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
1876
– –
-3,820
1877
– –
-13,077
1878
– –
-9,581
1879
– –
-15,086
1880
– –
-5,800
1881
– –
-14,500
1882
– –
-12,433
1883
– –
-624
1884
– –
-21,122
1885
– –
-367
1886
– –
-2,538
1887
– –
-15,741
1888
– –
-5,418
1889
– –
-35,054
1890
– –
-16,645
1891
– –
-6,420
1892
– –
-1,667
1893
– –
-4,413
1894
– –
-29,475
1895
– –
-10,000
1896
– –
-240,577
1897
– –
-11,875
1898
– –
-75,326
1899
– –
-11,548
1900
– –
-4,793
74 75
76
77 78