Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
60
13
4
4
10
1
62
16
7
ASHFIELD CAPITAL PARTNERS LLC

Time Period2018-06-30

Total Holdings250

Total Value ($x1000)801,122
Activities
New20

Increased54

Unchanged76

Decreased100

Sold Out15

Top 10 Stock Holdingstotal 27.26%
AAPL5.49

ALGN3.66

MSFT3.58

V2.38

INTC2.31

 
AMZN2.31

CVX2.01

GOOG1.98

HD1.88

UNP1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.49%
COM
ALGN
3.66%
COM
MSFT
3.58%
COM
V
2.38%
COM CL A
INTC
2.31%
COM
AMZN
2.31%
COM
CVX
2.01%
COM
GOOG
1.98%
CAP STK CL C
HD
1.88%
COM
UNP
1.66%
COM
GOOGL
1.66%
CAP STK CL A
JNJ
1.64%
COM
ACN
1.59%
SHS CLASS A
ADBE
1.55%
COM
UNH
1.5%
COM
AMGN
1.33%
COM
FB
1.33%
CL A
ABBV
1.3%
COM
ADI
1.25%
COM
VYM
1.25%
HIGH DIV YLD
MMM
1.22%
COM
DIS
1.21%
COM DISNEY
COST
1.19%
COM
VFC
1.19%
COM
DHR
1.19%
COM
TMO
1.11%
COM
CAT
1.06%
COM
CCI
1%
COM
PG
0.96%
COM
HON
0.95%
COM
VIG
0.93%
DIV APP ETF
BLK
0.91%
COM
CSCO
0.9%
COM
MCD
0.87%
COM
ABT
0.83%
COM
XOM
0.8%
COM
WMT
0.8%
COM
SCHW
0.68%
COM
WFC
0.66%
COM
SLB
0.65%
COM
EL
0.64%
CL A
SHW
0.63%
COM
MRK
0.62%
COM
NFLX
0.61%
COM
PXD
0.61%
COM
SIMO
0.6%
SPONSORED ADR
HSIC
0.59%
COM
PX
0.59%
COM
NKE
0.57%
CL B
IBB
0.57%
NASDQ BIOTEC ETF
VXUS
0.55%
VG TL INTL STK F
BABA
0.54%
SPONSORED ADS
EXPD
0.54%
COM
BA
0.53%
COM
VTI
0.53%
TOTAL STK MKT
CERN
0.53%
COM
SWK
0.53%
COM
SYK
0.52%
COM
BKNG
0.52%
COM
RSP
0.51%
S&P500 EQL WGT
CRI
0.5%
COM
WBA
0.48%
COM
CELG
0.47%
COM
ITW
0.47%
COM
ADP
0.46%
COM
GE
0.43%
COM
AWK
0.43%
COM
PFE
0.42%
COM
FDX
0.42%
COM
HEDJ
0.41%
EUROPE HEDGED EQ
RHT
0.41%
COM
COL
0.39%
COM
ILMN
0.36%
COM
ORCL
0.36%
COM
AFL
0.36%
COM
SBUX
0.35%
COM
PH
0.35%
COM
VGK
0.35%
FTSE EUROPE ETF
FMC
0.34%
COM NEW
HCN
0.32%
COM
IBM
0.31%
COM
ESRX
0.31%
COM
XBI
0.3%
S&P BIOTECH
AXP
0.3%
COM
LQD
0.29%
IBOXX INV CP ETF
T
0.29%
COM
TJX
0.29%
COM
EFA
0.29%
MSCI EAFE ETF
BSCI
0.29%
BULSHS2018 COR
FISV
0.28%
COM
DOV
0.27%
COM
SYY
0.27%
COM
NVDA
0.27%
COM
BDX
0.26%
COM
PYPL
0.26%
COM
VZ
0.25%
COM
INTU
0.25%
COM
UTX
0.25%
COM
MTD
0.25%
COM
TXN
0.25%
COM
NOC
0.24%
COM
BRK.B
0.23%
CL B NEW
PEP
0.23%
COM
BX
0.23%
COM UNIT LTD
NVS
0.22%
SPONSORED ADR
GSEW
0.22%
EQUAL WEIGHT US
RYT
0.21%
S&P500 EQL TEC
CLX
0.21%
COM
BFAM
0.21%
COM
CTSH
0.21%
CL A
APD
0.2%
COM
VB
0.2%
SMALL CP ETF
GSLC
0.2%
EQUITY ETF
FTV
0.2%
COM
SAP
0.2%
SPON ADR
AMP
0.19%
COM
JPM
0.19%
COM
PM
0.19%
COM
BEN
0.19%
COM
GIS
0.19%
COM
APC
0.19%
COM
KMB
0.19%
COM
VNQ
0.19%
REIT ETF
RACE
0.19%
COM
AGZ
0.18%
AGENCY BOND ETF
ROK
0.18%
COM
BMY
0.18%
COM
BSCJ
0.17%
BULSHS 2019 CB
VWO
0.17%
FTSE EMR MKT ETF
MO
0.16%
COM
BSV
0.15%
SHORT TRM BOND
LNT
0.15%
COM
LIT
0.15%
GLOBAL X LITHIUM
DUK
0.15%
COM NEW
CIU
0.14%
INTERM CR BD ETF
TU
0.14%
COM
BSCK
0.14%
BULSHS 2020 CB
DWDP
0.14%
COM
XLNX
0.13%
COM
BOH
0.13%
COM
JEC
0.13%
COM
LRCX
0.13%
COM
ENB
0.12%
COM
DE
0.12%
COM
LOW
0.12%
COM
RJF
0.12%
COM
TSLA
0.12%
COM
STT
0.11%
COM
OXY
0.11%
COM
VAR
0.11%
COM
CMCSA
0.11%
CL A
BSCL
0.1%
BULSHS 2021 CB
BCE
0.1%
COM NEW
ED
0.1%
COM
PFF
0.1%
U.S. PFD STK ETF
EMR
0.1%
COM
SPYX
0.1%
SP500 FOSL ETF
PGF
0.09%
FINL PFD ETF
TROW
0.09%
COM
BIV
0.09%
INTERMED TERM
AWRE
0.09%
COM
RDS/A
0.09%
SPONS ADR A
DGX
0.09%
COM
QQQ
0.09%
UNIT SER 1
AMLP
0.09%
ALERIAN MLP
ABEV
0.09%
SPONSORED ADR
AKAM
0.09%
COM
ECL
0.09%
COM
SEIC
0.09%
COM
HRB
0.09%
COM
OMC
0.08%
COM
AWR
0.08%
COM
VT
0.08%
TT WRLD ST ETF
BAB
0.08%
TAXABLE MUN BD
MDLZ
0.08%
CL A
CL
0.08%
COM
KO
0.08%
COM
CTAS
0.08%
COM
APY
0.08%
COM
HYG
0.07%
IBOXX HI YD ETF
AET
0.07%
COM
COP
0.07%
COM
BSJI
0.07%
BULSHS 2018 HY
VEA
0.07%
FTSE DEV MKT ETF
PLD
0.07%
COM
VV
0.07%
LARGE CAP ETF
VO
0.07%
MID CAP ETF
TD
0.07%
COM NEW
HP
0.06%
COM
GER
0.06%
COM
HRS
0.06%
COM
SDY
0.06%
S&P DIVID ETF
BR
0.06%
COM
EBAY
0.06%
COM
USB
0.06%
COM NEW
BAC
0.05%
COM
MMC
0.05%
COM
VUG
0.05%
GROWTH ETF
FAST
0.05%
COM
ALL
0.05%
COM
LVS
0.05%
COM
FEP
0.05%
EUROPE ALPHA
BP
0.05%
SPONSORED ADR
SPY
0.05%
TR UNIT
FLS
0.05%
COM
WSM
0.05%
COM
VMW
0.05%
CL A COM
CB
0.05%
COM
XEC
0.05%
COM
NEE
0.05%
COM
VEU
0.05%
ALLWRLD EX US
WAGE
0.04%
COM
MINT
0.04%
ENHAN SHRT MAT
BSCM
0.04%
BULSHS 2022 CB
HAL
0.04%
COM
RHI
0.04%
COM
SSD
0.04%
COM
CLH
0.04%
COM
PAYX
0.04%
COM
D
0.04%
COM
AIA
0.04%
ASIA 50 ETF
RTN
0.04%
COM NEW
EVRG
0.04%
COM
QCOM
0.04%
COM
MCO
0.04%
COM
MA
0.04%
CL A
BIIB
0.04%
COM
CSX
0.04%
COM
MRCC
0.03%
COM
ETFC
0.03%
COM NEW
GLW
0.03%
COM
XRAY
0.03%
COM
VPU
0.03%
UTILITIES ETF
XLV
0.03%
SBI HEALTHCARE
A
0.03%
COM
DRI
0.03%
COM
HPQ
0.03%
COM
CNP
0.03%
COM
CME
0.03%
COM
CDK
0.03%
COM
K
0.03%
COM
YMLI
0.03%
HIGH INCOME INFR
HRL
0.03%
COM
RY
0.03%
COM
WU
0.03%
COM
NSC
0.03%
COM
SWX
0.03%
COM
LLY
0.03%
COM
ABC
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
RSP
0.54%
GUG S&P500 EQ WT
BSCI
0.3%
GUG BULL2018 E
RYT
0.21%
GUG S&P500EQWTTE
BSCJ
0.17%
GUG BULL2019 E
BSCK
0.15%
GUG BULL2020 E
PGF
0.11%
FINL PFD PTFL
BSCL
0.11%
GUGG BULSH 2021
PETS
0.09%
COM
BAB
0.09%
BUILD AMER ETF
QQQ
0.08%
UNIT SER 1
BSJI
0.08%
GUG BLT2018 HY
BSCM
0.04%
GUGG BULSH 2022
WR
0.04%
COM
GILD
0.03%
COM
GS
0.03%
COM