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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
62
5
2
3
1
1
45
8
2
CAPE COD FIVE CENTS SAVINGS BANK

Time Period2018-03-31

Total Holdings175

Total Value ($x1000)637,915
Activities
New3

Increased22

Unchanged28

Decreased122

Sold Out5

Top 10 Stock Holdingstotal 40.09%
IVV9.02

IJH6.91

IEFA6.3

CSJ3.43

IEI3.05

 
IEMG2.77

IJR2.46

MSFT2.18

JNJ2.02

AAPL1.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.02%
CORE S&P500 ETF
IJH
6.91%
CORE S&P MCP ETF
IEFA
6.3%
CORE MSCI EAFE
CSJ
3.43%
1-3 YR CR BD ETF
IEI
3.05%
3-7 YR TR BD ETF
IEMG
2.77%
CORE MSCI EMKT
IJR
2.46%
CORE S&P SCP ETF
MSFT
2.18%
COM
JNJ
2.02%
COM
AAPL
1.95%
COM
HYG
1.73%
IBOXX HI YD ETF
JPM
1.72%
COM
IEUR
1.7%
CORE MSCI EURO
MMM
1.53%
COM
XOM
1.4%
COM
GOOG
1.24%
CAP STK CL C
HD
1.21%
COM
IWM
1.15%
RUSSELL 2000 ETF
ITW
1.14%
COM
INTC
1.1%
COM
SYK
1.1%
COM
CHD
1.06%
COM
AMGN
1.03%
COM
PEP
1.03%
COM
FLOT
1.03%
FLTG RATE BD ETF
USB
1.02%
COM NEW
XLE
1.02%
SBI INT-ENERGY
ECL
0.95%
COM
ADBE
0.95%
COM
PG
0.95%
COM
NKE
0.94%
CL B
CVX
0.9%
COM
BRK.B
0.9%
CL B NEW
NEE
0.86%
COM
MCD
0.85%
COM
T
0.82%
COM
ACN
0.81%
SHS CLASS A
BBT
0.8%
COM
V
0.77%
COM CL A
VZ
0.74%
COM
TTC
0.74%
COM
DIS
0.73%
COM DISNEY
SPGI
0.67%
COM
NSC
0.64%
COM
RMD
0.64%
COM
TSM
0.58%
SPONSORED ADR
COST
0.58%
COM
ADP
0.54%
COM
UNH
0.52%
COM
ABT
0.49%
COM
EFA
0.46%
MSCI EAFE ETF
BA
0.45%
COM
NTRS
0.44%
COM
CSCO
0.44%
COM
TXN
0.43%
COM
TRV
0.42%
COM
ABBV
0.42%
COM
IBM
0.41%
COM
CTSH
0.4%
CL A
CMCSA
0.4%
CL A
RTN
0.4%
COM NEW
VFC
0.39%
COM
MNST
0.39%
COM
MA
0.38%
CL A
STT
0.38%
COM
SCHW
0.38%
COM
PFE
0.37%
COM
UNP
0.37%
COM
BP
0.36%
SPONSORED ADR
MKC
0.36%
COM NON VTG
LRY
0.36%
SH BEN INT
TROW
0.36%
COM
SBUX
0.36%
COM
WEC
0.35%
COM
CERN
0.35%
COM
GE
0.32%
COM
MRK
0.31%
COM
SPY
0.29%
TR UNIT
NVS
0.28%
SPONSORED ADR
VIG
0.28%
DIV APP ETF
AXP
0.26%
COM
HAS
0.26%
COM
AFL
0.26%
COM
AMAT
0.26%
COM
DWDP
0.26%
COM
TSCO
0.25%
COM
MDY
0.24%
UTSER1 S&PDCRP
UTX
0.24%
COM
CHE
0.24%
COM
BMY
0.23%
COM
HAL
0.22%
COM
VNQ
0.2%
REIT ETF
EQAL
0.2%
1000 EQ WHT PT
PKG
0.2%
COM
COP
0.19%
COM
IOO
0.19%
GLOBAL 100 ETF
QCOM
0.18%
COM
CL
0.18%
COM
GOOGL
0.17%
CAP STK CL A
KO
0.17%
COM
IFF
0.17%
COM
PX
0.17%
COM
VAR
0.16%
COM
GIS
0.16%
COM
AMZN
0.16%
COM
TD
0.15%
COM NEW
HON
0.15%
COM
UN
0.15%
N Y SHS NEW
TGT
0.15%
COM
AET
0.15%
COM
PSX
0.14%
COM
SO
0.13%
COM
EMR
0.13%
COM
CAT
0.11%
COM
BAC
0.11%
COM
RDS/A
0.1%
SPONS ADR A
ES
0.1%
COM
LOW
0.1%
COM
PM
0.1%
COM
MO
0.09%
COM
ZMH
0.08%
COM
FBHS
0.08%
COM
ORCL
0.08%
COM
SLB
0.08%
COM
DHR
0.08%
COM
NUE
0.07%
COM
SDY
0.07%
S&P DIVID ETF
D
0.07%
COM
KLD
0.07%
USA ESG SLCT ETF
ED
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
AGG
0.07%
CORE TOTUSBD ETF
EEM
0.07%
MSCI EMG MKT ETF
WBA
0.07%
COM
PETROFAC...
0.07%
REG SHS
KMB
0.07%
COM
QQQ
0.06%
UNIT SER 1
IWF
0.06%
RUS 1000 GRW ETF
BK
0.06%
COM
LLY
0.06%
COM
ALL
0.06%
COM
PYPL
0.06%
COM
IWD
0.06%
RUS 1000 VAL ETF
DGX
0.06%
COM
SYY
0.06%
COM
MDLZ
0.05%
CL A
DE
0.05%
COM
IR
0.05%
SHS
INTU
0.05%
COM
WTR
0.05%
COM
MDT
0.05%
SHS
PPG
0.05%
COM
WFC
0.05%
COM
GLENCORE...
0.05%
REG SHS
AEP
0.05%
COM
GS
0.05%
COM
CERA TEC...
0.05%
REG SHS
CNI
0.05%
COM
TMO
0.04%
COM
KHC
0.04%
COM
FB
0.04%
CL A
LMT
0.04%
COM
HIFS
0.04%
COM
UPS
0.04%
CL B
ESRX
0.04%
COM
GILD
0.04%
COM
WMT
0.04%
COM
CELG
0.03%
COM
DOV
0.03%
COM
CVS
0.03%
COM
SEIC
0.03%
COM
GLD
0.03%
GOLD SHS
EBAY
0.03%
COM
OJSC OC ...
0.02%
REG SHS
GENEL EN...
0.01%
REG SHS
ADI
0.32%
COM
DUK
0.05%
COM NEW
LQD
0.03%
IBOXX INV CP ETF
WWW
0.03%
COM
VTI
0.03%
TOTAL STK MKT