Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
64
9
7
2
2
0
56
12
10
CHESLEY TAFT ASSOCIATES LLC IL

Time Period2018-12-31

Total Holdings254

Total Value ($x1000)1,035,584
Activities
New12

Increased63

Unchanged42

Decreased137

Sold Out39

Top 10 Stock Holdingstotal 24.5%
MSFT3.61

GOOG3.06

PEP2.76

IJR2.61

JNJ2.54

 
ABT2.29

COST2.02

HON1.94

V1.85

DIS1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.61%
COM
GOOG
3.06%
CAP STK CL C
PEP
2.76%
COM
IJR
2.61%
CORE S&P SCP ETF
JNJ
2.54%
COM
ABT
2.29%
COM
COST
2.02%
COM
HON
1.94%
COM
V
1.85%
COM CL A
DIS
1.82%
COM DISNEY
AAPL
1.78%
COM
JPM
1.74%
COM
SYK
1.68%
COM
ACN
1.64%
SHS CLASS A
DHR
1.61%
COM
UNH
1.59%
COM
SPY
1.47%
TR UNIT
ECL
1.42%
COM
AMZN
1.39%
COM
EFA
1.36%
MSCI EAFE ETF
MRK
1.31%
COM
VEU
1.31%
ALLWRLD EX US
INTC
1.29%
COM
NSRGY
1.26%
COM
IJH
1.26%
CORE S&P MCP ETF
MA
1.2%
CL A
ITW
1.19%
COM
WBA
1.19%
COM
XOM
1.19%
COM
MMM
1.18%
COM
TMO
1.18%
COM
XLF
1.15%
SBI INT-FINL
UTX
1.1%
COM
KO
1.06%
COM
BBT
1.05%
COM
AXP
0.93%
COM
ORCL
0.92%
COM
PFE
0.91%
COM
GOOGL
0.89%
CAP STK CL A
CHD
0.86%
COM
CRM
0.84%
COM
ADBE
0.83%
COM
FTV
0.8%
COM
RTN
0.72%
COM NEW
MDY
0.7%
UTSER1 S&PDCRP
NTRS
0.7%
COM
BKNG
0.69%
COM
CVX
0.67%
COM
ICE
0.67%
COM
CVS
0.66%
COM
APH
0.65%
CL A
FB
0.64%
CL A
UNP
0.63%
COM
MUB
0.59%
NAT AMT FREE BD
CTSH
0.57%
CL A
SBUX
0.57%
COM
MCD
0.55%
COM
FISV
0.54%
COM
IVV
0.54%
CORE S&P500 ETF
WLTW
0.49%
SHS
NVS
0.46%
SPONSORED ADR
DWDP
0.44%
COM
PANW
0.42%
COM
IBM
0.42%
COM
AMGN
0.42%
COM
PG
0.42%
COM
VB
0.38%
SMALL CP ETF
HD
0.38%
COM
IBB
0.38%
NASDQ BIOTEC ETF
BLK
0.37%
COM
AGG
0.37%
CORE TOTUSBD ETF
NEE
0.37%
COM
WY
0.35%
COM
CSJ
0.34%
1-3 YR CR BD ETF
VEA
0.34%
FTSE DEV MKT ETF
EW
0.33%
COM
APD
0.32%
COM
CBOE
0.31%
COM
LINDE PU...
0.3%
COM
IEFA
0.3%
CORE MSCI EAFE
FLOT
0.28%
FLTG RATE BD ETF
TJX
0.27%
COM
SHM
0.26%
NUVN BR SHT MUNI
VTI
0.26%
TOTAL STK MKT
IXC
0.26%
GLOBAL ENERG ETF
SHW
0.25%
COM
WFC
0.25%
COM
ADP
0.24%
COM
LOW
0.24%
COM
CCI
0.24%
COM
CIU
0.23%
INTERM CR BD ETF
LLY
0.22%
COM
OMC
0.22%
COM
ROP
0.22%
COM
VNQ
0.22%
REIT ETF
CSCO
0.22%
COM
ERI
0.21%
COM
PYPL
0.21%
COM
IEMG
0.2%
CORE MSCI EMKT
EMR
0.2%
COM
CIGNA CO...
0.2%
COM
IWF
0.2%
RUS 1000 GRW ETF
VZ
0.2%
COM
ZTS
0.19%
CL A
VWO
0.19%
FTSE EMR MKT ETF
MPC
0.19%
COM
T
0.18%
COM
NKE
0.17%
CL B
CB
0.17%
COM
EOG
0.17%
COM
STIP
0.17%
0-5 YR TIPS ETF
ABBV
0.16%
COM
DE
0.16%
COM
TMUS
0.16%
COM
VTIP
0.16%
STRM INFPROIDX
EEM
0.16%
MSCI EMG MKT ETF
SCHW
0.16%
COM
HBAN
0.16%
COM
TXN
0.15%
COM
SPGI
0.15%
COM
VANECK V...
0.15%
ETF
IWR
0.15%
RUS MID-CAP ETF
GLD
0.14%
GOLD SHS
NOC
0.14%
COM
AWK
0.14%
COM
REGN
0.14%
COM
WP
0.14%
CL A
CMCSA
0.14%
CL A
VOYA
0.14%
COM
SYY
0.13%
COM
VVC
0.13%
COM
BIIB
0.13%
COM
HSY
0.12%
COM
FELE
0.12%
COM
SCZ
0.12%
EAFE SML CP ETF
AVGO
0.12%
COM
GWW
0.11%
COM
CMS
0.11%
COM
VO
0.11%
MID CAP ETF
URI
0.11%
COM
QCOM
0.11%
COM
MLNX
0.11%
SHS
D
0.11%
COM
GIS
0.1%
COM
INTU
0.1%
COM
BX
0.1%
COM UNIT LTD
LMT
0.1%
COM
SWKS
0.1%
COM
BBT/PG
0.1%
DP SHS RP PF G
WELLS FA...
0.1%
PFD
EMB
0.1%
JP MOR EM MK ETF
MMC
0.1%
COM
GWX
0.1%
S&P INTL SMLCP
RDS/A
0.09%
SPONS ADR A
DLTR
0.09%
COM
ICSH
0.09%
LIQUID INC ETF
BDX
0.09%
COM
SLB
0.08%
COM
A
0.08%
COM
MDT
0.08%
SHS
KEY
0.08%
COM
DUK
0.08%
COM NEW
PM
0.08%
COM
FFWM
0.08%
COM
FDX
0.08%
COM
ZBRA
0.07%
CL A
GE
0.07%
COM
BSCK
0.07%
BULSHS 2020 CB
SIX
0.07%
COM
ARCC
0.07%
COM
SRLN
0.07%
BLKSTN GSOSRLN
EQC
0.07%
COM SH BEN INT
CCOI
0.07%
COM NEW
STAY
0.07%
UNIT 99/99/9999B
ATVI
0.07%
COM
IWV
0.07%
RUSSELL 3000 ETF
BND
0.07%
TOTAL BND MRKT
LH
0.06%
COM NEW
MET
0.06%
COM
C
0.06%
COM NEW
CL
0.06%
COM
EXR
0.06%
COM
SJNK
0.06%
SHT TRM HGH YLD
BA
0.06%
COM
DLR
0.06%
COM
TOT
0.06%
SPONSORED ADR
IQV
0.06%
COM
CME
0.06%
COM
BSCM
0.06%
BULSHS 2022 CB
MDLZ
0.06%
CL A
AMJ
0.06%
ALERIAN ML ETN
OXY
0.06%
COM
BSCN
0.06%
BULSHS 2023 CB
CNC
0.05%
COM
KMB
0.05%
COM
MCHP
0.05%
COM
BSCL
0.05%
BULSHS 2021 CB
MTN
0.05%
COM
RDS/B
0.05%
SPON ADR B
NRZ
0.05%
COM NEW
UGI
0.05%
COM
WEC
0.05%
COM
BNDX
0.05%
INTL BD IDX ETF
ALV
0.05%
COM
ESGD
0.05%
MSCI EAFE ESG
EL
0.05%
CL A
BSCO
0.05%
BULSHS 2024 CB
OKE
0.05%
COM
SO
0.05%
COM
KSS
0.05%
COM
YUM
0.04%
COM
SR
0.04%
COM
DJP
0.04%
DJUBS CMDT ETN36
SUB
0.04%
SHT NTLAMTFR ETF
VLO
0.04%
COM
SCHB
0.04%
US BRD MKT ETF
IBDK
0.04%
IBND DEC19 ETF
GD
0.04%
COM
CM
0.04%
COM
CAT
0.04%
COM
AFL
0.04%
COM
BRK.B
0.03%
CL B NEW
PNFP
0.03%
COM
NSC
0.03%
COM
IYW
0.03%
U.S. TECH ETF
KEYS
0.03%
COM
TGT
0.03%
COM
PAYX
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
SHV
0.03%
SHRT TRS BD ETF
AMTD
0.03%
COM
USB
0.03%
COM NEW
VOD
0.03%
SPNSR ADR NO PAR
COP
0.03%
COM
BSCJ
0.03%
BULSHS 2019 CB
IWM
0.03%
RUSSELL 2000 ETF
NYF
0.03%
NY AMTFRE MU ETF
FLR
0.03%
COM
XLE
0.02%
SBI INT-ENERGY
JPST
0.02%
ULTRA SHRT INC
HE
0.02%
COM
JEC
0.02%
COM
CUB
0.02%
COM
AON
0.02%
SHS CL A
EXC
0.02%
COM
XLU
0.02%
SBI INT-UTILS
CSX
0.02%
COM
BSJJ
0.02%
BULSHS 2019 HY
XEL
0.02%
COM
CPE
0.02%
COM
AKAO
< 0.01%
COM
BIOVIE, ...
< 0.01%
COM
VERIS GO...
< 0.01%
COM
ADVANCED...
< 0.01%
COM
PNC
0.89%
COM
NVDA
0.62%
COM
SJM
0.5%
COM NEW
ESRX
0.35%
COM
PX
0.31%
COM
HYD
0.13%
HIGH YLD MUN ETF
CERN
0.11%
COM
NFLX
0.11%
COM
XPO
0.11%
COM
DXC
0.11%
COM
ARW
0.09%
COM
AOS
0.09%
COM
WYNN
0.09%
COM
STZ
0.09%
CL A
LVS
0.08%
COM
BMY
0.08%
COM
PACW
0.06%
COM
CLR
0.06%
COM
BKLN
0.04%
SR LN ETF
IEO
0.04%
US OIL&GS EX ETF
PFF
0.04%
U.S. PFD STK ETF
ESML
0.04%
MSCI USA SMALL
IP
0.03%
COM
AMG
0.03%
COM
COL
0.03%
COM
STX
0.03%
SHS
PKG
0.03%
COM
IBDH
0.02%
DEC 18 CP TERM
XEC
0.02%
COM
MO
0.02%
COM
BK
0.02%
COM
DVMT
0.02%
COM CL V
PGR
0.02%
COM
ESGE
0.02%
MSCI EM ESG SE
IEZ
0.02%
US OIL EQ&SV ETF
SRCL
0.02%
COM
CBSH
0.02%
COM
PESI
< 0.01%
COMNEW
RAD
< 0.01%
COM