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
1951
– –
-291
1952
– –
-29,801
1953
– –
-48,049
1954
– –
-37,000
1955
– –
-57,545
1956
– –
-60,330
1957
– –
-6,651
1958
– –
-5,432
1959
– –
-75,020
1960
– –
-150,940
1961
– –
-38,369
1962
– –
-17,179
1963
– –
-920
1964
– –
-273,974
1965
– –
-21,109
75 76 77 78
79