹤0.01%
10,000
1855
$103K ﹤0.01%
347
1856
$102K ﹤0.01%
12,454
-1,000
1857
$99K ﹤0.01%
14,250
-3,008
1858
$98K ﹤0.01%
+11,349
1859
$94K ﹤0.01%
15,322
+500
1860
$63K ﹤0.01%
15,464
-4,105
1861
$59K ﹤0.01%
+1,270
1862
$57K ﹤0.01%
+14,666
1863
$48K ﹤0.01%
15,000
1864
$40K ﹤0.01%
29,000
1865
$33K ﹤0.01%
+16,000
1866
$10K ﹤0.01%
30,600
1867
$7K ﹤0.01%
+12,400
1868
– –
-30,770
1869
– –
-46,000
1870
– –
-2,112
1871
– –
-10,620
1872
– –
-202,873
1873
– –
-367
1874
– –
-4,797
1875
– –
-192,936
73 74
75
76 77