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
576
$975K 0.02%
+34,077
577
$974K 0.02%
+14,734
578
$969K 0.02%
+22,940
579
$962K 0.02%
+103,791
580
$959K 0.02%
+19,923
581
$955K 0.02%
+1,247
582
$953K 0.02%
+14,130
583
$952K 0.02%
+24,008
584
$949K 0.02%
+10,601
585
$949K 0.02%
+11,230
586
$948K 0.02%
+32,325
587
$946K 0.02%
+20,754
588
$944K 0.02%
+19,364
589
$941K 0.02%
+8,541
590
$938K 0.02%
+11,303
591
$935K 0.02%
+25,369
592
$934K 0.02%
+30,814
593
$926K 0.02%
+16,707
594
$915K 0.02%
+8,869
595
$913K 0.02%
+109,531
596
$910K 0.02%
+72,286
597
$907K 0.02%
+19,438
598
$902K 0.02%
+39,053
599
$900K 0.02%
+17,219
600
$900K 0.02%
+53,225
22 23
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