Baird Financial Group, Inc.

CIK Number: 0001648711

51.49B
Market Value
1,535
# of Holdings
19 months
Avg. Holding Period
76.64%
Win Rate
20.21%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Microsoft Corp
449.67
+0.15% 5.39M +0.53% 2.32B 143.36 4.50%
2 Apple Inc
248.10
+0.65% 9.44M -0.08% 2.20B 104.74 4.27%
3
Jpmorgan Chase ...
241.77
-0.72% 5.86M +0.41% 1.24B 117.33 2.40%
4 Berkshire Hatha...
458.90
-0.54% 2.36M +1.18% 1.09B 225.4 2.11%
5 Alphabet Inc C
193.72
-1.52% 6.10M +1.48% 1.02B 70.43 1.98%

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