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
1926
– –
-7,474
1927
– –
-15,768
1928
– –
-3,632
1929
– –
-5,300
1930
– –
-4,149
1931
– –
-30,770
1932
– –
-46,000
1933
– –
-1,684
1934
– –
-99,499
1935
– –
-5,496
1936
– –
-4,019
1937
– –
-3,318
1938
– –
-2,112
1939
– –
-10,620
1940
– –
-202,873
1941
– –
-6,251
1942
– –
-187,945
1943
– –
-48,515
1944
– –
-5,853
1945
– –
-1,717
1946
– –
-173,323
1947
– –
-62,432
1948
– –
-21
1949
– –
-37,000
1950
– –
-30,500
75 76 77
78
79