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
451
$1.95M 0.04%
16,167
-436
452
$1.94M 0.04%
33,517
-24,087
453
$1.93M 0.04%
15,117
-345
454
$1.92M 0.04%
+30,328
455
$1.9M 0.04%
36,932
+2,306
456
$1.89M 0.04%
56,764
+26,435
457
$1.89M 0.04%
38,903
-3,060
458
$1.88M 0.04%
23,143
+2,089
459
$1.86M 0.03%
93,936
+47,228
460
$1.84M 0.03%
23,795
+1,803
461
$1.83M 0.03%
55,637
462
$1.83M 0.03%
17,075
+682
463
$1.82M 0.03%
120,058
+2,172
464
$1.8M 0.03%
44,268
-204
465
$1.79M 0.03%
143,247
+844
466
$1.77M 0.03%
121,029
-37,361
467
$1.76M 0.03%
40,778
+5,581
468
$1.76M 0.03%
76,766
+2,972
469
$1.74M 0.03%
31,907
-1,055
470
$1.72M 0.03%
16,230
+4,325
471
$1.72M 0.03%
30,046
+767
472
$1.71M 0.03%
160,344
-38,970
473
$1.7M 0.03%
120,915
+18,580
474
$1.69M 0.03%
24,132
-915
475
$1.66M 0.03%
138
-1
17 18
19
20 21