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
1126
-9,798
1127
-2,076
1128
-55,595
1129
-6,509
1130
-1,529
1131
-15,809
1132
-6,118
1133
-12,213
1134
-33,235
1135
-36,012
1136
-4,507
1137
-24,100
1138
-11,844
1139
-15,721
1140
-510
1141
-241,920
1142
-13,917
1143
-18,785
1144
-20,503
1145
-28,425
1146
-28,194
1147
-19,923
1148
-18,093
1149
-188,936
1150
-17,937