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BAIRD ROBERT W & CO INC /WI/

13F
BAIRD ROBERT W & CO INC /WI/
Last update 2015-05-13 1221 Stocks (112 new)
Value $9.62 Bil Turnover 13 %
Countries:
Top Holdings:

BAIRD ROBERT W & CO INC /WI/ Profile

Baird Robert W & Co Inc. is financial services company that operates as the principal subsidiary of Baird Financial Corporation within the U.S. The company can trace its history back to 1919 as the securities arm of the First Wisconsin National Bank. The company would become independent in 1934 and change its name to The Securities Company of Milwaukee. It would join the Midwest stock exchange three years later and change its name again to the Wisconsin Company in 1939. The company would then become the first Wisconsin based company to join the NYSE and become a leading regional firm in retail equities in the 1950s. The company would then merge with Reinholdt & Gardner in St. Louis in 1978, making it the largest regional investment banking firm in the nation. Although the company would suffer from the stock market crash of 1987, Baird would be one of the three firms that had 0 investment violations. Baird Robert W & Co Inc. would then growing organically, expanding its reach into China and other countries, and through acquisitions, including its most recent McAdams Wright Ragen Inc. merger in 2014. Baird Robert W & Co operates through five segments: Private Wealth Management, Asset Management, Equity Capital Markets, Fixed Income Capital Markets and Baird Capital. The company currently has over 3,000 that provide services to over 55,000 clients. Baird Robert W & Co currently holds over $75 billion in total assets under management spread across 80,000 accounts with 50,000 accounts being discretionary and the rest being non-discretionary, making up approximately $55 billion and $20 billion in assets, respectively, and both of its total accounts and total assets under management have more than doubled in the past 5 years. Baird Robert W & Co currently offers a variety of funds including its Aggregate Bond. All Cap Growth, Ultra Short Bond, and Core Plus Bond funds.
BAIRD ROBERT W & CO INC /WI/ Top Holdings of 2015-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWD
iShares Russell 1000 Value ETF
1,907,711
196,647.0
+28.97%
2.040
+0.46%
0.550
+11.66%
+6.80%
62,684.7
 
AAPL
Apple Inc
6,058,412
188,462.0
+0.47%
1.960
+0.01%
0.010
+6.76%
-15.93%
3,136,822.2
Hardware
VEA
Vanguard FTSE Developed Markets ETF
3,662,931
145,895.0
+79.45%
1.520
+0.67%
0.160
+12.75%
+20.21%
157,968.9
 
GE
General Electric Co
668,632
132,710.0
+41.64%
1.380
+0.41%
0.490
+43.39%
+56.57%
276,011.2
Aerospace & Defense
IWF
iShares Russell 1000 Growth ETF
1,337,954
132,351.0
+42.70%
1.380
+0.41%
0.530
+27.30%
+8.41%
113,825.8
 
JNJ
Johnson & Johnson
1,270,921
127,855.0
+0.66%
1.330
+0.01%
0.050
+4.39%
+14.57%
392,141.8
Drug Manufacturers
ABBV
AbbVie Inc
1,978,156
115,801.0
+121.06%
1.200
+0.66%
0.110
+11.60%
+10.68%
338,089.5
Drug Manufacturers
PEP
PepsiCo Inc
1,123,681
107,446.0
-3.77%
1.120
-0.04%
0.080
+2.94%
-2.45%
199,118.6
Beverages - Non-Alcoholic
BRK.B
Berkshire Hathaway Inc
736,068
106,229.0
+0.15%
1.100
0%
0.030
-8.65%
+4.44%
1,021,130.4
Insurance
CVX
Chevron Corp
942,665
98,961.0
+8.94%
1.030
+0.08%
0.050
+11.14%
+6.96%
262,224.4
Oil & Gas

BAIRD ROBERT W & CO INC /WI/'s Historical Top Holdings Breakdowns

BAIRD ROBERT W & CO INC /WI/ Total Holding History ($B)

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BAIRD ROBERT W & CO INC /WI/'s Asset Allocation

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BAIRD ROBERT W & CO INC /WI/ Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BAIRD ROBERT W & CO INC /WI/'s Hypothetical Growth since 2015-03-31

BAIRD ROBERT W & CO INC /WI/'s Yearly Returns

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BAIRD ROBERT W & CO INC /WI/'s Holdings Heat Map

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BAIRD ROBERT W & CO INC /WI/'s Holdings Bubble Chart

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