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Robert W. Baird & Co. Incorporated
Steven G. Booth · Investment Advisor · Multi-Strategy
Robert W. Baird & Co. Incorporated, commonly known as Baird, is an employee-owned, international financial services firm headquartered in Milwaukee, Wisconsin. Founded in 1919 as the securities arm of the First Wisconsin National Bank, the firm became independent in 1934 and adopted its current name in 1948 upon joining the New York Stock Exchange. Today, Baird operates as a diversified institution providing wealth management, asset management, investment banking, and private equity services to individuals, corporations, and institutional clients across the United States, Europe, and Asia. The firm is distinguished by its client-first culture and its commitment to fundamental research. Its asset management division manages a broad array of equity and fixed income strategies, while its capital markets teams are leaders in middle-market mergers and acquisitions. With hundreds of billions in client assets, Baird maintains a reputation for financial stability and long-term focus.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.2% |
| YTD return | +10.7% |
| Sharpe ratio | 3.30 |
| Win rate | 63% |
| AUM | $27.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $27.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.rwbaird.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.5% | +24.3% |
| GOOGL | Alphabet Inc Class A | 10.3% | +38.3% |
| MSFT | Microsoft Corporation | 10.3% | -0.4% |
| JPM | JPMorgan Chase & Co | 8.7% | +16.1% |
| AMZN | Amazon.com Inc | 5.4% | +13.3% |
| BRK-A | Berkshire Hathaway Inc | 5.2% | +1.7% |
| GEV | GE Vernova LLC | 4.9% | +51.2% |
| JNJ | Johnson & Johnson | 4.7% | +46.1% |
| GE | GE Aerospace | 4.6% | +11.5% |
| NVDA | NVIDIA Corporation | 4.0% | +21.3% |
| HD | The Home Depot Inc | 3.6% | -16.1% |
| SCHW | Charles Schwab Corp | 3.6% | +18.5% |
| PGR | Progressive Corp | 3.5% | -4.7% |
| META | Meta Platforms Inc. | 3.4% | -11.3% |
| PH | Parker-Hannifin Corporation | 3.2% | +27.7% |
| FAST | Fastenal Company | 2.9% | +4.5% |
| AVGO | Broadcom Inc | 2.7% | +6.7% |
| UBER | Uber Technologies Inc | 2.6% | -0.3% |
| TEL | TE Connectivity Ltd | 2.4% | -4.6% |
| UNP | Union Pacific Corporation | 2.4% | -6.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 10.4% → 10.3% |
| Aug 24, 2026 | BUY | TEL | 2.5% → 2.4% |
| Aug 24, 2026 | SELL | GOOGL | 10.1% → 10.3% |
| Aug 24, 2026 | SELL | PGR | 3.3% → 3.5% |
| Aug 24, 2026 | BUY | HD | 3.6% → 3.6% |
Investment Style Analysis
Robert W. Baird & Co. Incorporated is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $27.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Robert W. Baird & Co. Incorporated made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Baird’s investment philosophy centers on a long-term, research-driven approach characterized by risk awareness and fundamental analysis. Across its equity strategies, the firm adopts a business owner mindset, seeking high-quality companies with durable competitive advantages, proven management teams, and sustainable growth potential at reasonable valuations. Its fixed-income arm, Baird Advisors, utilizes a disciplined, duration-neutral framework that aims to add value through bottom-up security selection and sector allocation rather than interest rate forecasting. The firm emphasizes consistency and capital preservation, prioritizing risk control and alignment with client objectives. By avoiding market timing and speculative trends, Baird strives to generate competitive returns through full market cycles, leveraging deep expertise and a stable, employee-owned structure to support its investment decisions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Robert W. Baird & Co. Incorporated.
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Frequently asked questions
How is the simulated portfolio for Robert W. Baird & Co. Incorporated constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Robert W. Baird & Co. Incorporated's largest holding?
As of the latest filing, Robert W. Baird & Co. Incorporated's top position is Apple Inc (AAPL), representing 11.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Robert W. Baird & Co. Incorporated's historical performance and risk profile?
Our simulation indicates a total return of +15.2% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 3.30, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Robert W. Baird & Co. Incorporated primarily invest in?
Robert W. Baird & Co. Incorporated has a strong preference for the Internet Content & Information sector, which makes up 13.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Robert W. Baird & Co. Incorporated's portfolio concentrated or diversified?
Robert W. Baird & Co. Incorporated runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Robert W. Baird & Co. Incorporated performed in 2026?
Our AI-simulated model portfolio for Robert W. Baird & Co. Incorporated tracks a Year-to-Date (YTD) return of +10.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Steven G. Booth manage Robert W. Baird & Co. Incorporated directly?
Yes, Steven G. Booth serves as the key portfolio manager for Robert W. Baird & Co. Incorporated, overseeing the investment strategy and final capital allocation decisions.