Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q4 2018
Top Holdings1,264 positions
ISHARES TR | 3.2M | $350.6M | 2.4% | $94.77 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 1.9M | $301.8M | 2.0% | $37.39 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 3M | $300.8M | 2.0% | $94.43 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2M | $264M | 1.8% | $31.05 | 0.00% | 1 qtr | First report 0 |
VANGUARD TAX-MANAGED FDS | 6.8M | $252.3M | 1.7% | $29.59 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 5M | $230.8M | 1.6% | $41.69 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 1.7M | $215.9M | 1.5% | $104.33 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 937,341 | $191.4M | 1.3% | $204.18 | 0.00% | 1 qtr | First report 0 |
CHEVRON CORPORATION | 1.6M | $170.6M | 1.2% | $78.50 | 0.00% | 1 qtr | First report 0 |
ABBVIE INC | 1.8M | $166.5M | 1.1% | $66.47 | 0.00% | 1 qtr | First report 0 |
CISCO SYS INC | 3.5M | $151M | 1.0% | $34.65 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 2.5M | $140.5M | 1.0% | $35.91 | 0.00% | 1 qtr | First report 0 |
STARBUCKS CORP | 2.2M | $139.9M | 0.9% | $54.35 | 0.00% | 1 qtr | First report 0 |
VISA INC | 1.1M | $139.3M | 0.9% | $124.91 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 1.4M | $138.9M | 0.9% | $79.10 | 0.00% | 1 qtr | First report 0 |
STATE STR SPDR S&P 500 ETF T | 549,375 | $137.3M | 0.9% | $223.02 | 0.00% | 1 qtr | First report 0 |
MERCK & CO INC | 1.7M | $128.4M | 0.9% | $57.51 | 0.00% | 1 qtr | First report 0 |
DISNEY WALT CO | 1.1M | $121.2M | 0.8% | $105.03 | 0.00% | 1 qtr | First report 0 |
PEPSICO INC | 1.1M | $120.8M | 0.8% | $86.72 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.9M | $107M | 0.7% | $44.14 | 0.00% | 1 qtr | First report 0 |
Baird Financial Group, Inc. manages $14.7B across 1264 positions as of Q4 2018. Top holdings: IWD (2.4%), AAPL (2.0%), MSFT (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
First quarter we have for this fund: 1264 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $14.7B across 1264 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