Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,563 positions
APPLE INC | 11.1M | $1.5B | 4.4% | $42.10 | +205.99% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.5M | $1.2B | 3.7% | $110.93 | +91.18% | 9 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 5.2M | $662.4M | 2.0% | $88.01 | +25.03% | 9 qtrssince 2018-Q4 | Increased 51 |
WALT DISNEY CO/THE | 3.6M | $646.1M | 1.9% | $120.79 | +45.43% | 9 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 11.9M | $561.5M | 1.7% | $31.73 | +25.47% | 9 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 2M | $533.7M | 1.6% | $169.47 | +35.81% | 9 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 3.3M | $514.5M | 1.5% | $110.82 | +21.26% | 9 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $511.5M | 1.5% | $204.53 | +13.37% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 GROWTH | 2M | $482M | 1.4% | $31.70 | +83.96% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE E | 3.5M | $473.6M | 1.4% | $97.72 | +25.65% | 9 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 257,104 | $450.4M | 1.3% | $53.70 | +61.59% | 9 qtrssince 2018-Q4 | Increased 49 |
ISHARES RUSSELL MID-CAP ETF | 6.5M | $446.9M | 1.3% | $44.70 | +42.02% | 9 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 117,418 | $382.4M | 1.1% | $88.70 | +83.60% | 9 qtrssince 2018-Q4 | Increased 51 |
ABBVIE INC | 3.1M | $334.7M | 1.0% | $63.92 | +34.76% | 9 qtrssince 2018-Q4 | Increased 50 |
PROGRESSIVE CORP | 3.2M | $313.5M | 0.9% | $65.27 | +28.89% | 9 qtrssince 2018-Q4 | Increased 44 |
META PLATFORMS INC | 1.1M | $306.8M | 0.9% | $197.16 | +37.23% | 9 qtrssince 2018-Q4 | Increased 45 |
UNION PACIFIC CORP | 1.5M | $304.3M | 0.9% | $137.36 | +33.52% | 9 qtrssince 2018-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 866,762 | $297.9M | 0.9% | $241.23 | +31.48% | 9 qtrssince 2018-Q4 | Increased 44 |
FASTENAL CO | 5.8M | $285.5M | 0.9% | $12.89 | +65.20% | 9 qtrssince 2018-Q4 | Increased 44 |
CISCO SYS INC | 5.6M | $251.4M | 0.8% | $38.71 | -1.68% | 9 qtrssince 2018-Q4 | Decreased 0 |
Baird Financial Group, Inc. manages $33.5B across 1563 positions as of Q4 2020. Top holdings: AAPL (4.4%), MSFT (3.7%), JPM (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 155 new positions, 74 exits, 751 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $33.5B across 1563 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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