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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
63
5
2
3
1
1
45
7
3
CAPE COD FIVE CENTS SAVINGS BANK

Time Period2017-12-31

Total Holdings177

Total Value ($x1000)666,831
Activities
New2

Increased43

Unchanged26

Decreased106

Sold Out14

Top 10 Stock Holdingstotal 38.2%
IVV8.74

IJH6.86

IEFA5.97

CSJ2.67

IEMG2.59

 
IEI2.55

IJR2.47

JNJ2.22

MSFT2.14

AAPL1.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
8.74%
CORE S&P500 ETF
IJH
6.86%
CORE S&P MCP ETF
IEFA
5.97%
CORE MSCI EAFE
CSJ
2.67%
1-3 YR CR BD ETF
IEMG
2.59%
CORE MSCI EMKT
IEI
2.55%
3-7 YR TR BD ETF
IJR
2.47%
CORE S&P SCP ETF
JNJ
2.22%
COM
MSFT
2.14%
COM
AAPL
1.99%
COM
MMM
1.72%
COM
JPM
1.68%
COM
XOM
1.64%
COM
IEUR
1.45%
CORE MSCI EURO
HYG
1.43%
IBOXX HI YD ETF
HD
1.34%
COM
GOOG
1.27%
CAP STK CL C
ITW
1.25%
COM
PG
1.19%
COM
IWM
1.17%
RUSSELL 2000 ETF
PEP
1.17%
COM
USB
1.12%
COM NEW
SYK
1.11%
COM
AMGN
1.06%
COM
CHD
1.03%
COM
CVX
1.03%
COM
MCD
1.03%
COM
XLE
1%
SBI INT-ENERGY
INTC
0.99%
COM
BRK.B
0.94%
CL B NEW
ECL
0.93%
COM
NKE
0.92%
CL B
T
0.88%
COM
ACN
0.87%
SHS CLASS A
ADBE
0.86%
COM
VZ
0.85%
COM
NEE
0.83%
COM
DIS
0.8%
COM DISNEY
BBT
0.79%
COM
TTC
0.79%
COM
FLOT
0.77%
FLTG RATE BD ETF
V
0.72%
COM CL A
NSC
0.71%
COM
GE
0.67%
COM
COST
0.59%
COM
TSM
0.58%
SPONSORED ADR
RMD
0.58%
COM
SPGI
0.58%
COM
ADP
0.53%
COM
UNH
0.53%
COM
EFA
0.5%
MSCI EAFE ETF
ABT
0.49%
COM
CSCO
0.47%
COM
NTRS
0.46%
COM
CMCSA
0.44%
CL A
VFC
0.44%
COM
IBM
0.44%
COM
ABBV
0.43%
COM
MNST
0.41%
COM
UNP
0.41%
COM
TRV
0.4%
COM
BA
0.4%
COM
STT
0.39%
COM
WEC
0.38%
COM
PFE
0.37%
COM
CERN
0.37%
COM
BP
0.35%
SPONSORED ADR
LRY
0.35%
SH BEN INT
SCHW
0.34%
COM
SBUX
0.34%
COM
MRK
0.33%
COM
TROW
0.33%
COM
MA
0.33%
CL A
RTN
0.33%
COM NEW
ADI
0.32%
COM
TSCO
0.32%
COM
MKC
0.32%
COM NON VTG
NVS
0.32%
SPONSORED ADR
CTSH
0.31%
CL A
AXP
0.3%
COM
SPY
0.3%
TR UNIT
DWDP
0.29%
COM
VIG
0.29%
DIV APP ETF
HAS
0.28%
COM
VNQ
0.28%
REIT ETF
GIS
0.27%
COM
QCOM
0.26%
COM
AFL
0.26%
COM
UTX
0.26%
COM
MDY
0.26%
UTSER1 S&PDCRP
BMY
0.25%
COM
AMAT
0.23%
COM
CHE
0.23%
COM
HAL
0.22%
COM
PKG
0.21%
COM
IOO
0.2%
GLOBAL 100 ETF
EQAL
0.2%
1000 EQ WHT PT
COP
0.19%
COM
CL
0.19%
COM
TXN
0.19%
COM
KO
0.19%
COM
IFF
0.18%
COM
GOOGL
0.18%
CAP STK CL A
PX
0.18%
COM
HON
0.17%
COM
EMR
0.16%
COM
VAR
0.16%
COM
PSX
0.15%
COM
TD
0.15%
COM NEW
UN
0.15%
N Y SHS NEW
AET
0.15%
COM
SO
0.15%
COM
TGT
0.14%
COM
AMZN
0.12%
COM
CAT
0.12%
COM
ES
0.11%
COM
MO
0.11%
COM
LOW
0.11%
COM
SLB
0.11%
COM
BAC
0.11%
COM
RDS/A
0.1%
SPONS ADR A
PM
0.1%
COM
ZMH
0.1%
COM
D
0.09%
COM
FBHS
0.09%
COM
ORCL
0.09%
COM
EEM
0.08%
MSCI EMG MKT ETF
DHR
0.08%
COM
SDY
0.07%
S&P DIVID ETF
ED
0.07%
COM
NUE
0.07%
COM
WBA
0.07%
COM
KLD
0.07%
USA ESG SLCT ETF
IWD
0.07%
RUS 1000 VAL ETF
QQQ
0.07%
UNIT SER 1
KMB
0.07%
COM
AGG
0.07%
CORE TOTUSBD ETF
BK
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
LLY
0.07%
COM
ALL
0.06%
COM
PETROFAC...
0.06%
REG SHS
IWF
0.06%
RUS 1000 GRW ETF
WTR
0.06%
COM
DGX
0.06%
COM
SYY
0.06%
COM
CVS
0.06%
COM
PYPL
0.06%
COM
WFC
0.05%
COM
MDT
0.05%
SHS
IR
0.05%
SHS
MDLZ
0.05%
CL A
PPG
0.05%
COM
DE
0.05%
COM
DUK
0.05%
COM NEW
KHC
0.05%
COM
GLENCORE...
0.05%
REG SHS
UPS
0.05%
CL B
CNI
0.05%
COM
AEP
0.05%
COM
INTU
0.04%
COM
GS
0.04%
COM
FB
0.04%
CL A
CERA TEC...
0.04%
REG SHS
ESRX
0.04%
COM
CELG
0.04%
COM
WMT
0.04%
COM
HIFS
0.04%
COM
TMO
0.04%
COM
LMT
0.04%
COM
GILD
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
DOV
0.03%
COM
WWW
0.03%
COM
VTI
0.03%
TOTAL STK MKT
OJSC OC ...
0.02%
REG SHS
GENEL EN...
0.01%
REG SHS
IYZ
0.24%
U.S. TELECOM ETF
OZRK
0.19%
COM
ULTA
0.19%
COM
CIU
0.13%
INTERM CR BD ETF
IEF
0.06%
7-10 Y TR BD ETF
HEFA
0.06%
HDG MSCI EAFE
EMB
0.06%
JP MOR EM MK ETF
NEAR
0.04%
SHT MAT BD ETF
USMV
0.04%
USA MIN VOL ETF
VUG
0.04%
GROWTH ETF
ROCHE HL...
0.04%
SPONSORED ADR
GPC
0.03%
COM
PNC
0.03%
COM
WY
0.03%
COM