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 11%
2 Technology 10.6%
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
126
$10.9M 0.22%
+790
127
$10.9M 0.22%
+239,031
128
$10.8M 0.22%
+177,293
129
$10.8M 0.21%
+164,314
130
$10.7M 0.21%
+85,844
131
$10.6M 0.21%
+142,458
132
$10.6M 0.21%
+456,832
133
$10.6M 0.21%
+323,238
134
$10.6M 0.21%
+320,866
135
$10.6M 0.21%
+375,094
136
$10.5M 0.21%
+188,936
137
$10.5M 0.21%
+266,893
138
$10.1M 0.2%
+201,472
139
$10M 0.2%
+364,576
140
$9.98M 0.2%
+200,728
141
$9.96M 0.2%
+97,257
142
$9.94M 0.2%
+107,725
143
$9.93M 0.2%
+122,064
144
$9.84M 0.2%
+103,615
145
$9.84M 0.2%
+215,139
146
$9.77M 0.19%
+260,815
147
$9.75M 0.19%
+387,924
148
$9.67M 0.19%
+226,775
149
$9.66M 0.19%
+127,980
150
$9.57M 0.19%
+437,760
4 5
6
7 8