Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
77
15
5
2
13
3
58
13
5
BANK OF THE WEST

Time Period2018-12-31

Total Holdings281

Total Value ($x1000)831,443
Activities
New22

Increased107

Unchanged26

Decreased126

Sold Out33

Top 10 Stock Holdingstotal 26.59%
FLOT6.38

AAPL3.15

V2.97

SPY2.65

EFA2.41

 
GOOGL2.27

FB1.79

AMZN1.78

MSFT1.64

IJR1.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FLOT
6.38%
FLTG RATE BD ETF
AAPL
3.15%
COM
V
2.97%
COM CL A
SPY
2.65%
TR UNIT
EFA
2.41%
MSCI EAFE ETF
GOOGL
2.27%
CAP STK CL A
FB
1.79%
CL A
AMZN
1.78%
COM
MSFT
1.64%
COM
IJR
1.55%
CORE S&P SCP ETF
CMCSA
1.49%
CL A
INTC
1.45%
COM
SCHF
1.35%
INTL EQTY ETF
EEM
1.34%
MSCI EMG MKT ETF
DAL
1.32%
COM NEW
UNH
1.29%
COM
HD
1.23%
COM
IJH
1.19%
CORE S&P MCP ETF
AMT
1.13%
COM
CVX
1.11%
COM
CRM
1.02%
COM
AVGO
1.02%
COM
VWO
1.01%
FTSE EMR MKT ETF
JPM
1%
COM
QAI
0.99%
HEDGE MLTI ETF
HYD
0.97%
HIGH YLD MUN ETF
PFE
0.93%
COM
LQD
0.93%
IBOXX INV CP ETF
FM
0.92%
MSCI FRNTR100ETF
GXC
0.88%
S&P CHINA ETF
UTX
0.86%
COM
NEE
0.85%
COM
WDC
0.82%
COM
BAC
0.81%
COM
GLD
0.8%
GOLD SHS
ANTM
0.78%
COM
WFC
0.78%
COM
MCHP
0.76%
COM
PRU
0.7%
COM
MBB
0.65%
MBS ETF
ABBV
0.63%
COM
DWDP
0.62%
COM
CSCO
0.61%
COM
MPC
0.61%
COM
PDN
0.59%
FTSE RAFI SML
IVE
0.58%
S&P 500 VAL ETF
CVS
0.58%
COM
ABT
0.56%
COM
RCL
0.56%
COM
IVV
0.55%
CORE S&P500 ETF
VZ
0.54%
COM
BIIB
0.54%
COM
GILD
0.53%
COM
MDY
0.52%
UTSER1 S&PDCRP
XLY
0.51%
SBI CONS DISCR
MNST
0.5%
COM
WBA
0.5%
COM
CTSH
0.5%
CL A
GM
0.5%
COM
FDX
0.49%
COM
NRG
0.47%
COM NEW
MA
0.45%
CL A
SCHW
0.45%
COM
BRK.B
0.45%
CL B NEW
MET
0.45%
COM
MCD
0.43%
COM
C
0.43%
COM NEW
DIS
0.42%
COM DISNEY
COF
0.42%
COM
PG
0.41%
COM
LMT
0.41%
COM
MS
0.41%
COM NEW
VRTX
0.4%
COM
BLK
0.39%
COM
XLE
0.39%
SBI INT-ENERGY
ALXN
0.39%
COM
LH
0.37%
COM NEW
PEP
0.37%
COM
KO
0.37%
COM
WMT
0.36%
COM
TSN
0.36%
CL A
CNC
0.35%
COM
JNJ
0.34%
COM
SPG
0.34%
COM
MRK
0.33%
COM
AGN
0.33%
SHS
IWM
0.33%
RUSSELL 2000 ETF
UNP
0.32%
COM
XLF
0.32%
SBI INT-FINL
XLV
0.32%
SBI HEALTHCARE
DVY
0.31%
SELECT DIVID ETF
ALB
0.31%
COM
PFF
0.3%
U.S. PFD STK ETF
APC
0.3%
COM
BKNG
0.29%
COM
ADBE
0.29%
COM
GD
0.29%
COM
EL
0.28%
CL A
SBUX
0.27%
COM
CMF
0.27%
CALI AMT-FRE ETF
RWX
0.26%
DJ INTL RL ETF
XOM
0.26%
COM
AGG
0.26%
CORE TOTUSBD ETF
HON
0.26%
COM
PYPL
0.26%
COM
IYR
0.25%
U.S. REAL ES ETF
PXD
0.25%
COM
BDX
0.25%
COM
IVZ
0.25%
SHS
BK
0.25%
COM
SYF
0.24%
COM
LRCX
0.24%
COM
MUB
0.24%
NAT AMT FREE BD
AMGN
0.24%
COM
CI
0.24%
COM
VLO
0.23%
COM
SHY
0.23%
1-3 YR TR BD ETF
XLK
0.23%
TECHNOLOGY
T
0.23%
COM
PM
0.23%
COM
CIU
0.23%
INTERM CR BD ETF
NKE
0.22%
CL B
MMM
0.22%
COM
MO
0.21%
COM
PWR
0.2%
COM
XLI
0.2%
SBI INT-INDS
UPS
0.2%
CL B
ITM
0.19%
AMT FREE INT ETF
FE
0.19%
COM
TMO
0.19%
COM
QCOM
0.18%
COM
BWX
0.18%
BRCLYS INTL ETF
ULTA
0.18%
COM
NCLH
0.18%
SHS
MDLZ
0.17%
CL A
ORCL
0.17%
COM
MLPI
0.17%
ALERIAN INFRST
VXF
0.16%
EXTEND MKT ETF
CBS
0.16%
CL B
IGE
0.15%
NA NAT RES
KEY
0.15%
COM
KR
0.14%
COM
WY
0.14%
COM
APD
0.14%
COM
CAT
0.13%
COM
STI
0.13%
COM
XLP
0.13%
SBI CONS STPLS
ADI
0.13%
COM
TXT
0.12%
COM
GE
0.12%
COM
BMY
0.12%
COM
ISRG
0.12%
COM NEW
EQIX
0.12%
COM PAR $0.001
DHR
0.12%
COM
HRS
0.11%
COM
LYB
0.11%
SHS - A -
MU
0.11%
COM
ICE
0.11%
COM
MDT
0.11%
SHS
WH
0.1%
COM
COST
0.1%
COM
IEI
0.1%
3-7 YR TR BD ETF
FLRN
0.1%
INV GRD FLT RT
AFL
0.1%
COM
WWD
0.1%
COM
NSC
0.1%
COM
IXC
0.1%
GLOBAL ENERG ETF
TFX
0.1%
COM
SYY
0.09%
COM
ICF
0.09%
COHEN&STEER REIT
SLB
0.09%
COM
LPLA
0.09%
COM
COP
0.09%
COM
ENSG
0.09%
COM
VGT
0.08%
INF TECH ETF
TXN
0.08%
COM
BA
0.08%
COM
ETFC
0.08%
COM NEW
DUK
0.08%
COM NEW
SPXL
0.08%
DRX S&P500BULL
KMB
0.08%
COM
CELG
0.08%
COM
GOOG
0.08%
CAP STK CL C
WYN
0.08%
COM
CCI
0.08%
COM
EMR
0.08%
COM
HYG
0.08%
IBOXX HI YD ETF
XLB
0.08%
SBI MATERIALS
XBI
0.07%
S&P BIOTECH
OXY
0.07%
COM
KLAC
0.07%
COM
ADP
0.07%
COM
IVW
0.07%
S&P 500 GRWT ETF
SNA
0.07%
COM
AXP
0.07%
COM
ES
0.07%
COM
XLNX
0.07%
COM
XOP
0.07%
S&P OILGAS EXP
F
0.07%
COM PAR $0.01
BX
0.06%
COM UNIT LTD
IEFA
0.06%
CORE MSCI EAFE
EXC
0.06%
COM
TSM
0.06%
SPONSORED ADR
VTI
0.06%
TOTAL STK MKT
MHK
0.06%
COM
SHW
0.06%
COM
LKQ
0.06%
COM
RPM
0.06%
COM
MMP
0.06%
COM UNIT RP LP
IP
0.05%
COM
TGT
0.05%
COM
LIN
0.05%
COM
ECL
0.05%
COM
JKE
0.05%
MRNGSTR LG-CP GR
CQP
0.05%
COM UNIT
XLRE
0.05%
RL EST SEL SEC
TAP
0.05%
CL B
DBEU
0.05%
DB XTR MSCI EUR
SHM
0.05%
NUVN BR SHT MUNI
TSS
0.05%
COM
PVH
0.05%
COM
VCSH
0.05%
SHRT TRM CORP BD
STX
0.05%
SHS
VUG
0.04%
GROWTH ETF
IBN
0.04%
ADR
MCK
0.04%
COM
XLC
0.04%
COMMUNICATION
APTV
0.04%
SHS
AAXJ
0.04%
MSCI AC ASIA ETF
CTRE
0.04%
COM
FWONK
0.04%
COM C MEDIA GRP
STT
0.04%
COM
MCO
0.04%
COM
GPC
0.04%
COM
MYL
0.04%
SHS EURO
IBM
0.04%
COM
NLSN
0.04%
SHS EUR
NVDA
0.04%
COM
RDS/A
0.04%
SPONS ADR A
XRT
0.04%
S&P RETAIL ETF
BRK.A
0.04%
CL A
IWF
0.04%
RUS 1000 GRW ETF
USB
0.04%
COM NEW
ABC
0.04%
COM
KHC
0.04%
COM
NTRS
0.04%
COM
TPR
0.03%
COM
JCI
0.03%
SHS
D
0.03%
COM
CCL
0.03%
PAIRED CTF
IWN
0.03%
RUS 2000 VAL ETF
HPQ
0.03%
COM
BAX
0.03%
COM
EXR
0.03%
COM
A
0.03%
COM
CWB
0.03%
BRC CNV SECS ETF
AEP
0.03%
COM
EPD
0.03%
COM
OKE
0.03%
COM
HBI
0.03%
COM
RY
0.03%
COM
FLS
0.03%
COM
LOW
0.03%
COM
ETR
0.03%
COM
FL
0.03%
COM
MD
0.03%
COM
JKD
0.03%
MRNGSTR LG-CP ET
AES
0.03%
COM
CBG
0.03%
CL A
MMC
0.03%
COM
FXI
0.03%
CHINA LG-CAP ETF
FIS
0.03%
COM
IPG
0.02%
COM
ACN
0.02%
SHS CLASS A
DXJ
0.02%
JAPN HEDGE EQT
SYMC
0.02%
COM
HPE
0.02%
COM
NAVI
0.02%
COM
DBB
0.02%
BASE METALS FD
BGG
0.02%
COM
USO
0.02%
UNITS
HYD
1.17%
HIGH YLD MUN ETF
ITM
0.3%
AMT FREE INT ETF
ANDV
0.23%
COM
CI
0.2%
COM
AET
0.15%
COM
EMN
0.09%
COM
ESRX
0.08%
COM
SHV
0.07%
SHRT TRS BD ETF
AMG
0.07%
COM
HBC
0.06%
SPON ADR NEW
FLR
0.06%
COM
PX
0.06%
COM
SU
0.05%
COM
VFC
0.05%
COM
PCG
0.04%
COM
EOG
0.04%
COM
ORLY
0.04%
COM
GS
0.03%
COM
BKLN
0.03%
SR LN ETF
EV
0.03%
COM NON VTG
ABB
0.03%
SPONSORED ADR
LFC
0.03%
SPON ADR REP H
RTN
0.03%
COM NEW
BABA
0.03%
SPONSORED ADS
ELY
0.03%
COM
PPG
0.03%
COM
CHTR
0.03%
CL A
NOC
0.03%
COM
LNC
0.03%
COM
MDU
0.02%
COM
DFS
0.02%
COM
COG
0.02%
COM
IRET
0.02%
SH BEN INT