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HedgeMind.com
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Institutional Portfolios
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CAPE COD FIVE CENTS SAVINGS BANK
> 2018-12-31
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Time Period
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
Activity
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Increased
Unchanged
Decreased
Sold Out
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Stock
Options (PUT, CALL)
Fixed Income
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Capital Goods
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Public Utilities
Technology
Transportation
n/a
unidentified
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.
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Market Cap
Large
Value
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Small
Growth
60
4
2
3
3
1
41
8
2
CAPE COD FIVE CENTS SAVINGS BANK
Time Period
2018-12-31
Total Holdings
175
Total Value
($x1000)
604,182
Activities
New
8
Increased
37
Unchanged
35
Decreased
95
Sold Out
12
Top 10 Stock Holdings
total 41.15%
IVV
9.14
IJH
6.47
IEFA
6.11
VCIT
5.05
SST
3.71
 
MSFT
2.4
IJR
2.24
IEMG
2.14
JNJ
2.1
AAPL
1.79
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
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