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
351
$3.09M 0.06%
68,288
+12,111
352
$3.09M 0.06%
349,156
+334,870
353
$3.09M 0.06%
41,033
-38,634
354
$3.09M 0.06%
126,998
+1,141
355
$3.09M 0.06%
21,434
+2,734
356
$3.08M 0.06%
31,201
+8,022
357
$3.06M 0.06%
80,667
+1,873
358
$3.06M 0.06%
50,303
+3,819
359
$3.05M 0.06%
39,140
+2,801
360
$3.05M 0.06%
164,025
-8,466
361
$3.05M 0.06%
122,056
-13,500
362
$3.03M 0.06%
29,018
+9,669
363
$3.02M 0.06%
110,451
-292,932
364
$3.01M 0.06%
39,851
-4,211
365
$3.01M 0.06%
45,880
+21,831
366
$2.96M 0.06%
172,637
+2,597
367
$2.95M 0.06%
163,652
+21,696
368
$2.95M 0.06%
75,464
+35,726
369
$2.93M 0.05%
303,160
+21,168
370
$2.92M 0.05%
61,198
+6,984
371
$2.91M 0.05%
39,147
+474
372
$2.89M 0.05%
27,153
+1,937
373
$2.88M 0.05%
57,046
+1,984
374
$2.88M 0.05%
39,950
+13,141
375
$2.87M 0.05%
80,094
+429
13 14
15
16 17