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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
14
0
1
1
2
1
15
3
4
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Time Period2017-12-31

Total Holdings80

Total Value ($x1000)475,894
Activities
New8

Increased38

Unchanged1

Decreased33

Sold Out3

Top 10 Stock Holdingstotal 28.14%
AAPL4.7

VV3.43

TXN2.9

MSFT2.81

VTV2.79

 
QQQ2.55

JNJ2.37

DVY2.3

VO2.16

BK2.13

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.7%
COM
VV
3.43%
LARGE CAP ETF
TXN
2.9%
COM
MSFT
2.81%
COM
VTV
2.79%
VALUE ETF
QQQ
2.55%
UNIT SER 1
JNJ
2.37%
COM
DVY
2.3%
SELECT DIVID ETF
VO
2.16%
MID CAP ETF
BK
2.13%
COM
PFF
2.13%
U.S. PFD STK ETF
MMM
2.09%
COM
SYK
2.05%
COM
V
2%
COM CL A
DIS
2%
COM DISNEY
PEP
1.91%
COM
GOOG
1.84%
CAP STK CL C
RSP
1.82%
GUG S&P500 EQ WT
RCL
1.77%
COM
ARCC
1.77%
COM
BX
1.73%
COM UNIT LTD
VCSH
1.69%
SHRT TRM CORP BD
JPM
1.69%
COM
BABA
1.67%
SPONSORED ADS
FB
1.65%
CL A
LH
1.64%
COM NEW
PCLN
1.59%
COM NEW
CPT
1.57%
SH BEN INT
IYG
1.55%
U.S. FIN SVC ETF
AMTD
1.52%
COM
IWR
1.5%
RUS MID-CAP ETF
HTA
1.49%
CL A NEW
MAR
1.48%
CL A
IJT
1.47%
SP SMCP600GR ETF
PYPL
1.45%
COM
IEFA
1.45%
CORE MSCI EAFE
IBB
1.42%
NASDQ BIOTEC ETF
IAK
1.34%
U.S. INSRNCE ETF
XLV
1.31%
SBI HEALTHCARE
ANET
1.28%
COM
VBR
1.27%
SM CP VAL ETF
MRK
1.27%
COM
ICE
1.27%
COM
OHI
1.21%
COM
USB
1.2%
COM NEW
CL
1.2%
COM
OAK
1.13%
UNIT 99/99/9999
SCHH
1.05%
US REIT ETF
SBUX
1.03%
COM
ESNT
0.94%
COM
MDY
0.92%
UTSER1 S&PDCRP
GOOGL
0.85%
CAP STK CL A
AHS
0.84%
COM
BOX
0.84%
CL A
SDY
0.82%
S&P DIVID ETF
IJR
0.79%
CORE S&P SCP ETF
SPY
0.69%
TR UNIT
VYM
0.53%
HIGH DIV YLD
VEU
0.47%
ALLWRLD EX US
RYT
0.44%
GUG S&P500EQWTTE
LGLV
0.43%
RUSS1000LOWVOL
IWS
0.38%
RUS MDCP VAL ETF
IHI
0.37%
U.S. MED DVC ETF
EXPE
0.32%
COM NEW
XOM
0.31%
COM
BNDX
0.29%
INTL BD IDX ETF
VOO
0.16%
SHS
XLP
0.15%
SBI CONS STPLS
BMY
0.11%
COM
BAC
0.1%
COM
BRK.B
0.09%
CL B NEW
BA
0.08%
COM
EFA
0.07%
MSCI EAFE ETF
HD
0.06%
COM
PG
0.05%
COM
C
0.05%
COM NEW
IVV
0.05%
CORE S&P500 ETF
T
0.05%
COM
IYF
0.05%
U.S. FINLS ETF
RPM
0.04%
COM
UA/C
0.59%
CL C
WFC
0.1%
COM
RYE
0.05%
GUG S&P500EQWTEN