B

Baird Portfolio holdings

AUM $9.78B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$93.7M
3 +$92.2M
4
MSFT icon
Microsoft
MSFT
+$79.2M
5
PEP icon
PepsiCo
PEP
+$74.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11%
2 Technology 10.6%
3 Healthcare 9.42%
4 Financials 9.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$4.61M 0.09%
+59,044
252
$4.58M 0.09%
+147,071
253
$4.56M 0.09%
+165,196
254
$4.53M 0.09%
+88,014
255
$4.53M 0.09%
+118,521
256
$4.51M 0.09%
+238,724
257
$4.45M 0.09%
+143,495
258
$4.43M 0.09%
+64,393
259
$4.43M 0.09%
+126,517
260
$4.43M 0.09%
+185,135
261
$4.41M 0.09%
+79,101
262
$4.4M 0.09%
+342,304
263
$4.38M 0.09%
+95,460
264
$4.36M 0.09%
+96,118
265
$4.34M 0.09%
+30,358
266
$4.32M 0.09%
+51,240
267
$4.3M 0.09%
+108,416
268
$4.3M 0.09%
+65,012
269
$4.23M 0.08%
+68,670
270
$4.22M 0.08%
+69,620
271
$4.21M 0.08%
+25
272
$4.21M 0.08%
+155,054
273
$4.15M 0.08%
+134,466
274
$4.14M 0.08%
+53,052
275
$4.09M 0.08%
+238,223