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
401
$2.43M 0.05%
28,680
+2,096
402
$2.39M 0.04%
32,301
-769
403
$2.35M 0.04%
116,733
-6,465
404
$2.35M 0.04%
63,227
+707
405
$2.32M 0.04%
304,380
-10,788
406
$2.31M 0.04%
51,317
+7,210
407
$2.31M 0.04%
156,886
+20,418
408
$2.31M 0.04%
45,988
+7,400
409
$2.3M 0.04%
51,325
+3,508
410
$2.29M 0.04%
52,151
+36,361
411
$2.29M 0.04%
4,423
+137
412
$2.29M 0.04%
23,098
+8,968
413
$2.28M 0.04%
46,925
-34,281
414
$2.28M 0.04%
26,847
-1,419
415
$2.25M 0.04%
70,241
-496,202
416
$2.25M 0.04%
36,984
-7,095
417
$2.24M 0.04%
85,013
-516
418
$2.22M 0.04%
89,360
+27,095
419
$2.22M 0.04%
26,828
+2,073
420
$2.22M 0.04%
33,394
-5,613
421
$2.2M 0.04%
47,064
+3,665
422
$2.19M 0.04%
+36,610
423
$2.18M 0.04%
+222,899
424
$2.17M 0.04%
40,292
+11,310
425
$2.16M 0.04%
81,057
+27,137
15 16
17
18 19