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
1901
– –
-41,824
1902
– –
-15,012
1903
– –
-23,792
1904
– –
-6,980
1905
– –
-92,210
1906
– –
-11,929
1907
– –
-7,561
1908
– –
-9,801
1909
– –
-41,552
1910
– –
-35,021
1911
– –
-12,988
1912
– –
-4,610
1913
– –
-55,564
1914
– –
-6,734
1915
– –
-2,858
1916
– –
-1,028
1917
– –
-19,945
1918
– –
-5,928
1919
– –
-5,576
1920
– –
-9,290
1921
– –
-19,426
1922
– –
-6,539
1923
– –
-4,598
1924
– –
-6,313
1925
– –
-81,090
75 76
77
78 79