BR
Baird Robert W & Co Inc /wi/ SEC 13F 历史申报与持仓存档（Q1 2015）
Baird Robert W & Co Inc /wi/CIK: 0000810972
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$97.8亿
申报季度: 2015-03-31 · 持股只数: 1329
BAIRD ROBERT W & CO INC /WI/在最新一期 13F 报告中披露了 1329 项持股，申报期为 2015-03-31，总持股市值约为 US$97.8亿，季度换手率为 27.1%。
机构性格雪花图
- 集中度
- 1.95
- 持仓稳定性
- 27.14
- 动能倾向
- 100
- 行业集中度
- 49.13
- 多样化
- 100
- 仓位均衡度
- 76.79
Baird Robert W & Co Inc /wi/ 目前披露的持仓，Herfindahl 集中度指数为 0.005——换算下来相当于约 205 个等权重仓位，明显低于其实际披露的 1329 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.32），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 26%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
来源与引用信息
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加仓 VEA
+79.4% US$6857.3万
加仓 ABBV
+121.1% US$5724.1万
加仓 FEZ
+3354.2% US$4332.1万
减仓 441060100
-93.3% -US$4110.5万
加仓 IWF
+42.7% US$4270.9万
加仓 IWD
+29.0% US$4221.4万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 1329 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.01% | +0.37% | +28.97% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.93% | +0.16% | +0.47% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.49% | +0.67% | +79.45% | |
| 4 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.36% | +0.34% | +41.64% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.35% | +0.40% | +42.70% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | — | +0.66% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.18% | +0.56% | +121.06% | |
| 8 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.10% | — | -3.77% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | — | +0.15% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.01% | — | +8.94% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.96% | +0.30% | +46.30% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.25% | -5.88% | |
| 13 | AXP | American Express Company | 股票-金融 | 0.86% | — | -3.91% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | — | +1.75% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | — | -1.83% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | — | -3.56% | |
| 17 | T | At&t Inc | 股票-通信服务 | 0.75% | — | +3.02% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | — | +12.17% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | -1.28% | |
| 20 | SRCLEUR | Stericycle Inc | 股票-其他 | 0.68% | — | +2.06% | |
| 21 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.67% | — | +3.30% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | +9.77% | |
| 23 | FISV | Fiserv Inc | 股票-其他 | 0.66% | +0.24% | +47.45% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | +1.48% | |
| 25 | AMG | Affiliated Managers Group | 股票-金融 | 0.62% | — | +6.94% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | -0.79% | |
| 27 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.59% | — | +5.54% | |
| 28 | IP | International Paper Co | 股票-周期性消费 | 0.59% | — | -3.65% | |
| 29 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.58% | +0.14% | +1.92% | |
| 30 | ✓ | Integrated Device Technology Inc | 股票-其他 | 0.57% | — | -11.81% | |
| 31 | ✓ | 股票-其他 | 0.57% | — | +5.28% | ||
| 32 | AYI | Acuity Inc | 股票-工业 | 0.57% | — | -10.72% | |
| 33 | BFH | Bread Financial Holdings Inc | 股票-金融 | 0.57% | — | +5.18% | |
| 34 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.56% | — | +8.74% | |
| 35 | WBC1EUR | Wabco Holdings Inc | 股票-其他 | 0.56% | — | +5.27% | |
| 36 | LKQ | Lkq CORP | 股票-周期性消费 | 0.55% | — | +38.85% | |
| 37 | FTNT | Fortinet Inc | 股票-科技 | 0.55% | — | -11.85% | |
| 38 | SNY | Sanofi-adr | 股票-医疗保健 | 0.54% | +0.16% | +36.07% | |
| 39 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 0.54% | — | +5.05% | |
| 40 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.52% | — | +5.29% | |
| 41 | IT | Gartner Inc | 股票-科技 | 0.52% | +0.17% | +54.05% | |
| 42 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.52% | — | +2.74% | |
| 43 | MET | Metlife Inc | 股票-金融 | 0.51% | — | +8.01% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | -5.01% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | +1.08% | |
| 46 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.49% | +0.23% | +70.91% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.48% | — | -8.26% | |
| 48 | ✓ | Ultimate Software Group Inc | 股票-其他 | 0.47% | — | +5.38% | |
| 49 | UAA | Under Armour Inc-class A | 股票-周期性消费 | 0.46% | — | +4.59% | |
| 50 | EWBC | East West Bancorp Inc | 股票-金融 | 0.46% | — | +5.21% |
1–50 of 200
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
Baird Robert W & Co Inc /wi/ 在 2015-03-31 最显著的持仓异动： 清仓: Pvh CORP (PVH); 新建仓: Hasbro Inc (HAS); 新建仓: Burlington Stores Inc (BURL); 新建仓: Genpact Limited (G); 新建仓: Xtrackers Msci Eafe Hedged E (DBEF).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.7% | +79.45% | 加仓 |
| 2 | ABBV | Abbvie Inc | +0.6% | +121.06% | 加仓 |
| 3 | FEZ | State Street Spdr Euro Stoxx | +0.5% | +3354.21% | 加仓 |
| 4 | IWF | Ishares Russell 1000 Growth | +0.4% | +42.70% | 加仓 |
| 5 | IWD | Ishares Russell 1000 Value E | +0.4% | +28.97% | 加仓 |
| 6 | AEP | American Electric Power Company, Inc. | +0.3% | +41.64% | 加仓 |
| 7 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +46.30% | 加仓 |
| 8 | QCOM | Qualcomm Inc | +0.3% | +224.68% | 加仓 |
| 9 | ✓ | Laboratory Corp. of America | +0.3% | +8982.13% | 加仓 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +235.90% | 加仓 |
| 11 | AOS | Smith (a.o.) CORP | +0.3% | +2349.67% | 加仓 |
| 12 | FISV | Fiserv Inc | +0.2% | +47.45% | 加仓 |
| 13 | ROST | Ross Stores Inc | +0.2% | +70.91% | 加仓 |
| 14 | CXOEUR | Concho Resources Inc | +0.2% | +88.07% | 加仓 |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.2% | +1780.81% | 加仓 |
| 16 | OXY | Occidental Petroleum CORP | +0.2% | +301.03% | 加仓 |
| 17 | IT | Gartner Inc | +0.2% | +54.05% | 加仓 |
| 18 | AAPL | Apple Inc | +0.2% | +0.47% | 加仓 |
| 19 | SNY | Sanofi-adr | +0.2% | +36.07% | 加仓 |
| 20 | TSN | Tyson Foods Inc-cl A | +0.2% | +1988.79% | 加仓 |
| 21 | SWKS | Skyworks Solutions Inc | +0.1% | +1.92% | 加仓 |
| 22 | TRN | Trinity Industries Inc | +0.1% | +23.82% | 加仓 |
| 23 | DKS | Dick's Sporting Goods Inc | -0.2% | -41.88% | 减仓 |
| 24 | ✓ | Whiting Petroleum Corp. | -0.2% | -98.42% | 减仓 |
| 25 | OEF | Ishares S&p 100 ETF | -0.2% | -78.78% | 减仓 |
| 26 | LULU | Lululemon Athletica Inc | -0.2% | -73.28% | 减仓 |
| 27 | RRX | Regal Rexnord CORP | -0.2% | -46.09% | 减仓 |
| 28 | AAXJ | Ishares Msci All Country Asi | -0.2% | -98.70% | 减仓 |
| 29 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -87.20% | 减仓 |
| 30 | DOC | Healthpeak Properties, Inc. | -0.2% | -45.77% | 减仓 |
| 31 | DLR | Digital Realty Trust Inc | -0.2% | -47.91% | 减仓 |
| 32 | ELME | Elme Communities | -0.2% | -47.71% | 减仓 |
| 33 | DLTR | Dollar Tree Inc | -0.2% | -88.42% | 减仓 |
| 34 | BAX | Baxter International Inc | -0.2% | -68.84% | 减仓 |
| 35 | FFIV | F5 Inc | -0.2% | -57.68% | 减仓 |
| 36 | KSS | Kohls CORP | -0.3% | -86.67% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.3% | -5.88% | 减仓 |
| 38 | CAH | Cardinal Health Inc | -0.3% | -83.78% | 减仓 |
| 39 | TEVA | Teva Pharmaceutical-sp Adr | -0.3% | -76.12% | 减仓 |
| 40 | WMT | Walmart Inc | -0.4% | -78.63% | 减仓 |
| 41 | VIAB | Viacom Inc-class B | -0.4% | -98.51% | 减仓 |
| 42 | ✓ | -0.4% | -93.28% | 减仓 | |
| 43 | PVH | Pvh CORP | — | EXIT | 清仓 |
| 44 | HAS | Hasbro Inc | — | NEW | 新建仓 |
| 45 | BURL | Burlington Stores Inc | — | NEW | 新建仓 |
| 46 | G | Genpact Limited | — | NEW | 新建仓 |
| 47 | DBEF | Xtrackers Msci Eafe Hedged E | — | NEW | 新建仓 |
| 48 | AKRXEUR | Akorn Inc | — | NEW | 新建仓 |
| 49 | PCRX | Pacira Biosciences Inc | — | NEW | 新建仓 |
| 50 | ✓ | Pandora Media Inc | — | EXIT | 清仓 |
申报历史
FAQ
Baird Robert W & Co Inc /wi/ 是什么机构？属于哪种投资人类型？
Baird Robert W & Co Inc /wi/ 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2015-03-31），该机构追踪的股票投资组合估值约为 US$97.8亿，分布在 1329 个已申报仓位之中。
Baird Robert W & Co Inc /wi/ 目前前几大持股有哪些？
根据最新 13F 申报，Baird Robert W & Co Inc /wi/ 按市值排列的前几大持股为：
1. Ishares Russell 1000 Value E (IWD) — US$2.0亿 (2.0%)
2. Apple Inc (AAPL) — US$1.9亿 (1.9%)
3. Vanguard Ftse Developed ETF (VEA) — US$1.5亿 (1.5%)
4. American Electric Power Company, Inc. (AEP) — US$1.3亿 (1.4%)
5. Ishares Russell 1000 Growth (IWF) — US$1.3亿 (1.4%)
Baird Robert W & Co Inc /wi/ 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Baird Robert W & Co Inc /wi/ 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 22 个既有持股、减仓 20 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Pvh CORP (PVH); 新建仓: Hasbro Inc (HAS); 新建仓: Burlington Stores Inc (BURL); 新建仓: Genpact Limited (G); 新建仓: Xtrackers Msci Eafe Hedged E (DBEF)
Baird Robert W & Co Inc /wi/ 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Baird Robert W & Co Inc /wi/ 的主要板块分布如下：
• Information Technology: 24.2%
• Health Care: 22.6%
• Financials: 15.2%
• Consumer Staples: 10.5%
• Energy: 8.8%
• Consumer Discretionary: 8.7%
投资风格解析
Baird Robert W & Co Inc /wi/的持仓风格高度分散、换手适中。
过去两个季度，该机构持续加码 ABBV（+US$9814.4万，现达 US$1.2亿），同时减持 IBM（-US$3801.5万，仍持有 US$2026.6万）。
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开发者访问
以编程方式访问 Baird Robert W & Co Inc /wi/ 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/baird-robert-w-co-inc-wiCLI 命令
npx alphasmo institutions get baird-robert-w-co-inc-wi