Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,796 positions
Apple Inc. | 10.5M | $1.8B | 4.5% | $42.18 | +304.86% | 14 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 5.2M | $1.6B | 4.0% | $112.21 | +164.72% | 14 qtrssince 2018-Q4 | Increased 59 |
Berkshire Hathaway Inc. | 2.3M | $808.6M | 2.0% | $208.16 | +69.54% | 14 qtrssince 2018-Q4 | Increased 50 |
JPMorgan Chase & Co. | 5.4M | $736.5M | 1.8% | $91.10 | +33.64% | 14 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 256,359 | $716M | 1.8% | $55.10 | +151.07% | 14 qtrssince 2018-Q4 | Increased 50 |
Johnson & Johnson | 3.9M | $698.2M | 1.7% | $118.24 | +32.06% | 14 qtrssince 2018-Q4 | Increased 53 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 14M | $670.8M | 1.7% | $33.39 | +25.46% | 14 qtrssince 2018-Q4 | Increased 52 |
Home Depot Inc. | 2.1M | $627.6M | 1.6% | $174.08 | +53.03% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE ETF | 3.7M | $611.8M | 1.5% | $100.57 | +51.43% | 14 qtrssince 2018-Q4 | Increased 50 |
iShares Trust RUS 1000 GRW ETF | 2.1M | $590.6M | 1.5% | $33.88 | +99.62% | 14 qtrssince 2018-Q4 | Increased 50 |
ISHARES RUSSELL MIDCAP ETF | 6.9M | $539.5M | 1.3% | $46.45 | +57.77% | 14 qtrssince 2018-Q4 | Increased 50 |
AbbVie Inc. | 3.2M | $526.4M | 1.3% | $65.56 | +110.47% | 14 qtrssince 2018-Q4 | Increased 50 |
DISNEY WALT CO | 3.7M | $513.1M | 1.3% | $123.17 | +7.97% | 14 qtrssince 2018-Q4 | Decreased 0 |
Union Pacific Corporation | 1.6M | $434.8M | 1.1% | $144.33 | +70.76% | 14 qtrssince 2018-Q4 | Increased 52 |
Amazon.com, Inc. | 125,625 | $409.5M | 1.0% | $94.50 | +72.48% | 14 qtrssince 2018-Q4 | Decreased 0 |
Costco Wholesale Corporation | 706,623 | $406.9M | 1.0% | $242.10 | +126.12% | 14 qtrssince 2018-Q4 | Increased 49 |
The Progressive Corporation | 3.4M | $389.7M | 1.0% | $67.19 | +54.28% | 14 qtrssince 2018-Q4 | Increased 45 |
Fastenal Co. | 6.5M | $383.8M | 0.9% | $14.13 | +88.25% | 14 qtrssince 2018-Q4 | Increased 46 |
Vanguard Index Funds S&P 500 ETF SHS | 887,368 | $368.4M | 0.9% | $253.88 | +53.52% | 14 qtrssince 2018-Q4 | Increased 46 |
PFIZER INC | 6.9M | $355.4M | 0.9% | $27.83 | +45.11% | 14 qtrssince 2018-Q4 | Decreased 0 |
Baird Financial Group, Inc. manages $40.5B across 1796 positions as of Q1 2022. Top holdings: AAPL (4.5%), MSFT (4.0%), BRK/B (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 105 new positions, 176 exits, 906 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $40.5B across 1796 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR