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
976
$221K ﹤0.01%
+29,767
977
$221K ﹤0.01%
+18,848
978
$219K ﹤0.01%
+5,295
979
$218K ﹤0.01%
+4,573
980
$218K ﹤0.01%
+6,835
981
$214K ﹤0.01%
+16,390
982
$213K ﹤0.01%
+4,874
983
$212K ﹤0.01%
+1,930
984
$212K ﹤0.01%
+3,463
985
$212K ﹤0.01%
+14,360
986
$211K ﹤0.01%
+4,755
987
$211K ﹤0.01%
+3,786
988
$211K ﹤0.01%
+42,725
989
$209K ﹤0.01%
+5,174
990
$208K ﹤0.01%
+2,459
991
$208K ﹤0.01%
+7,600
992
$207K ﹤0.01%
+2,076
993
$206K ﹤0.01%
+20,503
994
$205K ﹤0.01%
+4,796
995
$205K ﹤0.01%
+15,065
996
$205K ﹤0.01%
+4,110
997
$201K ﹤0.01%
+10,936
998
$201K ﹤0.01%
+1,860
999
$200K ﹤0.01%
+6,509
1000
$192K ﹤0.01%
+20,194