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
626
$787K 0.02%
+21,120
627
$783K 0.02%
+12,822
628
$779K 0.02%
+588
629
$778K 0.02%
+16,194
630
$772K 0.02%
+29,450
631
$767K 0.02%
+18,242
632
$767K 0.02%
+11,543
633
$765K 0.02%
+184,000
634
$763K 0.02%
+29,219
635
$759K 0.02%
+42,207
636
$757K 0.02%
+21,494
637
$756K 0.02%
+34,832
638
$753K 0.02%
+4,047
639
$752K 0.02%
+21,735
640
$752K 0.02%
+33,235
641
$752K 0.02%
+21,735
642
$745K 0.01%
+13,336
643
$739K 0.01%
+18,012
644
$739K 0.01%
+30,546
645
$738K 0.01%
+4,400
646
$736K 0.01%
+61,917
647
$734K 0.01%
+12,948
648
$734K 0.01%
+18,311
649
$731K 0.01%
+13,664
650
$729K 0.01%
+21,985
24 25
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