BAIRD ROBERT W & CO INC /WI/
PO BOX 672, MILWAUKEE, Wisconsin, 53201, (414) 765-3500
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 1,360 |
| New Positions | 119 |
| Increased Positions | 759 |
| Decreased Positions | 563 |
| Positions with Activity | 1,322 |
| Sold Out Positions | 80 |
| Total Mkt Value (in $ millions) |
5,622 |
Sector Weighting
| Basic Materials | 3.35% |
| Capital Goods | 4.36% |
| Conglomerates | 0.17% |
| Consumer Cyclical | 3.33% |
| Consumer/Non-Cyclical | 6.26% |
| Energy | 7.12% |
| Financial | 36.92% |
| Healthcare | 8.1% |
| Services | 13.24% |
| Technology | 12.72% |
| Transportation | 1.91% |
| Utilities | 2.31% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
759 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 101,349 | 22,654 | 28.79 | 2,895,681 |
| ISHARES TR | RUSSELL1000VAL | 97,090 | 3,785 | 4.06 | 1,139,824 |
| EXXON MOBIL CORP | COM | 91,269 | 1 | .00 | 997,365 |
| PEPSICO INC | COM | 76,696 | 1,724 | 2.30 | 929,086 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 71,003 | 1,444 | 2.08 | 617,849 |
| INTEL CORP | COM | 68,154 | 4,572 | 7.19 | 2,715,288 |
| APPLE INC | COM | 63,220 | 21,946 | 53.17 | 146,342 |
| AT&T INC | COM | 53,567 | 18,265 | 51.74 | 1,497,964 |
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 52,481 | 12,153 | 30.13 | 1,837,582 |
| ISHARES TR | RUSSELL1000GRW | 52,006 | 2,079 | 4.16 | 698,163 |
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | 48,133 | 3,170 | 7.05 | 1,201,212 |
| VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 47,644 | 2,835 | 6.33 | 1,270,158 |
| MCDONALDS CORP | COM | 41,970 | 1,205 | 2.96 | 425,055 |
| ISHARES TR | US PFD STK IDX | 40,556 | 11,066 | 37.52 | 1,023,883 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 38,674 | 12,798 | 49.46 | 179,772 |
| NOVARTIS A G | SPONSORED ADR | 38,139 | 120 | .32 | 520,390 |
| APACHE CORP | COM | 37,958 | 31,392 | 478.14 | 438,717 |
| SPDR S&P 500 ETF TR | TR UNIT | 35,403 | 2,120 | 6.37 | 215,296 |
| ISHARES TR | BARCLYS INTER CR | 34,652 | 8,075 | 30.38 | 317,179 |
| CENTURYLINK INC | COM | 34,180 | 3,829 | 12.62 | 949,712 |
Latest News Headlines
TECH STOCKS: H-P, Intel Boost Dow; Facebook Rises 4:38PM ET - Dow Jones Business News
Adobe 2nd-Quarter Profit Down 66% as Expenses Rise 4:36PM ET - Dow Jones Business News
Investors Real Estate Trust Announces 4th Quarter Fiscal 2013 Earnings Conference Call 4:35PM ET - GlobeNewswire
Photo Release -- Xoom Launches New Mobile Apps for International Money Transfer 4:29PM ET - GlobeNewswire
NB&T Financial Group Announces Second Quarter Dividend 4:25PM ET - GlobeNewswire
View All