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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
41
4
2
1
0
0
36
7
2
Michael WeisbergHM-KEY
CRESTWOOD ADVISORS LLC
Time Period2016-09-30

Total Holdings129

Total Value ($x1000)836,236

Investment StyleBlend

Activities
New3

Increased48

Unchanged24

Decreased54

Sold Out8

Top 10 Stock Holdingstotal 33.83%
IEFA5.23

STT4.67

AAPL3.8

IVV3.56

MSFT3.24

 
JNJ2.88

SYK2.74

BCR2.61

GOOGL2.57

MDT2.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
5.23%
CORE MSCI EAFE
STT
4.67%
COM
AAPL
3.8%
COM
IVV
3.56%
CORE S&P500 ETF
MSFT
3.24%
COM
JNJ
2.88%
COM
SYK
2.74%
COM
BCR
2.61%
COM
GOOGL
2.57%
CAP STK CL A
MDT
2.53%
SHS
PEP
2.53%
COM
BRK.B
2.52%
CL B NEW
CSCO
2.42%
COM
TJX
2.34%
COM
MMM
2.34%
COM
CCI
2.23%
COM
LMT
2.17%
COM
MKC
2.02%
COM NON VTG
EFA
2.01%
MSCI EAFE ETF
WFC
1.98%
COM
SLB
1.98%
COM
AAP
1.96%
COM
TGT
1.86%
COM
XOM
1.83%
COM
WHR
1.75%
COM
CL
1.7%
COM
UNP
1.65%
COM
TRV
1.63%
COM
IJR
1.63%
CORE S&P SCP ETF
SKT
1.62%
COM
EOG
1.58%
COM
IBB
1.57%
NASDQ BIOTEC ETF
RMD
1.53%
COM
V
1.51%
COM CL A
PCH
1.5%
COM
BAC
1.36%
COM
PCLN
1.33%
COM NEW
FOXA
1.28%
CL A
GS
1.16%
COM
SNY
1.08%
SPONSORED ADR
GOOG
1.03%
CAP STK CL C
USMV
0.84%
USA MIN VOL ETF
BRK.A
0.8%
CL A
ITOT
0.67%
CORE S&P TTL STK
IWF
0.66%
RUS 1000 GRW ETF
JKD
0.65%
MRNGSTR LG-CP ET
SPHQ
0.64%
S&P 500 HGH QLTY
PG
0.61%
COM
BX
0.4%
COM UNIT LTD
AMZN
0.39%
COM
IEMG
0.39%
CORE MSCI EMKT
DVMT
0.36%
COM CL V
VIG
0.33%
DIV APP ETF
T
0.21%
COM
GE
0.2%
COM
MA
0.16%
CL A
IBM
0.15%
COM
SBUX
0.14%
COM
DIS
0.13%
COM DISNEY
PBCT
0.12%
COM
FB
0.12%
CL A
CVX
0.11%
COM
KMB
0.11%
COM
AEP
0.1%
COM
IWO
0.1%
RUS 2000 GRW ETF
KO
0.09%
COM
MCD
0.09%
COM
MRK
0.09%
COM
UTX
0.08%
COM
PANW
0.08%
COM
DHR
0.07%
COM
WMT
0.07%
COM
PFE
0.07%
COM
VZ
0.07%
COM
PM
0.06%
COM
ADBE
0.06%
COM
NVS
0.06%
SPONSORED ADR
MO
0.06%
COM
TMO
0.06%
COM
GD
0.05%
COM
ORLY
0.05%
COM
AMGN
0.05%
COM
AMT
0.05%
COM
PX
0.05%
COM
INTC
0.05%
COM
CVS
0.05%
COM
BA
0.05%
COM
ADP
0.05%
COM
COST
0.05%
COM
LOW
0.04%
COM
GIS
0.04%
COM
HD
0.04%
COM
JPM
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
JKE
0.04%
MRNGSTR LG-CP GR
IVW
0.04%
S&P 500 GRWT ETF
DUK
0.04%
COM NEW
GILD
0.04%
COM
VEA
0.04%
FTSE DEV MKT ETF
SPY
0.04%
TR UNIT
CMPR
0.04%
SHS EURO
CAT
0.04%
COM
NSC
0.03%
COM
BLL
0.03%
COM
BIP
0.03%
LP INT UNIT
SCHB
0.03%
US BRD MKT ETF
CMCSA
0.03%
CL A
DSI
0.03%
MSCI KLD400 SOC
KLD
0.03%
USA ESG SLCT ETF
BSX
0.03%
COM
SDY
0.03%
S&P DIVID ETF
CELG
0.03%
COM
XBI
0.03%
S&P BIOTECH
NOC
0.03%
COM
OXY
0.03%
COM
AGEN
0.03%
COM NEW
RDS/A
0.03%
SPONS ADR A
F
0.03%
COM PAR $0.01
SRCL
0.03%
COM
UN
0.03%
N Y SHS NEW
USB
0.03%
COM NEW
LNDC
0.03%
COM
BMY
0.02%
COM
ORCL
0.02%
COM
DEO
0.02%
SPON ADR NEW
BRKL
0.02%
COM
ISR
< 0.01%
COM
PPHM
< 0.01%
COM NEW
SPRT
< 0.01%
COM
EMC
1.92%
COM
UPS
0.11%
CL B
ABBV
0.04%
COM
CRM
0.03%
COM
ES
0.03%
COM
VOO
0.03%
SHS
QCOM
0.03%
COM
EPD
0.03%
COM