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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
19
11
3
6
4
66
28
21
BRADLEY FOSTER SARGENT INC CT

Time Period2019-06-30

Total Holdings343

Total Value ($x1000)3,020,676
Activities
New21

Increased68

Unchanged58

Decreased196

Sold Out20

Top 10 Stock Holdingstotal 26.12%
MSFT4.59

JPM3.23

DHR2.92

AAPL2.71

TMO2.28

 
UTX2.23

DIS2.19

GOOGL2.08

PEP2.02

UNP1.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.59%
COM
JPM
3.23%
COM
DHR
2.92%
COM
AAPL
2.71%
COM
TMO
2.28%
COM
UTX
2.23%
COM
DIS
2.19%
COM DISNEY
GOOGL
2.08%
CAP STK CL A
PEP
2.02%
COM
UNP
1.87%
COM
MA
1.83%
CL A
JNJ
1.79%
COM
ADBE
1.75%
COM
BRK.B
1.72%
CL B NEW
MRK
1.63%
COM
COST
1.59%
COM
MMC
1.58%
COM
NSRGY
1.53%
COM
AMZN
1.43%
COM
CSCO
1.39%
COM
ENB
1.35%
COM
NKE
1.21%
CL B
MCD
1.18%
COM
HON
1.17%
COM
CMCSA
1.17%
CL A
FTV
1.13%
COM
HD
1.1%
COM
BDX
1.05%
COM
ABT
1.03%
COM
MDLZ
1.01%
CL A
BLL
1.01%
COM
AEM
0.97%
COM
DE
0.97%
COM
ZTS
0.95%
CL A
MKC
0.95%
COM NON VTG
RTN
0.91%
COM NEW
GLD
0.89%
GOLD SHS
ADP
0.86%
COM
CVX
0.86%
COM
WY
0.84%
COM
ROLL
0.8%
COM
PG
0.79%
COM
XOM
0.76%
COM
FISV
0.74%
COM
CB
0.74%
COM
SSNC
0.73%
COM
APH
0.73%
CL A
SBUX
0.72%
COM
AXP
0.69%
COM
COG
0.67%
COM
DEO
0.65%
SPON ADR NEW
UNH
0.63%
COM
CCI
0.63%
COM
TRU
0.62%
COM
KO
0.61%
COM
SU
0.61%
COM
DLB
0.58%
COM
NVS
0.57%
SPONSORED ADR
MTD
0.57%
COM
PFE
0.55%
COM
CAT
0.53%
COM
STZ
0.48%
CL A
USB
0.48%
COM NEW
EFX
0.46%
COM
SPY
0.45%
TR UNIT
LOW
0.44%
COM
MMM
0.43%
COM
TJX
0.41%
COM
SWK
0.41%
COM
ORCL
0.39%
COM
ABBV
0.38%
COM
MMP
0.35%
COM UNIT RP LP
GOOG
0.35%
CAP STK CL C
FB
0.34%
CL A
CNI
0.33%
COM
VEA
0.31%
FTSE DEV MKT ETF
ILMN
0.31%
COM
EPD
0.3%
COM
TECH
0.29%
COM
PBCT
0.29%
COM
ANSS
0.28%
COM
IBM
0.27%
COM
ECL
0.27%
COM
SYK
0.26%
COM
O
0.26%
COM
APD
0.26%
COM
VZ
0.25%
COM
EOG
0.24%
COM
LMT
0.23%
COM
VWO
0.22%
FTSE EMR MKT ETF
IQV
0.22%
COM
SERV
0.22%
COM
BAC
0.22%
COM
NI
0.21%
COM
ALC
0.18%
ORD SHS
TRV
0.18%
COM
NOVT
0.18%
COM
AMLP
0.18%
ALERIAN MLP
TEL
0.18%
REG SHS
CL
0.18%
COM
KMI
0.18%
COM
UTL
0.18%
COM
V
0.17%
COM CL A
NEE
0.17%
COM
BAX
0.17%
COM
WFC
0.17%
COM
STOR
0.17%
COM
PYPL
0.16%
COM
VBK
0.16%
SML CP GRW ETF
STT
0.16%
COM
ACN
0.15%
SHS CLASS A
D
0.15%
COM
CI
0.15%
COM
KMB
0.15%
COM
VO
0.14%
MID CAP ETF
SLB
0.14%
COM
INTC
0.13%
COM
NSC
0.13%
COM
HEI
0.13%
COM
C
0.13%
COM NEW
SHW
0.13%
COM
VGT
0.12%
INF TECH ETF
CME
0.12%
COM
LLY
0.12%
COM
FDC
0.12%
CL A
VBR
0.12%
SM CP VAL ETF
ADI
0.11%
COM
EMR
0.11%
COM
BX
0.11%
COM UNIT LTD
BA
0.11%
COM
FAST
0.11%
COM
MRCY
0.11%
COM
NVR
0.11%
COM
GD
0.11%
COM
1/100 BE...
0.11%
COM
TRP
0.1%
COM
CRM
0.1%
COM
SRC
0.1%
COM NEW
EFA
0.1%
MSCI EAFE ETF
BABA
0.1%
SPONSORED ADS
MOS
0.1%
COM
DAL
0.1%
COM NEW
GIS
0.09%
COM
DD
0.09%
COM
BMY
0.09%
COM
AJG
0.09%
COM
GILD
0.08%
COM
TGT
0.08%
COM
LIN
0.08%
COM
VTR
0.08%
COM
MTB
0.08%
COM
ROST
0.08%
COM
BRK.A
0.07%
CL A
DATA
0.07%
CL A
CDAY
0.07%
COM
QCOM
0.07%
COM
TSCO
0.07%
COM
VNQ
0.07%
REIT ETF
HXL
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
ISRG
0.07%
COM NEW
HSIC
0.07%
COM
CVS
0.07%
COM
ES
0.06%
COM
VGK
0.06%
FTSE EUROPE ETF
RDS/B
0.06%
SPON ADR B
RDS/A
0.06%
SPONS ADR A
ELAN
0.06%
COM
COO
0.06%
COM NEW
W
0.06%
CL A
IWM
0.06%
RUSSELL 2000 ETF
T
0.06%
COM
NVO
0.06%
ADR
IT
0.06%
COM
WAT
0.06%
COM
VTI
0.06%
TOTAL STK MKT
SPG
0.06%
COM
DOW
0.05%
COM
TXN
0.05%
COM
PM
0.05%
COM
WBA
0.05%
COM
GE
0.05%
COM
PRU
0.05%
COM
MET
0.05%
COM
NOC
0.05%
COM
SYY
0.05%
COM
WRB
0.05%
COM
DUK
0.05%
COM NEW
MDT
0.05%
SHS
PFPT
0.05%
COM
OMC
0.05%
COM
JBHT
0.05%
COM
AMGN
0.04%
COM
WMT
0.04%
COM
DHI
0.04%
COM
TRMB
0.04%
COM
MO
0.04%
COM
ITW
0.04%
COM
INTU
0.04%
COM
WM
0.04%
COM
CHD
0.04%
COM
VIG
0.04%
DIV APP ETF
AMT
0.04%
COM
PANW
0.04%
COM
PKG
0.03%
COM
FSLR
0.03%
COM
CTVA
0.03%
COM
DFS
0.03%
COM
PAYX
0.03%
COM
CFG
0.03%
COM
OXY
0.03%
COM
JCI
0.03%
SHS
AWK
0.03%
COM
BK
0.03%
COM
CCOI
0.03%
COM NEW
KDP
0.03%
COM
VFC
0.03%
COM
NEWR
0.03%
COM
IJH
0.03%
CORE S&P MCP ETF
GWR
0.03%
CL A
EWBC
0.03%
COM
YUM
0.03%
COM
APC
0.03%
COM
JD
0.03%
SPON ADR CL A
BAM
0.03%
CL A LTD VT SH
OKTA
0.03%
CL A
BNS
0.03%
COM
CELG
0.03%
COM
AZO
0.03%
COM
CTSO
0.03%
COM NEW
HSY
0.02%
COM
PCH
0.02%
COM
PPG
0.02%
COM
GKOS
0.02%
COM
IR
0.02%
SHS
AFL
0.02%
COM
EZM
0.02%
MDCP EARN FUND
ZION
0.02%
COM
NLSN
0.02%
SHS EUR
COP
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
PAA
0.02%
UNIT LTD PARTN
IWB
0.02%
RUS 1000 ETF
EWH
0.02%
MSCI HONG KG ETF
BLK
0.02%
COM
EBAY
0.02%
COM
CFR
0.02%
COM
GLW
0.02%
COM
ZMH
0.02%
COM
GWW
0.02%
COM
PVG
0.02%
COM
DNKN
0.02%
COM
LNC
0.02%
COM
TPR
0.02%
COM
CLX
0.02%
COM
BKNG
0.02%
COM
PEG
0.02%
COM
SPGI
0.02%
COM
IP
0.02%
COM
NTRS
0.02%
COM
FRC
0.02%
COM
TROW
0.02%
COM
PH
0.02%
COM
QQQ
0.02%
UNIT SER 1
SEDG
0.02%
COM
K
0.02%
COM
CHKP
0.02%
ORD
NTR
0.02%
COM
VAR
0.02%
COM
WPC
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
MORN
0.01%
COM
WBS
0.01%
COM
ALGN
0.01%
COM
AGN
0.01%
SHS
PGR
0.01%
COM
AMP
0.01%
COM
NATI
0.01%
COM
CDK
0.01%
COM
HPQ
0.01%
COM
GS
0.01%
COM
CTSH
0.01%
CL A
EA
0.01%
COM
SJM
0.01%
COM NEW
PNC
0.01%
COM
WEC
0.01%
COM
FSCT
0.01%
COM
LECO
0.01%
COM
LLL
0.01%
COM
VRTX
0.01%
COM
XLF
0.01%
SBI INT-FINL
TRI
0.01%
COM NEW
XEL
0.01%
COM
ANTM
0.01%
COM
VB
0.01%
SMALL CP ETF
GSK
0.01%
SPONSORED ADR
XLK
0.01%
TECHNOLOGY
PXD
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
PSX
0.01%
COM
YUMC
0.01%
COM
UN
0.01%
N Y SHS NEW
BIP
0.01%
LP INT UNIT
ETE
0.01%
COM UT LTD PTN
SPR
0.01%
COM CL A
EW
0.01%
COM
CHTR
0.01%
CL A
HEWG
0.01%
HDG MSCI GERMN
MCHP
0.01%
COM
DGX
0.01%
COM
APTV
0.01%
SHS
HP
0.01%
COM
BIIB
0.01%
COM
SNPS
0.01%
COM
RSG
0.01%
COM
PHM
0.01%
COM
HBC
0.01%
SPON ADR NEW
HPE
0.01%
COM
XLI
0.01%
SBI INT-INDS
FDX
0.01%
COM
REGN
0.01%
COM
VRSK
0.01%
CL A
WAB
0.01%
COM
ADM
0.01%
COM
SNY
0.01%
SPONSORED ADR
KL
0.01%
COM
APA
0.01%
COM
ASH
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
RPM
0.01%
COM
ADIDAS A...
0.01%
COM
TDOC
0.01%
COM
KSU
0.01%
COM NEW
ALL
0.01%
COM
CHRW
0.01%
COM NEW
OSK
0.01%
COM
GDX
0.01%
GOLD MINERS ETF
UPS
0.01%
CL B
WST
0.01%
COM
OLED
0.01%
COM
EQIX
0.01%
COM PAR $0.001
KALA
< 0.01%
COM
SAL
< 0.01%
COM
DWDP
0.23%
COM
MTN
0.16%
COM
CDXS
0.11%
COM
TRP
0.1%
COM
IONS
0.07%
COM
DCI
0.05%
COM
CGNX
0.04%
COM
GTT
0.03%
COM
SIVB
0.03%
COM
DOCU
0.01%
COM
DXJ
0.01%
JAPN HEDGE EQT
GMT
0.01%
COM
EMN
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
SMTC
0.01%
COM
IJS
0.01%
SP SMCP600VL ETF
NVDA
0.01%
COM
ED
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
FCEL
< 0.01%
COM NEW