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
$5.37B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$34.3M
3
+$30M
4
MCD icon
McDonald's
MCD
+$24.9M
5
CAH icon
Cardinal Health
CAH
+$20.5M

Top Sells

1
+$46.4M
2
+$44.6M
3
+$33.7M
4
APA icon
APA Corp
APA
+$31.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$15.9M

Sector Composition

1 Industrials 12%
2 Technology 10.98%
3 Healthcare 9.73%
4 Financials 9.31%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$305K 0.01%
+13,939
927
$304K 0.01%
17,185
-300
928
$303K 0.01%
11,577
-1,450
929
$302K 0.01%
25,764
+7,893
930
$300K 0.01%
17,501
-44,118
931
$295K 0.01%
386
+3
932
$291K 0.01%
3,204
+181
933
$289K 0.01%
6,501
+95
934
$288K 0.01%
9,803
-1,450
935
$287K 0.01%
13,640
-320
936
$285K 0.01%
5,225
937
$283K 0.01%
+22,163
938
$282K 0.01%
12,150
-200
939
$282K 0.01%
21,124
+453
940
$282K 0.01%
3,998
-198
941
$280K 0.01%
9,388
-2,274
942
$279K 0.01%
14,317
+7,237
943
$278K 0.01%
10,134
+126
944
$273K 0.01%
12,229
-43,279
945
$273K 0.01%
6,003
-72
946
$272K 0.01%
4,408
+249
947
$272K 0.01%
+5,624
948
$272K 0.01%
11,500
-130
949
$271K 0.01%
+3,241
950
$266K 0.01%
+6,488
36 37
38
39 40