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
526
$1.18M 0.02%
+102,470
527
$1.18M 0.02%
+36,224
528
$1.18M 0.02%
+26,685
529
$1.17M 0.02%
+28,492
530
$1.16M 0.02%
+44,387
531
$1.16M 0.02%
+53,513
532
$1.15M 0.02%
+27,278
533
$1.14M 0.02%
+242,880
534
$1.14M 0.02%
+19,969
535
$1.13M 0.02%
+155,150
536
$1.13M 0.02%
+58,041
537
$1.13M 0.02%
+26,843
538
$1.12M 0.02%
+66,426
539
$1.11M 0.02%
+14,420
540
$1.11M 0.02%
+55,595
541
$1.11M 0.02%
+51,677
542
$1.11M 0.02%
+45,151
543
$1.11M 0.02%
+13,085
544
$1.1M 0.02%
+37,503
545
$1.1M 0.02%
+286
546
$1.1M 0.02%
+61,619
547
$1.1M 0.02%
+47,291
548
$1.09M 0.02%
+26,516
549
$1.09M 0.02%
+10,990
550
$1.08M 0.02%
+227,400
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