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HedgeMind.com
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Institutional Portfolios
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BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
> 2018-03-31
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Time Period
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
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Unchanged
Decreased
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Stock
Options (PUT, CALL)
Fixed Income
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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.
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Market Cap
Large
Value
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Small
Growth
17
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1
2
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15
2
3
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
Time Period
2018-03-31
Total Holdings
84
Total Value
($x1000)
457,953
Activities
New
15
Increased
40
Unchanged
3
Decreased
26
Sold Out
11
Top 10 Stock Holdings
total 26.81%
VV
3.61
MSFT
3.08
VTV
2.98
TXN
2.9
QQQ
2.78
 
AAPL
2.39
DVY
2.37
JNJ
2.3
VO
2.21
V
2.19
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
VV
3.61%
LARGE CAP ETF
MSFT
3.08%
COM
VTV
2.98%
VALUE ETF
TXN
2.9%
COM
QQQ
2.78%
UNIT SER 1
AAPL
2.39%
COM
DVY
2.37%
SELECT DIVID ETF
JNJ
2.3%
COM
VO
2.21%
MID CAP ETF
V
2.19%
COM CL A
SYK
2.16%
COM
BK
2.13%
COM
BABA
2.08%
SPONSORED ADS
MMM
2.06%
COM
JPM
2%
COM
DIS
1.98%
COM DISNEY
BKNG
1.97%
COM
AMTD
1.96%
COM
PFF
1.93%
U.S. PFD STK ETF
GOOG
1.93%
CAP STK CL C
ARCC
1.86%
COM
RCL
1.84%
COM
BX
1.83%
COM UNIT LTD
PEP
1.83%
COM
LH
1.78%
COM NEW
VCSH
1.7%
SHRT TRM CORP BD
IYG
1.68%
U.S. FIN SVC ETF
IJT
1.59%
SP SMCP600GR ETF
BLK
1.58%
COM
IWR
1.57%
RUS MID-CAP ETF
IEFA
1.56%
CORE MSCI EAFE
MAR
1.54%
CL A
PYPL
1.53%
COM
FB
1.49%
CL A
ALL
1.46%
COM
IBB
1.43%
NASDQ BIOTEC ETF
ICE
1.38%
COM
XLV
1.35%
SBI HEALTHCARE
IAK
1.34%
U.S. INSRNCE ETF
ANET
1.33%
COM
VBR
1.29%
SM CP VAL ETF
CPT
1.29%
SH BEN INT
CL
1.18%
COM
OAK
1.16%
UNIT 99/99/9999
USB
1.13%
COM NEW
UNH
1.11%
COM
SBUX
1.04%
COM
HTA
1.03%
CL A NEW
ESNT
1%
COM
AHS
0.99%
COM
MOMO
0.97%
ADR
MDY
0.93%
UTSER1 S&PDCRP
GOOGL
0.85%
CAP STK CL A
IJR
0.81%
CORE S&P SCP ETF
SDY
0.81%
S&P DIVID ETF
SPY
0.71%
TR UNIT
IHI
0.65%
U.S. MED DVC ETF
VYM
0.63%
HIGH DIV YLD
VEU
0.55%
ALLWRLD EX US
LGLV
0.46%
RUSS1000LOWVOL
IWS
0.42%
RUS MDCP VAL ETF
TTD
0.37%
CL A
XOM
0.3%
COM
UCTT
0.18%
COM
VOO
0.16%
SHS
SPYV
0.14%
S&P 500 VALUE
BMY
0.12%
COM
BAC
0.1%
COM
BA
0.1%
COM
ONEK
0.08%
RUSSELL 1000 ETF
IYF
0.07%
U.S. FINLS ETF
EFA
0.07%
MSCI EAFE ETF
PG
0.06%
COM
BRK.B
0.06%
CL B NEW
GWL
0.05%
S&P WRLD EX US
T
0.05%
COM
IVV
0.05%
CORE S&P500 ETF
C
0.05%
COM NEW
MRK
0.05%
COM
VNQ
0.05%
REIT ETF
SPYD
0.05%
SP500 HIGH DIV
INTC
0.05%
COM
AMZN
0.04%
COM
BSTI
0.03%
SPONSORED ADS
RSP
1.82%
GUG S&P500 EQ WT
PCLN
1.59%
COM NEW
OHI
1.21%
COM
SCHH
1.05%
US REIT ETF
BOX
0.84%
CL A
RYT
0.44%
GUG S&P500EQWTTE
EXPE
0.32%
COM NEW
BNDX
0.29%
INTL BD IDX ETF
XLP
0.15%
SBI CONS STPLS
HD
0.06%
COM
RPM
0.04%
COM