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
776
$476K 0.01%
+6,107
777
$475K 0.01%
+27,699
778
$473K 0.01%
+13,744
779
$470K 0.01%
+24,100
780
$469K 0.01%
+11,352
781
$468K 0.01%
+14,940
782
$467K 0.01%
+10,420
783
$466K 0.01%
+21,014
784
$465K 0.01%
+22,045
785
$464K 0.01%
+17,305
786
$463K 0.01%
+28,194
787
$462K 0.01%
+5,179
788
$462K 0.01%
+36,644
789
$461K 0.01%
+47,951
790
$461K 0.01%
+29,900
791
$461K 0.01%
+33,006
792
$460K 0.01%
+10,202
793
$459K 0.01%
+13,772
794
$459K 0.01%
+23,798
795
$458K 0.01%
+29,103
796
$458K 0.01%
+17,058
797
$456K 0.01%
+11,124
798
$455K 0.01%
+24,150
799
$452K 0.01%
+12,372
800
$450K 0.01%
+16,480