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
751
$509K 0.01%
+15,060
752
$507K 0.01%
+14,701
753
$505K 0.01%
+24,504
754
$504K 0.01%
+16,849
755
$499K 0.01%
+15,809
756
$498K 0.01%
+6,559
757
$498K 0.01%
+18,093
758
$495K 0.01%
+5,023
759
$495K 0.01%
+21,760
760
$494K 0.01%
+16,751
761
$494K 0.01%
+35,692
762
$493K 0.01%
+11,348
763
$492K 0.01%
+23,362
764
$492K 0.01%
+28,399
765
$492K 0.01%
+33,458
766
$491K 0.01%
+19,135
767
$490K 0.01%
+34,676
768
$490K 0.01%
+15,048
769
$489K 0.01%
+16,995
770
$487K 0.01%
+5,929
771
$487K 0.01%
+7,262
772
$485K 0.01%
+35,672
773
$481K 0.01%
+10,753
774
$477K 0.01%
+5,044
775
$477K 0.01%
+24,830
29 30
31
32 33