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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.
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Market Cap
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Small
Growth
20
3
4
0
2
0
19
2
1
CABOT WEALTH MANAGEMENT INC

Time Period2017-12-31

Total Holdings133

Total Value ($x1000)462,475
Activities
New9

Increased28

Unchanged8

Decreased88

Sold Out6

Top 10 Stock Holdingstotal 28.32%
SCHF4.22

FNDF3.66

SCHX3.09

SCPB2.84

HDB2.64

 
AAPL2.55

JPM2.51

SCHE2.32

BRK.B2.26

SCHO2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHF
4.22%
INTL EQTY ETF
FNDF
3.66%
SCHWB FDT INT LG
SCHX
3.09%
US LRG CAP ETF
SCPB
2.84%
BARC SHT TR CP
HDB
2.64%
ADR REPS 3 SHS
AAPL
2.55%
COM
JPM
2.51%
COM
SCHE
2.32%
EMRG MKTEQ ETF
BRK.B
2.26%
CL B NEW
SCHO
2.23%
SHT TM US TRES
FRC
2.15%
COM
SNE
2.06%
ADR NEW
DIS
1.93%
COM DISNEY
NTES
1.87%
SPONSORED ADR
JNJ
1.82%
COM
FNDE
1.81%
SCHWB FDT EMK LG
V
1.78%
COM CL A
HD
1.74%
COM
ROK
1.69%
COM
CTAS
1.68%
COM
TAN
1.65%
GUGGENHEIM SOLAR
TJX
1.64%
COM
MAN
1.54%
COM
CDW
1.51%
COM
CB
1.48%
COM
VZ
1.44%
COM
EBAY
1.41%
COM
NEM
1.36%
COM
VXF
1.33%
EXTEND MKT ETF
NVO
1.33%
ADR
FLRN
1.3%
INV GRD FLT RT
FNDX
1.28%
SCHWAB FDT US LG
XOM
1.23%
COM
CHKP
1.22%
ORD
FRN
1.2%
GUGG FRNTR MKT
ITB
1.11%
US HOME CONS ETF
INGN
1.06%
COM
NVDA
1.04%
COM
GLD
0.99%
GOLD SHS
RPM
0.97%
COM
CHE
0.95%
COM
TOTL
0.9%
SPDR TR TACTIC
NGE
0.9%
GBL X MSCI NIGER
VRP
0.89%
VAR RATE PFD POR
ECL
0.85%
COM
TDTT
0.84%
IBOXX 3R TARGT
LIT
0.84%
GLOBAL X LITHIUM
BBRC
0.83%
BEYOND BRICS ETF
PUTW
0.79%
CBOE S&P 500
MELI
0.79%
COM
TSLA
0.74%
COM
GOOG
0.72%
CAP STK CL C
EUFN
0.71%
MSCI EURO FL ETF
BABA
0.7%
SPONSORED ADS
KBE
0.67%
S&P BK ETF
OMC
0.66%
COM
SYY
0.61%
COM
FLOT
0.58%
FLTG RATE BD ETF
CRM
0.58%
COM
VCSH
0.56%
SHRT TRM CORP BD
PGHY
0.5%
GLBL ST HI YLD
MCHP
0.47%
COM
FNDC
0.41%
SCHWB FDT INT SC
SCHC
0.41%
INTL SCEQT ETF
CTRP
0.4%
AMERICAN DEP SHS
GEX
0.4%
GLOBAL ALTER ETF
KGRN
0.39%
MSCI CHINA ENV
BMA
0.39%
SPON ADR B
NOC
0.38%
COM
PXD
0.37%
COM
SCHA
0.35%
US SML CAP ETF
SHM
0.35%
NUVN BR SHT MUNI
RTN
0.34%
COM NEW
GOOGL
0.34%
CAP STK CL A
SCHZ
0.33%
US AGGREGATE B
IDXX
0.31%
COM
EEM
0.29%
MSCI EMG MKT ETF
CSJ
0.28%
1-3 YR CR BD ETF
VTIP
0.25%
STRM INFPROIDX
IEMG
0.24%
CORE MSCI EMKT
IVV
0.23%
CORE S&P500 ETF
EFA
0.22%
MSCI EAFE ETF
SCHP
0.22%
US TIPS ETF
GSY
0.2%
GUGG ENH SHT DUR
UPS
0.19%
CL B
PG
0.17%
COM
SCHG
0.15%
US LCAP GR ETF
CVX
0.14%
COM
ORCL
0.13%
COM
QUAL
0.12%
MSCI USA QLT FAC
DWDP
0.11%
COM
QQQ
0.11%
UNIT SER 1
VEA
0.1%
FTSE DEV MKT ETF
RSP
0.1%
GUG S&P500 EQ WT
SON
0.1%
COM
INC
0.1%
FXD INC BL ETF
SPG
0.09%
COM
GD
0.09%
COM
WY
0.09%
COM
ABMD
0.09%
COM
KWEB
0.09%
CSI CHI INTERNET
EMTL
0.08%
SPDR DBLELN EMRG
VTI
0.08%
TOTAL STK MKT
BSCJ
0.08%
GUG BULL2019 E
BSCK
0.08%
GUG BULL2020 E
ABT
0.08%
COM
FM
0.07%
MSCI FRNTR100ETF
BOND
0.07%
TOTL RETN ETF
PAYX
0.07%
COM
MINT
0.07%
ENHAN SHRT MAT
INXX
0.07%
INDIA INFRSR ETF
KO
0.07%
COM
COP
0.07%
COM
PFE
0.06%
COM
HYS
0.06%
0-5 HIGH YIELD
IJT
0.06%
SP SMCP600GR ETF
WFC
0.06%
COM
MUNI
0.06%
INTER MUN BD ST
IWM
0.06%
RUSSELL 2000 ETF
DWM
0.06%
DEFA FD
DVY
0.06%
SELECT DIVID ETF
VWO
0.05%
FTSE EMR MKT ETF
VPU
0.05%
UTILITIES ETF
PSX
0.05%
COM
GE
0.05%
COM
IBB
0.05%
NASDQ BIOTEC ETF
WBA
0.05%
COM
REZ
0.05%
RESID RL EST CAP
BAB
0.05%
BUILD AMER ETF
KRE
0.05%
S&P REGL BKG
MDYG
0.05%
S&P 400 MDCP GRW
ESGD
0.04%
MSCI EAFE ESG
NEA
0.03%
COM
DXCM
0.44%
COM
KSA
0.35%
MSCI SAUDI ARA
BSJH
0.08%
GUG BLT2017 HY
T
0.06%
COM
ECON
0.05%
EMRG MARKETS ETF
NLY
0.03%
COM