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
276
$4.06M 0.08%
+159,129
277
$4.05M 0.08%
+76,444
278
$4.03M 0.08%
+128,808
279
$4.03M 0.08%
+203,057
280
$4.02M 0.08%
+96,352
281
$4.02M 0.08%
+88,274
282
$3.9M 0.08%
+185,800
283
$3.85M 0.08%
+85,737
284
$3.81M 0.08%
+95,508
285
$3.81M 0.08%
+184,150
286
$3.79M 0.08%
+151,470
287
$3.76M 0.07%
+241,920
288
$3.75M 0.07%
+327,756
289
$3.75M 0.07%
+161,966
290
$3.69M 0.07%
+44,512
291
$3.67M 0.07%
+96,077
292
$3.67M 0.07%
+59,892
293
$3.66M 0.07%
+44,678
294
$3.64M 0.07%
+98,514
295
$3.6M 0.07%
+101,992
296
$3.59M 0.07%
+81,206
297
$3.59M 0.07%
+123,071
298
$3.55M 0.07%
+495,930
299
$3.55M 0.07%
+275,770
300
$3.54M 0.07%
+68,131