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
451
$1.68M 0.03%
+15,462
452
$1.67M 0.03%
+44,472
453
$1.67M 0.03%
+26,809
454
$1.66M 0.03%
+32,962
455
$1.65M 0.03%
+35,970
456
$1.65M 0.03%
+34,889
457
$1.63M 0.03%
+21,054
458
$1.61M 0.03%
+21,992
459
$1.61M 0.03%
+117,886
460
$1.6M 0.03%
+68,319
461
$1.6M 0.03%
+67,514
462
$1.58M 0.03%
+87,095
463
$1.57M 0.03%
+50,640
464
$1.55M 0.03%
+36,977
465
$1.55M 0.03%
+103,959
466
$1.54M 0.03%
+57,331
467
$1.54M 0.03%
+53,728
468
$1.53M 0.03%
+40,013
469
$1.52M 0.03%
+33,941
470
$1.52M 0.03%
+139
471
$1.52M 0.03%
+19,169
472
$1.5M 0.03%
+54,774
473
$1.49M 0.03%
+18,580
474
$1.49M 0.03%
+29,279
475
$1.49M 0.03%
+62,252