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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
93
17
14
3
7
4
65
25
20
BRADLEY FOSTER SARGENT INC CT

Time Period2018-12-31

Total Holdings335

Total Value ($x1000)2,476,881
Activities
New19

Increased84

Unchanged52

Decreased180

Sold Out50

Top 10 Stock Holdingstotal 26.12%
MSFT4.34

JPM3.45

AAPL2.7

DHR2.64

GOOGL2.46

 
JNJ2.16

TMO2.15

UTX2.13

PEP2.08

BRK.B2.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.34%
COM
JPM
3.45%
COM
AAPL
2.7%
COM
DHR
2.64%
COM
GOOGL
2.46%
CAP STK CL A
JNJ
2.16%
COM
TMO
2.15%
COM
UTX
2.13%
COM
PEP
2.08%
COM
BRK.B
2.01%
CL B NEW
DIS
1.93%
COM DISNEY
MRK
1.92%
COM
UNP
1.89%
COM
MA
1.62%
CL A
COST
1.53%
COM
NSRGY
1.52%
COM
MMC
1.51%
COM
CSCO
1.35%
COM
NKE
1.33%
CL B
MCD
1.29%
COM
AMZN
1.26%
COM
FTV
1.15%
COM
CMCSA
1.13%
CL A
ABT
1.11%
COM
HD
1.11%
COM
ADBE
1.1%
COM
HON
1.09%
COM
MKC
1.08%
COM NON VTG
DE
1.05%
COM
BDX
1.02%
COM
CVX
1%
COM
MDLZ
0.95%
CL A
XOM
0.95%
COM
BLL
0.93%
COM
ZTS
0.91%
CL A
RTN
0.9%
COM NEW
COG
0.88%
COM
ADP
0.88%
COM
ROLL
0.88%
COM
PG
0.84%
COM
AEM
0.82%
COM
CB
0.81%
COM
GLD
0.78%
GOLD SHS
APH
0.76%
CL A
DEO
0.72%
SPON ADR NEW
KO
0.71%
COM
PFE
0.71%
COM
SBUX
0.69%
COM
DLB
0.68%
COM
AXP
0.68%
COM
SU
0.66%
COM
CCI
0.63%
COM
ENB
0.63%
COM
CAT
0.6%
COM
MMM
0.59%
COM
ABBV
0.59%
COM
NVS
0.59%
SPONSORED ADR
TRU
0.57%
COM
SSNC
0.56%
COM
FB
0.55%
CL A
USB
0.53%
COM NEW
LOW
0.49%
COM
MTD
0.49%
COM
SPY
0.47%
TR UNIT
GOOG
0.45%
CAP STK CL C
TJX
0.43%
COM
MMP
0.42%
COM UNIT RP LP
SWK
0.41%
COM
WY
0.39%
COM
UNH
0.38%
COM
ORCL
0.36%
COM
CNI
0.34%
COM
VEA
0.33%
FTSE DEV MKT ETF
EPD
0.32%
COM
O
0.32%
COM
VZ
0.31%
COM
ILMN
0.31%
COM
STZ
0.3%
CL A
IBM
0.3%
COM
STT
0.28%
COM
AIN
0.28%
CL A
DWDP
0.27%
COM
BAC
0.26%
COM
SYK
0.26%
COM
EOG
0.26%
COM
ANSS
0.25%
COM
CL
0.25%
COM
ECL
0.23%
COM
WFC
0.23%
COM
LMT
0.22%
COM
CI
0.22%
COM
NI
0.22%
COM
CME
0.22%
COM
APD
0.21%
COM
IQV
0.2%
COM
VWO
0.2%
FTSE EMR MKT ETF
SERV
0.2%
COM
TRV
0.2%
COM
TEL
0.19%
REG SHS
NEE
0.19%
COM
INTC
0.18%
COM
MTB
0.18%
COM
UTL
0.18%
COM
MOS
0.18%
COM
STOR
0.18%
COM
BA
0.18%
COM
D
0.17%
COM
AMLP
0.17%
ALERIAN MLP
SLB
0.17%
COM
V
0.17%
COM CL A
BAX
0.16%
COM
PYPL
0.16%
COM
KHC
0.16%
COM
NOVT
0.16%
COM
LLY
0.15%
COM
VBK
0.15%
SML CP GRW ETF
ACN
0.15%
SHS CLASS A
KMI
0.15%
COM
EMR
0.14%
COM
KMB
0.14%
COM
ADI
0.13%
COM
EFA
0.13%
MSCI EAFE ETF
CTSH
0.13%
CL A
GD
0.13%
COM
VBR
0.13%
SM CP VAL ETF
FISV
0.13%
COM
1/100 BE...
0.12%
COM
SHW
0.12%
COM
NSC
0.12%
COM
VO
0.12%
MID CAP ETF
VGT
0.12%
INF TECH ETF
CVS
0.12%
COM
AMGN
0.11%
COM
PBCT
0.11%
COM
C
0.11%
COM NEW
FAST
0.11%
COM
CDXS
0.11%
COM
HSIC
0.11%
COM
FDC
0.1%
CL A
VGK
0.1%
FTSE EUROPE ETF
GILD
0.1%
COM
BMY
0.1%
COM
TRP
0.09%
COM
NVR
0.09%
COM
AJG
0.09%
COM
WBA
0.09%
COM
ISRG
0.09%
COM NEW
GIS
0.09%
COM
LIN
0.09%
COM
BRK.A
0.09%
CL A
SRC
0.08%
COM NEW
CRM
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
VTR
0.08%
COM
ROST
0.08%
COM
ES
0.08%
COM
SPG
0.08%
COM
DAL
0.08%
COM NEW
TGT
0.07%
COM
RDS/A
0.07%
SPONS ADR A
JBHT
0.07%
COM
WAT
0.07%
COM
T
0.07%
COM
DCI
0.07%
COM
MET
0.07%
COM
RDS/B
0.07%
SPON ADR B
NVO
0.07%
ADR
CDAY
0.07%
COM
OXY
0.07%
COM
IWM
0.07%
RUSSELL 2000 ETF
TSCO
0.07%
COM
QCOM
0.07%
COM
MO
0.06%
COM
VNQ
0.06%
REIT ETF
VTI
0.06%
TOTAL STK MKT
TXN
0.06%
COM
BABA
0.06%
SPONSORED ADS
CLX
0.06%
COM
DUK
0.06%
COM NEW
PM
0.06%
COM
GE
0.05%
COM
MDT
0.05%
SHS
PRU
0.05%
COM
SYY
0.05%
COM
OMC
0.05%
COM
IT
0.05%
COM
BK
0.05%
COM
CTSO
0.05%
COM NEW
CELG
0.05%
COM
ITW
0.05%
COM
KDP
0.05%
COM
INTU
0.05%
COM
COO
0.05%
COM NEW
WMT
0.05%
COM
NOC
0.05%
COM
CHD
0.04%
COM
WRB
0.04%
COM
PCH
0.04%
COM
DATA
0.04%
CL A
PKG
0.04%
COM
APA
0.04%
COM
AWK
0.04%
COM
NEWR
0.04%
COM
BIIB
0.04%
COM
PANW
0.04%
COM
HEI
0.04%
COM
RP
0.04%
COM
DHI
0.04%
COM
TRMB
0.04%
COM
AMT
0.04%
COM
PAYX
0.04%
COM
EWBC
0.04%
COM
WM
0.03%
COM
BAM
0.03%
CL A LTD VT SH
VFC
0.03%
COM
DFS
0.03%
COM
CFR
0.03%
COM
VIG
0.03%
DIV APP ETF
IJH
0.03%
CORE S&P MCP ETF
OAK
0.03%
UNIT 99/99/9999
ZION
0.03%
COM
TECH
0.03%
COM
BNS
0.03%
COM
CCOI
0.03%
COM NEW
NLSN
0.03%
SHS EUR
JCI
0.03%
SHS
PAA
0.03%
UNIT LTD PARTN
APC
0.03%
COM
ZMH
0.03%
COM
HP
0.03%
COM
EZM
0.03%
MDCP EARN FUND
GWR
0.03%
CL A
IR
0.03%
SHS
PPG
0.03%
COM
DXJ
0.03%
JAPN HEDGE EQT
YUM
0.03%
COM
NTR
0.03%
COM
AZO
0.02%
COM
TPR
0.02%
COM
GWW
0.02%
COM
AFL
0.02%
COM
HSY
0.02%
COM
CHKP
0.02%
ORD
IWB
0.02%
RUS 1000 ETF
BLK
0.02%
COM
EWH
0.02%
MSCI HONG KG ETF
GLW
0.02%
COM
DNKN
0.02%
COM
WBS
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
HCSG
0.02%
COM
CGNX
0.02%
COM
FRC
0.02%
COM
K
0.02%
COM
TROW
0.02%
COM
NTRS
0.02%
COM
IP
0.02%
COM
GTT
0.02%
COM
PEG
0.02%
COM
LECO
0.02%
COM
COP
0.02%
COM
GTLS
0.02%
COM PAR $0.01
PVG
0.02%
COM
LNC
0.02%
COM
PH
0.02%
COM
EBAY
0.02%
COM
OKTA
0.02%
CL A
NATI
0.02%
COM
VRTX
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
AGN
0.02%
SHS
WPC
0.02%
COM
FSLR
0.02%
COM
PSX
0.02%
COM
CDK
0.02%
COM
VAR
0.02%
COM
KSU
0.02%
COM NEW
HPQ
0.02%
COM
HBHC
0.01%
COM
SPGI
0.01%
COM
QQQ
0.01%
UNIT SER 1
IGV
0.01%
NA TEC-SFTWR ETF
REGN
0.01%
COM
ALGN
0.01%
COM
BX
0.01%
COM UNIT LTD
MORN
0.01%
COM
PNC
0.01%
COM
PGR
0.01%
COM
WEC
0.01%
COM
GS
0.01%
COM
SJM
0.01%
COM NEW
ADM
0.01%
COM
AMP
0.01%
COM
XLF
0.01%
SBI INT-FINL
ANTM
0.01%
COM
GMT
0.01%
COM
FSCT
0.01%
COM
GSK
0.01%
SPONSORED ADR
ETE
0.01%
COM UT LTD PTN
FDX
0.01%
COM
XEL
0.01%
COM
CHRW
0.01%
COM NEW
EMN
0.01%
COM
UPS
0.01%
CL B
UN
0.01%
N Y SHS NEW
ED
0.01%
COM
BIP
0.01%
LP INT UNIT
SPR
0.01%
COM CL A
EW
0.01%
COM
LLL
0.01%
COM
XLK
0.01%
TECHNOLOGY
TRI
0.01%
COM NEW
DOCU
0.01%
COM
HBC
0.01%
SPON ADR NEW
DGX
0.01%
COM
HEWG
0.01%
HDG MSCI GERMN
ETN
0.01%
SHS
VB
0.01%
SMALL CP ETF
SNY
0.01%
SPONSORED ADR
CHTR
0.01%
CL A
MCHP
0.01%
COM
ABB
0.01%
SPONSORED ADR
SMTC
0.01%
COM
RSG
0.01%
COM
HPE
0.01%
COM
ASH
0.01%
COM
RPM
0.01%
COM
XLI
0.01%
SBI INT-INDS
ALK
0.01%
COM
NVDA
0.01%
COM
GM
0.01%
COM
IMMU
0.01%
COM
KALA
< 0.01%
COM
SAL
< 0.01%
COM
FCEL
< 0.01%
COM NEW
ATVI
0.42%
COM
COHR
0.31%
COM
BUD
0.29%
SPONSORED ADR
ARMK
0.24%
COM
CI
0.17%
COM
WAB
0.17%
COM
WLK
0.16%
COM
AET
0.12%
COM
SRC
0.09%
COM
STI
0.08%
COM
PX
0.08%
COM
ESRX
0.05%
COM
SIVB
0.04%
COM
MTDR
0.04%
COM
MXWL
0.04%
COM
PRLB
0.03%
COM
SLAB
0.03%
COM
BG
0.03%
COM
GNMK
0.03%
COM
KFRC
0.02%
COM
SRCL
0.02%
COM
APPN
0.02%
CL A
CATY
0.02%
COM
AXGN
0.02%
COM
CRSP
0.01%
NAMEN AKT
RLJE
0.01%
COM NEW
NFLX
0.01%
COM
MAR
0.01%
CL A
WATT
0.01%
COM
APTV
0.01%
SHS
TDOC
0.01%
COM
CDEV
0.01%
CL A
BKNG
0.01%
COM
ETP
0.01%
UNIT LTD PRT INT
IVV
0.01%
CORE S&P500 ETF
BIDU
0.01%
SPON ADR REP A
IWR
0.01%
RUS MID-CAP ETF
RSP
0.01%
S&P500 EQL WGT
BP
0.01%
SPONSORED ADR
WST
0.01%
COM
BR
0.01%
COM
ALL
0.01%
COM
VDE
0.01%
ENERGY ETF
PXD
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
BXP
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
DAIO
0.01%
COM
KFS
0.01%
COM NEW
DB
< 0.01%
NAMEN AKT