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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
12
63
3
8
6
51
16
19
BAILARD INC

Time Period2018-12-31

Total Holdings488

Total Value ($x1000)1,479,297
Activities
New70

Increased138

Unchanged77

Decreased203

Sold Out108

Top 10 Stock Holdingstotal 29.57%
VTI4.3

MINT3.84

SHV3.83

AGG3.36

MSFT2.73

 
BIL2.6

SHM2.49

SPY2.42

TFI2.03

IAU1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
4.3%
TOTAL STK MKT
MINT
3.84%
ENHAN SHRT MAT
SHV
3.83%
SHRT TRS BD ETF
AGG
3.36%
CORE TOTUSBD ETF
MSFT
2.73%
COM
BIL
2.6%
SPDR BLOOMBERG
SHM
2.49%
NUVN BR SHT MUNI
SPY
2.42%
TR UNIT
TFI
2.03%
NUVN BRCLY MUNI
IAU
1.97%
ISHARES
AAPL
1.93%
COM
FB
1.62%
CL A
IJS
1.57%
SP SMCP600VL ETF
IEFA
1.5%
CORE MSCI EAFE
GLD
1.44%
GOLD SHS
GOOGL
1.34%
CAP STK CL A
CMF
1.3%
CALI AMT-FRE ETF
VGT
1.29%
INF TECH ETF
VEU
1.27%
ALLWRLD EX US
CSCO
1.14%
COM
IVV
0.99%
CORE S&P500 ETF
VBR
0.94%
SM CP VAL ETF
JNJ
0.85%
COM
FLRN
0.78%
INV GRD FLT RT
PHYS
0.76%
UNIT
QQQ
0.72%
UNIT SER 1
HD
0.71%
COM
IJH
0.69%
CORE S&P MCP ETF
VNQ
0.69%
REIT ETF
VEA
0.68%
FTSE DEV MKT ETF
ADBE
0.64%
COM
V
0.64%
COM CL A
IWR
0.63%
RUS MID-CAP ETF
VWO
0.63%
FTSE EMR MKT ETF
GOOG
0.61%
CAP STK CL C
VHT
0.6%
HEALTH CAR ETF
UNH
0.6%
COM
XLF
0.59%
SBI INT-FINL
JPM
0.59%
COM
ACN
0.54%
SHS CLASS A
DIS
0.52%
COM DISNEY
VCR
0.49%
CONSUM DIS ETF
TXN
0.49%
COM
VCIT
0.48%
INT-TERM CORP
AMZN
0.47%
COM
COST
0.47%
COM
ACWX
0.47%
MSCI ACWI US ETF
IJR
0.46%
CORE S&P SCP ETF
DHR
0.46%
COM
VIS
0.45%
INDUSTRIAL ETF
TJX
0.43%
COM
MUB
0.42%
NAT AMT FREE BD
MRK
0.42%
COM
VDC
0.42%
CONSUM STP ETF
PEP
0.41%
COM
TEVA
0.41%
ADR
XLK
0.41%
TECHNOLOGY
MDT
0.39%
SHS
VZ
0.39%
COM
HPQ
0.39%
COM
PNC
0.37%
COM
WM
0.36%
COM
COP
0.34%
COM
HII
0.34%
COM
SCPB
0.34%
BARC SHT TR CP
SYY
0.33%
COM
DXC
0.33%
COM
ALL
0.33%
COM
ITW
0.33%
COM
IGM
0.31%
N AMER TECH ETF
PLD
0.31%
COM
TGT
0.31%
COM
BLK
0.3%
COM
UNP
0.3%
COM
HUM
0.3%
COM
KMB
0.29%
COM
MMM
0.28%
COM
CHKP
0.28%
ORD
TSM
0.27%
SPONSORED ADR
VNM
0.27%
VIETNAM ETF
IWN
0.27%
RUS 2000 VAL ETF
CL
0.27%
COM
EFA
0.26%
MSCI EAFE ETF
EOG
0.25%
COM
PG
0.25%
COM
SCHX
0.25%
US LRG CAP ETF
KLAC
0.24%
COM
ATVI
0.24%
COM
EEM
0.24%
MSCI EMG MKT ETF
INTC
0.23%
COM
NTAP
0.23%
COM
VDE
0.23%
ENERGY ETF
VCSH
0.23%
SHRT TRM CORP BD
CSJ
0.23%
1-3 YR CR BD ETF
USB
0.23%
COM NEW
SCHA
0.22%
US SML CAP ETF
CFG
0.22%
COM
CR
0.21%
COM
IVE
0.21%
S&P 500 VAL ETF
T
0.21%
COM
OEF
0.2%
S&P 100 ETF
SCHE
0.2%
EMRG MKTEQ ETF
AVY
0.2%
COM
LEA
0.2%
COM NEW
RNG
0.2%
CL A
EEFT
0.19%
COM
IVW
0.19%
S&P 500 GRWT ETF
JWN
0.19%
COM
GILD
0.18%
COM
WH
0.18%
COM
VPU
0.18%
UTILITIES ETF
SCHF
0.18%
INTL EQTY ETF
AVGO
0.18%
COM
LIN
0.18%
COM
RWX
0.18%
DJ INTL RL ETF
EC
0.18%
SPONSORED ADS
BABA
0.17%
SPONSORED ADS
FLOT
0.17%
FLTG RATE BD ETF
BAH
0.17%
CL A
CVX
0.17%
COM
CTSH
0.17%
CL A
CVS
0.17%
COM
BAC
0.17%
COM
VAW
0.17%
MATERIALS ETF
IGF
0.17%
GLB INFRASTR ETF
BMY
0.17%
COM
HUBS
0.16%
COM
CMI
0.16%
COM
QLYS
0.16%
COM
NXPI
0.16%
COM
GBT
0.15%
COM
CIB
0.15%
SPON ADR PREF
PBR
0.15%
SPONSORED ADR
TECD
0.15%
COM
PSX
0.15%
COM
NICE
0.15%
SPONSORED ADR
BLL
0.15%
COM
GVI
0.15%
INTRM GOV/CR ETF
PKG
0.15%
COM
CELG
0.14%
COM
VALE
0.14%
ADR
BRK.B
0.14%
CL B NEW
AMGN
0.14%
COM
SNE
0.14%
ADR NEW
NVDA
0.13%
COM
XOM
0.13%
COM
MDY
0.13%
UTSER1 S&PDCRP
NOC
0.13%
COM
AMAT
0.13%
COM
EA
0.13%
COM
IEMG
0.13%
CORE MSCI EMKT
ARNA
0.13%
COM NEW
INFY
0.12%
SPONSORED ADR
TSE
0.12%
SHS
LRCX
0.12%
COM
ICF
0.11%
COHEN&STEER REIT
FTV
0.11%
COM
DSI
0.11%
MSCI KLD400 SOC
TWLO
0.11%
CL A
LMT
0.11%
COM
TLO
0.11%
BRCLYS LG TRS ET
DGX
0.11%
COM
XLE
0.11%
SBI INT-ENERGY
IYR
0.11%
U.S. REAL ES ETF
FENY
0.11%
MSCI ENERGY IDX
MDCO
0.11%
COM
OXY
0.11%
COM
BSBR
0.1%
ADS REP 1 UNIT
GWRE
0.1%
COM
MPC
0.1%
COM
SYK
0.1%
COM
CE
0.1%
COM SER A
XLNX
0.1%
COM
XLRE
0.1%
RL EST SEL SEC
AZO
0.1%
COM
LSTR
0.09%
COM
PFE
0.09%
COM
RTN
0.09%
COM NEW
FLEX
0.09%
ORD
VRNS
0.09%
COM
ARWR
0.09%
COM
IWM
0.09%
RUSSELL 2000 ETF
NSIT
0.09%
COM
TEL
0.09%
REG SHS
STAY
0.09%
UNIT 99/99/9999B
MXIM
0.09%
COM
PWR
0.09%
COM
BAP
0.09%
COM
VOO
0.09%
SHS
QCOM
0.09%
COM
IBM
0.09%
COM
ORCL
0.08%
COM
XLV
0.08%
SBI HEALTHCARE
SUSB
0.08%
ESG 1 5 YR USD
WFC
0.08%
COM
KLD
0.08%
USA ESG SLCT ETF
WLL
0.08%
COM NEW
DFS
0.08%
COM
VKTX
0.08%
COM
MRO
0.08%
COM
AMX
0.08%
SPON ADR L SHS
IR
0.08%
SHS
TWTR
0.08%
COM
SCHZ
0.07%
US AGGREGATE B
PPG
0.07%
COM
SCHO
0.07%
SHT TM US TRES
ESML
0.07%
MSCI USA SMALL
AXP
0.07%
COM
KSS
0.07%
COM
TRV
0.07%
COM
ABT
0.07%
COM
FISV
0.07%
COM
DERM
0.07%
COM
UTX
0.07%
COM
MEIP
0.07%
COM NEW
IXUS
0.07%
CORE MSCITOTAL
TRMB
0.07%
COM
CBAY
0.07%
COM
POR
0.07%
COM NEW
SMB
0.06%
AMT FREE SHORT M
DVY
0.06%
SELECT DIVID ETF
TSU
0.06%
SPONSORED ADR
BKH
0.06%
COM
MCD
0.06%
COM
ECL
0.06%
COM
DVAX
0.06%
COM NEW
AIV/PA
0.06%
PFD CL A 6.875%
GD
0.06%
COM
SRLN
0.06%
BLKSTN GSOSRLN
OFC
0.06%
SH BEN INT
SBUX
0.06%
COM
ABBV
0.06%
COM
ABUS
0.06%
COM
LOGM
0.06%
COM
ETSY
0.05%
COM
CUBE
0.05%
COM
WAT
0.05%
COM
RF
0.05%
COM
HON
0.05%
COM
PTI
0.05%
COM
BA
0.05%
COM
NWE
0.05%
COM NEW
SCHB
0.05%
US BRD MKT ETF
ADP
0.05%
COM
VOX
0.05%
TELCOMM ETF
IBN
0.05%
ADR
BX
0.05%
COM UNIT LTD
FISI
0.05%
COM
ONCE
0.05%
COM
BDN
0.05%
SH BEN INT NEW
BIIB
0.05%
COM
HIW
0.05%
COM
AVAL
0.05%
SPONSORED ADS
COR
0.05%
COM
TDS
0.05%
COM NEW
ORBK
0.04%
ORD
SCHH
0.04%
US REIT ETF
IYZ
0.04%
U.S. TELECOM ETF
VTWV
0.04%
VNG RUS2000VAL
OMAB
0.04%
SPON ADR
NKE
0.04%
CL B
BSRR
0.04%
COM
WVE
0.04%
SHS
MELI
0.04%
COM
RVSB
0.04%
COM
LRN
0.04%
COM
XLY
0.04%
SBI CONS DISCR
CWI
0.04%
MSCI ACWI EXUS
XNCR
0.04%
COM
THFF
0.04%
COM
NSC
0.04%
COM
PYPL
0.04%
COM
EIG
0.04%
COM
AAT
0.04%
COM
SPYX
0.04%
SP500 FOSL ETF
ESGE
0.04%
MSCI EM ESG SE
KO
0.04%
COM
TBBK
0.04%
COM
WMT
0.04%
COM
JBL
0.04%
COM
UPS
0.04%
CL B
ARQL
0.04%
COM
SHBI
0.04%
COM
FDEF
0.04%
COM
VYM
0.04%
HIGH DIV YLD
TG
0.04%
COM
INTU
0.04%
COM
VV
0.04%
LARGE CAP ETF
BIDU
0.04%
SPON ADR REP A
CBT
0.03%
COM
STT
0.03%
COM
WCC
0.03%
COM
OSK
0.03%
COM
CMCSA
0.03%
CL A
KEM
0.03%
COM NEW
OLN
0.03%
COM PAR $1
VB
0.03%
SMALL CP ETF
KLIC
0.03%
COM
XLC
0.03%
COMMUNICATION
IVR
0.03%
COM
MTG
0.03%
COM
MLHR
0.03%
COM
PBF
0.03%
CL A
WD
0.03%
COM
COLM
0.03%
COM
BANR
0.03%
COM NEW
ENB
0.03%
COM
TTEC
0.03%
COM
SCSC
0.03%
COM
XLB
0.03%
SBI MATERIALS
BPOP
0.03%
COM NEW
FF
0.03%
COM
SCCO
0.03%
COM
PFGC
0.03%
COM
BDX
0.03%
COM
IYW
0.03%
U.S. TECH ETF
CCMP
0.03%
COM
TOWR
0.03%
COM
PINC
0.03%
CL A
DUK
0.03%
COM NEW
XLRN
0.03%
COM
BELFB
0.03%
CL B
WTBA
0.03%
CAP STK
VCTR
0.03%
CL A
CLX
0.03%
COM
UVV
0.03%
COM
RDN
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
MEDP
0.03%
COM
VRS
0.03%
CL A
SCHM
0.03%
US MID-CAP ETF
HURC
0.03%
COM
ENVA
0.03%
COM
BMRN
0.03%
COM
STLD
0.03%
COM
IRT
0.03%
COM
KURA
0.03%
COM
KBR
0.03%
COM
SHOO
0.03%
COM
ESPR
0.03%
COM
INTT
0.03%
COM
PRGS
0.03%
COM
RCKY
0.03%
COM
MATX
0.03%
COM
IBCP
0.03%
COM NEW
NHC
0.03%
COM
HCHC
0.03%
COM
OFG
0.03%
COM
ACCO
0.03%
COM
ARRY
0.03%
COM
DAN
0.03%
COM
WBA
0.03%
COM
NTGR
0.03%
COM
IYJ
0.03%
U.S. INDS ETF
VPG
0.03%
COM
DWDP
0.03%
COM
FEZ
0.03%
EURO STOXX 50
NAVI
0.03%
COM
ED
0.03%
COM
SDY
0.03%
S&P DIVID ETF
IBKC
0.03%
COM
GII
0.03%
S&P GBLINF ETF
XLP
0.03%
SBI CONS STPLS
AROC
0.03%
COM
SGMO
0.03%
COM
FDP
0.03%
ORD
SIVB
0.03%
COM
IVOV
0.03%
MIDCP 400 VAL
LEXEA
0.03%
COM
SYKE
0.03%
COM
RBCAA
0.03%
CL A
MA
0.03%
CL A
FGEN
0.03%
COM
FONR
0.02%
COM NEW
APD
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
UFS
0.02%
COM NEW
LUV
0.02%
COM
VRTX
0.02%
COM
EME
0.02%
COM
FIS
0.02%
COM
ARE
0.02%
COM
HMN
0.02%
COM
USAK
0.02%
COM
CUZ
0.02%
COM
MCRN
0.02%
COM
EBF
0.02%
COM
NBIX
0.02%
COM
MPO
0.02%
COM PAR
EL
0.02%
CL A
SCHG
0.02%
US LCAP GR ETF
DLR
0.02%
COM
VFH
0.02%
FINANCIALS ETF
MTX
0.02%
COM
MEET
0.02%
COM
CAT
0.02%
COM
PEBO
0.02%
COM
ITUB
0.02%
SPON ADR REP PFD
ESGR
0.02%
SHS
STC
0.02%
COM
SRE
0.02%
COM
XTL
0.02%
S&P TELECOM
VNQI
0.02%
GLB EX US ETF
AYR
0.02%
COM
DOOR
0.02%
COM
MD
0.02%
COM
SLB
0.02%
COM
ITGR
0.02%
COM
CAP
0.02%
COM
ATKR
0.02%
COM
IONS
0.02%
COM
LLY
0.02%
COM
KFY
0.02%
COM NEW
MKC
0.02%
COM NON VTG
C
0.02%
COM NEW
SAH
0.02%
CL A
BRK.A
0.02%
CL A
HDV
0.02%
HIGH DIVIDND ETF
BOCH
0.02%
COM
ADC
0.02%
COM
SPG
0.02%
COM
HCN
0.02%
COM
VIG
0.02%
DIV APP ETF
LBTYK
0.02%
SHS CL C
MO
0.02%
COM
HUN
0.02%
COM
D
0.02%
COM
XLI
0.02%
SBI INT-INDS
CMCO
0.02%
COM
NTWK
0.02%
COM PAR $.001
ROST
0.02%
COM
GIS
0.02%
COM
MBWM
0.02%
COM
TMO
0.02%
COM
MTRX
0.02%
COM
FR
0.02%
COM
RCUS
0.02%
COM
EXAS
0.02%
COM
EPR
0.02%
COM SH BEN INT
CSWI
0.02%
COM
PTVCB
0.02%
CL B
OLP
0.02%
COM
AIZ
0.02%
COM
WDAY
0.02%
CL A
XBI
0.02%
S&P BIOTECH
TRNS
0.02%
COM
LOW
0.02%
COM
OSG
0.02%
CL A NEW
NMFC
0.02%
COM
DK
0.02%
COM
PRFT
0.02%
COM
ATHM
0.02%
SP ADR RP CL A
AERI
0.02%
COM
BBH
0.02%
BIOTECH ETF
LH
0.02%
COM NEW
GSK
0.02%
SPONSORED ADR
TSG
0.02%
COM
CME
0.02%
COM
GLDD
0.02%
COM
UL
0.02%
SPON ADR NEW
SBAC
0.02%
CL A
ARI
0.02%
COM
TMK
0.01%
COM
CINF
0.01%
COM
APPS
0.01%
COM NEW
BHP
0.01%
SPONSORED ADR
ETN
0.01%
SHS
TITN
0.01%
COM
UDR
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
SUI
0.01%
COM
BHE
0.01%
COM
ARC
0.01%
COM
CIVB
0.01%
COM NO PAR
PCMI
0.01%
COM
CNO
0.01%
COM
BVX
0.01%
COM
QNST
0.01%
COM
ONDK
0.01%
COM
FLWS
0.01%
CL A
KEY
0.01%
COM
GNE
0.01%
CL B
ZAGG
0.01%
COM
MRKR
0.01%
COM
MTU
0.01%
SPONSORED ADR
III
< 0.01%
COM
PSEC
< 0.01%
NOTE 5.875% 1/1
NAVB
< 0.01%
COM
RS
0.17%
COM
PX
0.16%
COM
FCX
0.16%
COM
ZGNX
0.12%
COM NEW
DRNA
0.11%
COM
DBVT
0.1%
SPONSORED ADR
MAN
0.08%
COM
SPLK
0.07%
COM
BBY
0.06%
COM
VLO
0.05%
COM
PNM
0.05%
COM
HDS
0.05%
COM
IMMU
0.05%
COM
FNJN
0.05%
COM NEW
APC
0.04%
COM
SCHN
0.04%
CL A
RZV
0.04%
S&P SML600 VAL
INDA
0.04%
MSCI INDIA ETF
WWWW
0.04%
COM
TBNK
0.04%
COM
TCBK
0.04%
COM
UBNK
0.04%
COM
YY
0.04%
ADS REPCOM CLA
MGLN
0.04%
COM NEW
HI
0.04%
COM
EPM
0.04%
COM
KRA
0.04%
COM
BSV
0.04%
SHORT TRM BOND
MU
0.04%
COM
NCS
0.04%
COM NEW
EGLE
0.04%
SHS NEW
ATGE
0.04%
COM
TTI
0.04%
COM
OCSL
0.04%
COM
MKSI
0.03%
COM
VEC
0.03%
COM
CRAI
0.03%
COM
TLYS
0.03%
CL A
LPX
0.03%
COM
ALTR
0.03%
CL A
PLPC
0.03%
COM
PGC
0.03%
COM
QUAD
0.03%
COM CL A
TMHC
0.03%
CL A
IIIN
0.03%
COM
AGO
0.03%
COM
PKOH
0.03%
COM
IRWD
0.03%
COM CL A
CVTI
0.03%
CL A
GMS
0.03%
COM
WRE
0.03%
SH BEN INT
FHB
0.03%
COM
DISH
0.03%
CL A
STL
0.03%
COM
QURE
0.03%
SHS
VRA
0.03%
COM
TAST
0.03%
COM
ARRS
0.03%
SHS
RTEC
0.03%
COM
ASBC
0.03%
COM
ESIO
0.03%
COM
SLM
0.03%
COM
VYGR
0.02%
COM
TSQ
0.02%
CL A
GPK
0.02%
COM
GEF
0.02%
CL A
PKE
0.02%
COM
LYB
0.02%
SHS - A -
ISBC
0.02%
COM
FBR
0.02%
SP ADR REP COM
VRNT
0.02%
COM
FHN
0.02%
COM
SBOW
0.02%
COM
LAD
0.02%
CL A
MOFG
0.02%
COM
UTMD
0.02%
COM
AVNW
0.02%
COM NEW
AMP
0.02%
COM
INCY
0.02%
COM
BLUE
0.02%
COM
SAMG
0.02%
CL A
ABEV
0.02%
SPONSORED ADR
MGNX
0.02%
COM
ALKS
0.01%
SHS
CATO
0.01%
CL A
CONN
0.01%
COM
SCS
0.01%
CL A
SAGE
0.01%
COM
ILMN
0.01%
COM
SPGI
0.01%
COM
BGCP
0.01%
CL A
FRSH
0.01%
COM
BZH
0.01%
COM NEW
TOT
0.01%
SPONSORED ADR
GWW
0.01%
COM
MGK
0.01%
MEGA GRWTH IND
DCI
0.01%
COM
TM
0.01%
SP ADR REP2COM
RIO
0.01%
SPONSORED ADR
LOGI
0.01%
SHS
HSIC
0.01%
COM
GE
0.01%
COM
AXE
0.01%
COM
TROW
0.01%
COM
TRK
0.01%
COM
ORLY
0.01%
COM
ING
0.01%
SPONSORED ADR
SDPI
0.01%
COM