StockDriftsStockDriftsTop 50 Baird Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.97% | 10.00M | $2.54B | +1.28%(+126.14K) | $66.05(+351.47%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.34% | 5.78M | $2.14B | +2.28%(+128.99K) | $158.04(+159.07%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE CO | 3.07% | 6.69M | $1.97B | +1.69%(+111.19K) | $130.24(+130.27%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.03% | 6.76M | $1.94B | +0.99%(+66.22K) | $80.86(+391.18%) | 2026-03-31 | |
| VEA | VANGUARD TAX MANAGED FDS | 2.15% | 21.48M | $1.38B | +6.81%(+1.37M) | $46.09(+53.08%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.01% | 6.03M | $1.29B | +3.05%(+178.14K) | $130.20(+80.62%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2% | 2.67M | $1.28B | +2.59%(+67.25K) | $254.95(+89.87%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.87% | 1.37M | $1.20B | -13.64%(-216.89K) | $197.88(+451.11%) | 2026-03-31 | |
| IWF | ISHARES TR | 1.87% | 2.81M | $1.20B | +3.31%(+89.86K) | $152.36(-17.37%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.78% | 5.46M | $1.14B | +27.29%(+1.17M) | $159.60(+67.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.65% | +75.63% |
| Top 20 Holdings Unweighted | +19.26% | +69.60% |
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