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
651
$728K 0.01%
+115,879
652
$728K 0.01%
+31,627
653
$727K 0.01%
+14,462
654
$725K 0.01%
+20,865
655
$707K 0.01%
+11,142
656
$706K 0.01%
+16,506
657
$705K 0.01%
+14,659
658
$703K 0.01%
+28,246
659
$701K 0.01%
+16,349
660
$700K 0.01%
+53,674
661
$699K 0.01%
+4,619
662
$699K 0.01%
+23,361
663
$694K 0.01%
+13,924
664
$691K 0.01%
+17,092
665
$690K 0.01%
+3,872
666
$686K 0.01%
+19,953
667
$684K 0.01%
+10,877
668
$682K 0.01%
+33,846
669
$681K 0.01%
+15,790
670
$681K 0.01%
+7,886
671
$678K 0.01%
+23,935
672
$674K 0.01%
+62,827
673
$673K 0.01%
+16,591
674
$671K 0.01%
+37,500
675
$661K 0.01%
+54,624
25 26
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