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
105
31
42
4
11
4
78
38
30
BOSTON PRIVATE WEALTH LLC

Time Period2018-09-30

Total Holdings449

Total Value ($x1000)2,827,403
Activities
New28

Increased119

Unchanged47

Decreased255

Sold Out27

Top 10 Stock Holdingstotal 25.1%
AAPL5.68

MSFT3.62

JPM2.53

GLNG2.46

AMZN2.24

 
BRK.A1.9

HD1.89

V1.82

UNP1.5

MRK1.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.68%
COM
MSFT
3.62%
COM
JPM
2.53%
COM
GLNG
2.46%
SHS
AMZN
2.24%
COM
BRK.A
1.9%
CL A
HD
1.89%
COM
V
1.82%
COM CL A
UNP
1.5%
COM
MRK
1.46%
COM
PFE
1.42%
COM
ABBV
1.42%
COM
ABT
1.39%
COM
JNJ
1.3%
COM
GOOG
1.29%
CAP STK CL C
MDT
1.28%
SHS
AGN
1.21%
SHS
BTI
1.16%
SPONSORED ADR
UTX
1.15%
COM
ORCL
1.13%
COM
AVGO
1.12%
COM
ADP
1.12%
COM
RTN
1.08%
COM NEW
CB
1.02%
COM
GOOGL
0.99%
CAP STK CL A
RCL
0.91%
COM
CVX
0.88%
COM
ADI
0.87%
COM
ACN
0.87%
SHS CLASS A
OPTION C...
0.87%
COM
BLK
0.86%
COM
BAC
0.86%
COM
PG
0.85%
COM
URI
0.83%
COM
SCHW
0.81%
COM
XOM
0.81%
COM
HON
0.8%
COM
NEE
0.78%
COM
FB
0.78%
CL A
FDX
0.77%
COM
CRM
0.74%
COM
INTC
0.74%
COM
OXY
0.73%
COM
SLB
0.71%
COM
T
0.71%
COM
CELG
0.69%
COM
RDS/B
0.69%
SPON ADR B
WMT
0.68%
COM
KO
0.66%
COM
CSCO
0.64%
COM
ATUS
0.64%
CL A
BR
0.64%
COM
DHR
0.63%
COM
AMGN
0.62%
COM
SABR
0.59%
COM
C
0.59%
COM NEW
VZ
0.59%
COM
FIS
0.57%
COM
ICE
0.56%
COM
CME
0.55%
COM
MDLZ
0.54%
CL A
IPG
0.52%
COM
AMP
0.51%
COM
WFC
0.51%
COM
APD
0.51%
COM
WBA
0.5%
COM
TJX
0.49%
COM
CCL
0.48%
PAIRED CTF
DIS
0.48%
COM DISNEY
ECL
0.47%
COM
MMC
0.47%
COM
CVS
0.46%
COM
MCHP
0.45%
COM
ABC
0.45%
COM
IQV
0.44%
COM
UNH
0.44%
COM
MCD
0.43%
COM
SKX
0.43%
CL A
CMCSA
0.43%
CL A
CCK
0.42%
COM
EOG
0.41%
COM
BRK.B
0.4%
CL B NEW
CERN
0.4%
COM
ROST
0.4%
COM
VLO
0.36%
COM
MMM
0.36%
COM
IBM
0.36%
COM
GILD
0.36%
COM
SYK
0.35%
COM
MLM
0.33%
COM
BMY
0.32%
COM
PEP
0.31%
COM
DWDP
0.3%
COM
D
0.29%
COM
AJG
0.29%
COM
PPG
0.26%
COM
SBUX
0.25%
COM
COST
0.25%
COM
NKE
0.23%
CL B
CL
0.23%
COM
XOG
0.22%
COM
GE
0.22%
COM
BABA
0.22%
SPONSORED ADS
BBT
0.19%
COM
ISRG
0.19%
COM NEW
VFC
0.19%
COM
MA
0.18%
CL A
STT
0.17%
COM
SWKS
0.17%
COM
BP
0.16%
SPONSORED ADR
BA
0.15%
COM
NFLX
0.15%
COM
ADBE
0.15%
COM
WM
0.14%
COM
MO
0.14%
COM
PRU
0.14%
COM
TEL
0.13%
REG SHS
FL
0.13%
COM
GROM SOC...
0.13%
COM
ZMH
0.13%
COM
MSI
0.13%
COM NEW
BDX
0.13%
COM
USB
0.12%
COM NEW
PANW
0.12%
COM
PAYX
0.12%
COM
AXP
0.12%
COM
ITW
0.11%
COM
STX
0.11%
SHS
PGR
0.11%
COM
IMMU
0.11%
COM
GLW
0.11%
COM
CMI
0.11%
COM
GIS
0.11%
COM
DAL
0.11%
COM NEW
PX
0.1%
COM
CDW
0.1%
COM
MXIM
0.1%
COM
TROW
0.1%
COM
ETN
0.1%
SHS
LLL
0.1%
COM
PYPL
0.1%
COM
NTES
0.1%
SPONSORED ADR
AMT
0.1%
COM
GM
0.1%
COM
KMB
0.1%
COM
PNC
0.1%
COM
LEN
0.1%
CL A
ROP
0.09%
COM
IDXX
0.09%
COM
PLD
0.09%
COM
VRTX
0.09%
COM
QCOM
0.09%
COM
PPL
0.09%
COM
ACIA
0.09%
COM
PM
0.09%
COM
EV
0.09%
COM NON VTG
EPR
0.08%
COM SH BEN INT
DISCA
0.08%
COM SER A
KSS
0.08%
COM
MGLN
0.08%
COM NEW
LLY
0.08%
COM
TOT
0.08%
SPONSORED ADR
UPS
0.08%
CL B
NCLH
0.08%
SHS
HRS
0.08%
COM
COF
0.08%
COM
TGT
0.08%
COM
EPD
0.08%
COM
HCP
0.08%
COM
AFL
0.08%
COM
SWK
0.07%
COM
CAT
0.07%
COM
LYB
0.07%
SHS - A -
KMI
0.07%
COM
PKG
0.07%
COM
ACHC
0.07%
COM
AEE
0.07%
COM
DUK
0.07%
COM NEW
EMR
0.07%
COM
MMP
0.07%
COM UNIT RP LP
HOLX
0.07%
COM
NOC
0.06%
COM
OTEX
0.06%
COM
HFC
0.06%
COM
RMD
0.06%
COM
STE
0.06%
SHS USD
LMT
0.06%
COM
HPQ
0.06%
COM
HSY
0.06%
COM
BAH
0.06%
CL A
CSX
0.06%
COM
NSC
0.06%
COM
LOW
0.06%
COM
EHC
0.06%
COM
BKNG
0.06%
COM
SAH
0.06%
CL A
TXN
0.06%
COM
RPM
0.06%
COM
AVB
0.06%
COM
RSG
0.06%
COM
CDK
0.06%
COM
YUM
0.06%
COM
CHD
0.06%
COM
DK
0.05%
COM
FNF
0.05%
COM
CTSH
0.05%
CL A
DOV
0.05%
COM
WDAY
0.05%
CL A
ESRX
0.05%
COM
TMO
0.05%
COM
NSRGY
0.05%
COM
COR
0.05%
COM
HII
0.05%
COM
TRUE
0.05%
COM
SNA
0.05%
COM
PKI
0.05%
COM
MAS
0.05%
COM
XRAY
0.05%
COM
KLAC
0.05%
COM
CFR
0.05%
COM
FLIR
0.05%
COM
EL
0.05%
CL A
SUI
0.04%
COM
NVDA
0.04%
COM
VLY
0.04%
COM
CI
0.04%
COM
SJM
0.04%
COM NEW
IT
0.04%
COM
FANG
0.04%
COM
GPC
0.04%
COM
GS
0.04%
COM
WSO
0.04%
COM
SO
0.04%
COM
DEO
0.04%
SPON ADR NEW
DE
0.04%
COM
SRCL
0.04%
COM
HPE
0.04%
COM
DPZ
0.04%
COM
EVRG
0.04%
COM
YUMC
0.04%
COM
AVY
0.04%
COM
BHLB
0.04%
COM
INTU
0.04%
COM
CGNX
0.04%
COM
ALL
0.04%
COM
FTV
0.04%
COM
HMN
0.04%
COM
DLR
0.04%
COM
ILMN
0.04%
COM
PSX
0.03%
COM
SPGI
0.03%
COM
NVS
0.03%
SPONSORED ADR
RDS/A
0.03%
SPONS ADR A
DSW
0.03%
CL A
JCOM
0.03%
COM
SBRA
0.03%
COM
SYY
0.03%
COM
DGX
0.03%
COM
AXS
0.03%
SHS
AEO
0.03%
COM
LM
0.03%
COM
BRKS
0.03%
COM
GNTX
0.03%
COM
A
0.03%
COM
BK
0.03%
COM
EME
0.03%
COM
BSX
0.03%
COM
AVT
0.03%
COM
KHC
0.03%
COM
MDP
0.03%
COM
SOI
0.03%
CL A
JBHT
0.03%
COM
AYI
0.03%
COM
FBHS
0.03%
COM
COP
0.03%
COM
NTR
0.03%
COM
MSM
0.03%
CL A
SR
0.03%
COM
MNST
0.03%
COM
AIG
0.03%
COM NEW
TRV
0.03%
COM
MPC
0.03%
COM
HUBB
0.03%
COM
WH
0.03%
COM
VMC
0.03%
COM
VTR
0.03%
COM
ETH
0.03%
COM
NXPI
0.03%
COM
SKT
0.03%
COM
ABM
0.03%
COM
AEP
0.03%
COM
STBZ
0.03%
COM
INGR
0.03%
COM
FTNT
0.03%
COM
HTBK
0.02%
COM
DLTR
0.02%
COM
RS
0.02%
COM
EVR
0.02%
CLASS A
ONB
0.02%
COM
KEWEENAW...
0.02%
COM
FISV
0.02%
COM
APC
0.02%
COM
MET
0.02%
COM
CXO
0.02%
COM
RE
0.02%
COM
CHS
0.02%
COM
BIDU
0.02%
SPON ADR REP A
PEG
0.02%
COM
BGG
0.02%
COM
WYN
0.02%
COM
JD
0.02%
SPON ADR CL A
BUD
0.02%
SPONSORED ADR
DCI
0.02%
COM
ED
0.02%
COM
EBAY
0.02%
COM
BAX
0.02%
COM
TSS
0.02%
COM
CRI
0.02%
COM
DVN
0.02%
COM
XYL
0.02%
COM
BBX
0.02%
CL A
AMAT
0.02%
COM
CAH
0.02%
COM
WPC
0.02%
COM
SMG
0.02%
CL A
DXC
0.02%
COM
ARCC
0.02%
COM
TWO
0.02%
COM NEW
BIIB
0.02%
COM
OLED
0.02%
COM
CLARIANT...
0.02%
COM
SAP
0.02%
SPON ADR
CBT
0.02%
COM
MCK
0.02%
COM
LVS
0.02%
COM
ALB
0.02%
COM
ZTS
0.02%
CL A
DHI
0.02%
COM
IR
0.02%
SHS
MS
0.02%
COM NEW
EQIX
0.02%
COM PAR $0.001
UL
0.02%
SPON ADR NEW
SYF
0.02%
COM
GSK
0.02%
SPONSORED ADR
AABA
0.02%
COM
KMX
0.02%
COM
RLJ
0.02%
COM
SPB
0.02%
COM
DTE
0.02%
COM
STZ
0.01%
CL A
MAR
0.01%
CL A
CLB
0.01%
COM
TMUS
0.01%
COM
ETSY
0.01%
COM
CTAS
0.01%
COM
SHPG
0.01%
SPONSORED ADR
DVMT
0.01%
COM CL V
ROCHE HO...
0.01%
COM
WAB
0.01%
COM
IVZ
0.01%
SHS
XEL
0.01%
COM
HXL
0.01%
COM
WEC
0.01%
COM
APY
0.01%
COM
BAYER AG...
0.01%
COM
PDCO
0.01%
COM
AIA GROU...
0.01%
COM
ES
0.01%
COM
ENB
0.01%
COM
AGNC
0.01%
COM
FSLR
0.01%
COM
EXC
0.01%
COM
EW
0.01%
COM
ALLIANZ ...
0.01%
COM
CA
0.01%
COM
COG
0.01%
COM
SBNY
0.01%
COM
PING AN ...
0.01%
COM
AXA GROU...
0.01%
COM
NWE
0.01%
COM NEW
ORLY
0.01%
COM
HONE
0.01%
COM
DNKN
0.01%
COM
CHKP
0.01%
ORD
BRKL
0.01%
COM
STLD
0.01%
COM
BEN
0.01%
COM
HIG
0.01%
COM
MKC
0.01%
COM NON VTG
CP
0.01%
COM
OCSL
0.01%
COM
CTL
0.01%
COM
PCRX
0.01%
COM
IOSP
0.01%
COM
K
0.01%
COM
THG
0.01%
COM
CPRT
0.01%
COM
GGG
0.01%
COM
NOW
0.01%
COM
TSN
0.01%
CL A
BWA
0.01%
COM
TD
0.01%
COM NEW
USCR
0.01%
COM NEW
WCN
0.01%
COM
CCI
0.01%
COM
WASH
0.01%
COM
INFO
0.01%
SHS
COO
0.01%
COM NEW
SPG
0.01%
COM
SOFTBANK...
0.01%
COM
CINF
0.01%
COM
FAST RET...
0.01%
COM
IRONWOOD...
0.01%
COM
PUK
0.01%
ADR
COMPASS ...
0.01%
COM
ITT
0.01%
COM
IX
0.01%
SPONSORED ADR
TSLA
0.01%
COM
WY
0.01%
COM
VOLKSWAG...
0.01%
COM
DEUTSCHE...
0.01%
COM
SMFG
0.01%
SPONSORED ADR
BITCOIN ...
0.01%
COM
BPFH
0.01%
COM
TUI AG A...
0.01%
COM
CK HUTCH...
0.01%
COM
UBS
0.01%
SHS
DANOY
0.01%
COM
PSEC
< 0.01%
COM
EHI
< 0.01%
COM
IBN
< 0.01%
ADR
BBVA
< 0.01%
SPONSORED ADR
AURORA C...
< 0.01%
COM
AWRE
< 0.01%
COM
PROMIS N...
< 0.01%
COM
PLUG
< 0.01%
COM NEW
LTRE
< 0.01%
COM
NAVB
< 0.01%
COM
MANHATTA...
< 0.01%
COM
CRYSTAL ...
< 0.01%
COM
IMMUNE T...
< 0.01%
COM
GLOBAL B...
< 0.01%
COM
CELEXPRE...
< 0.01%
COM
THEGLOBE...
< 0.01%
COM
GLOBAL T...
< 0.01%
COM
SILICON ...
< 0.01%
COM
WESTWIND...
< 0.01%
COM
CYBERDEF...
< 0.01%
COM
MARRIOTT...
< 0.01%
COM
SPWH
0.41%
COM
TPR
0.09%
COM
TUP
0.08%
COM
NIC FUND...
0.03%
OTHER
AN
0.02%
COM
NYCB
0.02%
COM
HOPE
0.02%
COM
FULT
0.02%
COM
SPB
0.02%
COM
CYS
0.02%
COM
BIG
0.01%
COM
PCG
0.01%
COM
TWTR
0.01%
COM
EQT
0.01%
COM
MLCO
0.01%
ADR
BANK OF ...
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
PNW
0.01%
COM
VSM
0.01%
COM
NICE
0.01%
SPONSORED ADR
VOLKSWAG...
0.01%
COM
KSU
0.01%
COM NEW
DPS
0.01%
COM
F
0.01%
COM PAR $0.01
FCX
0.01%
COM
ROYAL MI...
< 0.01%
COM
ASCENT S...
< 0.01%
COM