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
$5.37B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$34.3M
3
+$30M
4
MCD icon
McDonald's
MCD
+$24.9M
5
CAH icon
Cardinal Health
CAH
+$20.5M

Top Sells

1
+$46.4M
2
+$44.6M
3
+$33.7M
4
APA icon
APA Corp
APA
+$31.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$15.9M

Sector Composition

1 Industrials 12%
2 Technology 10.98%
3 Healthcare 9.73%
4 Financials 9.31%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.38M 0.08%
146,731
+3,236
277
$4.37M 0.08%
68,247
-5,427
278
$4.36M 0.08%
139,448
+60,192
279
$4.33M 0.08%
39,738
-16,056
280
$4.33M 0.08%
31,138
+780
281
$4.29M 0.08%
61,609
-3,403
282
$4.27M 0.08%
151,388
-82
283
$4.26M 0.08%
25
284
$4.25M 0.08%
190,412
+4,612
285
$4.25M 0.08%
39,634
-42,691
286
$4.2M 0.08%
164,286
+2,320
287
$4.15M 0.08%
29,738
-5,469
288
$4.14M 0.08%
284,661
-40,537
289
$4.14M 0.08%
+413,722
290
$4.11M 0.08%
106,648
+7,340
291
$4.11M 0.08%
95,334
-3,180
292
$4.1M 0.08%
181,916
+30,382
293
$4.1M 0.08%
106,614
+4,622
294
$4.07M 0.08%
48,834
+4,322
295
$4.06M 0.08%
250,668
-77,088
296
$4.06M 0.08%
46,344
-19,678
297
$4.05M 0.08%
125,535
+2,464
298
$4.04M 0.08%
94,772
+26,901
299
$4.03M 0.08%
98,222
-30,586
300
$3.98M 0.07%
127,590
-19,481
10 11
12
13 14