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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
11
11
3
2
2
61
19
14
CHESLEY TAFT ASSOCIATES LLC IL

Time Period2017-12-31

Total Holdings285

Total Value ($x1000)1,180,957
Activities
New12

Increased87

Unchanged59

Decreased127

Sold Out5

Top 10 Stock Holdingstotal 21.67%
GOOG2.91

MSFT2.77

PEP2.54

JNJ2.43

FB2.1

 
HON1.99

IJR1.91

AAPL1.73

XOM1.66

JPM1.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GOOG
2.91%
CAP STK CL C
MSFT
2.77%
COM
PEP
2.54%
COM
JNJ
2.43%
COM
FB
2.1%
CL A
HON
1.99%
COM
IJR
1.91%
CORE S&P SCP ETF
AAPL
1.73%
COM
XOM
1.66%
COM
JPM
1.63%
COM
COST
1.62%
COM
WBA
1.61%
COM
ABT
1.6%
COM
ACN
1.59%
SHS CLASS A
DIS
1.59%
COM DISNEY
SYK
1.5%
COM
V
1.46%
COM CL A
ITW
1.42%
COM
EFA
1.4%
MSCI EAFE ETF
MMM
1.3%
COM
SPY
1.29%
TR UNIT
DHR
1.27%
COM
ECL
1.26%
COM
IJH
1.25%
CORE S&P MCP ETF
AMZN
1.22%
COM
FDX
1.2%
COM
VEU
1.2%
ALLWRLD EX US
XLF
1.19%
SBI INT-FINL
NSRGY
1.16%
COM
INTC
1.15%
COM
PNC
0.99%
COM
TMO
0.92%
COM
KHC
0.92%
COM
MPC
0.9%
COM
KO
0.89%
COM
BBT
0.86%
COM
MA
0.85%
CL A
AXP
0.82%
COM
GOOGL
0.82%
CAP STK CL A
ORCL
0.8%
COM
GD
0.8%
COM
ABBV
0.79%
COM
FTV
0.77%
COM
PM
0.73%
COM
C
0.72%
COM NEW
RTN
0.71%
COM NEW
MDY
0.71%
UTSER1 S&PDCRP
ADBE
0.7%
COM
PFE
0.68%
COM
CVX
0.67%
COM
APH
0.66%
CL A
DWDP
0.62%
COM
NTRS
0.62%
COM
BMY
0.61%
COM
CRM
0.61%
COM
GE
0.6%
COM
CTSH
0.59%
CL A
CHD
0.58%
COM
ICE
0.57%
COM
UNP
0.57%
COM
IBM
0.54%
COM
UNH
0.53%
COM
SBUX
0.51%
COM
WY
0.51%
COM
BLK
0.49%
COM
ESRX
0.47%
COM
MUB
0.44%
NAT AMT FREE BD
NVS
0.44%
SPONSORED ADR
NXPI
0.44%
COM
FISV
0.43%
COM
MCD
0.43%
COM
CSJ
0.43%
1-3 YR CR BD ETF
WLTW
0.42%
SHS
PG
0.4%
COM
MRK
0.39%
COM
IBB
0.37%
NASDQ BIOTEC ETF
HD
0.36%
COM
CBOE
0.35%
COM
PX
0.35%
COM
VB
0.32%
SMALL CP ETF
WFC
0.32%
COM
IEFA
0.31%
CORE MSCI EAFE
VEA
0.31%
FTSE DEV MKT ETF
AMGN
0.31%
COM
AGG
0.3%
CORE TOTUSBD ETF
PANW
0.3%
COM
VNQ
0.29%
REIT ETF
VTI
0.28%
TOTAL STK MKT
APD
0.28%
COM
CIU
0.27%
INTERM CR BD ETF
SHM
0.27%
NUVN BR SHT MUNI
DLTR
0.27%
COM
T
0.27%
COM
SHW
0.26%
COM
NOC
0.25%
COM
VWO
0.24%
FTSE EMR MKT ETF
SLB
0.23%
COM
ADP
0.22%
COM
BUD
0.22%
SPONSORED ADR
LOW
0.22%
COM
CCI
0.21%
COM
EMR
0.21%
COM
EW
0.21%
COM
VIG
0.21%
DIV APP ETF
IEMG
0.2%
CORE MSCI EMKT
ERI
0.2%
COM
TJX
0.2%
COM
CSCO
0.19%
COM
OMC
0.19%
COM
ROP
0.19%
COM
EOG
0.19%
COM
AMJ
0.18%
ALERIAN ML ETN
CB
0.18%
COM
CL
0.18%
COM
GLD
0.18%
GOLD SHS
NEE
0.18%
COM
EEM
0.17%
MSCI EMG MKT ETF
VZ
0.17%
COM
VOO
0.17%
SHS
SCHW
0.16%
COM
GIS
0.16%
COM
TXN
0.16%
COM
AVGO
0.16%
SHS
IVV
0.16%
CORE S&P500 ETF
VOYA
0.16%
COM
MET
0.16%
COM
CMCSA
0.15%
CL A
PYPL
0.15%
COM
VTIP
0.15%
STRM INFPROIDX
FELE
0.15%
COM
IWR
0.15%
RUS MID-CAP ETF
REGN
0.15%
COM
WYNN
0.14%
COM
CERN
0.14%
COM
LMT
0.14%
COM
MON
0.14%
COM
SPGI
0.13%
COM
VO
0.13%
MID CAP ETF
SWKS
0.13%
COM
TMUS
0.12%
COM
NKE
0.12%
CL B
IXC
0.12%
GLOBAL ENERG ETF
HYD
0.12%
HIGH YLD MUN ETF
SCZ
0.12%
EAFE SML CP ETF
AOS
0.12%
COM
VVC
0.12%
COM
BIIB
0.12%
COM
VNTV
0.12%
CL A
AWK
0.12%
COM
BKLN
0.11%
SENIOR LN PORT
ARW
0.11%
COM
HSY
0.11%
COM
SYY
0.11%
COM
QCOM
0.11%
COM
D
0.11%
COM
GWX
0.11%
S&P INTL SMLCP
CMS
0.11%
COM
RDS/A
0.1%
SPONS ADR A
TWX
0.1%
COM NEW
LVS
0.1%
COM
VYM
0.1%
HIGH DIV YLD
PFF
0.1%
U.S. PFD STK ETF
CHRW
0.1%
COM NEW
IWF
0.1%
RUS 1000 GRW ETF
DXC
0.1%
COM
UTX
0.1%
COM
KEY
0.09%
COM
MMC
0.09%
COM
PFG
0.09%
COM
BDX
0.09%
COM
ZTS
0.09%
CL A
GWW
0.09%
COM
MCHP
0.09%
COM
INTU
0.09%
COM
BNDX
0.08%
INTL BD IDX ETF
CELG
0.08%
COM
POWI
0.08%
COM
STAY
0.08%
UNIT 99/99/9999B
VCIT
0.07%
INT-TERM CORP
HCN
0.07%
COM
A
0.07%
COM
PACW
0.07%
COM
FFWM
0.07%
COM
BND
0.07%
TOTAL BND MRKT
WELLS FA...
0.07%
PFD
STIP
0.07%
0-5 YR TIPS ETF
BBT/PG
0.07%
DP SHS RP PF G
LQD
0.07%
IBOXX INV CP ETF
SIX
0.07%
COM
IDXX
0.07%
COM
WSO
0.07%
COM
ARCC
0.07%
COM
KMB
0.07%
COM
OXY
0.07%
COM
SJNK
0.07%
SHT TRM HGH YLD
AMG
0.07%
COM
CCOI
0.06%
COM NEW
IWV
0.06%
RUSSELL 3000 ETF
EQC
0.06%
COM SH BEN INT
EMB
0.06%
JP MOR EM MK ETF
BA
0.06%
COM
EXR
0.06%
COM
LH
0.06%
COM NEW
VLO
0.06%
COM
CAT
0.06%
COM
DJP
0.05%
DJUBS CMDT ETN36
DE
0.05%
COM
XLK
0.05%
TECHNOLOGY
FUN
0.05%
DEPOSITRY UNIT
RDS/B
0.05%
SPON ADR B
BIV
0.05%
INTERMED TERM
WHR
0.05%
COM
JBT
0.05%
COM
TOT
0.05%
SPONSORED ADR
MDLZ
0.05%
CL A
NRZ
0.05%
COM NEW
WGL
0.05%
COM
CNC
0.05%
COM
BSCK
0.05%
GUG BULL2020 E
SO
0.04%
COM
CME
0.04%
COM
IEO
0.04%
US OIL&GS EX ETF
MGK
0.04%
MEGA GRWTH IND
ZBRA
0.04%
CL A
WEC
0.04%
COM
EL
0.04%
CL A
CM
0.04%
COM
VTV
0.04%
VALUE ETF
UGI
0.04%
COM
SR
0.04%
COM
BSCL
0.04%
GUGG BULSH 2021
LLY
0.04%
COM
BSCM
0.04%
GUGG BULSH 2022
VOD
0.04%
SPNSR ADR NO PAR
NSC
0.03%
COM
LEG
0.03%
COM
LKQ
0.03%
COM
AL
0.03%
CL A
YUM
0.03%
COM
MGC
0.03%
MEGA CAP INDEX
IYW
0.03%
U.S. TECH ETF
COL
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
AFL
0.03%
COM
PKG
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
MO
0.03%
COM
PAYX
0.03%
COM
IWM
0.03%
RUSSELL 2000 ETF
CPE
0.03%
COM
BRK.B
0.03%
CL B NEW
IVW
0.03%
S&P 500 GRWT ETF
STX
0.03%
SHS
TGT
0.03%
COM
FLOT
0.03%
FLTG RATE BD ETF
BSCN
0.02%
2023 CORP BOND
CVS
0.02%
COM
STATE ST...
0.02%
PFD
VGK
0.02%
FTSE EUROPE ETF
VHT
0.02%
HEALTH CAR ETF
JEC
0.02%
COM
FAST
0.02%
COM
SRCL
0.02%
COM
BK
0.02%
COM
BSCO
0.02%
2024 CORP BOND
AEIS
0.02%
COM
CUB
0.02%
COM
SUB
0.02%
SHT NTLAMTFR ETF
AON
0.02%
SHS CL A
COP
0.02%
COM
HE
0.02%
COM
IEZ
0.02%
US OIL EQ&SV ETF
KEYS
0.02%
COM
NYF
0.02%
NY AMTFRE MU ETF
XLU
0.02%
SBI INT-UTILS
BSCJ
0.02%
GUG BULL2019 E
IBDH
0.02%
DEC 18 CP TERM
EXC
0.02%
COM
VGT
0.02%
INF TECH ETF
BCR
0.02%
COM
BSJJ
0.02%
GUG BUL 2019 HY
ZMH
0.02%
COM
RAD
< 0.01%
COM
VERIS GO...
< 0.01%
COM
ADVANCED...
< 0.01%
COM
STI
0.13%
COM
AGN
0.07%
SHS
GILD
0.03%
COM
PSA
0.03%
COM
DVY
0.02%
SELECT DIVID ETF