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
551
$1.08M 0.02%
+10,562
552
$1.07M 0.02%
+42,973
553
$1.07M 0.02%
+244,019
554
$1.07M 0.02%
+24,006
555
$1.06M 0.02%
+18,240
556
$1.06M 0.02%
+39,314
557
$1.06M 0.02%
+30,311
558
$1.06M 0.02%
+68,420
559
$1.06M 0.02%
+27,160
560
$1.05M 0.02%
+138,191
561
$1.05M 0.02%
+23,475
562
$1.04M 0.02%
+37,946
563
$1.04M 0.02%
+20,009
564
$1.04M 0.02%
+30,786
565
$1.04M 0.02%
+148,375
566
$1.03M 0.02%
+22,469
567
$1.03M 0.02%
+11,177
568
$1.03M 0.02%
+71,686
569
$1.03M 0.02%
+30,329
570
$1.02M 0.02%
+40,705
571
$1.02M 0.02%
+21,249
572
$1M 0.02%
+9,656
573
$998K 0.02%
+15,234
574
$988K 0.02%
+28,360
575
$983K 0.02%
+29,617
21 22
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