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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
91
19
17
3
8
4
70
27
22
BRADLEY FOSTER SARGENT INC CT

Time Period2018-09-30

Total Holdings366

Total Value ($x1000)2,947,007
Activities
New21

Increased90

Unchanged75

Decreased180

Sold Out18

Top 10 Stock Holdingstotal 26.12%
MSFT4.17

AAPL3.51

JPM3.41

GOOGL2.46

UTX2.46

 
DHR2.39

TMO2.01

JNJ1.99

UNP1.93

BRK.B1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.17%
COM
AAPL
3.51%
COM
JPM
3.41%
COM
GOOGL
2.46%
CAP STK CL A
UTX
2.46%
COM
DHR
2.39%
COM
TMO
2.01%
COM
JNJ
1.99%
COM
UNP
1.93%
COM
BRK.B
1.79%
CL B NEW
PEP
1.77%
COM
AMZN
1.65%
COM
MA
1.6%
CL A
COST
1.52%
COM
MRK
1.51%
COM
NSRGY
1.34%
COM
MMC
1.32%
COM
NKE
1.32%
CL B
DIS
1.3%
COM DISNEY
CSCO
1.29%
COM
HD
1.28%
COM
FTV
1.27%
COM
RTN
1.25%
COM NEW
ADBE
1.16%
COM
HON
1.15%
COM
WY
1.09%
COM
MCD
1.06%
COM
FB
1.06%
CL A
XOM
1.03%
COM
DE
1.03%
COM
MDLZ
1.01%
CL A
CMCSA
0.99%
CL A
ABT
0.98%
COM
CVX
0.97%
COM
ROLL
0.91%
COM
ADP
0.9%
COM
MKC
0.88%
COM NON VTG
ZTS
0.87%
CL A
APA
0.82%
COM
SU
0.8%
COM
APH
0.78%
CL A
BLL
0.77%
COM
CB
0.74%
COM
DLB
0.68%
COM
AXP
0.67%
COM
PG
0.66%
COM
TRU
0.64%
COM
DEO
0.64%
SPON ADR NEW
CAT
0.61%
COM
GLD
0.61%
GOLD SHS
PFE
0.6%
COM
KO
0.59%
COM
AEM
0.59%
COM
MMM
0.59%
COM
ENB
0.59%
COM
CCI
0.54%
COM
LOW
0.53%
COM
SBUX
0.52%
COM
C
0.52%
COM NEW
USB
0.52%
COM NEW
ABBV
0.52%
COM
NVS
0.51%
SPONSORED ADR
MMP
0.5%
COM UNIT RP LP
MTD
0.46%
COM
TJX
0.46%
COM
SPY
0.45%
TR UNIT
GOOG
0.44%
CAP STK CL C
ATVI
0.42%
COM
SLB
0.4%
COM
ORCL
0.37%
COM
ILMN
0.36%
COM
VEA
0.36%
FTSE DEV MKT ETF
CNI
0.35%
COM
SWK
0.35%
COM
IBM
0.34%
COM
GD
0.33%
COM
EPD
0.32%
COM
COHR
0.31%
COM
EOG
0.3%
COM
AIN
0.3%
CL A
BUD
0.29%
SPONSORED ADR
DWDP
0.28%
COM
STT
0.28%
COM
BAC
0.26%
COM
VWO
0.26%
FTSE EMR MKT ETF
CL
0.25%
COM
SYK
0.25%
COM
CDXS
0.25%
COM
LMT
0.25%
COM
VZ
0.25%
COM
O
0.24%
COM
ARMK
0.24%
COM
KMI
0.24%
COM
KHC
0.23%
COM
ECL
0.23%
COM
BDX
0.23%
COM
WFC
0.22%
COM
ANSS
0.22%
COM
TEL
0.22%
REG SHS
MTB
0.21%
COM
MOS
0.21%
COM
IQV
0.2%
COM
APD
0.19%
COM
NI
0.18%
COM
SSNC
0.18%
COM
EFA
0.18%
MSCI EAFE ETF
CI
0.17%
COM
WAB
0.17%
COM
TRV
0.17%
COM
CME
0.16%
COM
BA
0.16%
COM
INTC
0.16%
COM
WLK
0.16%
COM
UNH
0.16%
COM
NOVT
0.16%
COM
NEE
0.16%
COM
ACN
0.15%
SHS CLASS A
UTL
0.15%
COM
V
0.15%
COM CL A
BAX
0.15%
COM
EMR
0.15%
COM
AMLP
0.15%
ALERIAN MLP
VBK
0.15%
SML CP GRW ETF
STOR
0.15%
COM
D
0.14%
COM
CTSH
0.14%
CL A
PYPL
0.14%
COM
VBR
0.14%
SM CP VAL ETF
LLY
0.13%
COM
VGK
0.13%
FTSE EUROPE ETF
VGT
0.13%
INF TECH ETF
MET
0.13%
COM
NSC
0.12%
COM
AET
0.12%
COM
TRP
0.12%
COM
KMB
0.12%
COM
SHW
0.12%
COM
ADI
0.12%
COM
VO
0.12%
MID CAP ETF
FISV
0.12%
COM
VIG
0.12%
DIV APP ETF
GILD
0.11%
COM
1/100 BE...
0.11%
COM
EEM
0.11%
MSCI EMG MKT ETF
AMGN
0.1%
COM
FAST
0.1%
COM
HSIC
0.1%
COM
BMY
0.1%
COM
GE
0.09%
COM
SRC
0.09%
COM
ISRG
0.09%
COM NEW
EWBC
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
STI
0.08%
COM
WBA
0.08%
COM
CELG
0.08%
COM
NVR
0.08%
COM
ROST
0.08%
COM
T
0.08%
COM
CRM
0.08%
COM
JBHT
0.08%
COM
GIS
0.08%
COM
IT
0.08%
COM
CVS
0.08%
COM
PX
0.08%
COM
BRK.A
0.08%
CL A
DAL
0.07%
COM NEW
AJG
0.07%
COM
QCOM
0.07%
COM
VTR
0.07%
COM
PCH
0.07%
COM
SPG
0.07%
COM
RDS/B
0.07%
SPON ADR B
WAT
0.07%
COM
COG
0.06%
COM
BABA
0.06%
SPONSORED ADS
CTSO
0.06%
COM NEW
STZ
0.06%
CL A
ES
0.06%
COM
NVO
0.06%
ADR
DCI
0.06%
COM
TSCO
0.06%
COM
VTI
0.06%
TOTAL STK MKT
SMTC
0.06%
COM
PBCT
0.06%
COM
TXN
0.06%
COM
OXY
0.06%
COM
DOCU
0.06%
COM
NLSN
0.05%
SHS EUR
MO
0.05%
COM
TGT
0.05%
COM
RDS/A
0.05%
SPONS ADR A
NOC
0.05%
COM
BIIB
0.05%
COM
MDT
0.05%
SHS
PANW
0.05%
COM
INTU
0.05%
COM
ITW
0.05%
COM
BK
0.05%
COM
DUK
0.05%
COM NEW
PM
0.05%
COM
PKG
0.05%
COM
ESRX
0.05%
COM
FDC
0.04%
CL A
VNQ
0.04%
REIT ETF
SYY
0.04%
COM
NEWR
0.04%
COM
APC
0.04%
COM
SIVB
0.04%
COM
MTDR
0.04%
COM
OMC
0.04%
COM
MXWL
0.04%
COM
DHI
0.04%
COM
WRB
0.04%
COM
KDP
0.04%
COM
DFS
0.04%
COM
RP
0.04%
COM
VFC
0.04%
COM
NATI
0.04%
COM
BAM
0.04%
CL A LTD VT SH
WMT
0.04%
COM
HP
0.03%
COM
CHD
0.03%
COM
GTT
0.03%
COM
IJH
0.03%
CORE S&P MCP ETF
AWK
0.03%
COM
CFR
0.03%
COM
BNS
0.03%
COM
TPR
0.03%
COM
PAA
0.03%
UNIT LTD PARTN
PRLB
0.03%
COM
CCOI
0.03%
COM NEW
ZMH
0.03%
COM
EZM
0.03%
MDCP EARN FUND
PAYX
0.03%
COM
DXJ
0.03%
JAPN HEDGE EQT
SLAB
0.03%
COM
CDAY
0.03%
COM
GWR
0.03%
CL A
AMT
0.03%
COM
BG
0.03%
COM
NTR
0.03%
COM
JCI
0.03%
SHS
GWW
0.03%
COM
AGN
0.03%
SHS
NVDA
0.03%
COM
GNMK
0.03%
COM
KFRC
0.02%
COM
IR
0.02%
SHS
OKTA
0.02%
CL A
SRCL
0.02%
COM
PPG
0.02%
COM
BLK
0.02%
COM
AFL
0.02%
COM
OAK
0.02%
UNIT 99/99/9999
ALGN
0.02%
COM
IWB
0.02%
RUS 1000 ETF
CHKP
0.02%
ORD
WBS
0.02%
COM
FSCT
0.02%
COM
EWH
0.02%
MSCI HONG KG ETF
K
0.02%
COM
GLW
0.02%
COM
LECO
0.02%
COM
NTRS
0.02%
COM
DNKN
0.02%
COM
IP
0.02%
COM
COO
0.02%
COM NEW
ZION
0.02%
COM
LNC
0.02%
COM
TROW
0.02%
COM
YUM
0.02%
COM
HSY
0.02%
COM
GTLS
0.02%
COM PAR $0.01
DATA
0.02%
CL A
AZO
0.02%
COM
AMP
0.02%
COM
FRC
0.02%
COM
EBAY
0.02%
COM
CDK
0.02%
COM
HCSG
0.02%
COM
WM
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
APPN
0.02%
CL A
PEG
0.02%
COM
HBHC
0.02%
COM
HPQ
0.02%
COM
CATY
0.02%
COM
FDX
0.02%
COM
WPC
0.02%
COM
PSX
0.02%
COM
KSU
0.02%
COM NEW
AXGN
0.02%
COM
VB
0.01%
SMALL CP ETF
PVG
0.01%
COM
QQQ
0.01%
UNIT SER 1
CRSP
0.01%
NAMEN AKT
SPGI
0.01%
COM
GS
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
MORN
0.01%
COM
PGR
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
VAR
0.01%
COM
GMT
0.01%
COM
REGN
0.01%
COM
EMN
0.01%
COM
CLX
0.01%
COM
RLJE
0.01%
COM NEW
NFLX
0.01%
COM
MAR
0.01%
CL A
WATT
0.01%
COM
SJM
0.01%
COM NEW
SPR
0.01%
COM CL A
VRTX
0.01%
COM
CHRW
0.01%
COM NEW
XLK
0.01%
TECHNOLOGY
DGX
0.01%
COM
ANTM
0.01%
COM
LLL
0.01%
COM
APTV
0.01%
SHS
IMMU
0.01%
COM
BIP
0.01%
LP INT UNIT
EW
0.01%
COM
ABB
0.01%
SPONSORED ADR
WEC
0.01%
COM
HEWG
0.01%
HDG MSCI GERMN
XEL
0.01%
COM
FSLR
0.01%
COM
HBC
0.01%
SPON ADR NEW
HPE
0.01%
COM
TDOC
0.01%
COM
CDEV
0.01%
CL A
BKNG
0.01%
COM
ASH
0.01%
COM
GSK
0.01%
SPONSORED ADR
CHTR
0.01%
CL A
XLI
0.01%
SBI INT-INDS
COP
0.01%
COM
MCHP
0.01%
COM
XLF
0.01%
SBI INT-FINL
ETP
0.01%
UNIT LTD PRT INT
IVV
0.01%
CORE S&P500 ETF
BIDU
0.01%
SPON ADR REP A
SNY
0.01%
SPONSORED ADR
ALK
0.01%
COM
RPM
0.01%
COM
BX
0.01%
COM UNIT LTD
RSP
0.01%
S&P500 EQL WGT
IWR
0.01%
RUS MID-CAP ETF
BP
0.01%
SPONSORED ADR
RSG
0.01%
COM
WST
0.01%
COM
BR
0.01%
COM
ALL
0.01%
COM
VDE
0.01%
ENERGY ETF
PXD
0.01%
COM
UPS
0.01%
CL B
XLV
0.01%
SBI HEALTHCARE
ED
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
BXP
0.01%
COM
DAIO
0.01%
COM
KFS
0.01%
COM NEW
DB
< 0.01%
NAMEN AKT
SAL
< 0.01%
COM
DPS
0.1%
COM
UMPQ
0.05%
COM
AKAM
0.05%
COM
NGD
0.04%
COM
NEM
0.02%
COM
ULTI
0.02%
COM
JD
0.02%
SPON ADR CL A
VOO
0.02%
SHS
CCJ
0.01%
COM
SMTA
0.01%
COM SHS BEN IN
ALNY
0.01%
COM
DGS
0.01%
EMG MKTS SMCAP
IWP
0.01%
RUS MD CP GR ETF
EQT
0.01%
COM
YUMC
0.01%
COM
HIG
0.01%
COM
HSGX
0.01%
COM
FSP
< 0.01%
COM