Robert W. Baird & Co. Inc

All Holdings — 2015 Q1

AI Portfolio Summary
In 2015 Q1, Robert W. Baird & Co. Inc maintained a portfolio of 1389 distinct positions. They heavily accumulated shares in ISHARES 1000 VALUE R, increasing their position by 29.0%. The fund also reduced its exposure to FORTINET INC by 11.8%.
PCA Score Concentration Risk
Risk ENB
Total Positions
1389
Quarter
2015 Q1
Top Holding
IWD (2.0%)
Top 10 Concentration
13.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1389
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IWD
ISHARES 1000 VA...
ETF 2.01% 1.64% #1 1
Prev: #2
5.3 428,467 29.0%
P
S
1,907,711 $196,647,000 2003 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
AAPL
APPLE COMPUTER ...
Technology 1.93% 1.77% #2 1
Prev: #1
2.8 7,103 0.5%
P
S
1,514,603 $188,462,000 2000 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
VEA
VNGRD FTSE DEV ...
ETF 1.49% 0.82% #3 11
Prev: #14
4.6 1,621,687 79.4%
P
S
3,662,931 $145,895,000 2008 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
GE
GENERAL ELECTRI...
Industrials 1.36% 1.02% #4 4
Prev: #8
3.5 1,572,613 41.6%
P
S
5,349,059 $132,710,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
IWF
ISHARES 1000 GR...
ETF 1.35% 0.95% #5 4
Prev: #9
3.5 400,372 42.7%
P
S
1,337,954 $132,351,000 2002 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 1.31% 1.41% #6 3
Prev: #3
1.0 8,360 0.7%
P
S
1,270,921 $127,855,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
ABBV
ABBVIE INC
Healthcare 1.18% 0.62% #7 18
Prev: #25
3.5 1,083,288 121.1%
P
S
1,978,156 $115,801,000 2013 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
PEP
PEPSICO INC
Consumer Defensive 1.10% 1.18% #8 3
Prev: #5
0.9 -43,967 -3.8%
P
S
1,123,681 $107,446,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.09% 1.17% #9 3
Prev: #6
0.9 1,133 0.2%
P
S
736,068 $106,229,000 2010 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
CVX
CHEVRONTEXACO C...
Energy 1.01% 1.03% #10 3
Prev: #7
2.4 77,382 8.9%
P
S
942,665 $98,961,000 2001 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
IWR
ISHARES MIDCAP ...
ETF 0.96% 0.66% #11 8
Prev: #19
2.9 172,382 46.3%
P
S
544,701 $94,299,000 2005 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
MSFT
MICROSOFT CORP
Technology 0.96% 1.21% #12 8
Prev: #4
0.9 -144,537 -5.9%
P
S
2,312,709 $94,023,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
ESRX
EXPRESS SCRIPTS...
Unknown 0.86% 0.91% #13 2
Prev: #11
0.8 -39,655 -3.9%
P
S
973,895 $84,505,000 2000 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
WFC
WELLS FARGO NEW
Financial Services 0.85% 0.88% #14 2
Prev: #12
0.8 26,373 1.7%
P
S
1,533,513 $83,423,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.80% 0.92% #15 5
Prev: #10
0.8 -17,177 -1.8%
P
S
920,847 $78,272,000 1999 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
CSCO
CISCO SYS INC
Technology 0.78% 0.85% #16 3
Prev: #13
0.8 -102,586 -3.6%
P
S
2,780,752 $76,540,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
T
A T & T INC (NE...
Communication Services 0.75% 0.78% #17 2
Prev: #15
0.8 65,930 3.0%
P
S
2,248,775 $73,423,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
SPY
S&P 500 DEPOSIT...
ETF 0.73% 0.67% #18
Prev: #18
2.3 37,441 12.2%
P
S
345,021 $71,223,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
MCD
MCDONALDS CORP
Consumer Cyclical 0.69% 0.69% #19 2
Prev: #17
0.8 -8,884 -1.3%
P
S
687,825 $67,022,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
SRCL
STERICYCLE INC
Industrials 0.68% 0.65% #20 2
Prev: #22
0.8 9,630 2.1%
P
S
476,447 $66,907,000 2002 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
ORLY
O'REILLY AUTOMO...
Consumer Cyclical 0.67% 0.60% #21 6
Prev: #27
0.8 9,689 3.3%
P
S
303,126 $65,548,000 2011 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
ORCL
ORACLE CORP
Technology 0.67% 0.66% #22 2
Prev: #20
2.3 135,143 9.8%
P
S
1,517,948 $65,499,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
FISV
FISERV INC
Unknown 0.66% 0.42% #23 40
Prev: #63
2.8 262,280 47.5%
P
S
814,983 $64,710,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
JCI
JOHNSON CONTROL...
Industrials 0.65% 0.64% #24 1
Prev: #23
0.8 18,497 1.5%
P
S
1,269,161 $64,016,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
AMG
AFFILIATED MANA...
Financial Services 0.62% 0.60% #25 3
Prev: #28
2.2 18,392 6.9%
P
S
283,457 $60,881,000 2010 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
PG
PROCTER & GAMBL...
Consumer Defensive 0.60% 0.70% #26 10
Prev: #16
0.7 -5,681 -0.8%
P
S
711,547 $58,304,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
TSCO
TRACTOR SUPPLY ...
Consumer Cyclical 0.59% 0.54% #27 8
Prev: #35
2.2 35,849 5.5%
P
S
682,489 $58,053,000 2005 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
IP
INTL PAPER COMP...
Consumer Cyclical 0.59% 0.61% #28 2
Prev: #26
0.7 -39,192 -3.7%
P
S
1,033,922 $57,372,000 2005 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
SWKS
SKYWORKS SOLUTI...
Technology 0.58% 0.44% #29 30
Prev: #59
0.7 10,804 1.9%
P
S
574,075 $56,426,000 2007 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
IDTI
INTEGRATED DEVI...
Unknown 0.57% 0.66% #30 9
Prev: #21
0.7 -374,736 -11.8%
P
S
2,797,814 $56,012,000 2000 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
MJN
MEAD JOHNSON NU...
Unknown 0.57% 0.56% #31
Prev: #31
2.2 27,776 5.3%
P
S
554,220 $55,716,000 2010 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
AYI
ACUITY BRANDS I...
Industrials 0.57% 0.55% #32
Prev: #32
0.7 -39,754 -10.7%
P
S
331,145 $55,685,000 2012 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
BFH
ALLIANCE DATA S...
Financial Services 0.57% 0.54% #33 3
Prev: #36
2.2 9,185 5.2%
P
S
186,646 $55,294,000 2005 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
PRGO
PERRIGO CO PCL ...
Healthcare 0.56% 0.54% #34
Prev: #34
2.2 26,722 8.7%
P
S
332,373 $55,024,000 2010 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
WBC
WABCO HLDGS INC
Unknown 0.56% 0.47% #35 13
Prev: #48
2.2 22,386 5.3%
P
S
447,418 $54,979,000 2010 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
LKQ
LKQ CORP
Consumer Cyclical 0.55% 0.46% #36 17
Prev: #53
2.7 591,022 38.8%
P
S
2,112,385 $53,993,000 2006 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
FTNT
FORTINET INC
Technology 0.55% 0.57% #37 7
Prev: #30
0.7 -206,282 -11.8%
P
S
1,534,879 $53,644,000 2011 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
SNY
SANOFI-SYNTHELA...
Healthcare 0.54% 0.38% #38 40
Prev: #78
2.7 284,293 36.1%
P
S
1,072,444 $53,022,000 2004 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
JBHT
HUNT J B TRANS ...
Industrials 0.54% 0.53% #39 1
Prev: #38
2.2 29,676 5.0%
P
S
617,793 $52,756,000 2006 Q4 13F Filing 2015-03-31 2015-05-15 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.52% 0.49% #40 5
Prev: #45
2.2 54,266 5.3%
P
S
1,079,927 $51,275,000 2013 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
IT
GARTNER GROUP I...
Technology 0.52% 0.35% #41 48
Prev: #89
3.2 213,898 54.1%
P
S
609,616 $51,116,000 2001 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.52% 0.48% #42 4
Prev: #46
0.7 15,848 2.7%
P
S
593,814 $50,724,000 2004 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
MET
METLIFE INC
Financial Services 0.51% 0.53% #43 4
Prev: #39
2.2 73,091 8.0%
P
S
985,955 $49,840,000 2002 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
KO
COCA COLA CO
Consumer Defensive 0.51% 0.58% #44 15
Prev: #29
0.7 -64,351 -5.0%
P
S
1,219,167 $49,437,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
VTV
VNGRD VALUE ETF
ETF 0.50% 0.52% #45 3
Prev: #42
0.7 6,216 1.1%
P
S
580,198 $48,563,000 2007 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
ROST
ROSS STORES INC
Consumer Cyclical 0.49% 0.26% #46 70
Prev: #116
3.2 186,900 70.9%
P
S
450,461 $47,461,000 2012 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
INTC
INTEL CORP
Technology 0.48% 0.63% #47 23
Prev: #24
0.7 -133,879 -8.3%
P
S
1,487,833 $46,525,000 1999 Q1 13F Filing 2015-03-31 2015-05-15 (Est.)
ULTI
ULTIMATE SOFTWA...
Unknown 0.47% 0.40% #48 23
Prev: #71
2.2 13,748 5.4%
P
S
269,147 $45,743,000 2008 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
UAA
UNDER ARMOUR IN...
Consumer Cyclical 0.46% 0.38% #49 27
Prev: #76
0.7 24,468 4.6%
P
S
557,184 $44,993,000 2010 Q2 13F Filing 2015-03-31 2015-05-15 (Est.)
EWBC
EAST WEST BANCO...
Financial Services 0.46% 0.44% #50 10
Prev: #60
2.2 55,006 5.2%
P
S
1,110,996 $44,951,000 2004 Q3 13F Filing 2015-03-31 2015-05-15 (Est.)
Showing 1-50 of 1389 holdings

Unlock Full Robert W. Baird & Co. Inc Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics