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
1026
$110K ﹤0.01%
+14,426
1027
$109K ﹤0.01%
+11,727
1028
$105K ﹤0.01%
+69,728
1029
$104K ﹤0.01%
+13,917
1030
$101K ﹤0.01%
+10,565
1031
$94K ﹤0.01%
+167,927
1032
$89K ﹤0.01%
+16,544
1033
$89K ﹤0.01%
+10,060
1034
$83K ﹤0.01%
+1,839
1035
$73K ﹤0.01%
+10,087
1036
$64K ﹤0.01%
+12,756
1037
$51K ﹤0.01%
+27,007
1038
$49K ﹤0.01%
+807
1039
$41K ﹤0.01%
+13,209
1040
$37K ﹤0.01%
+733
1041
$25K ﹤0.01%
+5
1042
$22K ﹤0.01%
+10,000
1043
$18K ﹤0.01%
+11,500
1044
$13K ﹤0.01%
+1,529
1045
$8K ﹤0.01%
+1,000
1046
$6K ﹤0.01%
+510
1047
$3K ﹤0.01%
+2
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