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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
110
35
43
5
12
4
81
40
35
BOSTON PRIVATE WEALTH LLC

Time Period2017-12-31

Total Holdings482

Total Value ($x1000)2,658,117
Activities
New36

Increased158

Unchanged42

Decreased246

Sold Out26

Top 10 Stock Holdingstotal 21.98%
AAPL5.06

MSFT3.19

JPM2.87

HD1.99

V1.64

 
ABBV1.59

UNP1.46

JNJ1.44

WFC1.38

GOOG1.36

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.06%
COM
MSFT
3.19%
COM
JPM
2.87%
COM
HD
1.99%
COM
V
1.64%
COM CL A
ABBV
1.59%
COM
UNP
1.46%
COM
JNJ
1.44%
COM
WFC
1.38%
COM
GOOG
1.36%
CAP STK CL C
FB
1.34%
CL A
PFE
1.32%
COM
MRK
1.28%
COM
PG
1.24%
COM
UTX
1.24%
COM
CB
1.24%
COM
ADI
1.18%
COM
AVGO
1.16%
SHS
AMZN
1.16%
COM
ABT
1.16%
COM
MDT
1.13%
SHS
RTN
1.09%
COM NEW
SCHW
1.08%
COM
CVX
1.06%
COM
CELG
1.05%
COM
BLK
1.04%
COM
GOOGL
1.04%
CAP STK CL A
XOM
0.99%
COM
AGN
0.97%
SHS
VZ
0.96%
COM
ADP
0.93%
COM
FDX
0.93%
COM
SBUX
0.89%
COM
COF
0.88%
COM
SLB
0.88%
COM
DIS
0.87%
COM DISNEY
ACN
0.86%
SHS CLASS A
WMT
0.84%
COM
INTC
0.84%
COM
HON
0.81%
COM
NEE
0.8%
COM
RCL
0.78%
COM
OXY
0.76%
COM
ORCL
0.74%
COM
KO
0.73%
COM
URI
0.72%
COM
RDS/B
0.68%
SPON ADR B
GILD
0.68%
COM
DHR
0.67%
COM
CMCSA
0.66%
CL A
MDLZ
0.65%
CL A
C
0.64%
COM NEW
CSCO
0.62%
COM
BR
0.61%
COM
AMP
0.59%
COM
BUD
0.58%
SPONSORED ADR
AMGN
0.58%
COM
MCD
0.56%
COM
APD
0.54%
COM
NXPI
0.53%
COM
SPWH
0.53%
COM
FIS
0.52%
COM
T
0.52%
COM
GE
0.52%
COM
CVS
0.52%
COM
SABR
0.5%
COM
ECL
0.5%
COM
MMM
0.49%
COM
ICE
0.49%
COM
WBA
0.47%
COM
MMC
0.47%
COM
CERN
0.47%
COM
DWDP
0.47%
COM
IPG
0.47%
COM
ABC
0.46%
COM
MLM
0.45%
COM
UNH
0.45%
COM
PEP
0.44%
COM
IBM
0.44%
COM
BAC
0.41%
COM
EOG
0.4%
COM
TJX
0.39%
COM
AJG
0.38%
COM
BMY
0.38%
COM
KHC
0.37%
COM
CL
0.36%
COM
D
0.36%
COM
VLO
0.36%
COM
BRK.B
0.31%
CL B NEW
SYK
0.3%
COM
MCHP
0.3%
COM
PPG
0.29%
COM
XOG
0.29%
COM
EQT
0.28%
COM
BABA
0.27%
SPONSORED ADS
COST
0.27%
COM
BBT
0.24%
COM
GLNG
0.22%
SHS
SWKS
0.21%
COM
MO
0.2%
COM
IVZ
0.19%
SHS
LYB
0.19%
SHS - A -
NKE
0.19%
CL B
CAH
0.18%
COM
SWK
0.18%
COM
CMI
0.17%
COM
GIS
0.17%
COM
USB
0.17%
COM NEW
TEL
0.17%
REG SHS
NTES
0.17%
SPONSORED ADR
PM
0.17%
COM
GM
0.17%
COM
ETN
0.16%
SHS
CCL
0.16%
PAIRED CTF
ADBE
0.16%
COM
ITW
0.15%
COM
FL
0.15%
COM
WM
0.15%
COM
BDX
0.15%
COM
STT
0.15%
COM
JD
0.15%
SPON ADR CL A
MA
0.14%
CL A
PNC
0.14%
COM
BA
0.14%
COM
TUP
0.14%
COM
BRK.A
0.13%
CL A
ZMH
0.13%
COM
ALB
0.13%
COM
MET
0.13%
COM
KMB
0.13%
COM
PAYX
0.13%
COM
PX
0.12%
COM
ACIA
0.12%
COM
GLW
0.12%
COM
XRAY
0.12%
COM
MXIM
0.12%
COM
AXP
0.12%
COM
MSI
0.11%
COM NEW
BP
0.11%
SPONSORED ADR
TWX
0.11%
COM NEW
AMT
0.11%
COM
UPS
0.11%
CL B
QCOM
0.11%
COM
STX
0.11%
SHS
PLD
0.11%
COM
TROW
0.11%
COM
PKG
0.11%
COM
CA
0.11%
COM
PYPL
0.1%
COM
CDW
0.1%
COM
LLL
0.1%
COM
DUK
0.1%
COM NEW
NCLH
0.1%
SHS
ROP
0.1%
COM
NFLX
0.1%
COM
EV
0.1%
COM NON VTG
TPR
0.1%
COM
ISRG
0.1%
COM NEW
RSG
0.1%
COM
PGR
0.1%
COM
PPL
0.1%
COM
CAT
0.1%
COM
EPR
0.09%
COM SH BEN INT
ALL
0.09%
COM
TOT
0.09%
SPONSORED ADR
DAL
0.09%
COM NEW
HCP
0.09%
COM
IMMU
0.09%
COM
ACHC
0.09%
COM
KMI
0.08%
COM
EMR
0.08%
COM
AFL
0.08%
COM
TGT
0.08%
COM
KLAC
0.08%
COM
AEE
0.08%
COM
PRU
0.08%
COM
HRS
0.08%
COM
VRTX
0.08%
COM
VFC
0.08%
COM
MAS
0.08%
COM
SJM
0.08%
COM NEW
HOLX
0.08%
COM
EPD
0.08%
COM
HSY
0.08%
COM
KSS
0.07%
COM
SRCL
0.07%
COM
CPRT
0.07%
COM
LLY
0.07%
COM
AIG
0.07%
COM NEW
CTSH
0.07%
CL A
MMP
0.07%
COM UNIT RP LP
IDXX
0.07%
COM
HFC
0.07%
COM
DISCA
0.07%
COM SER A
YUM
0.07%
COM
VR
0.07%
COM SHS
TXN
0.07%
COM
PANW
0.07%
COM
LMT
0.07%
COM
DOV
0.07%
COM
NVS
0.06%
SPONSORED ADR
CDK
0.06%
COM
CRM
0.06%
COM
LOW
0.06%
COM
AVB
0.06%
COM
VTR
0.06%
COM
NSC
0.06%
COM
WYN
0.06%
COM
WPC
0.06%
COM
CHD
0.06%
COM
HPQ
0.05%
COM
CSX
0.05%
COM
FTV
0.05%
COM
EME
0.05%
COM
CRI
0.05%
COM
COR
0.05%
COM
DE
0.05%
COM
RPM
0.05%
COM
DEO
0.05%
SPON ADR NEW
AYI
0.05%
COM
OTEX
0.05%
COM
CI
0.05%
COM
GS
0.05%
COM
NSRGY
0.05%
COM
ESRX
0.05%
COM
YUMC
0.05%
COM
ENB
0.05%
COM
BAH
0.05%
CL A
STE
0.05%
SHS USD
VLY
0.05%
COM
LVS
0.05%
COM
HII
0.05%
COM
RMD
0.05%
COM
PSX
0.05%
COM
TMO
0.04%
COM
SNA
0.04%
COM
CGNX
0.04%
COM
GPC
0.04%
COM
NDSN
0.04%
COM
WDAY
0.04%
CL A
DLTR
0.04%
COM
ULTA
0.04%
COM
NOC
0.04%
COM
TRUE
0.04%
COM
DK
0.04%
COM
SUI
0.04%
COM
DLR
0.04%
COM
VMC
0.04%
COM
CFR
0.04%
COM
AVY
0.04%
COM
LM
0.04%
COM
FANG
0.04%
COM
EL
0.04%
CL A
IT
0.04%
COM
TRV
0.04%
COM
KSU
0.04%
COM NEW
UL
0.04%
SPON ADR NEW
MDP
0.04%
COM
MNST
0.04%
COM
BK
0.04%
COM
CNC
0.04%
COM
PKI
0.04%
COM
SBNY
0.04%
COM
COG
0.04%
COM
HPE
0.04%
COM
GXP
0.04%
COM
INGR
0.04%
COM
HLS
0.04%
COM NEW
ETH
0.04%
COM
FBHS
0.03%
COM
DGX
0.03%
COM
INTU
0.03%
COM
SO
0.03%
COM
CAVM
0.03%
COM
FLIR
0.03%
COM
BHLB
0.03%
COM
AMAT
0.03%
COM
HMN
0.03%
COM
STZ
0.03%
CL A
FULT
0.03%
COM
SKX
0.03%
CL A
HOPE
0.03%
COM
PCLN
0.03%
COM NEW
MPC
0.03%
COM
ONB
0.03%
COM
ABM
0.03%
COM
ZTS
0.03%
CL A
EVR
0.03%
CLASS A
AN
0.03%
COM
BGG
0.03%
COM
TMUS
0.03%
COM
MSM
0.03%
CL A
AEP
0.03%
COM
SYY
0.03%
COM
ED
0.03%
COM
SR
0.03%
COM
RDS/A
0.03%
SPONS ADR A
MS
0.03%
COM NEW
CXO
0.03%
COM
LAZ
0.03%
SHS A
NYCB
0.03%
COM
JBHT
0.03%
COM
JCOM
0.03%
COM
DPZ
0.03%
COM
HUBB
0.03%
COM
NUE
0.03%
COM
OLED
0.03%
COM
MCK
0.03%
COM
AXS
0.03%
SHS
SMG
0.03%
CL A
MSCC
0.03%
COM
DHI
0.03%
COM
RS
0.03%
COM
GSK
0.03%
SPONSORED ADR
EBAY
0.03%
COM
BBX
0.03%
CL A
KEWEENAW...
0.03%
COM
COP
0.03%
COM
DVN
0.03%
COM
ROK
0.03%
COM
AVT
0.03%
COM
FCX
0.02%
COM
SBRA
0.02%
COM
SKT
0.02%
COM
BIDU
0.02%
SPON ADR REP A
TSN
0.02%
CL A
IR
0.02%
SHS
DXC
0.02%
COM
SOI
0.02%
CL A
SYF
0.02%
COM
MAR
0.02%
CL A
RE
0.02%
COM
BRKS
0.02%
COM
NVDA
0.02%
COM
SPB
0.02%
COM
M
0.02%
COM
DCI
0.02%
COM
VOD
0.02%
SPNSR ADR NO PAR
APC
0.02%
COM
PEG
0.02%
COM
BAX
0.02%
COM
CHK
0.02%
COM
AABA
0.02%
COM
FISV
0.02%
COM
DSW
0.02%
CL A
BEN
0.02%
COM
SAP
0.02%
SPON ADR
TSS
0.02%
COM
DTE
0.02%
COM
CBT
0.02%
COM
CYS
0.02%
COM
BAYER AG...
0.02%
COM
CHS
0.02%
COM
FSLR
0.02%
COM
SPGI
0.02%
COM
BIG
0.02%
COM
XEL
0.02%
COM
SHPG
0.02%
SPONSORED ADR
BITCOIN ...
0.02%
COM
MON
0.02%
COM
GNTX
0.02%
COM
USCR
0.02%
COM NEW
RLJ
0.02%
COM
COL
0.02%
COM
POT
0.02%
COM
HIG
0.02%
COM
XYL
0.02%
COM
PSEC
0.01%
COM
CLB
0.01%
COM
KMX
0.01%
COM
WEC
0.01%
COM
FTNT
0.01%
COM
CME
0.01%
COM
MYL
0.01%
SHS EURO
NWE
0.01%
COM NEW
ROCHE HO...
0.01%
COM
ES
0.01%
COM
BIIB
0.01%
COM
HXL
0.01%
COM
JWN
0.01%
COM
WCN
0.01%
COM
AGNC
0.01%
COM
MLCO
0.01%
ADR
AGU
0.01%
COM
NWL
0.01%
COM
AIA GROU...
0.01%
COM
ARCC
0.01%
COM
BPFH
0.01%
COM
PCRX
0.01%
COM
PUK
0.01%
ADR
CTAS
0.01%
COM
INFN
0.01%
COM
TSLA
0.01%
COM
PCG
0.01%
COM
MFGP
0.01%
SPON ADR NEW
DVMT
0.01%
COM CL V
SMFG
0.01%
SPONSORED ADR
EXC
0.01%
COM
GIL
0.01%
COM
WAB
0.01%
COM
IX
0.01%
SPONSORED ADR
VSM
0.01%
COM
FE
0.01%
COM
CCK
0.01%
COM
PDCO
0.01%
COM
UBS
0.01%
SHS
ALLIANZ ...
0.01%
COM
TUI AG A...
0.01%
COM
SAFRAN S...
0.01%
COM
WMB
0.01%
COM
ETSY
0.01%
COM
HONE
0.01%
COM
DAIWA HO...
0.01%
COM
CK HUTCH...
0.01%
COM
PNW
0.01%
COM
ORLY
0.01%
COM
VOLKSWAG...
0.01%
COM
SCM
0.01%
COM
JKHY
0.01%
COM
PING AN ...
0.01%
COM
TICC
0.01%
COM
DEUTSCHE...
0.01%
COM
CHKP
0.01%
ORD
K
0.01%
COM
TD
0.01%
COM NEW
OCSL
0.01%
COM
BRKL
0.01%
COM
IDORSIA ...
0.01%
COM
RIO
0.01%
SPONSORED ADR
TWTR
0.01%
COM
NICE
0.01%
SPONSORED ADR
AXA GROU...
0.01%
COM
ALNY
0.01%
COM
CP
0.01%
COM
BSX
0.01%
COM
SOFTBANK...
0.01%
COM
GGG
0.01%
COM
FAST RET...
0.01%
COM
TECHTRON...
0.01%
COM
SPG
0.01%
COM
STLD
0.01%
COM
FANUC LT...
0.01%
COM
S
0.01%
COM SER 1
BWA
0.01%
COM
SNY
0.01%
SPONSORED ADR
HMC
0.01%
AMERN SHS
ATHN
0.01%
COM
WY
0.01%
COM
O
0.01%
COM
WASH
0.01%
COM
CONTINEN...
0.01%
COM
OKE
0.01%
COM
EQIX
0.01%
COM PAR $0.001
CBS
0.01%
CL B
DNKN
0.01%
COM
TORAY IN...
0.01%
COM
MEGGITT ...
0.01%
COM
SEKISUI ...
0.01%
COM
VIV
0.01%
SPONSORED ADR
BANK OF ...
0.01%
COM
EHI
0.01%
COM
DS
< 0.01%
COM
RAD
< 0.01%
COM
DYADIC I...
< 0.01%
COM
PLUG
< 0.01%
COM NEW
NOK
< 0.01%
SPONSORED ADR
NAVB
< 0.01%
COM
TITAN ME...
< 0.01%
COM
CRYSTAL ...
< 0.01%
COM
MANHATTA...
< 0.01%
COM
MORGAN G...
< 0.01%
COM
TITAN ME...
< 0.01%
COM
GLOBAL B...
< 0.01%
COM
NULEGACY...
< 0.01%
COM
ROYAL MI...
< 0.01%
COM
ASCENT S...
< 0.01%
COM
CELEXPRE...
< 0.01%
COM
SILICON ...
< 0.01%
COM
THEGLOBE...
< 0.01%
COM
WESTWIND...
< 0.01%
COM
GLOBAL T...
< 0.01%
COM
MARRIOTT...
< 0.01%
COM
ESS
0.87%
COM
COH
0.07%
COM
THC
0.05%
COM NEW
MELI
0.04%
COM
FII
0.04%
CL B
OMI
0.02%
COM
F
0.02%
COM PAR $0.01
WHR
0.02%
COM
GD
0.02%
COM
FRC
0.02%
COM
BLDP
0.02%
COM
MTB
0.02%
COM
REGN
0.02%
COM
LZB
0.01%
COM
WSM
0.01%
COM
MAT
0.01%
COM
LEN
0.01%
CL A
AIRBUS G...
0.01%
COM
HAL
0.01%
COM
BHGE
0.01%
CL A
HOG
0.01%
COM
COO
0.01%
COM NEW
UA/C
0.01%
CL C
EVENT VA...
< 0.01%
COM
SAFE TEC...
< 0.01%
COM
ADVANCED...
< 0.01%
COM