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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
90
19
18
3
8
4
69
29
22
BRADLEY FOSTER SARGENT INC CT

Time Period2018-06-30

Total Holdings363

Total Value ($x1000)2,793,040
Activities
New29

Increased135

Unchanged66

Decreased133

Sold Out14

Top 10 Stock Holdingstotal 25.29%
MSFT4.11

JPM3.37

AAPL3.27

GOOGL2.52

UTX2.35

 
DHR2.31

JNJ1.87

PEP1.86

UNP1.82

AMZN1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.11%
COM
JPM
3.37%
COM
AAPL
3.27%
COM
GOOGL
2.52%
CAP STK CL A
UTX
2.35%
COM
DHR
2.31%
COM
JNJ
1.87%
COM
PEP
1.86%
COM
UNP
1.82%
COM
AMZN
1.81%
COM
BRK.B
1.62%
CL B NEW
MA
1.5%
CL A
COST
1.49%
COM
TMO
1.48%
COM
NKE
1.43%
CL B
NSRGY
1.43%
COM
MMC
1.42%
COM
FB
1.4%
CL A
MRK
1.37%
COM
WY
1.28%
COM
HD
1.27%
COM
DIS
1.26%
COM DISNEY
CSCO
1.25%
COM
FTV
1.24%
COM
CVX
1.15%
COM
ADBE
1.13%
COM
MCD
1.08%
COM
RTN
1.08%
COM NEW
XOM
1.07%
COM
MDLZ
1.06%
CL A
HON
1.04%
COM
DE
1.02%
COM
CMCSA
0.98%
CL A
ABT
0.92%
COM
ADP
0.91%
COM
ROLL
0.89%
COM
APA
0.88%
COM
SU
0.88%
COM
ZTS
0.87%
CL A
AEM
0.86%
COM
MKC
0.81%
COM NON VTG
PG
0.81%
COM
APH
0.77%
CL A
CB
0.77%
COM
DEO
0.76%
SPON ADR NEW
TRU
0.69%
COM
AXP
0.68%
COM
GLD
0.67%
GOLD SHS
ENB
0.67%
COM
DLB
0.63%
COM
NOC
0.62%
COM
KO
0.61%
COM
MMP
0.58%
COM UNIT RP LP
MMM
0.57%
COM
CAT
0.57%
COM
CCI
0.56%
COM
USB
0.55%
COM NEW
ABBV
0.54%
COM
C
0.52%
COM NEW
PFE
0.51%
COM
LOW
0.51%
COM
NVS
0.49%
SPONSORED ADR
SLB
0.49%
COM
GOOG
0.44%
CAP STK CL C
TJX
0.43%
COM
SPY
0.42%
TR UNIT
SBUX
0.41%
COM
ATVI
0.39%
COM
VEA
0.38%
FTSE DEV MKT ETF
CNI
0.37%
COM
BUD
0.36%
SPONSORED ADR
IBM
0.36%
COM
SWK
0.35%
COM
DWDP
0.33%
COM
EPD
0.32%
COM
GD
0.32%
COM
ORCL
0.32%
COM
STT
0.32%
COM
EOG
0.31%
COM
COHR
0.3%
COM
ILMN
0.29%
COM
VWO
0.29%
FTSE EMR MKT ETF
KHC
0.27%
COM
SYK
0.27%
COM
BAC
0.27%
COM
CL
0.26%
COM
O
0.26%
COM
KMI
0.25%
COM
WFC
0.25%
COM
ECL
0.25%
COM
AIN
0.25%
CL A
VZ
0.25%
COM
ANSS
0.24%
COM
MTD
0.23%
COM
CDXS
0.23%
COM
TEL
0.22%
REG SHS
EFA
0.22%
MSCI EAFE ETF
MTB
0.22%
COM
LMT
0.22%
COM
IQV
0.21%
COM
BDX
0.21%
COM
NI
0.2%
COM
NVR
0.2%
COM
MOS
0.2%
COM
INTC
0.19%
COM
APD
0.19%
COM
MET
0.18%
COM
SSNC
0.18%
COM
WLK
0.17%
COM
VGK
0.17%
FTSE EUROPE ETF
WAB
0.17%
COM
NEE
0.17%
COM
CME
0.17%
COM
UTL
0.16%
COM
TRV
0.16%
COM
CTSH
0.16%
CL A
BA
0.15%
COM
STOR
0.15%
COM
ACN
0.15%
SHS CLASS A
VIG
0.15%
DIV APP ETF
UNH
0.15%
COM
BAX
0.15%
COM
NOVT
0.15%
COM
CI
0.15%
COM
D
0.15%
COM
TRP
0.14%
COM
VBK
0.14%
SML CP GRW ETF
EEM
0.14%
MSCI EMG MKT ETF
EMR
0.14%
COM
V
0.14%
COM CL A
PYPL
0.14%
COM
AMLP
0.14%
ALERIAN MLP
ADI
0.14%
COM
VBR
0.13%
SM CP VAL ETF
HSIC
0.13%
COM
VGT
0.12%
INF TECH ETF
KMB
0.12%
COM
AET
0.12%
COM
GE
0.12%
COM
VO
0.12%
MID CAP ETF
SHW
0.12%
COM
FISV
0.12%
COM
NLSN
0.11%
SHS EUR
LLY
0.11%
COM
NSC
0.11%
COM
GILD
0.11%
COM
1/100 BE...
0.1%
COM
SRC
0.1%
COM
AMGN
0.1%
COM
NEWR
0.1%
COM
DPS
0.1%
COM
BMY
0.09%
COM
FAST
0.09%
COM
JBHT
0.09%
COM
GIS
0.09%
COM
STI
0.08%
COM
T
0.08%
COM
PX
0.08%
COM
VTR
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
COG
0.08%
COM
ISRG
0.08%
COM NEW
CHTR
0.08%
CL A
CELG
0.08%
COM
RDS/B
0.08%
SPON ADR B
EWBC
0.08%
COM
CRM
0.07%
COM
STZ
0.07%
CL A
SPG
0.07%
COM
WBA
0.07%
COM
BRK.A
0.07%
CL A
PCH
0.07%
COM
WAT
0.07%
COM
DAL
0.07%
COM NEW
CVS
0.07%
COM
BABA
0.07%
SPONSORED ADS
IT
0.06%
COM
AJG
0.06%
COM
TXN
0.06%
COM
MXWL
0.06%
COM
ES
0.06%
COM
PBCT
0.06%
COM
SMTC
0.06%
COM
OXY
0.06%
COM
QCOM
0.06%
COM
VTI
0.06%
TOTAL STK MKT
PM
0.06%
COM
APC
0.06%
COM
CTSO
0.06%
COM NEW
RDS/A
0.06%
SPONS ADR A
ROST
0.06%
COM
ESRX
0.06%
COM
MO
0.05%
COM
TSCO
0.05%
COM
BK
0.05%
COM
DUK
0.05%
COM NEW
UMPQ
0.05%
COM
EBAY
0.05%
COM
ITW
0.05%
COM
AKAM
0.05%
COM
OMC
0.05%
COM
DCI
0.05%
COM
TGT
0.05%
COM
INTU
0.05%
COM
PKG
0.05%
COM
PANW
0.05%
COM
ZION
0.05%
COM
MDT
0.04%
SHS
NGD
0.04%
COM
SYY
0.04%
COM
BIIB
0.04%
COM
SIVB
0.04%
COM
SLAB
0.04%
COM
DHI
0.04%
COM
MTDR
0.04%
COM
DXJ
0.04%
JAPN HEDGE EQT
GTT
0.04%
COM
NVDA
0.04%
COM
BG
0.04%
COM
WRB
0.04%
COM
HP
0.04%
COM
DFS
0.04%
COM
SRCL
0.03%
COM
CFR
0.03%
COM
IJH
0.03%
CORE S&P MCP ETF
VFC
0.03%
COM
AWK
0.03%
COM
PRLB
0.03%
COM
NATI
0.03%
COM
CHD
0.03%
COM
BAM
0.03%
CL A LTD VT SH
BNS
0.03%
COM
WMT
0.03%
COM
CCOI
0.03%
COM NEW
PAA
0.03%
UNIT LTD PARTN
VNQ
0.03%
REIT ETF
EZM
0.03%
MDCP EARN FUND
TPR
0.03%
COM
AMT
0.03%
COM
PAYX
0.03%
COM
NTR
0.03%
COM
ZMH
0.03%
COM
JCI
0.03%
SHS
GWR
0.03%
CL A
DATA
0.03%
CL A
FSCT
0.03%
COM
BLK
0.03%
COM
WBS
0.03%
COM
OAK
0.02%
UNIT 99/99/9999
AGN
0.02%
SHS
EWH
0.02%
MSCI HONG KG ETF
PPG
0.02%
COM
GNMK
0.02%
COM
NEM
0.02%
COM
KFRC
0.02%
COM
K
0.02%
COM
IP
0.02%
COM
TROW
0.02%
COM
IWB
0.02%
RUS 1000 ETF
GWW
0.02%
COM
NTRS
0.02%
COM
AFL
0.02%
COM
HCSG
0.02%
COM
LECO
0.02%
COM
ALGN
0.02%
COM
CDK
0.02%
COM
LNC
0.02%
COM
CHKP
0.02%
ORD
HSY
0.02%
COM
AMP
0.02%
COM
WPC
0.02%
COM
PEG
0.02%
COM
ULTI
0.02%
COM
DNKN
0.02%
COM
AZO
0.02%
COM
IR
0.02%
SHS
HBHC
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
WM
0.02%
COM
GLW
0.02%
COM
VB
0.02%
SMALL CP ETF
CATY
0.02%
COM
COO
0.02%
COM NEW
GTLS
0.02%
COM PAR $0.01
YUM
0.02%
COM
WATT
0.02%
COM
JD
0.02%
SPON ADR CL A
VOO
0.02%
SHS
PSX
0.02%
COM
HPQ
0.02%
COM
IGV
0.02%
NA TEC-SFTWR ETF
QQQ
0.02%
UNIT SER 1
SPGI
0.02%
COM
DAIO
0.02%
COM
AXGN
0.02%
COM
KSU
0.02%
COM NEW
PVG
0.02%
COM
CCJ
0.01%
COM
MORN
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
FDX
0.01%
COM
GS
0.01%
COM
BKNG
0.01%
COM
DGX
0.01%
COM
EMN
0.01%
COM
NFLX
0.01%
COM
SMTA
0.01%
COM SHS BEN IN
PGR
0.01%
COM
VAR
0.01%
COM
SJM
0.01%
COM NEW
GMT
0.01%
COM
MAR
0.01%
CL A
CLX
0.01%
COM
ALNY
0.01%
COM
REGN
0.01%
COM
XLK
0.01%
TECHNOLOGY
FRC
0.01%
COM
SPR
0.01%
COM CL A
APTV
0.01%
SHS
DGS
0.01%
EMG MKTS SMCAP
BIP
0.01%
LP INT UNIT
APPN
0.01%
CL A
HBC
0.01%
SPON ADR NEW
VRTX
0.01%
COM
BX
0.01%
COM UNIT LTD
FSLR
0.01%
COM
ED
0.01%
COM
HEWG
0.01%
HDG MSCI GERMN
MCHP
0.01%
COM
WEC
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
CHRW
0.01%
COM NEW
NVO
0.01%
ADR
ANTM
0.01%
COM
EW
0.01%
COM
ABB
0.01%
SPONSORED ADR
BR
0.01%
COM
RLJE
0.01%
COM NEW
BIDU
0.01%
SPON ADR REP A
XEL
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
HPE
0.01%
COM
EQT
0.01%
COM
XLF
0.01%
SBI INT-FINL
XLI
0.01%
SBI INT-INDS
ASH
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
IWR
0.01%
RUS MID-CAP ETF
RPM
0.01%
COM
YUMC
0.01%
COM
SNY
0.01%
SPONSORED ADR
ALL
0.01%
COM
PXD
0.01%
COM
VDE
0.01%
ENERGY ETF
ETP
0.01%
UNIT LTD PRT INT
BXP
0.01%
COM
RSG
0.01%
COM
HIG
0.01%
COM
HSGX
0.01%
COM
KFS
0.01%
COM NEW
SAL
< 0.01%
COM
DB
< 0.01%
NAMEN AKT
FSP
< 0.01%
COM
MULE
0.13%
CL A
SEDG
0.05%
COM
COP
0.02%
COM
QQQ
0.02%
UNIT SER 1
FIVN
0.02%
COM
SNPS
0.01%
COM
IONS
0.01%
COM
PNR
0.01%
SHS
EPAM
0.01%
COM
RSP
0.01%
GUG S&P500 EQ WT
UPS
0.01%
CL B
UL
0.01%
SPON ADR NEW
ALK
0.01%
COM
AEG
< 0.01%
NY REGISTRY SH