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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
60
4
2
3
3
1
41
8
2
CAPE COD FIVE CENTS SAVINGS BANK

Time Period2018-12-31

Total Holdings175

Total Value ($x1000)604,182
Activities
New8

Increased37

Unchanged35

Decreased95

Sold Out12

Top 10 Stock Holdingstotal 41.15%
IVV9.14

IJH6.47

IEFA6.11

VCIT5.05

SST3.71

 
MSFT2.4

IJR2.24

IEMG2.14

JNJ2.1

AAPL1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.14%
CORE S&P500 ETF
IJH
6.47%
CORE S&P MCP ETF
IEFA
6.11%
CORE MSCI EAFE
VCIT
5.05%
INT-TERM CORP
SST
3.71%
SHRT TRSRY ETF
MSFT
2.4%
COM
IJR
2.24%
CORE S&P SCP ETF
IEMG
2.14%
CORE MSCI EMKT
JNJ
2.1%
COM
AAPL
1.79%
COM
JPM
1.56%
COM
FLOT
1.41%
FLTG RATE BD ETF
HYG
1.38%
IBOXX HI YD ETF
MMM
1.35%
COM
HD
1.32%
COM
CHD
1.29%
COM
GOOG
1.27%
CAP STK CL C
XOM
1.26%
COM
AMGN
1.19%
COM
PG
1.16%
COM
MCD
1.13%
COM
INTC
1.08%
COM
SYK
1.06%
COM
PEP
1.02%
COM
ECL
0.98%
COM
ITW
0.97%
COM
VEA
0.96%
FTSE DEV MKT ETF
IWM
0.95%
RUSSELL 2000 ETF
USB
0.95%
COM NEW
ADBE
0.91%
COM
NEE
0.91%
COM
BRK.B
0.89%
CL B NEW
V
0.88%
COM CL A
VZ
0.86%
COM
CVX
0.85%
COM
DIS
0.81%
COM DISNEY
JNK
0.8%
BRC HGH YLD BD
XLE
0.78%
SBI INT-ENERGY
ADP
0.72%
COM
TTC
0.7%
COM
NSC
0.7%
COM
BBT
0.7%
COM
ACN
0.69%
SHS CLASS A
RMD
0.69%
COM
T
0.66%
COM
NKE
0.65%
CL B
SPGI
0.62%
COM
UNH
0.6%
COM
COST
0.59%
COM
ABT
0.58%
COM
BA
0.57%
COM
LRY
0.51%
SH BEN INT
CMCSA
0.48%
CL A
PFE
0.47%
COM
TXN
0.46%
COM
TSM
0.46%
SPONSORED ADR
SBUX
0.46%
COM
MKC
0.43%
COM NON VTG
MRK
0.43%
COM
VWO
0.42%
FTSE EMR MKT ETF
ABBV
0.41%
COM
EFA
0.4%
MSCI EAFE ETF
UNP
0.39%
COM
TROW
0.38%
COM
CSCO
0.37%
COM
WEC
0.37%
COM
MA
0.36%
CL A
TRV
0.36%
COM
MNST
0.36%
COM
VFC
0.35%
COM
BP
0.35%
SPONSORED ADR
NTRS
0.34%
COM
CTSH
0.34%
CL A
SCHW
0.33%
COM
TSCO
0.32%
COM
AXP
0.31%
COM
CERN
0.28%
COM
RTN
0.28%
COM NEW
NVS
0.26%
SPONSORED ADR
TXT
0.26%
COM
CHE
0.25%
COM
TJX
0.24%
COM
SPY
0.24%
TR UNIT
DWDP
0.24%
COM
MDY
0.24%
UTSER1 S&PDCRP
VIG
0.21%
DIV APP ETF
COP
0.21%
COM
AMAT
0.21%
COM
STT
0.21%
COM
UTX
0.21%
COM
BMY
0.19%
COM
IBM
0.19%
COM
IFF
0.19%
COM
QCOM
0.19%
COM
KO
0.18%
COM
LINDE PL...
0.17%
COM
IOO
0.17%
GLOBAL 100 ETF
GE
0.17%
COM
PKG
0.17%
COM
AMZN
0.17%
COM
GOOGL
0.16%
CAP STK CL A
TGT
0.15%
COM
VDE
0.15%
ENERGY ETF
CL
0.15%
COM
VAR
0.14%
COM
HON
0.14%
COM
UN
0.14%
N Y SHS NEW
TD
0.14%
COM NEW
EQAL
0.14%
RUSEL 1000 EQL
PSX
0.13%
COM
SO
0.13%
COM
ES
0.11%
COM
HAL
0.11%
COM
LOW
0.11%
COM
CAT
0.11%
COM
EMR
0.1%
COM
RDS/A
0.1%
SPONS ADR A
TMO
0.09%
COM
LLY
0.08%
COM
BAC
0.08%
COM
ZMH
0.08%
COM
DHR
0.08%
COM
ORCL
0.08%
COM
CVS
0.08%
COM
KMB
0.07%
COM
GIS
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
PYPL
0.07%
COM
MO
0.07%
COM
WBA
0.07%
COM
ED
0.07%
COM
D
0.07%
COM
IEUR
0.07%
CORE MSCI EURO
AFL
0.07%
COM
QQQ
0.07%
UNIT SER 1
IWF
0.07%
RUS 1000 GRW ETF
SDY
0.07%
S&P DIVID ETF
NUE
0.07%
COM
INTU
0.06%
COM
BK
0.06%
COM
PM
0.06%
COM
SYY
0.06%
COM
IWD
0.06%
RUS 1000 VAL ETF
MDT
0.06%
SHS
IR
0.06%
SHS
WTR
0.05%
COM
AEP
0.05%
COM
ALL
0.05%
COM
DE
0.05%
COM
MDLZ
0.05%
CL A
EEM
0.05%
MSCI EMG MKT ETF
VNQ
0.05%
REIT ETF
DOV
0.05%
COM
CNI
0.05%
COM
CSJ
0.05%
1-3 YR CR BD ETF
DGX
0.05%
COM
PETROFAC...
0.05%
REG SHS
FB
0.05%
CL A
KLD
0.05%
USA ESG SLCT ETF
WFC
0.05%
COM
VTI
0.04%
TOTAL STK MKT
FBHS
0.04%
COM
SLB
0.04%
COM
KMX
0.04%
COM
HIFS
0.04%
COM
MS
0.04%
COM NEW
UPS
0.04%
CL B
1CIGNA C...
0.04%
COM
HRL
0.04%
COM
BAX
0.03%
COM
PPG
0.03%
COM
IYE
0.03%
U.S. ENERGY ETF
GLENCORE...
0.03%
REG SHS
OJSC OC ...
0.02%
REG SHS
GENEL EN...
0.01%
REG SHS
PX
0.17%
COM
AET
0.16%
COM
AGG
0.06%
CORE TOTUSBD ETF
ESRX
0.05%
COM
BDX
0.04%
COM
GILD
0.03%
COM
GS
0.03%
COM
WWW
0.03%
COM
MOS
0.03%
COM
AMP
0.03%
COM
KHC
0.03%
COM
GENEL EN...
0.01%
REG SHS