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
126
$12M 0.22%
177,903
-5,434
127
$11.7M 0.22%
95,229
+30,733
128
$11.7M 0.22%
+279,119
129
$11.7M 0.22%
697,262
+30,212
130
$11.6M 0.22%
252,381
+73,183
131
$11.6M 0.22%
183,801
-45,741
132
$11.5M 0.21%
146,217
+122,425
133
$11.4M 0.21%
234,904
-7,329
134
$11.3M 0.21%
287,523
+92,863
135
$11.2M 0.21%
162,983
-5,667
136
$11.2M 0.21%
100,681
-12,997
137
$11.1M 0.21%
117,414
+10,729
138
$11M 0.21%
182,156
-5,391
139
$11M 0.21%
309,759
+128,796
140
$10.9M 0.2%
119,044
-7,268
141
$10.8M 0.2%
157,204
-488,966
142
$10.7M 0.2%
82,756
-20,859
143
$10.6M 0.2%
176,394
+16,164
144
$10.5M 0.2%
186,813
-49,044
145
$10.5M 0.2%
227,139
+364
146
$10.5M 0.2%
+192,171
147
$10.4M 0.19%
138,954
-44,382
148
$10.4M 0.19%
61,362
+5,203
149
$10.4M 0.19%
221,193
-17,838
150
$10.4M 0.19%
135,765
-2,086
4 5
6
7 8