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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
68
9
53
4
5
6
55
11
23
BAILARD INC

Time Period2017-12-31

Total Holdings429

Total Value ($x1000)1,589,045
Activities
New156

Increased102

Unchanged47

Decreased124

Sold Out28

Top 10 Stock Holdingstotal 33.38%
SPY4.58

SHM4.23

VTI4.17

QQQ4.13

GLD3.52

 
EEM3.51

AGG2.99

AAPL2.19

MSFT2.15

FB1.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
4.58%
TR UNIT
SHM
4.23%
NUVN BR SHT MUNI
VTI
4.17%
TOTAL STK MKT
QQQ
4.13%
UNIT SER 1
GLD
3.52%
GOLD SHS
EEM
3.51%
MSCI EMG MKT ETF
AGG
2.99%
CORE TOTUSBD ETF
AAPL
2.19%
COM
MSFT
2.15%
COM
FB
1.91%
CL A
IJS
1.34%
SP SMCP600VL ETF
GOOGL
1.28%
CAP STK CL A
TFI
1.21%
NUVN BRCLY MUNI
VGT
1.15%
INF TECH ETF
CMF
1.11%
CALI AMT-FRE ETF
VEU
0.99%
ALLWRLD EX US
CSCO
0.89%
COM
JNJ
0.85%
COM
IJH
0.78%
CORE S&P MCP ETF
GOOG
0.75%
CAP STK CL C
JPM
0.74%
COM
HD
0.74%
COM
IVV
0.73%
CORE S&P500 ETF
VCIT
0.71%
INT-TERM CORP
IWR
0.69%
RUS MID-CAP ETF
VBR
0.68%
SM CP VAL ETF
SCPB
0.68%
BARC SHT TR CP
VWO
0.67%
FTSE EMR MKT ETF
ACN
0.67%
SHS CLASS A
V
0.65%
COM CL A
VNQ
0.64%
REIT ETF
XLF
0.63%
SBI INT-FINL
PNC
0.6%
COM
VEA
0.59%
FTSE DEV MKT ETF
VCR
0.55%
CONSUM DIS ETF
VHT
0.54%
HEALTH CAR ETF
BMA
0.52%
SPON ADR B
VDC
0.51%
CONSUM STP ETF
NXPI
0.48%
COM
UNH
0.48%
COM
VIS
0.48%
INDUSTRIAL ETF
DHR
0.47%
COM
ACWX
0.47%
MSCI ACWI US ETF
IJR
0.47%
CORE S&P SCP ETF
DFS
0.45%
COM
IWN
0.44%
RUS 2000 VAL ETF
DIS
0.43%
COM DISNEY
ITW
0.42%
COM
HII
0.41%
COM
COST
0.4%
COM
BLK
0.38%
COM
EOG
0.37%
COM
USB
0.37%
COM NEW
ADBE
0.37%
COM
UPS
0.37%
CL B
XLK
0.37%
TECHNOLOGY
AMZN
0.37%
COM
HPQ
0.36%
COM
PRU
0.35%
COM
UNP
0.35%
COM
TSM
0.34%
SPONSORED ADR
CL
0.34%
COM
TWX
0.34%
COM NEW
TJX
0.34%
COM
ZGNX
0.33%
COM NEW
KMB
0.33%
COM
WYN
0.32%
COM
ATVI
0.32%
COM
MDT
0.32%
SHS
BSBR
0.32%
ADS REP 1 UNIT
ESPR
0.31%
COM
CELG
0.31%
COM
EFA
0.3%
MSCI EAFE ETF
SYY
0.3%
COM
NTAP
0.29%
COM
AVY
0.29%
COM
CSJ
0.29%
1-3 YR CR BD ETF
NCR
0.29%
COM
LEA
0.28%
COM NEW
TXN
0.28%
COM
IMMU
0.28%
COM
KLAC
0.28%
COM
WM
0.28%
COM
PEP
0.28%
COM
TGT
0.28%
COM
LRCX
0.28%
COM
GVI
0.27%
INTRM GOV/CR ETF
MRK
0.27%
COM
STT
0.27%
COM
IGM
0.26%
N AMER TECH ETF
TECD
0.26%
COM
MELI
0.26%
COM
CFG
0.26%
COM
MMM
0.25%
COM
CR
0.25%
COM
BMY
0.25%
COM
AMAT
0.25%
COM
RWX
0.24%
DJ INTL RL ETF
PHYS
0.24%
UNIT
IVW
0.24%
S&P 500 GRWT ETF
CVS
0.24%
COM
IVE
0.24%
S&P 500 VAL ETF
SNA
0.24%
COM
VCSH
0.24%
SHRT TRM CORP BD
HUM
0.23%
COM
BABA
0.22%
SPONSORED ADS
FCX
0.22%
COM
FLEX
0.22%
ORD
INTC
0.22%
COM
OEF
0.21%
S&P 100 ETF
COP
0.21%
COM
TUP
0.21%
COM
PKG
0.21%
COM
TEN
0.21%
COM
CMCSA
0.21%
CL A
ALL
0.21%
COM
SINA
0.21%
ORD
FLRN
0.2%
INV GRD FLT RT
OSK
0.2%
COM
CCK
0.2%
COM
TSE
0.2%
SHS
NGVT
0.2%
COM
MXIM
0.2%
COM
AGRO
0.2%
COM
SCHE
0.19%
EMRG MKTEQ ETF
IGF
0.19%
GLB INFRASTR ETF
CMI
0.19%
COM
NVDA
0.19%
COM
MAN
0.18%
COM
GBT
0.18%
COM
VZ
0.18%
COM
ONCE
0.18%
COM
CTSH
0.18%
CL A
VPU
0.18%
UTILITIES ETF
ORBK
0.18%
ORD
WVE
0.17%
SHS
BAH
0.17%
CL A
ARNA
0.17%
COM NEW
PX
0.17%
COM
GILD
0.17%
COM
XOM
0.17%
COM
VDE
0.17%
ENERGY ETF
INTU
0.17%
COM
AVGO
0.17%
SHS
TMO
0.17%
COM
EEFT
0.16%
COM
FTV
0.16%
COM
HUBS
0.16%
COM
PRGS
0.16%
COM
IEMG
0.16%
CORE MSCI EMKT
NOC
0.16%
COM
MERC
0.15%
COM
VAW
0.15%
MATERIALS ETF
PBR
0.15%
SPONSORED ADR
CVX
0.15%
COM
LOGM
0.15%
COM
SCHX
0.15%
US LRG CAP ETF
HI
0.15%
COM
MDY
0.15%
UTSER1 S&PDCRP
RNG
0.15%
CL A
THFF
0.14%
COM
FISI
0.14%
COM
SMB
0.14%
AMT FREE SHORT M
VRNS
0.14%
COM
TEL
0.14%
REG SHS
KAR
0.14%
COM
ICF
0.14%
COHEN&STEER REIT
SCSC
0.13%
COM
BAP
0.13%
COM
RZV
0.13%
GUG S&P SC600 PV
SLB
0.13%
COM
IBM
0.13%
COM
OFC
0.13%
SH BEN INT
EA
0.12%
COM
QLYS
0.12%
COM
BBY
0.12%
COM
CRAI
0.12%
COM
WFC
0.12%
COM
VALE
0.12%
ADR
FDEF
0.12%
COM
IYR
0.11%
U.S. REAL ES ETF
PWR
0.11%
COM
QUAD
0.11%
COM CL A
TOWR
0.11%
COM
APPF
0.11%
COM CL A
RTN
0.11%
COM NEW
OXY
0.11%
COM
XLRE
0.11%
RL EST SEL SEC
SCHN
0.1%
CL A
JUNO
0.1%
COM
BDSI
0.1%
COM
BRK.B
0.1%
CL B NEW
BLL
0.1%
COM
SCHF
0.1%
INTL EQTY ETF
PNM
0.1%
COM
STLD
0.1%
COM
SPYX
0.09%
SP500 FOSL ETF
RXDX
0.09%
COM
SYK
0.09%
COM
AXE
0.09%
COM
CBD
0.09%
SPN ADR PFD CL A
VOX
0.09%
TELCOMM ETF
GWRE
0.09%
COM
FISV
0.09%
COM
CUZ
0.09%
COM
TCBK
0.09%
COM
AERI
0.09%
COM
IWM
0.08%
RUSSELL 2000 ETF
FONR
0.08%
COM NEW
PPG
0.08%
COM
TLO
0.08%
BRCLYS LG TRS ET
PG
0.08%
COM
NAVI
0.08%
COM
TBNK
0.08%
COM
AROC
0.08%
COM
GHC
0.08%
COM
AIT
0.08%
COM
ITUB
0.08%
SPON ADR REP PFD
AXP
0.08%
COM
AZO
0.08%
COM
TRV
0.08%
COM
MTG
0.08%
COM
GD
0.07%
COM
AVDL
0.07%
SPONSORED ADR
IVR
0.07%
COM
AAT
0.07%
COM
ABBV
0.07%
COM
QCOM
0.07%
COM
RF
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
KLD
0.06%
USA ESG SLCT ETF
SCCO
0.06%
COM
KMT
0.06%
COM
SRLN
0.06%
BLKSTN GSOSRLN
TTI
0.06%
COM
KLIC
0.06%
COM
KE
0.06%
COM
HON
0.06%
COM
MCD
0.06%
COM
UTX
0.06%
COM
IR
0.06%
SHS
ACCO
0.06%
COM
CAP
0.06%
COM
PFE
0.06%
COM
MGLN
0.06%
COM NEW
CBT
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
ARCB
0.05%
COM
RTEC
0.05%
COM
DISH
0.05%
CL A
POR
0.05%
COM NEW
NWE
0.05%
COM NEW
UTMD
0.05%
COM
AMGN
0.05%
COM
KND
0.05%
COM
SCHH
0.05%
US REIT ETF
PGC
0.05%
COM
NOMD
0.05%
USD ORD SHS
DVN
0.05%
COM
BHE
0.05%
COM
IPHS
0.05%
COM
STAY
0.05%
UNIT 99/99/9999B
WAT
0.05%
COM
ORCL
0.05%
COM
CIU
0.05%
INTERM CR BD ETF
MCRN
0.05%
COM
ABT
0.05%
COM
AGO
0.04%
COM
LAKE
0.04%
COM
MANT
0.04%
CL A
AIV/PA
0.04%
PFD CL A 6.875%
IBCP
0.04%
COM NEW
XLE
0.04%
SBI INT-ENERGY
OCSL
0.04%
COM
ECL
0.04%
COM
SCHA
0.04%
US SML CAP ETF
CONE
0.04%
COM
RCKY
0.04%
COM
CSS
0.04%
COM
FAST
0.04%
COM
PEBO
0.04%
COM
BGCP
0.04%
CL A
HDNG
0.04%
COM
BAC
0.04%
COM
STC
0.04%
COM
ENB
0.04%
COM
NKE
0.04%
CL B
EIG
0.04%
COM
VYM
0.04%
HIGH DIV YLD
EXTN
0.04%
COM
ITT
0.04%
COM
DWDP
0.04%
COM
ADP
0.04%
COM
T
0.04%
COM
MUB
0.04%
NAT AMT FREE BD
BDN
0.04%
SH BEN INT NEW
FENY
0.04%
MSCI ENERGY IDX
VPG
0.04%
COM
FGEN
0.04%
COM
BA
0.04%
COM
VV
0.04%
LARGE CAP ETF
NSC
0.04%
COM
BX
0.03%
COM UNIT LTD
MLI
0.03%
COM
NBIX
0.03%
COM
IPCC
0.03%
COM
LH
0.03%
COM NEW
SANM
0.03%
COM
KURA
0.03%
COM
CWI
0.03%
MSCI ACWI EXUS
HURC
0.03%
COM
GE
0.03%
COM
KO
0.03%
COM
SWM
0.03%
COM
VEC
0.03%
COM
QNST
0.03%
COM
COF
0.03%
COM
VTWV
0.03%
VNG RUS2000VAL
BDX
0.03%
COM
WMT
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
C
0.03%
COM NEW
IBB
0.03%
NASDQ BIOTEC ETF
SRE
0.03%
COM
ALNY
0.03%
COM
BLUE
0.03%
COM
USAK
0.03%
COM
SHBI
0.03%
COM
SCHW
0.03%
COM
RDN
0.03%
COM
AXAS
0.03%
COM
MLR
0.03%
COM NEW
DCT
0.03%
COM NEW
UTHR
0.03%
COM
ARE
0.03%
COM
XLY
0.03%
SBI CONS DISCR
BIIB
0.03%
COM
XLP
0.03%
SBI CONS STPLS
TITN
0.03%
COM
DLR
0.03%
COM
EL
0.02%
CL A
AMSWA
0.02%
CL A
PM
0.02%
COM
UVV
0.02%
COM
RBCAA
0.02%
CL A
APEI
0.02%
COM
DUK
0.02%
COM NEW
GIS
0.02%
COM
MO
0.02%
COM
BMRN
0.02%
COM
COHU
0.02%
COM
SCHG
0.02%
US LCAP GR ETF
ARRY
0.02%
COM
ZAGG
0.02%
COM
SDY
0.02%
S&P DIVID ETF
CAT
0.02%
COM
IRWD
0.02%
COM CL A
XLRN
0.02%
COM
RPXC
0.02%
COM
DGICA
0.02%
CL A
VRTX
0.02%
COM
VNQI
0.02%
GLB EX US ETF
BSRR
0.02%
COM
RM
0.02%
COM
GTN
0.02%
COM
ATKR
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
SAMG
0.02%
CL A
CNTY
0.02%
COM
PCG
0.02%
COM
XNCR
0.02%
COM
PSA
0.02%
COM
BRK.A
0.02%
CL A
DSI
0.02%
MSCI KLD400 SOC
VIG
0.02%
DIV APP ETF
PCTI
0.02%
COM
IONS
0.02%
COM
GII
0.02%
S&P GBLINF ETF
UNT
0.02%
COM
ADC
0.02%
COM
ROST
0.02%
COM
SAGE
0.02%
COM
SUI
0.02%
COM
ALKS
0.02%
SHS
CVCY
0.02%
COM
OLP
0.02%
COM
EPR
0.02%
COM SH BEN INT
BBH
0.02%
BIOTECH ETF
NAC
0.02%
COM
JNP
0.02%
COM
LMT
0.02%
COM
UBNK
0.02%
COM
ALXN
0.02%
COM
SPG
0.02%
COM
IXUS
0.02%
CORE MSCITOTAL
EPZM
0.02%
COM
CUBE
0.02%
COM
ESS
0.02%
COM
NAII
0.02%
COM NEW
APD
0.02%
COM
MA
0.02%
CL A
F
0.01%
COM PAR $0.01
PSX
0.01%
COM
SIVB
0.01%
COM
VYGR
0.01%
COM
LLY
0.01%
COM
XLI
0.01%
SBI INT-INDS
LUV
0.01%
COM
IJJ
0.01%
S&P MC 400VL ETF
NYF
0.01%
NY AMTFRE MU ETF
MCK
0.01%
COM
PLD
0.01%
COM
CRWS
0.01%
COM
PDM
0.01%
COM CL A
BIVV
0.01%
COM
VFH
0.01%
FINANCIALS ETF
FSTR
0.01%
COM
PCLN
0.01%
COM NEW
VOT
0.01%
MCAP GR IDXVIP
VIOV
0.01%
SMLCP 600 VAL
CINF
0.01%
COM
ULBI
0.01%
COM
NVCN
0.01%
COM
TAX
0.01%
CL A
PFIE
0.01%
COM
SAN
0.01%
ADR
MTU
0.01%
SPONSORED ADR
HLX
0.01%
COM
NAVB
< 0.01%
COM
JCI
0.28%
SHS
NWL
0.28%
COM
MTX
0.27%
COM
CLB
0.09%
COM
OCUL
0.07%
COM
HP
0.06%
COM
EME
0.06%
COM
STML
0.06%
COM
BIL
0.04%
BRCLYS 1-3MT ETF
FRC
0.03%
COM
HDB
0.03%
ADR REPS 3 SHS
MDLZ
0.02%
CL A
SRI
0.02%
COM
BCR
0.02%
COM
BTI
0.02%
SPONSORED ADR
KITE
0.02%
COM
ETFC
0.02%
COM NEW
CF
0.02%
COM
PGR
0.02%
COM
VLO
0.02%
COM
PXD
0.02%
COM
PKI
0.02%
COM
MET
0.02%
COM
IT
0.02%
COM
EC
0.02%
SPONSORED ADS
ANH
0.01%
COM
SPY
< 0.01%
CALL
ZGNX
< 0.01%
PUT