B

Baird Portfolio holdings

AUM $9.78B
1-Year Est. Return 11.39%
This Fund
S&P 500
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
+$38.2M
2
+$34.7M
3
+$30.6M
4
MCD icon
McDonald's
MCD
+$25.3M
5
CAH icon
Cardinal Health
CAH
+$20M

Top Sells

1
+$44.1M
2
+$40.9M
3
+$33.7M
4
APA icon
APA Corp
APA
+$30.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$15.8M

Sector Composition

1 Industrials 12.03%
2 Technology 10.96%
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
1076
– –
-2
1077
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-8,145
1078
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1079
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-57,331
1080
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-11,862
1081
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-36,548
1082
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-21,200
1083
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-12,046
1084
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-13,281
1085
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-32,262
1086
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-10,420
1087
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-12,826
1088
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-43
1089
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-11,348
1090
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-23,798
1091
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-3,463
1092
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-26,089
1093
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-39,053
1094
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-24,150
1095
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-66,825
1096
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-23,669
1097
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-59,483
1098
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-32,125
1099
– –
-5,820
1100
– –
-4,110
42 43
44
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