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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
10
75
3
8
7
53
15
25
BAILARD INC

Time Period2019-03-31

Total Holdings539

Total Value ($x1000)1,612,270
Activities
New128

Increased127

Unchanged83

Decreased201

Sold Out77

Top 10 Stock Holdingstotal 30.11%
SPY4.67

VTI4.48

QQQ4.26

MINT3.64

AGG3.07

 
MSFT2.81

AAPL2.08

IAU1.81

IJS1.69

SHM1.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
4.67%
TR UNIT
VTI
4.48%
TOTAL STK MKT
QQQ
4.26%
UNIT SER 1
MINT
3.64%
ENHAN SHRT MAT
AGG
3.07%
CORE TOTUSBD ETF
MSFT
2.81%
COM
AAPL
2.08%
COM
IAU
1.81%
ISHARES
IJS
1.69%
SP SMCP600VL ETF
SHM
1.6%
NUVN BR SHT MUNI
FB
1.49%
CL A
VGT
1.47%
INF TECH ETF
GLD
1.42%
GOLD SHS
GOOGL
1.37%
CAP STK CL A
CMF
1.3%
CALI AMT-FRE ETF
SCPB
1.3%
BARC SHT TR CP
CSCO
1.28%
COM
TFI
1.21%
NUVN BRCLY MUNI
VEU
1.14%
ALLWRLD EX US
VBR
1.02%
SM CP VAL ETF
IVV
0.93%
CORE S&P500 ETF
JNJ
0.83%
COM
VNQ
0.73%
REIT ETF
HD
0.72%
COM
IJH
0.71%
CORE S&P MCP ETF
PHYS
0.71%
UNIT
MUB
0.7%
NAT AMT FREE BD
ADBE
0.68%
COM
IWR
0.68%
RUS MID-CAP ETF
V
0.67%
COM CL A
VEA
0.67%
FTSE DEV MKT ETF
VWO
0.66%
FTSE EMR MKT ETF
DXC
0.65%
COM
ACN
0.6%
SHS CLASS A
VHT
0.59%
HEALTH CAR ETF
XLF
0.57%
SBI INT-FINL
IEFA
0.57%
CORE MSCI EAFE
UNH
0.54%
COM
AMZN
0.53%
COM
GOOG
0.53%
CAP STK CL C
JPM
0.53%
COM
DHR
0.51%
COM
VCR
0.51%
CONSUM DIS ETF
TXN
0.51%
COM
COST
0.5%
COM
DIS
0.49%
COM DISNEY
ACWX
0.48%
MSCI ACWI US ETF
IJR
0.48%
CORE S&P SCP ETF
CHKP
0.48%
ORD
VIS
0.46%
INDUSTRIAL ETF
GOVT
0.46%
U.S. TRS BD ETF
VCIT
0.46%
INT-TERM CORP
TJX
0.46%
COM
XLK
0.46%
TECHNOLOGY
VCSH
0.42%
SHRT TRM CORP BD
MRK
0.42%
COM
PEP
0.41%
COM
VDC
0.41%
CONSUM STP ETF
IGM
0.38%
N AMER TECH ETF
WM
0.38%
COM
VZ
0.37%
COM
MDT
0.36%
SHS
ALL
0.35%
COM
TEVA
0.35%
ADR
TGT
0.35%
COM
HII
0.34%
COM
ITW
0.34%
COM
PNC
0.34%
COM
SYY
0.33%
COM
HPQ
0.32%
COM
COP
0.31%
COM
PLD
0.31%
COM
BLK
0.31%
COM
NICE
0.3%
SPONSORED ADR
MMM
0.3%
COM
UNP
0.3%
COM
KMB
0.29%
COM
CL
0.28%
COM
IWN
0.27%
RUS 2000 VAL ETF
SBUX
0.27%
COM
PGR
0.27%
COM
AVY
0.26%
COM
SCHX
0.26%
US LRG CAP ETF
SCHA
0.25%
US SML CAP ETF
HUM
0.25%
COM
CSJ
0.25%
1-3 YR CR BD ETF
PG
0.25%
COM
CR
0.25%
COM
NTAP
0.25%
COM
EFA
0.25%
MSCI EAFE ETF
BAH
0.24%
CL A
FLRN
0.24%
INV GRD FLT RT
EEM
0.24%
MSCI EMG MKT ETF
BA
0.24%
COM
SCHE
0.24%
EMRG MKTEQ ETF
INTC
0.23%
COM
AVGO
0.23%
COM
EEFT
0.23%
COM
T
0.23%
COM
VDE
0.21%
ENERGY ETF
IVE
0.21%
S&P 500 VAL ETF
GBT
0.21%
COM
EA
0.21%
COM
OEF
0.21%
S&P 100 ETF
CTSH
0.2%
CL A
LEA
0.2%
COM NEW
GILD
0.2%
COM
CFG
0.2%
COM
CELG
0.2%
COM
NXPI
0.2%
COM
IVW
0.19%
S&P 500 GRWT ETF
VKTX
0.19%
COM
BAC
0.19%
COM
ARWR
0.19%
COM
ARNA
0.19%
COM NEW
WH
0.19%
COM
LIN
0.18%
COM
IGF
0.18%
GLB INFRASTR ETF
VPU
0.18%
UTILITIES ETF
CBAY
0.18%
COM
CMI
0.18%
COM
RWX
0.18%
DJ INTL RL ETF
GVI
0.17%
INTRM GOV/CR ETF
PYPL
0.17%
COM
SCHF
0.17%
INTL EQTY ETF
EOG
0.17%
COM
RNG
0.17%
CL A
NVDA
0.17%
COM
DBVT
0.17%
SPONSORED ADR
VNM
0.16%
VIETNAM ETF
JWN
0.16%
COM
KLAC
0.16%
COM
CVX
0.16%
COM
PKG
0.16%
COM
BMY
0.16%
COM
TECD
0.16%
COM
STLD
0.15%
COM
ATVI
0.15%
COM
TWLO
0.15%
CL A
ESPR
0.15%
COM
MTOR
0.15%
COM
IEMG
0.15%
CORE MSCI EMKT
BLL
0.15%
COM
VAW
0.15%
MATERIALS ETF
MDCO
0.14%
COM
INFY
0.14%
SPONSORED ADR
XOM
0.14%
COM
MDY
0.14%
UTSER1 S&PDCRP
HUBS
0.14%
COM
CVS
0.14%
COM
UAL
0.14%
COM
HCA
0.13%
COM
NOC
0.13%
COM
SNE
0.13%
ADR NEW
DSI
0.12%
MSCI KLD400 SOC
ICF
0.12%
COHEN&STEER REIT
NSIT
0.12%
COM
LMT
0.12%
COM
EC
0.12%
SPONSORED ADS
LRCX
0.12%
COM
GWRE
0.11%
COM
ONCE
0.11%
COM
SYK
0.11%
COM
TEL
0.11%
REG SHS
DGX
0.11%
COM
OXY
0.11%
COM
FLOT
0.11%
FLTG RATE BD ETF
IYR
0.11%
U.S. REAL ES ETF
TSE
0.11%
SHS
RTN
0.11%
COM NEW
ARQL
0.11%
COM
AZO
0.11%
COM
CIB
0.11%
SPON ADR PREF
AMGN
0.11%
COM
BRK.B
0.1%
CL B NEW
XLRE
0.1%
RL EST SEL SEC
WVE
0.1%
SHS
IWM
0.1%
RUSSELL 2000 ETF
TSM
0.1%
SPONSORED ADR
ORCL
0.1%
COM
MEIP
0.1%
COM NEW
AVAL
0.1%
SPONSORED ADS
PWR
0.1%
COM
VOO
0.1%
SHS
BIL
0.1%
SPDR BLOOMBERG
IBM
0.09%
COM
VOX
0.09%
TELCOMM ETF
AZN
0.09%
SPONSORED ADR
QLYS
0.09%
COM
SGMO
0.09%
COM
FENY
0.09%
MSCI ENERGY IDX
CYBR
0.09%
SHS
PSX
0.09%
COM
WFC
0.09%
COM
MXIM
0.09%
COM
ESML
0.09%
MSCI USA SMALL
KLD
0.09%
USA ESG SLCT ETF
DFS
0.09%
COM
FTV
0.09%
COM
FLEX
0.08%
ORD
PFE
0.08%
COM
XLE
0.08%
SBI INT-ENERGY
MRO
0.08%
COM
IR
0.08%
SHS
UTX
0.08%
COM
XLV
0.08%
SBI HEALTHCARE
ABT
0.08%
COM
BABA
0.08%
SPONSORED ADS
FISV
0.08%
COM
SUSB
0.08%
ESG 1 5 YR USD
PPG
0.08%
COM
QCOM
0.07%
COM
PBR
0.07%
SPONSORED ADR
AXP
0.07%
COM
SCHZ
0.07%
US AGGREGATE B
ECL
0.07%
COM
SCHO
0.07%
SHT TM US TRES
POR
0.07%
COM NEW
DVAX
0.07%
COM NEW
MELI
0.07%
COM
ODFL
0.07%
COM
DVY
0.06%
SELECT DIVID ETF
VALE
0.06%
ADR
GE
0.06%
COM
NEWR
0.06%
COM
TRV
0.06%
COM
MCD
0.06%
COM
VRNS
0.06%
COM
HON
0.06%
COM
GD
0.06%
COM
ADP
0.06%
COM
SCHB
0.06%
US BRD MKT ETF
NWE
0.06%
COM NEW
AIV/PA
0.06%
PFD CL A 6.875%
SRLN
0.06%
BLKSTN GSOSRLN
SPYX
0.05%
SP500 FOSL ETF
GLOB
0.05%
COM
BDN
0.05%
SH BEN INT NEW
XLNX
0.05%
COM
VIV
0.05%
SPONSORED ADR
STAY
0.05%
UNIT 99/99/9999B
COR
0.05%
COM
ABUS
0.05%
COM
LOGM
0.05%
COM
WAT
0.05%
COM
BBD
0.05%
SP ADR PFD NEW
ESGE
0.05%
MSCI EM ESG SE
SCHH
0.05%
US REIT ETF
BKH
0.05%
COM
VTWV
0.05%
VNG RUS2000VAL
NSC
0.04%
COM
INTU
0.04%
COM
IYZ
0.04%
U.S. TELECOM ETF
ABBV
0.04%
COM
NKE
0.04%
CL B
SCHG
0.04%
US LCAP GR ETF
XLY
0.04%
SBI CONS DISCR
TWTR
0.04%
COM
BSBR
0.04%
ADS REP 1 UNIT
AMX
0.04%
SPON ADR L SHS
KURA
0.04%
COM
TDS
0.04%
COM NEW
AIZ
0.04%
COM
CWI
0.04%
MSCI ACWI EXUS
VYM
0.04%
HIGH DIV YLD
ITGR
0.04%
COM
MTG
0.04%
COM
XLC
0.04%
COMMUNICATION
SMB
0.04%
AMT FREE SHORT M
LRN
0.04%
COM
VV
0.04%
LARGE CAP ETF
WMT
0.04%
COM
COLM
0.04%
COM
ENB
0.04%
COM
OMAB
0.04%
SPON ADR
VB
0.04%
SMALL CP ETF
CMCSA
0.04%
CL A
TTEC
0.03%
COM
PFGC
0.03%
COM
RDN
0.03%
COM
OLP
0.03%
COM
TG
0.03%
COM
IRTC
0.03%
COM
PRGS
0.03%
COM
KBR
0.03%
COM
LSTR
0.03%
COM
ARRY
0.03%
COM
BPOP
0.03%
COM NEW
KO
0.03%
COM
IBN
0.03%
ADR
BDX
0.03%
COM
IBKC
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
BANR
0.03%
COM NEW
FHB
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
UFS
0.03%
COM NEW
OFG
0.03%
COM
CPF
0.03%
COM NEW
TCB
0.03%
COM
LPLA
0.03%
COM
XLRN
0.03%
COM
ASBC
0.03%
COM
ACCO
0.03%
COM
RCUS
0.03%
COM
SWM
0.03%
COM
IONS
0.03%
COM
NTNX
0.03%
CL A
DUK
0.03%
COM NEW
MA
0.03%
CL A
SHOO
0.03%
COM
UVV
0.03%
COM
KRA
0.03%
COM
STT
0.03%
COM
CLX
0.03%
COM
BAP
0.03%
COM
MATX
0.03%
COM
IXUS
0.03%
CORE MSCITOTAL
AMAT
0.03%
COM
ARE
0.03%
COM
JBL
0.03%
COM
FCNCA
0.03%
CL A
NVS
0.03%
SPONSORED ADR
EME
0.03%
COM
EL
0.03%
CL A
APD
0.03%
COM
SIVB
0.03%
COM
AIT
0.03%
COM
FISI
0.03%
COM
FGEN
0.03%
COM
XPER
0.03%
COM
SCHD
0.03%
US DIVIDEND EQ
NBIX
0.03%
COM
IVOV
0.03%
MIDCP 400 VAL
XLB
0.03%
SBI MATERIALS
SYKE
0.03%
COM
FEZ
0.03%
EURO STOXX 50
ROAN
0.03%
CL A COM
CTRA
0.03%
COM
IYJ
0.03%
U.S. INDS ETF
DAN
0.03%
COM
REZI
0.03%
COM
SDY
0.03%
S&P DIVID ETF
XLP
0.03%
SBI CONS STPLS
IJK
0.03%
S&P MC 400GR ETF
FDP
0.03%
ORD
BC
0.03%
COM
ARI
0.03%
COM
TKR
0.03%
COM
LUV
0.03%
COM
WCC
0.03%
COM
VRTX
0.03%
COM
AXE
0.03%
COM
MATW
0.02%
CL A
NAVI
0.02%
COM
CIVB
0.02%
COM NO PAR
NXRT
0.02%
COM
UPS
0.02%
CL B
HUN
0.02%
COM
PUMP
0.02%
COM
SCSC
0.02%
COM
FF
0.02%
COM
WD
0.02%
COM
KLIC
0.02%
COM
CAT
0.02%
COM
XTL
0.02%
S&P TELECOM
KFY
0.02%
COM NEW
DLR
0.02%
COM
VFH
0.02%
FINANCIALS ETF
CNDT
0.02%
COM
INTT
0.02%
COM
SNV
0.02%
COM NEW
C
0.02%
COM NEW
EXAS
0.02%
COM
WLL
0.02%
COM NEW
LLY
0.02%
COM
DOOR
0.02%
COM
ROST
0.02%
COM
BMRN
0.02%
COM
CBT
0.02%
COM
DWDP
0.02%
COM
ADC
0.02%
COM
VNQI
0.02%
GLB EX US ETF
BXP
0.02%
COM
STC
0.02%
COM
OMF
0.02%
COM
XNCR
0.02%
COM
LBTYK
0.02%
SHS CL C
MOFG
0.02%
COM
OSK
0.02%
COM
GII
0.02%
S&P GBLINF ETF
BFIN
0.02%
COM
BIIB
0.02%
COM
MCRN
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
TMO
0.02%
COM
HCN
0.02%
COM
XBI
0.02%
S&P BIOTECH
VIG
0.02%
DIV APP ETF
TRMB
0.02%
COM
SAH
0.02%
CL A
ALNY
0.02%
COM
MKC
0.02%
COM NON VTG
EWBC
0.02%
COM
SPG
0.02%
COM
MO
0.02%
COM
MPO
0.02%
COM PAR
LXP
0.02%
COM
BHP
0.02%
SPONSORED ADR
EPR
0.02%
COM SH BEN INT
BLUE
0.02%
COM
GTY
0.02%
COM
REXR
0.02%
COM
ATKR
0.02%
COM
RIO
0.02%
SPONSORED ADR
KELYA
0.02%
CL A
AERI
0.02%
COM
OFC
0.02%
SH BEN INT
LADR
0.02%
CL A
NRIM
0.02%
COM
SHO
0.02%
COM
IVR
0.02%
COM
LOW
0.02%
COM
BRK.A
0.02%
CL A
GPK
0.02%
COM
D
0.02%
COM
XLI
0.02%
SBI INT-INDS
NRZ
0.02%
COM NEW
JCAP
0.02%
COM
PCMI
0.02%
COM
WBA
0.02%
COM
AVT
0.02%
COM
SHV
0.02%
SHRT TRS BD ETF
CUBE
0.02%
COM
BX
0.02%
COM UNIT LTD
SBAC
0.02%
CL A
ED
0.02%
COM
FSBW
0.02%
COM
FLOW
0.02%
COM
SAGE
0.02%
COM
TEN
0.02%
COM
GVA
0.02%
COM
ACA
0.02%
COM
FONR
0.02%
COM NEW
GSK
0.02%
SPONSORED ADR
XEL
0.02%
COM
EIG
0.02%
COM
NMFC
0.02%
COM
PBF
0.02%
CL A
APLS
0.02%
COM
NTGR
0.02%
COM
USB
0.02%
COM NEW
LH
0.02%
COM NEW
NFLX
0.02%
COM
PBH
0.02%
COM
LOGI
0.02%
SHS
TSG
0.02%
COM
RCM
0.02%
COM
PSDO
0.01%
COM
CSWI
0.01%
COM
SUI
0.01%
COM
UL
0.01%
SPON ADR NEW
CINF
0.01%
COM
FIS
0.01%
COM
MOD
0.01%
COM
APPS
0.01%
COM NEW
TSU
0.01%
SPONSORED ADR
CECO
0.01%
COM
EWU
0.01%
MSCI UK ETF NEW
PMT
0.01%
COM
MTU
0.01%
SPONSORED ADR
BOCH
0.01%
COM
CPT
0.01%
SH BEN INT
TGNA
0.01%
COM
MDLZ
0.01%
CL A
MGK
0.01%
MEGA GRWTH IND
STAG
0.01%
COM
MEET
0.01%
COM
BELFB
0.01%
CL B
LRY
0.01%
SH BEN INT
XLU
0.01%
SBI INT-UTILS
DXLG
0.01%
COM
BRT
0.01%
SH BEN INT NEW
REI
0.01%
COM
MRKR
0.01%
COM
BRSS
0.01%
COM
ILMN
0.01%
COM
HIW
0.01%
COM
ECHO
0.01%
COM
GLDD
0.01%
COM
CECE
0.01%
COM
SCYX
0.01%
COM
CSV
0.01%
COM
CNO
0.01%
COM
DRNA
0.01%
COM
JAX
0.01%
COM
GNE
0.01%
CL B
SXC
0.01%
COM
BPFH
0.01%
COM
MTBC
0.01%
COM
WTI
0.01%
COM
RYI
0.01%
COM
SHBI
0.01%
COM
RVSB
0.01%
COM
VCTR
0.01%
CL A
CVGI
0.01%
COM
ROAD
0.01%
CL A
RLGT
0.01%
COM
PLAB
0.01%
COM
TESS
0.01%
COM
COLL
0.01%
COM
SIEN
0.01%
COM
CLAR
0.01%
COM
ING
0.01%
SPONSORED ADR
AT
0.01%
COM NEW
PTI
0.01%
COM
TBBK
0.01%
COM
FPRX
0.01%
COM
MRNS
0.01%
COM
TBIO
0.01%
COM
EVRI
0.01%
COM
ETM
0.01%
CL A
AKBA
0.01%
COM
ITUB
0.01%
SPON ADR REP PFD
ARAY
0.01%
COM
ADRO
0.01%
COM
SCX
0.01%
CL A
APYX
0.01%
COM
ALSK
0.01%
COM
JVA
0.01%
COM
JNCE
0.01%
COM
CIDM
0.01%
COM NEW
CPSS
0.01%
COM
RUBI
0.01%
COM
FNJN
< 0.01%
COM NEW
SALM
< 0.01%
CL A
ARDX
< 0.01%
COM
EKSO
< 0.01%
COM NEW
NAVB
< 0.01%
COM
TLO
0.11%
BRCLYS LG TRS ET
MPC
0.1%
COM
CE
0.1%
COM SER A
KSS
0.07%
COM
DERM
0.07%
COM
ETSY
0.05%
COM
RF
0.05%
COM
ORBK
0.04%
ORD
BSRR
0.04%
COM
THFF
0.04%
COM
AAT
0.04%
COM
FDEF
0.04%
COM
BIDU
0.04%
SPON ADR REP A
KEM
0.03%
COM NEW
OLN
0.03%
COM PAR $1
MLHR
0.03%
COM
SCCO
0.03%
COM
IYW
0.03%
U.S. TECH ETF
CCMP
0.03%
COM
TOWR
0.03%
COM
PINC
0.03%
CL A
WTBA
0.03%
CAP STK
MEDP
0.03%
COM
VRS
0.03%
CL A
HURC
0.03%
COM
ENVA
0.03%
COM
IRT
0.03%
COM
RCKY
0.03%
COM
IBCP
0.03%
COM NEW
HCHC
0.03%
COM
NHC
0.03%
COM
VPG
0.03%
COM
AROC
0.03%
COM
LEXEA
0.03%
COM
RBCAA
0.03%
CL A
HMN
0.02%
COM
USAK
0.02%
COM
CUZ
0.02%
COM
EBF
0.02%
COM
MTX
0.02%
COM
PEBO
0.02%
COM
ESGR
0.02%
SHS
SRE
0.02%
COM
AYR
0.02%
COM
MD
0.02%
COM
SLB
0.02%
COM
CAP
0.02%
COM
CMCO
0.02%
COM
NTWK
0.02%
COM PAR $.001
GIS
0.02%
COM
MBWM
0.02%
COM
MTRX
0.02%
COM
FR
0.02%
COM
PTVCB
0.02%
CL B
WDAY
0.02%
CL A
TRNS
0.02%
COM
OSG
0.02%
CL A NEW
DK
0.02%
COM
PRFT
0.02%
COM
ATHM
0.02%
SP ADR RP CL A
BBH
0.02%
BIOTECH ETF
CME
0.02%
COM
TMK
0.01%
COM
ETN
0.01%
SHS
TITN
0.01%
COM
UDR
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
BHE
0.01%
COM
ARC
0.01%
COM
BVX
0.01%
COM
QNST
0.01%
COM
KEY
0.01%
COM
FLWS
0.01%
CL A
ONDK
0.01%
COM
ZAGG
0.01%
COM
III
< 0.01%
COM
PSEC
< 0.01%
NOTE 5.875% 1/1