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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
67
9
74
4
5
5
55
12
22
BAILARD INC

Time Period2018-03-31

Total Holdings475

Total Value ($x1000)1,566,568
Activities
New100

Increased137

Unchanged73

Decreased165

Sold Out54

Top 10 Stock Holdingstotal 32.5%
SHM5.04

SPY4.61

VTI4.14

GLD3.78

SHV3.57

 
AGG3.52

MSFT2.34

AAPL2.1

FB1.9

TFI1.5

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHM
5.04%
NUVN BR SHT MUNI
SPY
4.61%
TR UNIT
VTI
4.14%
TOTAL STK MKT
GLD
3.78%
GOLD SHS
SHV
3.57%
SHRT TRS BD ETF
AGG
3.52%
CORE TOTUSBD ETF
MSFT
2.34%
COM
AAPL
2.1%
COM
FB
1.9%
CL A
TFI
1.5%
NUVN BRCLY MUNI
IJS
1.35%
SP SMCP600VL ETF
GOOGL
1.29%
CAP STK CL A
CMF
1.25%
CALI AMT-FRE ETF
VGT
1.18%
INF TECH ETF
VEU
1.02%
ALLWRLD EX US
CSCO
1.02%
COM
JNJ
0.81%
COM
IVV
0.8%
CORE S&P500 ETF
JPM
0.77%
COM
IJH
0.75%
CORE S&P MCP ETF
GOOG
0.73%
CAP STK CL C
ADBE
0.71%
COM
QQQ
0.71%
UNIT SER 1
HD
0.7%
COM
VBR
0.69%
SM CP VAL ETF
VWO
0.69%
FTSE EMR MKT ETF
ACN
0.68%
SHS CLASS A
IWR
0.67%
RUS MID-CAP ETF
XLF
0.65%
SBI INT-FINL
PNC
0.63%
COM
TSM
0.62%
SPONSORED ADR
VCIT
0.61%
INT-TERM CORP
V
0.6%
COM CL A
VNQ
0.6%
REIT ETF
VNM
0.6%
VIETNAM ETF
VEA
0.59%
FTSE DEV MKT ETF
VCR
0.56%
CONSUM DIS ETF
VHT
0.55%
HEALTH CAR ETF
BABA
0.54%
SPONSORED ADS
ACWX
0.51%
MSCI ACWI US ETF
BMA
0.49%
SPON ADR B
BAP
0.48%
COM
IJR
0.48%
CORE S&P SCP ETF
UNH
0.48%
COM
VIS
0.47%
INDUSTRIAL ETF
HII
0.46%
COM
VDC
0.46%
CONSUM STP ETF
DHR
0.45%
COM
AMZN
0.45%
COM
HPQ
0.43%
COM
DFS
0.42%
COM
COST
0.42%
COM
DIS
0.41%
COM DISNEY
BLK
0.41%
COM
ITW
0.4%
COM
XLK
0.38%
TECHNOLOGY
TJX
0.36%
COM
IWN
0.35%
RUS 2000 VAL ETF
ATVI
0.34%
COM
TWX
0.33%
COM NEW
NTAP
0.33%
COM
WYN
0.33%
COM
MMM
0.33%
COM
CL
0.33%
COM
CFG
0.33%
COM
MDT
0.33%
SHS
CIB
0.32%
SPON ADR PREF
ONCE
0.32%
COM
NCR
0.32%
COM
CSJ
0.32%
1-3 YR CR BD ETF
UNP
0.32%
COM
PRU
0.31%
COM
LEA
0.31%
COM NEW
TGT
0.31%
COM
LRCX
0.31%
COM
WM
0.3%
COM
SYY
0.3%
COM
VZ
0.3%
COM
KLAC
0.3%
COM
MELI
0.3%
COM
IGM
0.29%
N AMER TECH ETF
EFA
0.29%
MSCI EAFE ETF
KMB
0.29%
COM
FLRN
0.29%
INV GRD FLT RT
USB
0.29%
COM NEW
AMAT
0.29%
COM
CELG
0.28%
COM
STT
0.28%
COM
AVY
0.28%
COM
EOG
0.27%
COM
ESPR
0.27%
COM
EEM
0.27%
MSCI EMG MKT ETF
CR
0.27%
COM
BMY
0.27%
COM
MRK
0.27%
COM
TXN
0.27%
COM
HUM
0.27%
COM
ZGNX
0.26%
COM NEW
PEP
0.25%
COM
RWX
0.25%
DJ INTL RL ETF
SCCO
0.25%
COM
PHYS
0.25%
UNIT
BSBR
0.24%
ADS REP 1 UNIT
CMI
0.23%
COM
MXIM
0.23%
COM
COP
0.23%
COM
GILD
0.22%
COM
CVS
0.22%
COM
VCSH
0.22%
SHRT TRM CORP BD
INTC
0.22%
COM
IVE
0.22%
S&P 500 VAL ETF
MPC
0.22%
COM
TECD
0.22%
COM
ORBK
0.22%
ORD
IVW
0.22%
S&P 500 GRWT ETF
NVDA
0.22%
COM
ARNA
0.21%
COM NEW
FCX
0.21%
COM
PBR
0.21%
SPONSORED ADR
TSE
0.21%
SHS
NGVT
0.21%
COM
SCHE
0.21%
EMRG MKTEQ ETF
OEF
0.21%
S&P 100 ETF
CTSH
0.21%
CL A
PKG
0.2%
COM
FLEX
0.2%
ORD
TEN
0.2%
COM
EC
0.2%
SPONSORED ADS
MAN
0.2%
COM
RNG
0.19%
CL A
ALL
0.19%
COM
HUBS
0.18%
COM
CCK
0.18%
COM
IGF
0.18%
GLB INFRASTR ETF
NOC
0.18%
COM
BAH
0.18%
CL A
OSK
0.18%
COM
VRNS
0.17%
COM
VPU
0.17%
UTILITIES ETF
AVGO
0.17%
SHS
DXC
0.17%
COM
VDE
0.17%
ENERGY ETF
PTI
0.16%
COM
PX
0.16%
COM
EEFT
0.16%
COM
QLYS
0.16%
COM
VALE
0.16%
ADR
FTV
0.15%
COM
XOM
0.15%
COM
IEMG
0.15%
CORE MSCI EMKT
KAR
0.15%
COM
SCHX
0.15%
US LRG CAP ETF
EA
0.15%
COM
MDY
0.15%
UTSER1 S&PDCRP
CVX
0.14%
COM
VAW
0.14%
MATERIALS ETF
IBM
0.14%
COM
FISI
0.14%
COM
WVE
0.13%
SHS
SCSC
0.13%
COM
THFF
0.13%
COM
SLB
0.13%
COM
GBT
0.13%
COM
MUB
0.13%
NAT AMT FREE BD
LOGM
0.12%
COM
OFC
0.12%
SH BEN INT
ICF
0.12%
COHEN&STEER REIT
BLL
0.11%
COM
WFC
0.11%
COM
SCHF
0.11%
INTL EQTY ETF
TEL
0.11%
REG SHS
HI
0.11%
COM
APPF
0.11%
COM CL A
SYK
0.11%
COM
TLO
0.11%
BRCLYS LG TRS ET
FDEF
0.1%
COM
OXY
0.1%
COM
BRK.B
0.1%
CL B NEW
RTN
0.1%
COM NEW
SCHN
0.1%
CL A
GVI
0.1%
INTRM GOV/CR ETF
XLRE
0.1%
RL EST SEL SEC
IYR
0.1%
U.S. REAL ES ETF
IMMU
0.1%
COM
ITUB
0.1%
SPON ADR REP PFD
GWRE
0.1%
COM
FISV
0.1%
COM
SMB
0.1%
AMT FREE SHORT M
AXE
0.09%
COM
IWM
0.09%
RUSSELL 2000 ETF
PNM
0.09%
COM
LPL
0.08%
SPONS ADR REP
STLD
0.08%
COM
PWR
0.08%
COM
MERC
0.08%
COM
PRGS
0.08%
COM
AGRO
0.08%
COM
GD
0.08%
COM
TRV
0.08%
COM
VOX
0.08%
TELCOMM ETF
PPG
0.08%
COM
AERI
0.08%
COM
TBNK
0.08%
COM
TOWR
0.08%
COM
RZV
0.08%
GUG S&P SC600 PV
GLYC
0.07%
COM
STAY
0.07%
UNIT 99/99/9999B
QUAD
0.07%
COM CL A
AZO
0.07%
COM
RF
0.07%
COM
DBVT
0.07%
SPONSORED ADR
AXP
0.07%
COM
ABBV
0.07%
COM
WAT
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
MGLN
0.06%
COM NEW
FONR
0.06%
COM NEW
PG
0.06%
COM
SRLN
0.06%
BLKSTN GSOSRLN
KLIC
0.06%
COM
AAT
0.06%
COM
KLD
0.06%
USA ESG SLCT ETF
QCOM
0.06%
COM
UTX
0.06%
COM
DVN
0.06%
COM
AIV/PA
0.06%
PFD CL A 6.875%
NWE
0.06%
COM NEW
SPYX
0.06%
SP500 FOSL ETF
RTEC
0.06%
COM
HON
0.06%
COM
CRAI
0.06%
COM
ORCL
0.06%
COM
AMGN
0.05%
COM
ACCO
0.05%
COM
AROC
0.05%
COM
IR
0.05%
SHS
PFE
0.05%
COM
AIT
0.05%
COM
MCD
0.05%
COM
BHE
0.05%
COM
QNST
0.05%
COM
NOMD
0.05%
USD ORD SHS
APEI
0.05%
COM
MU
0.05%
COM
ECL
0.05%
COM
TTI
0.05%
COM
DERM
0.05%
COM
ARCB
0.05%
COM
POR
0.05%
COM NEW
CUZ
0.05%
COM
RCKY
0.05%
COM
ABT
0.05%
COM
HSII
0.05%
COM
NAVI
0.05%
COM
IVR
0.05%
COM
SCHA
0.05%
US SML CAP ETF
MANT
0.05%
CL A
ADP
0.04%
COM
IBCP
0.04%
COM NEW
RM
0.04%
COM
PBF
0.04%
CL A
CAP
0.04%
COM
TITN
0.04%
COM
WD
0.04%
COM
DISH
0.04%
CL A
UTMD
0.04%
COM
NKE
0.04%
CL B
MTG
0.04%
COM
BDSI
0.04%
COM
KND
0.04%
COM
BA
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
KRA
0.04%
COM
TMHC
0.04%
CL A
PRIM
0.04%
COM
LAKE
0.04%
COM
GMS
0.04%
COM
AIZ
0.04%
COM
SCHH
0.04%
US REIT ETF
HURC
0.04%
COM
SCPB
0.04%
BARC SHT TR CP
TG
0.04%
COM
GHC
0.04%
COM
BDN
0.04%
SH BEN INT NEW
XNCR
0.04%
COM
VYM
0.04%
HIGH DIV YLD
DAN
0.04%
COM
WCC
0.04%
COM
OCSL
0.04%
COM
PGC
0.04%
COM
CPF
0.04%
COM NEW
ZGNX
0.04%
PUT
HDNG
0.04%
COM
XLV
0.04%
SBI HEALTHCARE
ATKR
0.04%
COM
KURA
0.04%
COM
CMCSA
0.04%
CL A
JNP
0.04%
COM
VV
0.04%
LARGE CAP ETF
BIIB
0.04%
COM
ITT
0.04%
COM
CUBE
0.04%
COM
BX
0.04%
COM UNIT LTD
VPG
0.03%
COM
CMTL
0.03%
COM NEW
SASR
0.03%
COM
VEC
0.03%
COM
TGNA
0.03%
COM
MLHR
0.03%
COM
EBF
0.03%
COM
BZH
0.03%
COM NEW
ESIO
0.03%
COM
FNJN
0.03%
COM NEW
NSC
0.03%
COM
BAC
0.03%
COM
CWI
0.03%
MSCI ACWI EXUS
RDN
0.03%
COM
NCS
0.03%
COM NEW
FHB
0.03%
COM
T
0.03%
COM
FENY
0.03%
MSCI ENERGY IDX
SHBI
0.03%
COM
PEBO
0.03%
COM
DWDP
0.03%
COM
REPH
0.03%
COM
SUSB
0.03%
ESG 1 5 YR USD
UBNK
0.03%
COM
LDL
0.03%
COM
EIG
0.03%
COM
ENB
0.03%
COM
BGCP
0.03%
CL A
HAE
0.03%
COM
EL
0.03%
CL A
RBCAA
0.03%
CL A
FGEN
0.03%
COM
ARRY
0.03%
COM
JBL
0.03%
COM
UFS
0.03%
COM NEW
PM
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
ARRS
0.03%
SHS
FLOW
0.03%
COM
SRE
0.03%
COM
EPZM
0.03%
COM
BDX
0.03%
COM
EPM
0.03%
COM
DOOR
0.03%
COM
WRE
0.03%
SH BEN INT
CNO
0.03%
COM
COLM
0.03%
COM
ARC
0.03%
COM
SLM
0.03%
COM
TSRO
0.03%
COM
UPS
0.03%
CL B
SDY
0.03%
S&P DIVID ETF
XLY
0.03%
SBI CONS DISCR
HMN
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
KO
0.03%
COM
ESGR
0.03%
SHS
BSRR
0.03%
COM
SYKE
0.03%
COM
VTWV
0.03%
VNG RUS2000VAL
MO
0.03%
COM
KEM
0.03%
COM NEW
ISBC
0.03%
COM
CBT
0.03%
COM
BPOP
0.03%
COM NEW
XLRN
0.03%
COM
SANM
0.03%
COM
INTU
0.03%
COM
NBIX
0.03%
COM
FHN
0.03%
COM
BUSE
0.03%
COM NEW
LAD
0.03%
CL A
PFS
0.03%
COM
C
0.03%
COM NEW
DCT
0.03%
COM NEW
ARE
0.03%
COM
LMT
0.02%
COM
AXAS
0.02%
COM
SGMO
0.02%
COM
XLP
0.02%
SBI CONS STPLS
VYGR
0.02%
COM
INCY
0.02%
COM
VNQI
0.02%
GLB EX US ETF
SCHG
0.02%
US LCAP GR ETF
RMBS
0.02%
COM
STC
0.02%
COM
LH
0.02%
COM NEW
VRTX
0.02%
COM
IRWD
0.02%
COM CL A
HIW
0.02%
COM
GBT
0.02%
PUT
BWINB
0.02%
CL B
DUK
0.02%
COM NEW
BLUE
0.02%
COM
DLR
0.02%
COM
PLD
0.02%
COM
LYB
0.02%
SHS - A -
BMRN
0.02%
COM
CAT
0.02%
COM
ILMN
0.02%
COM
ESPR
0.02%
PUT
AOI
0.02%
COM NEW
ENVA
0.02%
COM
IMKTA
0.02%
CL A
MCRN
0.02%
COM
CSV
0.02%
COM
SBOW
0.02%
COM
AMSWA
0.02%
CL A
EXTN
0.02%
COM
SAMG
0.02%
CL A
WMT
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
BRK.A
0.02%
CL A
ESGE
0.02%
MSCI EM ESG SE
DSI
0.02%
MSCI KLD400 SOC
VIG
0.02%
DIV APP ETF
ALKS
0.02%
SHS
JAX
0.02%
COM
ANGO
0.02%
COM
MA
0.02%
CL A
GII
0.02%
S&P GBLINF ETF
SPG
0.02%
COM
SAGE
0.02%
COM
CTG
0.02%
COM
GE
0.02%
COM
USAK
0.02%
COM
ROST
0.02%
COM
IONS
0.02%
COM
GIS
0.02%
COM
BBY
0.02%
COM
IXUS
0.02%
CORE MSCITOTAL
VLO
0.02%
COM
NAC
0.02%
COM
NMFC
0.02%
COM
ADC
0.02%
COM
ARI
0.02%
COM
TMO
0.02%
COM
SIVB
0.02%
COM
BBH
0.02%
BIOTECH ETF
HCN
0.01%
COM
APD
0.01%
COM
ASIX
0.01%
COM
BKNG
0.01%
COM
EPR
0.01%
COM SH BEN INT
UNT
0.01%
COM
MGK
0.01%
MEGA GRWTH IND
ALXN
0.01%
COM
PSX
0.01%
COM
TM
0.01%
SP ADR REP2COM
AGO
0.01%
COM
VFH
0.01%
FINANCIALS ETF
RIO
0.01%
SPONSORED ADR
SBUX
0.01%
COM
OLP
0.01%
COM
WDAY
0.01%
CL A
VIOV
0.01%
SMLCP 600 VAL
XLI
0.01%
SBI INT-INDS
CINF
0.01%
COM
TRK
0.01%
COM
MCK
0.01%
COM
TROW
0.01%
COM
GASS
0.01%
SHS
ONCE
0.01%
PUT
MPO
0.01%
COM PAR
MTU
0.01%
SPONSORED ADR
TBBK
0.01%
COM
HPR
0.01%
COM
ARNA
0.01%
PUT
AMLP
0.01%
ALERIAN MLP
IMMU
< 0.01%
PUT
NVCN
< 0.01%
COM
NAVB
< 0.01%
COM
NXPI
0.48%
COM
SNA
0.24%
COM
TUP
0.21%
COM
SINA
0.21%
ORD
JUNO
0.1%
COM
RXDX
0.09%
COM
CBD
0.09%
SPN ADR PFD CL A
TCBK
0.09%
COM
AVDL
0.07%
SPONSORED ADR
KMT
0.06%
COM
KE
0.06%
COM
IPHS
0.05%
COM
CIU
0.05%
INTERM CR BD ETF
CONE
0.04%
COM
CSS
0.04%
COM
FAST
0.04%
COM
MLI
0.03%
COM
IPCC
0.03%
COM
SWM
0.03%
COM
COF
0.03%
COM
ALNY
0.03%
COM
SCHW
0.03%
COM
MLR
0.03%
COM NEW
UTHR
0.03%
COM
UVV
0.02%
COM
COHU
0.02%
COM
ZAGG
0.02%
COM
RPXC
0.02%
COM
DGICA
0.02%
CL A
GTN
0.02%
COM
CNTY
0.02%
COM
PCG
0.02%
COM
PSA
0.02%
COM
PCTI
0.02%
COM
SUI
0.02%
COM
CVCY
0.02%
COM
NAII
0.02%
COM NEW
ESS
0.02%
COM
F
0.01%
COM PAR $0.01
LLY
0.01%
COM
LUV
0.01%
COM
IJJ
0.01%
S&P MC 400VL ETF
NYF
0.01%
NY AMTFRE MU ETF
CRWS
0.01%
COM
PDM
0.01%
COM CL A
BIVV
0.01%
COM
FSTR
0.01%
COM
PCLN
0.01%
COM NEW
VOT
0.01%
MCAP GR IDXVIP
ULBI
0.01%
COM
TAX
0.01%
CL A
PFIE
0.01%
COM
SAN
0.01%
ADR
HLX
0.01%
COM