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 10.97%
2 Technology 10.63%
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
51
$21.1M 0.42%
+231,195
52
$21M 0.42%
+190,529
53
$20.9M 0.42%
+415,252
54
$20.6M 0.41%
+465,333
55
$20.4M 0.41%
+210,520
56
$20.2M 0.4%
+277,977
57
$19.9M 0.4%
+1,739,212
58
$19.2M 0.38%
+317,869
59
$19.1M 0.38%
+152,874
60
$19M 0.38%
+379,174
61
$18.6M 0.37%
+176,691
62
$18M 0.36%
+250,624
63
$17.7M 0.35%
+302,972
64
$17.7M 0.35%
+190,196
65
$17.3M 0.34%
+566,443
66
$17.3M 0.34%
+370,785
67
$16.7M 0.33%
+185,990
68
$16.7M 0.33%
+257,261
69
$16.6M 0.33%
+148,965
70
$16.4M 0.33%
+514,845
71
$16.4M 0.33%
+226,387
72
$16.2M 0.32%
+262,903
73
$16M 0.32%
+265,003
74
$15.8M 0.31%
+393,558
75
$15.8M 0.31%
+189,539
1 2
3
4 5