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
951
$263K ﹤0.01%
5,275
952
$263K ﹤0.01%
13,040
-700
953
$263K ﹤0.01%
11,110
954
$263K ﹤0.01%
+6,942
955
$262K ﹤0.01%
10,445
+300
956
$260K ﹤0.01%
9,738
+2,138
957
$260K ﹤0.01%
20,478
-15,194
958
$259K ﹤0.01%
29,894
+19,834
959
$257K ﹤0.01%
6,010
-245
960
$254K ﹤0.01%
+9,392
961
$253K ﹤0.01%
5,799
+925
962
$253K ﹤0.01%
4,732
-1,664
963
$253K ﹤0.01%
+23,892
964
$253K ﹤0.01%
+13,979
965
$253K ﹤0.01%
5,076
+503
966
$253K ﹤0.01%
6,985
+150
967
$253K ﹤0.01%
6,793
-4,293
968
$250K ﹤0.01%
+2,860
969
$250K ﹤0.01%
+10,160
970
$248K ﹤0.01%
2,860
+401
971
$247K ﹤0.01%
5,741
+250
972
$247K ﹤0.01%
12,829
+100
973
$246K ﹤0.01%
+4,370
974
$243K ﹤0.01%
2,552
-131
975
$240K ﹤0.01%
+8,175
37 38
39
40 41