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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
39
5
3
1
0
0
39
7
2
Michael WeisbergHM-KEY
CRESTWOOD ADVISORS LLC
Time Period2016-12-31

Total Holdings164

Total Value ($x1000)1,032,816

Investment StyleBlend

Activities
New40

Increased49

Unchanged21

Decreased54

Sold Out5

Top 10 Stock Holdingstotal 29.34%
IEFA4.15

STT4.1

IVV3.35

AAPL3.1

41664M6492.81

 
MSFT2.78

SYK2.32

BRK.B2.3

JNJ2.29

BCR2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
4.15%
CORE MSCI EAFE
STT
4.1%
COM
IVV
3.35%
CORE S&P500 ETF
AAPL
3.1%
COM
HARTFORD...
2.81%
MUTFD
MSFT
2.78%
COM
SYK
2.32%
COM
BRK.B
2.3%
CL B NEW
JNJ
2.29%
COM
BCR
2.14%
COM
GOOGL
2.08%
CAP STK CL A
PEP
2.03%
COM
LAZARD I...
2.02%
MUTFD
CSCO
2.02%
COM
WFC
1.99%
COM
MMM
1.92%
COM
TJX
1.89%
COM
SPY
1.87%
TR UNIT
EFA
1.81%
MSCI EAFE ETF
LMT
1.81%
COM
HARDING ...
1.81%
MUTFD
AAP
1.8%
COM
SLB
1.79%
COM
CCI
1.74%
COM
IBB
1.61%
NASDQ BIOTEC ETF
MDT
1.58%
SHS
WHR
1.57%
COM
MKC
1.57%
COM NON VTG
BAC
1.56%
COM
XOM
1.54%
COM
IJR
1.52%
CORE S&P SCP ETF
TRV
1.4%
COM
V
1.39%
COM CL A
EOG
1.38%
COM
GS
1.36%
COM
PCH
1.34%
COM
CL
1.31%
COM
TOUCHSTO...
1.25%
BDFD
PCLN
1.24%
COM NEW
SKT
1.23%
COM
RMD
1.21%
COM
METROPOL...
1.18%
BDFD
WESTERN ...
1.18%
BDFD
FOXA
1.16%
CL A
UNP
1.16%
COM
CTSH
1.09%
CL A
FIDELITY...
1.09%
BDFD
SNY
0.99%
SPONSORED ADR
GOOG
0.8%
CAP STK CL C
BRK.A
0.73%
CL A
FIDELITY...
0.72%
BDFD
USMV
0.7%
USA MIN VOL ETF
ITOT
0.57%
CORE S&P TTL STK
SPHQ
0.56%
S&P 500 HGH QLTY
IWF
0.56%
RUS 1000 GRW ETF
PG
0.46%
COM
JKD
0.45%
MRNGSTR LG-CP ET
BX
0.35%
COM UNIT LTD
DVMT
0.33%
COM CL V
AMZN
0.3%
COM
IEMG
0.29%
CORE MSCI EMKT
VIG
0.24%
DIV APP ETF
WELLS FA...
0.22%
BDFD
BLACKROC...
0.21%
BDFD
GUGGENHE...
0.21%
BDFD
T
0.18%
COM
GE
0.16%
COM
FIDELITY...
0.14%
MUTFD
MA
0.13%
CL A
IBM
0.12%
COM
DIS
0.11%
COM DISNEY
FIDELITY...
0.11%
MUTFD
CVX
0.1%
COM
SBUX
0.1%
COM
PBCT
0.09%
COM
FB
0.09%
CL A
UTX
0.08%
COM
AEP
0.08%
COM
IWO
0.08%
RUS 2000 GRW ETF
KMB
0.08%
COM
HARDING ...
0.07%
MUTFD
MCD
0.07%
COM
EATON VA...
0.07%
BDFD
EATON VA...
0.07%
BDFD
MRK
0.07%
COM
KO
0.07%
COM
FIDELITY...
0.07%
MUTFD
DOUBLELI...
0.06%
BDFD
DODGE & ...
0.06%
MUTFD
DHR
0.06%
COM
PFE
0.06%
COM
JPM
0.06%
COM
VZ
0.06%
COM
WELLS FA...
0.05%
BDFD
ORLY
0.05%
COM
PANW
0.05%
COM
WMT
0.05%
COM
PM
0.05%
COM
GD
0.05%
COM
ADBE
0.05%
COM
BA
0.05%
COM
NVS
0.05%
SPONSORED ADR
MO
0.05%
COM
FIDELITY...
0.04%
MUTFD
XBI
0.04%
S&P BIOTECH
ADP
0.04%
COM
AMGN
0.04%
COM
AMT
0.04%
COM
SCHF
0.04%
INTL EQTY ETF
TMO
0.04%
COM
LOW
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
GIS
0.03%
COM
HARBOR I...
0.03%
MUTFD
HD
0.03%
COM
NSC
0.03%
COM
PX
0.03%
COM
DUK
0.03%
COM NEW
CAT
0.03%
COM
GILD
0.03%
COM
C
0.03%
COM NEW
SCHB
0.03%
US BRD MKT ETF
CMCSA
0.03%
CL A
CELG
0.03%
COM
FIDELITY...
0.03%
BDFD
DSI
0.03%
MSCI KLD400 SOC
COST
0.03%
COM
BIP
0.03%
LP INT UNIT
CMPR
0.03%
SHS EURO
KLD
0.03%
USA ESG SLCT ETF
VEA
0.03%
FTSE DEV MKT ETF
NOC
0.03%
COM
BLL
0.03%
COM
USB
0.02%
COM NEW
IWM
0.02%
RUSSELL 2000 ETF
SCHW
0.02%
COM
RDS/A
0.02%
SPONS ADR A
EBTC
0.02%
COM
SDY
0.02%
S&P DIVID ETF
BSX
0.02%
COM
OAKMARK ...
0.02%
MUTFD
F
0.02%
COM PAR $0.01
VANGUARD...
0.02%
BDFD
ES
0.02%
COM
INTC
0.02%
COM
JKE
0.02%
MRNGSTR LG-CP GR
OXY
0.02%
COM
BOH
0.02%
COM
SRCL
0.02%
COM
AXP
0.02%
COM
LAZARD I...
0.02%
MUTFD
BRKL
0.02%
COM
ORCL
0.02%
COM
LNDC
0.02%
COM
PAYDEN L...
0.02%
MUTFD
AGEN
0.01%
COM NEW
PIMCO FO...
0.01%
MUTFD
PIMCO HI...
0.01%
MUTFD
LBIO
0.01%
COM
ISR
< 0.01%
COM
SPRT
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
PPHM
< 0.01%
COM NEW
INTEGRAT...
< 0.01%
COM
TGT
1.86%
COM
CVS
0.05%
COM
UN
0.03%
N Y SHS NEW
BMY
0.02%
COM
DEO
0.02%
SPON ADR NEW