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
108
32
41
4
11
4
77
40
28
BOSTON PRIVATE WEALTH LLC

Time Period2018-06-30

Total Holdings448

Total Value ($x1000)2,607,788
Activities
New24

Increased68

Unchanged59

Decreased297

Sold Out35

Top 10 Stock Holdingstotal 24.48%
AAPL5.12

MSFT3.45

GLNG2.82

JPM2.56

AMZN2.11

 
HD1.9

BRK.A1.82

V1.76

ABBV1.5

UNP1.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.12%
COM
MSFT
3.45%
COM
GLNG
2.82%
SHS
JPM
2.56%
COM
AMZN
2.11%
COM
HD
1.9%
COM
BRK.A
1.82%
CL A
V
1.76%
COM CL A
ABBV
1.5%
COM
UNP
1.44%
COM
BTI
1.36%
SPONSORED ADR
MRK
1.34%
COM
GOOG
1.32%
CAP STK CL C
PFE
1.28%
COM
ABT
1.25%
COM
JNJ
1.25%
COM
ADI
1.23%
COM
MDT
1.21%
SHS
AGN
1.14%
SHS
RTN
1.11%
COM NEW
ADP
1.1%
COM
UTX
1.09%
COM
GOOGL
1.04%
CAP STK CL A
CB
1.04%
COM
ORCL
1.02%
COM
CVX
1%
COM
BLK
1%
COM
AVGO
0.99%
COM
WFC
0.99%
COM
FB
0.98%
CL A
BAC
0.91%
COM
ACN
0.9%
SHS CLASS A
SCHW
0.89%
COM
INTC
0.88%
COM
PG
0.88%
COM
XOM
0.86%
COM
VZ
0.85%
COM
SLB
0.85%
COM
NEE
0.84%
COM
OXY
0.8%
COM
HON
0.79%
COM
FDX
0.78%
COM
RCL
0.76%
COM
WMT
0.73%
COM
RDS/B
0.73%
SPON ADR B
KO
0.68%
COM
CRM
0.67%
COM
CELG
0.67%
COM
DHR
0.65%
COM
CSCO
0.63%
COM
SABR
0.62%
COM
AMGN
0.61%
COM
BR
0.6%
COM
FIS
0.6%
COM
C
0.59%
COM NEW
IPG
0.56%
COM
MDLZ
0.56%
CL A
ICE
0.55%
COM
URI
0.54%
COM
APD
0.53%
COM
AMP
0.52%
COM
DIS
0.49%
COM DISNEY
MMC
0.48%
COM
MCD
0.48%
COM
SKX
0.47%
CL A
TJX
0.47%
COM
ECL
0.47%
COM
WBA
0.46%
COM
CCL
0.45%
PAIRED CTF
ABC
0.45%
COM
MLM
0.44%
COM
CMCSA
0.44%
CL A
UNH
0.44%
COM
EOG
0.43%
COM
T
0.43%
COM
SPWH
0.41%
COM
CVS
0.41%
COM
CERN
0.41%
COM
VLO
0.39%
COM
MMM
0.38%
COM
IBM
0.37%
COM
BRK.B
0.37%
CL B NEW
IQV
0.36%
COM
SYK
0.36%
COM
DWDP
0.34%
COM
GILD
0.34%
COM
PEP
0.33%
COM
AJG
0.33%
COM
BMY
0.32%
COM
D
0.31%
COM
MCHP
0.31%
COM
XOG
0.31%
COM
GE
0.3%
COM
ROST
0.3%
COM
SBUX
0.29%
COM
CL
0.28%
COM
BABA
0.28%
SPONSORED ADS
COST
0.27%
COM
PPG
0.27%
COM
NKE
0.24%
CL B
BBT
0.23%
COM
STT
0.2%
COM
SWKS
0.2%
COM
NFLX
0.19%
COM
ADBE
0.19%
COM
ISRG
0.18%
COM NEW
MA
0.17%
CL A
BA
0.15%
COM
TEL
0.15%
REG SHS
FL
0.15%
COM
BDX
0.15%
COM
MO
0.15%
COM
PRU
0.14%
COM
WM
0.14%
COM
STX
0.14%
SHS
GM
0.13%
COM
USB
0.13%
COM NEW
IMMU
0.13%
COM
MSI
0.13%
COM NEW
NTES
0.13%
SPONSORED ADR
BP
0.13%
SPONSORED ADR
PANW
0.12%
COM
MXIM
0.12%
COM
GIS
0.12%
COM
PAYX
0.12%
COM
ZMH
0.12%
COM
TROW
0.12%
COM
LEN
0.12%
CL A
ITW
0.12%
COM
AMT
0.12%
COM
LYB
0.12%
SHS - A -
PX
0.12%
COM
AXP
0.11%
COM
PNC
0.11%
COM
CMI
0.11%
COM
CME
0.11%
COM
CDW
0.11%
COM
ETN
0.11%
SHS
PYPL
0.1%
COM
CA
0.1%
COM
PGR
0.1%
COM
KMB
0.1%
COM
PLD
0.1%
COM
ROP
0.1%
COM
JD
0.1%
SPON ADR CL A
ACIA
0.1%
COM
LLL
0.1%
COM
DAL
0.1%
COM NEW
ACHC
0.1%
COM
PM
0.1%
COM
PPL
0.1%
COM
TOT
0.1%
SPONSORED ADR
SWK
0.1%
COM
GLW
0.09%
COM
EV
0.09%
COM NON VTG
EPR
0.09%
COM SH BEN INT
TPR
0.09%
COM
KSS
0.09%
COM
IDXX
0.09%
COM
VRTX
0.09%
COM
COF
0.09%
COM
DUK
0.09%
COM NEW
VFC
0.08%
COM
UPS
0.08%
CL B
HCP
0.08%
COM
KMI
0.08%
COM
DISCA
0.08%
COM SER A
EPD
0.08%
COM
PKG
0.08%
COM
KHC
0.08%
COM
TUP
0.08%
COM
AFL
0.08%
COM
RSG
0.08%
COM
AEE
0.08%
COM
QCOM
0.07%
COM
HRS
0.07%
COM
MMP
0.07%
COM UNIT RP LP
NCLH
0.07%
SHS
TGT
0.07%
COM
LLY
0.07%
COM
HOLX
0.07%
COM
DK
0.07%
COM
CTSH
0.07%
CL A
NOC
0.07%
COM
HFC
0.07%
COM
CAT
0.07%
COM
EMR
0.07%
COM
BKNG
0.07%
COM
TXN
0.07%
COM
OTEX
0.07%
COM
CDK
0.06%
COM
STE
0.06%
SHS USD
XRAY
0.06%
COM
RMD
0.06%
COM
BAH
0.06%
CL A
SJM
0.06%
COM NEW
AVB
0.06%
COM
NXPI
0.06%
COM
RPM
0.06%
COM
FNF
0.06%
COM
ALL
0.06%
COM
CSX
0.06%
COM
LMT
0.06%
COM
HPQ
0.06%
COM
MAS
0.06%
COM
NSC
0.06%
COM
EHC
0.06%
COM
COR
0.06%
COM
HSY
0.05%
COM
LOW
0.05%
COM
CHD
0.05%
COM
YUM
0.05%
COM
CFR
0.05%
COM
VLY
0.05%
COM
WDAY
0.05%
CL A
KLAC
0.05%
COM
NSRGY
0.05%
COM
TMO
0.05%
COM
SRCL
0.05%
COM
SUI
0.05%
COM
DOV
0.05%
COM
SO
0.05%
COM
AIG
0.05%
COM NEW
FANG
0.05%
COM
DEO
0.05%
SPON ADR NEW
HII
0.05%
COM
SNA
0.05%
COM
FTV
0.05%
COM
CAH
0.05%
COM
ESRX
0.04%
COM
GS
0.04%
COM
WSO
0.04%
COM
NVDA
0.04%
COM
EVRG
0.04%
COM
BUD
0.04%
SPONSORED ADR
INTU
0.04%
COM
FLIR
0.04%
COM
BHLB
0.04%
COM
GPC
0.04%
COM
PKI
0.04%
COM
DE
0.04%
COM
YUMC
0.04%
COM
DPZ
0.04%
COM
IT
0.04%
COM
DLR
0.04%
COM
HMN
0.04%
COM
CI
0.04%
COM
TRUE
0.04%
COM
EL
0.04%
CL A
AVY
0.04%
COM
JCOM
0.04%
COM
LM
0.04%
COM
DGX
0.04%
COM
HPE
0.04%
COM
BK
0.04%
COM
NVS
0.04%
SPONSORED ADR
SBRA
0.04%
COM
EME
0.04%
COM
GNTX
0.04%
COM
PSX
0.03%
COM
VMC
0.03%
COM
AXS
0.03%
SHS
ETH
0.03%
COM
JBHT
0.03%
COM
CGNX
0.03%
COM
LVS
0.03%
COM
BRKS
0.03%
COM
MDP
0.03%
COM
WH
0.03%
COM
AVT
0.03%
COM
TRV
0.03%
COM
FBHS
0.03%
COM
SPGI
0.03%
COM
SYY
0.03%
COM
MNST
0.03%
COM
AYI
0.03%
COM
EVR
0.03%
CLASS A
VTR
0.03%
COM
RDS/A
0.03%
SPONS ADR A
SR
0.03%
COM
NTR
0.03%
COM
MSM
0.03%
CL A
AMAT
0.03%
COM
INGR
0.03%
COM
BSX
0.03%
COM
DLTR
0.03%
COM
APC
0.03%
COM
NIC FUND...
0.03%
OTHER
COP
0.03%
COM
KEWEENAW...
0.03%
COM
DSW
0.03%
CL A
RS
0.03%
COM
SBNY
0.03%
COM
ONB
0.03%
COM
ALB
0.03%
COM
AEP
0.03%
COM
BBX
0.03%
CL A
MPC
0.03%
COM
WPC
0.03%
COM
ED
0.03%
COM
ABM
0.02%
COM
EBAY
0.02%
COM
CRI
0.02%
COM
DVN
0.02%
COM
RE
0.02%
COM
CPRT
0.02%
COM
SOI
0.02%
CL A
WYN
0.02%
COM
CHS
0.02%
COM
TMUS
0.02%
COM
BIDU
0.02%
SPON ADR REP A
HUBB
0.02%
COM
AN
0.02%
COM
PEG
0.02%
COM
BGG
0.02%
COM
CXO
0.02%
COM
FISV
0.02%
COM
SMG
0.02%
CL A
MET
0.02%
COM
IVZ
0.02%
SHS
FTNT
0.02%
COM
ILMN
0.02%
COM
NYCB
0.02%
COM
BAX
0.02%
COM
UL
0.02%
SPON ADR NEW
CLB
0.02%
COM
STZ
0.02%
CL A
MS
0.02%
COM NEW
TSS
0.02%
COM
ARCC
0.02%
COM
DHI
0.02%
COM
CBT
0.02%
COM
SYF
0.02%
COM
DCI
0.02%
COM
AABA
0.02%
COM
HOPE
0.02%
COM
FULT
0.02%
COM
KMX
0.02%
COM
EQIX
0.02%
COM PAR $0.001
ZTS
0.02%
CL A
CLARIANT...
0.02%
COM
SPB
0.02%
COM
DXC
0.02%
COM
BAYER AG...
0.02%
COM
GSK
0.02%
SPONSORED ADR
CYS
0.02%
COM
SAP
0.02%
SPON ADR
RLJ
0.02%
COM
SKT
0.02%
COM
TSN
0.02%
CL A
MAR
0.02%
CL A
IR
0.02%
SHS
MCK
0.02%
COM
HTBK
0.02%
COM
STBZ
0.02%
COM
DTE
0.02%
COM
XYL
0.02%
COM
CTAS
0.01%
COM
BEN
0.01%
COM
OLED
0.01%
COM
SHPG
0.01%
SPONSORED ADR
BIG
0.01%
COM
APY
0.01%
COM
XEL
0.01%
COM
HXL
0.01%
COM
FSLR
0.01%
COM
WAB
0.01%
COM
ETSY
0.01%
COM
ENB
0.01%
COM
DVMT
0.01%
COM CL V
WEC
0.01%
COM
AGNC
0.01%
COM
COG
0.01%
COM
TWTR
0.01%
COM
PCG
0.01%
COM
EXC
0.01%
COM
ORLY
0.01%
COM
ES
0.01%
COM
TSLA
0.01%
COM
BRKL
0.01%
COM
DNKN
0.01%
COM
EQT
0.01%
COM
BIIB
0.01%
COM
ROCHE HO...
0.01%
COM
CP
0.01%
COM
HIG
0.01%
COM
NWE
0.01%
COM NEW
HONE
0.01%
COM
CTL
0.01%
COM
USCR
0.01%
COM NEW
STLD
0.01%
COM
MLCO
0.01%
ADR
BANK OF ...
0.01%
COM
AIA GROU...
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
PING AN ...
0.01%
COM
WCN
0.01%
COM
IOSP
0.01%
COM
OCSL
0.01%
COM
K
0.01%
COM
THG
0.01%
COM
GGG
0.01%
COM
NOW
0.01%
COM
WASH
0.01%
COM
TUI AG A...
0.01%
COM
WY
0.01%
COM
BPFH
0.01%
COM
PUK
0.01%
ADR
TD
0.01%
COM NEW
PNW
0.01%
COM
AXA GROU...
0.01%
COM
EW
0.01%
COM
IX
0.01%
SPONSORED ADR
VSM
0.01%
COM
SMFG
0.01%
SPONSORED ADR
NICE
0.01%
SPONSORED ADR
SPG
0.01%
COM
VOLKSWAG...
0.01%
COM
INFO
0.01%
SHS
KSU
0.01%
COM NEW
DPS
0.01%
COM
MKC
0.01%
COM NON VTG
FAST RET...
0.01%
COM
CCK
0.01%
COM
PSEC
0.01%
COM
UBS
0.01%
SHS
F
0.01%
COM PAR $0.01
FCX
0.01%
COM
CK HUTCH...
0.01%
COM
BITCOIN ...
0.01%
COM
EHI
< 0.01%
COM
BBVA
< 0.01%
SPONSORED ADR
IBN
< 0.01%
ADR
AWRE
< 0.01%
COM
PROMIS N...
< 0.01%
COM
PLUG
< 0.01%
COM NEW
MANHATTA...
< 0.01%
COM
NAVB
< 0.01%
COM
CRYSTAL ...
< 0.01%
COM
GLOBAL B...
< 0.01%
COM
CELEXPRE...
< 0.01%
COM
ROYAL MI...
< 0.01%
COM
THEGLOBE...
< 0.01%
COM
SILICON ...
< 0.01%
COM
WESTWIND...
< 0.01%
COM
GLOBAL T...
< 0.01%
COM
MARRIOTT...
< 0.01%
COM
ASCENT S...
< 0.01%
COM
TWX
0.11%
COM NEW
PFG
0.08%
COM
MSCC
0.05%
COM
CNC
0.05%
COM
ULTA
0.04%
COM
NDSN
0.04%
COM
GXP
0.04%
COM
CAVM
0.03%
COM
NUE
0.03%
COM
INFN
0.02%
COM
LAZ
0.02%
SHS A
MON
0.02%
COM
JWN
0.01%
COM
ROK
0.01%
COM
M
0.01%
COM
PDCO
0.01%
COM
JKHY
0.01%
COM
NWL
0.01%
COM
ATHN
0.01%
COM
IDORSIA ...
0.01%
COM
PCRX
0.01%
COM
SAFRAN S...
0.01%
COM
CBS
0.01%
CL B
ALLIANZ ...
0.01%
COM
ALNY
0.01%
COM
DAIWA HO...
0.01%
COM
JCI
0.01%
SHS
O
0.01%
COM
MEGGITT ...
0.01%
COM
TKC
0.01%
SPON ADR NEW
DS
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
TITAN ME...
< 0.01%
COM
TITAN ME...
< 0.01%
COM
NULEGACY...
< 0.01%
COM