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
201
$6.63M 0.13%
+72,905
202
$6.63M 0.13%
+77,498
203
$6.55M 0.13%
+131,303
204
$6.52M 0.13%
+25,393
205
$6.52M 0.13%
+208,841
206
$6.44M 0.13%
+194,660
207
$6.37M 0.13%
+256,070
208
$6.19M 0.12%
+114,653
209
$6.12M 0.12%
+83,630
210
$6.11M 0.12%
+55,794
211
$6.07M 0.12%
+50,981
212
$6.01M 0.12%
+164,595
213
$5.99M 0.12%
+318,588
214
$5.99M 0.12%
+180,963
215
$5.95M 0.12%
+247,914
216
$5.87M 0.12%
+89,957
217
$5.86M 0.12%
+85,215
218
$5.85M 0.12%
+132,631
219
$5.84M 0.12%
+171,082
220
$5.83M 0.12%
+100,733
221
$5.72M 0.11%
+100,060
222
$5.7M 0.11%
+55,605
223
$5.42M 0.11%
+56,853
224
$5.38M 0.11%
+67,996
225
$5.38M 0.11%
+95,454
7 8
9
10 11