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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
46
9
4
1
3
0
40
6
4
Michael WeisbergHM-KEY
CRESTWOOD ADVISORS LLC
Time Period2017-12-31

Total Holdings191

Total Value ($x1000)1,257,149

Investment StyleBlend

Activities
New36

Increased77

Unchanged31

Decreased47

Sold Out12

Top 10 Stock Holdingstotal 34.07%
IEFA6.84

STT4.92

MUB3.58

AAPL3.31

MSFT3.17

 
IVV2.97

JNJ2.39

BRK.B2.33

GOOGL2.29

CSCO2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
6.84%
CORE MSCI EAFE
STT
4.92%
COM
MUB
3.58%
NAT AMT FREE BD
AAPL
3.31%
COM
MSFT
3.17%
COM
IVV
2.97%
CORE S&P500 ETF
JNJ
2.39%
COM
BRK.B
2.33%
CL B NEW
GOOGL
2.29%
CAP STK CL A
CSCO
2.27%
COM
IJR
2.13%
CORE S&P SCP ETF
CSJ
2.11%
1-3 YR CR BD ETF
BAC
2.1%
COM
SYK
2.05%
COM
LMT
2%
COM
WFC
1.93%
COM
V
1.87%
COM CL A
IBB
1.82%
NASDQ BIOTEC ETF
EFA
1.74%
MSCI EAFE ETF
SPY
1.65%
TR UNIT
PEP
1.64%
COM
MDT
1.58%
SHS
FNF
1.54%
COM
CCI
1.45%
COM
MKC
1.44%
COM NON VTG
RMD
1.42%
COM
MMM
1.38%
COM
TRV
1.36%
COM
EOG
1.35%
COM
CTSH
1.34%
CL A
CL
1.34%
COM
ARMK
1.33%
COM
PCLN
1.32%
COM NEW
FTV
1.3%
COM
TJX
1.3%
COM
UNP
1.29%
COM
XOM
1.27%
COM
GS
1.18%
COM
CVS
1.14%
COM
WHR
1.13%
COM
ST
1.07%
SHS
SHW
1.06%
COM
AMJ
1.05%
ALERIAN ML ETN
SHM
1.04%
NUVN BR SHT MUNI
BKI
0.98%
COM
SNY
0.92%
SPONSORED ADR
BRK.A
0.88%
CL A
GOOG
0.76%
CAP STK CL C
USMV
0.69%
USA MIN VOL ETF
IWF
0.6%
RUS 1000 GRW ETF
SKT
0.59%
COM
ITOT
0.56%
CORE S&P TTL STK
SPHQ
0.56%
S&P 500 HGH QLTY
SLB
0.46%
COM
AMZN
0.44%
COM
VNQ
0.43%
REIT ETF
PG
0.42%
COM
BX
0.34%
COM UNIT LTD
IEMG
0.33%
CORE MSCI EMKT
JKD
0.31%
MRNGSTR LG-CP ET
AGG
0.31%
CORE TOTUSBD ETF
EDIT
0.21%
COM
VIG
0.21%
DIV APP ETF
ACN
0.19%
SHS CLASS A
TFI
0.17%
NUVN BRCLY MUNI
IBM
0.16%
COM
ITR
0.15%
INTR TRM CORP BD
T
0.13%
COM
KMB
0.12%
COM
CVX
0.12%
COM
FB
0.12%
CL A
MA
0.11%
CL A
SCHF
0.11%
INTL EQTY ETF
MCD
0.11%
COM
AEP
0.09%
COM
JPM
0.09%
COM
CAT
0.08%
COM
KO
0.08%
COM
RARE
0.08%
COM
DIS
0.07%
COM DISNEY
IWO
0.07%
RUS 2000 GRW ETF
GE
0.06%
COM
ADBE
0.06%
COM
FOF
0.06%
COM
PFE
0.06%
COM
BA
0.06%
COM
DHR
0.06%
COM
PBCT
0.06%
COM
UTX
0.06%
COM
NOC
0.06%
COM
MRK
0.05%
COM
BIP
0.05%
LP INT UNIT
XBI
0.05%
S&P BIOTECH
VB
0.05%
SMALL CP ETF
AMGN
0.05%
COM
HD
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
BCR
0.05%
COM
VZ
0.05%
COM
RTN
0.05%
COM NEW
AFB
0.05%
COM
AWK
0.04%
COM
VUG
0.04%
GROWTH ETF
GD
0.04%
COM
DLR
0.04%
COM
PM
0.04%
COM
BSX
0.04%
COM
AMT
0.04%
COM
ADP
0.04%
COM
MO
0.04%
COM
SBUX
0.04%
COM
LOW
0.04%
COM
HON
0.04%
COM
NSC
0.04%
COM
ED
0.04%
COM
TRP
0.03%
COM
BP
0.03%
SPONSORED ADR
CTAS
0.03%
COM
INTC
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
TMO
0.03%
COM
ES
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
CMCSA
0.03%
CL A
MZF
0.03%
COM
C
0.03%
COM NEW
LQD
0.03%
IBOXX INV CP ETF
HDB
0.03%
ADR REPS 3 SHS
SHY
0.03%
1-3 YR TR BD ETF
COST
0.03%
COM
CMPR
0.03%
SHS EURO
SDY
0.03%
S&P DIVID ETF
USB
0.03%
COM NEW
EPI
0.03%
INDIA ERNGS FD
DUK
0.03%
COM NEW
SCHB
0.03%
US BRD MKT ETF
RSG
0.02%
COM
DCT
0.02%
COM NEW
RDS/A
0.02%
SPONS ADR A
GIS
0.02%
COM
MLPI
0.02%
ALERIAN INFRST
AXP
0.02%
COM
APO
0.02%
CL A SHS
PX
0.02%
COM
SCHW
0.02%
COM
HRC
0.02%
COM
PVH
0.02%
COM
WMT
0.02%
COM
BLL
0.02%
COM
CELG
0.02%
COM
PYPL
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
XLF
0.02%
SBI INT-FINL
IWD
0.02%
RUS 1000 VAL ETF
SPLV
0.02%
S&P500 LOW VOL
IWM
0.02%
RUSSELL 2000 ETF
ETE
0.02%
COM UT LTD PTN
ABBV
0.02%
COM
NVDA
0.02%
COM
EMR
0.02%
COM
QQQ
0.02%
UNIT SER 1
CME
0.02%
COM
VTV
0.02%
VALUE ETF
CRM
0.02%
COM
NGG
0.02%
SPONSORED ADR NE
DSI
0.02%
MSCI KLD400 SOC
BOH
0.02%
COM
PJT
0.02%
COM CL A
ORCL
0.02%
COM
VO
0.02%
MID CAP ETF
UN
0.02%
N Y SHS NEW
F
0.02%
COM PAR $0.01
ETSY
0.02%
COM
BMY
0.02%
COM
DIA
0.02%
UT SER 1
TRGP
0.02%
COM
SNNA
0.02%
COM
GAB
0.01%
COM
BRKL
0.01%
COM
BDJ
0.01%
COM
NFJ
0.01%
COM
NEA
0.01%
COM
AGEN
0.01%
COM NEW
GUT
0.01%
COM
IOVA
0.01%
COM
RCG
0.01%
COM
DAKT
< 0.01%
COM
TRINITY ...
< 0.01%
CONVERTIBLE
HOLX
< 0.01%
COM
ISR
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
DVN
0.09%
CALL
HYMB
0.09%
NUV HGHYLD MUN
EOG
0.07%
CALL
SCPB
0.02%
BARC SHT TR CP
HYG
0.02%
IBOXX HI YD ETF
GILD
0.02%
COM
EPD
0.02%
COM
BK
0.02%
COM
LNDC
0.02%
COM
TSLA
0.01%
PUT
DVN
< 0.01%
COM
TSLA
< 0.01%
COM