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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
87
19
17
3
8
3
67
26
21
BRADLEY FOSTER SARGENT INC CT

Time Period2017-12-31

Total Holdings343

Total Value ($x1000)2,756,722
Activities
New17

Increased103

Unchanged64

Decreased159

Sold Out27

Top 10 Stock Holdingstotal 24.19%
MSFT3.67

JPM3.41

AAPL3.06

GOOGL2.58

UTX2.3

 
JNJ2.11

PEP1.99

FB1.73

NSRGY1.68

BRK.B1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.67%
COM
JPM
3.41%
COM
AAPL
3.06%
COM
GOOGL
2.58%
CAP STK CL A
UTX
2.3%
COM
JNJ
2.11%
COM
PEP
1.99%
COM
FB
1.73%
CL A
NSRGY
1.68%
COM
BRK.B
1.66%
CL B NEW
XOM
1.65%
COM
UNP
1.65%
COM
MA
1.52%
CL A
DHR
1.5%
COM
MMC
1.43%
COM
MRK
1.42%
COM
TMO
1.39%
COM
COST
1.36%
COM
DIS
1.32%
COM DISNEY
AMZN
1.3%
COM
WY
1.27%
COM
HD
1.2%
COM
MCD
1.19%
COM
NKE
1.16%
CL B
FTV
1.15%
COM
CCI
1.14%
COM
CSCO
1.11%
COM
PG
1.11%
COM
MDLZ
1.09%
CL A
HON
1.09%
COM
CMCSA
1.01%
CL A
ENB
0.99%
COM
WFC
0.99%
COM
RTN
0.98%
COM NEW
CB
0.95%
COM
NOC
0.92%
COM
ABT
0.87%
COM
APA
0.84%
COM
ADBE
0.84%
COM
ADP
0.82%
COM
ROLL
0.81%
COM
APH
0.78%
CL A
AEM
0.78%
COM
SU
0.77%
COM
ZTS
0.76%
CL A
MMM
0.73%
COM
MKC
0.73%
COM NON VTG
CVX
0.71%
COM
AXP
0.7%
COM
DPS
0.7%
COM
GLD
0.7%
GOLD SHS
MMP
0.7%
COM UNIT RP LP
CAT
0.67%
COM
EBAY
0.66%
COM
KO
0.65%
COM
USB
0.64%
COM NEW
DE
0.61%
COM
NLSN
0.58%
SHS EUR
ABBV
0.57%
COM
NVS
0.57%
SPONSORED ADR
C
0.55%
COM NEW
PFE
0.51%
COM
SLB
0.51%
COM
LOW
0.51%
COM
GE
0.44%
COM
SPY
0.44%
TR UNIT
DLB
0.43%
COM
GOOG
0.43%
CAP STK CL C
ES
0.43%
COM
LMT
0.42%
COM
SBUX
0.42%
COM
BUD
0.41%
SPONSORED ADR
VEA
0.4%
FTSE DEV MKT ETF
SWK
0.4%
COM
IBM
0.38%
COM
GD
0.38%
COM
CNI
0.38%
COM
DWDP
0.36%
COM
ASML
0.35%
N Y REGISTRY SHS
STT
0.34%
COM
TJX
0.34%
COM
EPD
0.33%
COM
CL
0.32%
COM
VWO
0.31%
FTSE EMR MKT ETF
O
0.28%
COM
FCE/A
0.27%
COM CL A
EOG
0.27%
COM
AIN
0.27%
CL A
VZ
0.26%
COM
SYK
0.25%
COM
KMI
0.24%
COM
ECL
0.24%
COM
IQV
0.23%
COM
ANSS
0.23%
COM
BAC
0.22%
COM
TEL
0.22%
REG SHS
CELG
0.22%
COM
KHC
0.21%
COM
EFA
0.2%
MSCI EAFE ETF
NI
0.2%
COM
DEO
0.2%
SPON ADR NEW
APD
0.19%
COM
KMB
0.19%
COM
MTB
0.19%
COM
INTC
0.19%
COM
HSIC
0.19%
COM
BDX
0.18%
COM
CI
0.18%
COM
NVR
0.18%
COM
TRV
0.18%
COM
VGK
0.18%
FTSE EUROPE ETF
D
0.17%
COM
STOR
0.16%
COM
BA
0.16%
COM
MOS
0.16%
COM
NEE
0.16%
COM
SSNC
0.16%
COM
CTSH
0.16%
CL A
TRP
0.15%
COM
CME
0.15%
COM
UNH
0.15%
COM
GILD
0.15%
COM
EMR
0.15%
COM
UTL
0.15%
COM
ACN
0.14%
SHS CLASS A
VIG
0.14%
DIV APP ETF
COG
0.14%
COM
ADI
0.13%
COM
EEM
0.13%
MSCI EMG MKT ETF
GIS
0.13%
COM
VBR
0.13%
SM CP VAL ETF
VBK
0.13%
SML CP GRW ETF
SHW
0.12%
COM
V
0.12%
COM CL A
BAX
0.12%
COM
AET
0.11%
COM
NEWR
0.11%
COM
SRC
0.11%
COM
LLY
0.11%
COM
1/100 BE...
0.11%
COM
VO
0.11%
MID CAP ETF
T
0.11%
COM
PYPL
0.11%
COM
NSC
0.11%
COM
BMY
0.1%
COM
FISV
0.1%
COM
FAST
0.1%
COM
VGT
0.1%
INF TECH ETF
AMLP
0.1%
ALERIAN MLP
CHTR
0.1%
CL A
VTR
0.09%
COM
WBA
0.09%
COM
PM
0.08%
COM
EWBC
0.08%
COM
DAL
0.08%
COM NEW
STZ
0.08%
CL A
ORCL
0.08%
COM
MO
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
DXJ
0.08%
JAPN HEDGE EQT
BRK.A
0.08%
CL A
PX
0.07%
COM
JBHT
0.07%
COM
WAT
0.07%
COM
RDS/B
0.07%
SPON ADR B
MXWL
0.07%
COM
CVS
0.07%
COM
FSLR
0.07%
COM
MULE
0.07%
CL A
QCOM
0.06%
COM
TXN
0.06%
COM
MET
0.06%
COM
ESRX
0.06%
COM
ISRG
0.06%
COM NEW
WLK
0.06%
COM
PBCT
0.06%
COM
SIVB
0.06%
COM
BABA
0.06%
SPONSORED ADS
SRCL
0.06%
COM
RDS/A
0.06%
SPONS ADR A
DUK
0.06%
COM NEW
TRU
0.06%
COM
ITW
0.06%
COM
VTI
0.06%
TOTAL STK MKT
BK
0.06%
COM
BIIB
0.05%
COM
UMPQ
0.05%
COM
OXY
0.05%
COM
PCH
0.05%
COM
SEDG
0.05%
COM
AJG
0.05%
COM
SLAB
0.05%
COM
LECO
0.05%
COM
OMC
0.05%
COM
TSCO
0.05%
COM
AMGN
0.05%
COM
HP
0.05%
COM
GTT
0.04%
COM
ZION
0.04%
COM
AXGN
0.04%
COM
AGN
0.04%
SHS
IRM
0.04%
COM
CHD
0.04%
COM
ROST
0.04%
COM
WRB
0.04%
COM
TGT
0.04%
COM
MDT
0.04%
SHS
DHI
0.04%
COM
INTU
0.04%
COM
POT
0.04%
COM
APC
0.04%
COM
SYY
0.04%
COM
CRM
0.04%
COM
MTDR
0.04%
COM
ALNY
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
BNS
0.04%
COM
NATI
0.04%
COM
DFS
0.04%
COM
NGD
0.04%
COM
PACW
0.04%
COM
AWK
0.04%
COM
MHK
0.04%
COM
BAM
0.04%
CL A LTD VT SH
GWR
0.04%
CL A
JCI
0.03%
SHS
STRP
0.03%
CL B
PAA
0.03%
UNIT LTD PARTN
STI
0.03%
COM
CFR
0.03%
COM
WMT
0.03%
COM
VFC
0.03%
COM
PRLB
0.03%
COM
TPR
0.03%
COM
CCOI
0.03%
COM NEW
PAYX
0.03%
COM
ZMH
0.03%
COM
PPG
0.03%
COM
SPG
0.03%
COM
IWB
0.03%
RUS 1000 ETF
BLK
0.03%
COM
EWH
0.03%
MSCI HONG KG ETF
HCSG
0.03%
COM
AMT
0.03%
COM
IPHI
0.03%
COM
XEC
0.03%
COM
LNC
0.02%
COM
WPC
0.02%
COM
IP
0.02%
COM
AMP
0.02%
COM
WBS
0.02%
COM
HSY
0.02%
COM
AFL
0.02%
COM
K
0.02%
COM
CDK
0.02%
COM
NTRS
0.02%
COM
TDY
0.02%
COM
TROW
0.02%
COM
CHKP
0.02%
ORD
FIVN
0.02%
COM
GLW
0.02%
COM
HBHC
0.02%
COM
AZO
0.02%
COM
CATY
0.02%
COM
PEG
0.02%
COM
WM
0.02%
COM
GWW
0.02%
COM
IR
0.02%
SHS
NEM
0.02%
COM
DNKN
0.02%
COM
PSX
0.02%
COM
QQQ
0.02%
UNIT SER 1
IWF
0.02%
RUS 1000 GRW ETF
BXP
0.02%
COM
KSU
0.02%
COM NEW
PSMT
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
COO
0.02%
COM NEW
YUM
0.01%
COM
GS
0.01%
COM
HPQ
0.01%
COM
SJM
0.01%
COM NEW
PVG
0.01%
COM
ALGN
0.01%
COM
BG
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
VAR
0.01%
COM
XLK
0.01%
TECHNOLOGY
CLX
0.01%
COM
JD
0.01%
SPON ADR CL A
REGN
0.01%
COM
MAR
0.01%
CL A
DGS
0.01%
EMG MKTS SMCAP
SNPS
0.01%
COM
VDE
0.01%
ENERGY ETF
PGR
0.01%
COM
DGX
0.01%
COM
BIP
0.01%
LP INT UNIT
KFS
0.01%
COM NEW
KTOS
0.01%
COM NEW
VNQ
0.01%
REIT ETF
FDX
0.01%
COM
NVO
0.01%
ADR
ED
0.01%
COM
HBC
0.01%
SPON ADR NEW
MORN
0.01%
COM
SPR
0.01%
COM CL A
ABB
0.01%
SPONSORED ADR
CHRW
0.01%
COM NEW
VB
0.01%
SMALL CP ETF
PNR
0.01%
SHS
PSA
0.01%
COM
HEWG
0.01%
HDG MSCI GERMN
WEC
0.01%
COM
VRAY
0.01%
COM
RSP
0.01%
GUG S&P500 EQ WT
CRSP
0.01%
NAMEN AKT
MCHP
0.01%
COM
GMT
0.01%
COM
DB
0.01%
NAMEN AKT
WIFI
0.01%
COM
UPS
0.01%
CL B
XLF
0.01%
SBI INT-FINL
HIG
0.01%
COM
BIDU
0.01%
SPON ADR REP A
ANTM
0.01%
COM
HPE
0.01%
COM
EQT
0.01%
COM
XLI
0.01%
SBI INT-INDS
ETP
0.01%
UNIT LTD PRT INT
IVV
0.01%
CORE S&P500 ETF
ALK
0.01%
COM
PANW
0.01%
COM
XEL
0.01%
COM
BX
0.01%
COM UNIT LTD
RLJE
0.01%
COM NEW
ASH
0.01%
COM
SNY
0.01%
SPONSORED ADR
EW
0.01%
COM
BR
0.01%
COM
FSP
< 0.01%
COM
FPI
< 0.01%
COM
SAL
< 0.01%
COM
BCR
0.81%
COM
Q
0.24%
COM
RBA
0.16%
COM
OAK
0.09%
UNIT 99/99/9999
PBA
0.04%
COM
COH
0.03%
COM
SLGN
0.02%
COM
MIC
0.02%
MEMBERSHIP INT
FICO
0.02%
COM
AIG
0.01%
COM NEW
NWL
0.01%
COM
LVLT
0.01%
COM NEW
TYG
0.01%
COM
MON
0.01%
COM
IVW
0.01%
S&P 500 GRWT ETF
PAGP
0.01%
LTD PARTNR INT A
KEY
0.01%
COM
EIX
0.01%
COM
SRE
0.01%
COM
NVDA
0.01%
COM
HCP
0.01%
COM
WST
0.01%
COM
AROW
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
IJJ
0.01%
S&P MC 400VL ETF
YUMC
0.01%
COM
DLX
0.01%
COM