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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
66
11
80
3
5
8
57
14
23
BAILARD INC

Time Period2018-06-30

Total Holdings510

Total Value ($x1000)1,678,590
Activities
New89

Increased145

Unchanged107

Decreased169

Sold Out54

Top 10 Stock Holdingstotal 32.8%
SPY4.5

QQQ4.09

VTI4.02

MINT3.52

GLD3.42

 
SHM3.2

AGG3.18

MSFT2.36

FB2.33

AAPL2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
4.5%
TR UNIT
QQQ
4.09%
UNIT SER 1
VTI
4.02%
TOTAL STK MKT
MINT
3.52%
ENHAN SHRT MAT
GLD
3.42%
GOLD SHS
SHM
3.2%
NUVN BR SHT MUNI
AGG
3.18%
CORE TOTUSBD ETF
MSFT
2.36%
COM
FB
2.33%
CL A
AAPL
2.18%
COM
TFI
1.66%
NUVN BRCLY MUNI
IJS
1.37%
SP SMCP600VL ETF
GOOGL
1.31%
CAP STK CL A
CMF
1.21%
CALI AMT-FRE ETF
VGT
1.18%
INF TECH ETF
CSCO
0.98%
COM
VEU
0.93%
ALLWRLD EX US
IVV
0.79%
CORE S&P500 ETF
GOOG
0.73%
CAP STK CL C
IJH
0.72%
CORE S&P MCP ETF
JNJ
0.71%
COM
HD
0.7%
COM
VBR
0.68%
SM CP VAL ETF
ACN
0.67%
SHS CLASS A
ADBE
0.65%
COM
BABA
0.64%
SPONSORED ADS
VCIT
0.64%
INT-TERM CORP
JPM
0.64%
COM
BAP
0.63%
COM
IWR
0.63%
RUS MID-CAP ETF
V
0.63%
COM CL A
VNQ
0.62%
REIT ETF
VWO
0.59%
FTSE EMR MKT ETF
XLF
0.58%
SBI INT-FINL
CIB
0.57%
SPON ADR PREF
VNM
0.56%
VIETNAM ETF
VCR
0.55%
CONSUM DIS ETF
TXN
0.54%
COM
VEA
0.54%
FTSE DEV MKT ETF
PNC
0.53%
COM
SCHX
0.52%
US LRG CAP ETF
VHT
0.52%
HEALTH CAR ETF
UNH
0.52%
COM
AMZN
0.5%
COM
IJR
0.49%
CORE S&P SCP ETF
NTAP
0.45%
COM
ACWX
0.45%
MSCI ACWI US ETF
TSM
0.44%
SPONSORED ADR
ALL
0.43%
COM
VDC
0.42%
CONSUM STP ETF
VIS
0.42%
INDUSTRIAL ETF
COST
0.42%
COM
HPQ
0.42%
COM
DHR
0.41%
COM
DIS
0.4%
COM DISNEY
XLK
0.39%
TECHNOLOGY
TJX
0.39%
COM
SCHF
0.39%
INTL EQTY ETF
HII
0.36%
COM
IWN
0.35%
RUS 2000 VAL ETF
BLK
0.35%
COM
ATVI
0.33%
COM
ITW
0.33%
COM
EC
0.32%
SPONSORED ADS
MDT
0.32%
SHS
SYY
0.32%
COM
PLD
0.31%
COM
TGT
0.31%
COM
VZ
0.3%
COM
UNP
0.3%
COM
SCCO
0.29%
COM
LEA
0.29%
COM NEW
CSJ
0.29%
1-3 YR CR BD ETF
FLRN
0.29%
INV GRD FLT RT
IGM
0.29%
N AMER TECH ETF
SCHZ
0.29%
US AGGREGATE B
SCHO
0.29%
SHT TM US TRES
HUM
0.28%
COM
MMM
0.28%
COM
CFG
0.28%
COM
MRK
0.28%
COM
CL
0.27%
COM
WM
0.27%
COM
ZGNX
0.27%
COM NEW
USB
0.26%
COM NEW
EFA
0.26%
MSCI EAFE ETF
DXC
0.26%
COM
MUB
0.26%
NAT AMT FREE BD
AVY
0.25%
COM
COP
0.25%
COM
STT
0.25%
COM
KMB
0.25%
COM
KLAC
0.24%
COM
EOG
0.24%
COM
RWX
0.24%
DJ INTL RL ETF
PEP
0.23%
COM
SCHE
0.23%
EMRG MKTEQ ETF
MELI
0.23%
COM
DGX
0.23%
COM
LRCX
0.23%
COM
BMY
0.22%
COM
AMAT
0.22%
COM
PHYS
0.22%
UNIT
CR
0.22%
COM
NVDA
0.21%
COM
MXIM
0.21%
COM
IVE
0.21%
S&P 500 VAL ETF
ORBK
0.2%
ORD
CVS
0.2%
COM
GILD
0.2%
COM
IVW
0.2%
S&P 500 GRWT ETF
INTC
0.2%
COM
RNG
0.2%
CL A
FCX
0.2%
COM
CELG
0.2%
COM
EEM
0.2%
MSCI EMG MKT ETF
OEF
0.2%
S&P 100 ETF
MPC
0.2%
COM
HUN
0.2%
COM
VCSH
0.19%
SHRT TRM CORP BD
HUBS
0.19%
COM
PKG
0.19%
COM
CTSH
0.19%
CL A
IMMU
0.19%
COM
TECD
0.19%
COM
TSE
0.19%
SHS
ONCE
0.18%
COM
VDE
0.18%
ENERGY ETF
T
0.18%
COM
CMI
0.18%
COM
EEFT
0.17%
COM
IGF
0.17%
GLB INFRASTR ETF
WDC
0.17%
COM
QLYS
0.17%
COM
BIDU
0.17%
SPON ADR REP A
VPU
0.17%
UTILITIES ETF
AVGO
0.17%
COM
FLEX
0.16%
ORD
EA
0.16%
COM
PX
0.16%
COM
WH
0.16%
COM
XOM
0.16%
COM
CVX
0.15%
COM
CCK
0.15%
COM
INFY
0.15%
SPONSORED ADR
NOC
0.15%
COM
VALE
0.15%
ADR
PBR
0.15%
SPONSORED ADR
TEN
0.14%
COM
BAH
0.14%
CL A
KAR
0.14%
COM
MDY
0.14%
UTSER1 S&PDCRP
BSBR
0.14%
ADS REP 1 UNIT
SPLK
0.14%
COM
ARNA
0.14%
COM NEW
NCR
0.13%
COM
VAW
0.13%
MATERIALS ETF
IEMG
0.13%
CORE MSCI EMKT
BMA
0.13%
SPON ADR B
SLB
0.12%
COM
SMB
0.12%
AMT FREE SHORT M
OXY
0.12%
COM
IBN
0.12%
ADR
ICF
0.12%
COHEN&STEER REIT
WYN
0.12%
COM
GVI
0.11%
INTRM GOV/CR ETF
SNE
0.11%
ADR NEW
VRNS
0.11%
COM
TEL
0.11%
REG SHS
GBT
0.11%
COM
IBM
0.11%
COM
YY
0.11%
ADS REPCOM CLA
SYK
0.11%
COM
TLO
0.1%
BRCLYS LG TRS ET
GWRE
0.1%
COM
XLRE
0.1%
RL EST SEL SEC
MAN
0.1%
COM
STAY
0.1%
UNIT 99/99/9999B
SCHM
0.1%
US MID-CAP ETF
IYR
0.1%
U.S. REAL ES ETF
PTI
0.1%
COM
FTV
0.1%
COM
BLL
0.09%
COM
WFC
0.09%
COM
FISV
0.09%
COM
BIL
0.09%
SPDR BLOOMBERG
BRK.B
0.09%
CL B NEW
THFF
0.09%
COM
RTN
0.09%
COM NEW
IWM
0.09%
RUSSELL 2000 ETF
OFC
0.09%
SH BEN INT
DFS
0.09%
COM
DERM
0.08%
COM
SCHN
0.08%
CL A
FISI
0.08%
COM
LOGM
0.08%
COM
ARQL
0.08%
COM
PWR
0.08%
COM
VOX
0.07%
TELCOMM ETF
WCC
0.07%
COM
TOWR
0.07%
COM
SCHA
0.07%
US SML CAP ETF
MDCO
0.07%
COM
HI
0.07%
COM
TRV
0.07%
COM
PPG
0.07%
COM
AZO
0.07%
COM
AXP
0.07%
COM
AAT
0.07%
COM
SGMO
0.07%
COM
STLD
0.06%
COM
GD
0.06%
COM
WAT
0.06%
COM
DVY
0.06%
SELECT DIVID ETF
UTX
0.06%
COM
RCKY
0.06%
COM
ITUB
0.06%
SPON ADR REP PFD
WVE
0.06%
SHS
LSTR
0.06%
COM
PG
0.06%
COM
HON
0.06%
COM
SRLN
0.06%
BLKSTN GSOSRLN
QCOM
0.06%
COM
KLD
0.06%
USA ESG SLCT ETF
NWE
0.06%
COM NEW
PFE
0.06%
COM
IR
0.06%
SHS
ACCO
0.06%
COM
RF
0.06%
COM
DBVT
0.05%
SPONSORED ADR
MGLN
0.05%
COM NEW
PNM
0.05%
COM
SPYX
0.05%
SP500 FOSL ETF
AIV/PA
0.05%
PFD CL A 6.875%
RZV
0.05%
S&P SML600 VAL
KLIC
0.05%
COM
FONR
0.05%
COM NEW
PBF
0.05%
CL A
KEM
0.05%
COM NEW
ECL
0.05%
COM
PRGS
0.05%
COM
AMGN
0.05%
COM
POR
0.05%
COM NEW
NXPI
0.05%
COM
ORCL
0.05%
COM
ADP
0.05%
COM
HSII
0.05%
COM
TBNK
0.05%
COM
QUAD
0.05%
COM CL A
CUBE
0.05%
COM
AROC
0.05%
COM
HIW
0.05%
COM
TG
0.05%
COM
BHE
0.05%
COM
IBCP
0.05%
COM NEW
TEX
0.05%
COM
BKH
0.04%
COM
UBNK
0.04%
COM
RTEC
0.04%
COM
ABT
0.04%
COM
BDN
0.04%
SH BEN INT NEW
MU
0.04%
COM
BIIB
0.04%
COM
EIG
0.04%
COM
CBT
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
IVR
0.04%
COM
JBSS
0.04%
COM
APEI
0.04%
COM
CUZ
0.04%
COM
DVAX
0.04%
COM NEW
DAN
0.04%
COM
TWTR
0.04%
COM
PEBO
0.04%
COM
VPG
0.04%
COM
BA
0.04%
COM
TBBK
0.04%
COM
BSRR
0.04%
COM
NAVI
0.04%
COM
RBCAA
0.04%
CL A
CPF
0.04%
COM NEW
ABBV
0.04%
COM
NKE
0.04%
CL B
XLRN
0.04%
COM
OCSL
0.04%
COM
MCD
0.04%
COM
FR
0.04%
COM
SCHH
0.04%
US REIT ETF
ATKR
0.04%
COM
WTBA
0.04%
CAP STK
TTI
0.04%
COM
SCPB
0.04%
BARC SHT TR CP
RVSB
0.04%
COM
AYR
0.04%
COM
NSIT
0.04%
COM
ITT
0.04%
COM
KND
0.04%
COM
BZH
0.04%
COM NEW
FF
0.04%
COM
PLOW
0.04%
COM
UFS
0.04%
COM NEW
FNJN
0.04%
COM NEW
VRA
0.04%
COM
WD
0.04%
COM
KRA
0.04%
COM
SHBI
0.04%
COM
USAK
0.04%
COM
TAST
0.04%
COM
JBL
0.04%
COM
AMSWA
0.04%
CL A
WWWW
0.04%
COM
DRNA
0.04%
COM
FLOW
0.04%
COM
ZAGG
0.04%
COM
LPX
0.04%
COM
AXAS
0.04%
COM
NCS
0.04%
COM NEW
HURC
0.04%
COM
TLYS
0.04%
CL A
XNCR
0.04%
COM
XLV
0.04%
SBI HEALTHCARE
QNST
0.04%
COM
ITGR
0.04%
COM
MLHR
0.03%
COM
GHC
0.03%
COM
EPM
0.03%
COM
NSC
0.03%
COM
ESIO
0.03%
COM
VV
0.03%
LARGE CAP ETF
MEIP
0.03%
COM NEW
VYM
0.03%
HIGH DIV YLD
TGNA
0.03%
COM
HAE
0.03%
COM
PES
0.03%
COM
BAC
0.03%
COM
MANT
0.03%
CL A
TMHC
0.03%
CL A
AGRO
0.03%
COM
VRS
0.03%
CL A
BX
0.03%
COM UNIT LTD
GMS
0.03%
COM
KURA
0.03%
COM
IRWD
0.03%
COM CL A
BSV
0.03%
SHORT TRM BOND
CRAI
0.03%
COM
ZGNX
0.03%
PUT
DISH
0.03%
CL A
SNX
0.03%
COM
CMCSA
0.03%
CL A
FENY
0.03%
MSCI ENERGY IDX
FHB
0.03%
COM
COLM
0.03%
COM
ENB
0.03%
COM
UCFC
0.03%
COM
DOOR
0.03%
COM
PGC
0.03%
COM
OSG
0.03%
CL A NEW
TDS
0.03%
COM NEW
MTX
0.03%
COM
FGEN
0.03%
COM
COR
0.03%
COM
ARCB
0.03%
COM
DWDP
0.03%
COM
KBR
0.03%
COM
CWI
0.03%
MSCI ACWI EXUS
AXE
0.03%
COM
SUSB
0.03%
ESG 1 5 YR USD
QURE
0.03%
SHS
BDX
0.03%
COM
VLO
0.03%
COM
WRE
0.03%
SH BEN INT
INTU
0.03%
COM
SALM
0.03%
CL A
STL
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
NBIX
0.03%
COM
SASR
0.03%
COM
ARRY
0.03%
COM
BMRN
0.03%
COM
ENVA
0.03%
COM
LAZ
0.03%
SHS A
XLY
0.03%
SBI CONS DISCR
JOUT
0.03%
CL A
ASBC
0.03%
COM
ENS
0.03%
COM
C
0.03%
COM NEW
KELYA
0.03%
CL A
BPOP
0.03%
COM NEW
HMN
0.03%
COM
EL
0.03%
CL A
SLM
0.03%
COM
AERI
0.03%
COM
MERC
0.03%
COM
SYKE
0.03%
COM
SBUX
0.03%
COM
RDN
0.03%
COM
UPS
0.03%
CL B
MTG
0.03%
COM
VYGR
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
BWINB
0.03%
CL B
WUBA
0.02%
SPON ADR REP A
LAD
0.02%
CL A
ARRS
0.02%
SHS
ESGR
0.02%
SHS
SDY
0.02%
S&P DIVID ETF
GPK
0.02%
COM
TUSK
0.02%
COM
INTT
0.02%
COM
STC
0.02%
COM
LYB
0.02%
SHS - A -
ARE
0.02%
COM
BGCP
0.02%
CL A
KO
0.02%
COM
ISBC
0.02%
COM
SCHG
0.02%
US LCAP GR ETF
UTMD
0.02%
COM
CNO
0.02%
COM
FHN
0.02%
COM
VRTX
0.02%
COM
FBR
0.02%
SP ADR REP COM
VTWV
0.02%
VNG RUS2000VAL
XLP
0.02%
SBI CONS STPLS
DK
0.02%
COM
ESGE
0.02%
MSCI EM ESG SE
ANGO
0.02%
COM
DLR
0.02%
COM
CAT
0.02%
COM
ESPR
0.02%
COM
LOW
0.02%
COM
DUK
0.02%
COM NEW
VIG
0.02%
DIV APP ETF
MO
0.02%
COM
CIU
0.02%
INTERM CR BD ETF
ILMN
0.02%
COM
SAMG
0.02%
CL A
SRE
0.02%
COM
VNQI
0.02%
GLB EX US ETF
BUSE
0.02%
COM NEW
BLUE
0.02%
COM
UFAB
0.02%
COM
SPG
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
DSI
0.02%
MSCI KLD400 SOC
MA
0.02%
CL A
MCRN
0.02%
COM
INCY
0.02%
COM
HBHC
0.02%
COM
WBA
0.02%
COM
WMT
0.02%
COM
GIS
0.02%
COM
ROST
0.02%
COM
SIVB
0.02%
COM
BRK.A
0.02%
CL A
ABEV
0.02%
SPONSORED ADR
GII
0.02%
S&P GBLINF ETF
CAP
0.02%
COM
ADC
0.02%
COM
TMO
0.02%
COM
HCN
0.02%
COM
EPR
0.02%
COM SH BEN INT
SAGE
0.02%
COM
PM
0.02%
COM
LH
0.02%
COM NEW
VEC
0.02%
COM
NMFC
0.02%
COM
PSX
0.02%
COM
GE
0.02%
COM
CECO
0.02%
COM
NAC
0.01%
COM
ALKS
0.01%
SHS
ARI
0.01%
COM
OLP
0.01%
COM
APC
0.01%
COM
VOO
0.01%
SHS
IONS
0.01%
COM
IXUS
0.01%
CORE MSCITOTAL
LMT
0.01%
COM
SPGI
0.01%
COM
JAX
0.01%
COM
CVTI
0.01%
CL A
UL
0.01%
SPON ADR NEW
RIO
0.01%
SPONSORED ADR
ARC
0.01%
COM
GSK
0.01%
SPONSORED ADR
KIRK
0.01%
COM
BBH
0.01%
BIOTECH ETF
APD
0.01%
COM
TM
0.01%
SP ADR REP2COM
TEO
0.01%
SPON ADR REP B
TROW
0.01%
COM
TMK
0.01%
COM
AGO
0.01%
COM
AIZ
0.01%
COM
FFIV
0.01%
COM
ETN
0.01%
SHS
LOGI
0.01%
SHS
TOT
0.01%
SPONSORED ADR
XLI
0.01%
SBI INT-INDS
MGK
0.01%
MEGA GRWTH IND
TRNS
0.01%
COM
TRK
0.01%
COM
ARNA
0.01%
PUT
EPZM
0.01%
COM
MTU
0.01%
SPONSORED ADR
IMMU
0.01%
PUT
ONCE
0.01%
PUT
GBT
< 0.01%
PUT
DERM
< 0.01%
PUT
NAVB
< 0.01%
COM
SHV
3.57%
SHRT TRS BD ETF
QQQ
0.71%
UNIT SER 1
TWX
0.33%
COM NEW
PRU
0.31%
COM
NGVT
0.21%
COM
OSK
0.18%
COM
AVGO
0.17%
SHS
SCSC
0.13%
COM
APPF
0.11%
COM CL A
FDEF
0.1%
COM
LPL
0.08%
SPONS ADR REP
RZV
0.08%
GUG S&P SC600 PV
GLYC
0.07%
COM
DVN
0.06%
COM
AIT
0.05%
COM
NOMD
0.05%
USD ORD SHS
RM
0.04%
COM
TITN
0.04%
COM
BDSI
0.04%
COM
PRIM
0.04%
COM
LAKE
0.04%
COM
HDNG
0.04%
COM
JNP
0.04%
COM
CMTL
0.03%
COM NEW
EBF
0.03%
COM
REPH
0.03%
COM
LDL
0.03%
COM
TSRO
0.03%
COM
SANM
0.03%
COM
PFS
0.03%
COM
DCT
0.03%
COM NEW
RMBS
0.02%
COM
ESPR
0.02%
PUT
AOI
0.02%
COM NEW
IMKTA
0.02%
CL A
CSV
0.02%
COM
SBOW
0.02%
COM
EXTN
0.02%
COM
CTG
0.02%
COM
BBY
0.02%
COM
BKNG
0.01%
COM
ASIX
0.01%
COM
UNT
0.01%
COM
ALXN
0.01%
COM
VFH
0.01%
FINANCIALS ETF
WDAY
0.01%
CL A
VIOV
0.01%
SMLCP 600 VAL
CINF
0.01%
COM
MCK
0.01%
COM
GASS
0.01%
SHS
MPO
0.01%
COM PAR
HPR
0.01%
COM
AMLP
0.01%
ALERIAN MLP
NVCN
< 0.01%
COM