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
376
$2.54M 0.05%
+36,339
377
$2.54M 0.05%
+247,745
378
$2.51M 0.05%
+123,198
379
$2.51M 0.05%
+67,871
380
$2.5M 0.05%
+55,062
381
$2.49M 0.05%
+88,610
382
$2.46M 0.05%
+42,464
383
$2.45M 0.05%
+125,857
384
$2.4M 0.05%
+56,177
385
$2.39M 0.05%
+70,639
386
$2.36M 0.05%
+18,700
387
$2.33M 0.05%
+54,214
388
$2.32M 0.05%
+85,529
389
$2.3M 0.05%
+44,107
390
$2.26M 0.05%
+25,082
391
$2.26M 0.04%
+4,286
392
$2.26M 0.04%
+28,266
393
$2.25M 0.04%
+158,390
394
$2.24M 0.04%
+62,520
395
$2.23M 0.04%
+54,168
396
$2.21M 0.04%
+315,168
397
$2.2M 0.04%
+16,775
398
$2.2M 0.04%
+21,333
399
$2.18M 0.04%
+153,038
400
$2.17M 0.04%
+34,796
14 15
16
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