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
951
$245K ﹤0.01%
+16,995
952
$244K ﹤0.01%
+2,253
953
$243K ﹤0.01%
+7,907
954
$243K ﹤0.01%
+10,579
955
$242K ﹤0.01%
+9,542
956
$241K ﹤0.01%
+12,729
957
$239K ﹤0.01%
+2,753
958
$237K ﹤0.01%
+13,740
959
$236K ﹤0.01%
+21,200
960
$235K ﹤0.01%
+20,652
961
$232K ﹤0.01%
+3,581
962
$231K ﹤0.01%
+5,225
963
$231K ﹤0.01%
+3,068
964
$228K ﹤0.01%
+28,213
965
$227K ﹤0.01%
+17,871
966
$226K ﹤0.01%
+2,810
967
$225K ﹤0.01%
+8,680
968
$224K ﹤0.01%
+3,070
969
$223K ﹤0.01%
+11,910
970
$223K ﹤0.01%
+9,175
971
$223K ﹤0.01%
+1,999
972
$223K ﹤0.01%
+1,854
973
$223K ﹤0.01%
+6,075
974
$222K ﹤0.01%
+2,683
975
$221K ﹤0.01%
+3,953
37 38
39
40 41