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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
28
2
1
3
0
0
35
7
4
COBIZ INVESTMENT MANAGEMENT LLC

Time Period2018-06-30

Total Holdings131

Total Value ($x1000)492,764
Activities
New8

Increased47

Unchanged14

Decreased62

Sold Out8

Top 10 Stock Holdingstotal 35.09%
RSP6.8

IJR5.03

SDY4.7

AAPL3.49

AMZN3.08

 
GOOGL2.62

MA2.62

JPM2.37

FB2.34

INTU2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
6.8%
S&P500 EQL WGT
IJR
5.03%
CORE S&P SCP ETF
SDY
4.7%
S&P DIVID ETF
AAPL
3.49%
COM
AMZN
3.08%
COM
MA
2.62%
CL A
GOOGL
2.62%
CAP STK CL A
JPM
2.37%
COM
FB
2.34%
CL A
INTU
2.04%
COM
JNJ
1.87%
COM
ACN
1.74%
SHS CLASS A
EW
1.74%
COM
IJH
1.71%
CORE S&P MCP ETF
HON
1.67%
COM
CI
1.63%
COM
UNH
1.61%
COM
SCHW
1.59%
COM
COST
1.57%
COM
EOG
1.57%
COM
DES
1.53%
SMALLCAP DIVID
ICE
1.53%
COM
LII
1.49%
COM
PXD
1.38%
COM
CVX
1.33%
COM
CSCO
1.32%
COM
AVGO
1.31%
COM
LOW
1.3%
COM
APH
1.29%
CL A
ECL
1.28%
COM
IVV
1.25%
CORE S&P500 ETF
ULTI
1.25%
COM
ORLY
1.24%
COM
CHD
1.23%
COM
SLB
1.2%
COM
FDX
1.18%
COM
TTC
1.16%
COM
BA
1.14%
COM
BLK
1.13%
COM
DHS
1.11%
EQTY INC ETF
CMA
1.06%
COM
APC
1.06%
COM
DIS
1%
COM DISNEY
TRV
0.98%
COM
SWK
0.95%
COM
C
0.92%
COM NEW
STZ
0.91%
CL A
TMO
0.9%
COM
ZTS
0.89%
CL A
EXPE
0.79%
COM NEW
DFS
0.66%
COM
KHC
0.64%
COM
STIFEL F...
0.6%
PFD
FHLC
0.45%
MSCI HLTH CARE I
WFC
0.41%
COM
CELG
0.39%
COM
XOM
0.38%
COM
NKE
0.37%
CL B
IWN
0.35%
RUS 2000 VAL ETF
IJJ
0.33%
S&P MC 400VL ETF
WELLS FA...
0.32%
PFD
MLPI
0.31%
ALERIAN INFRST
IVE
0.3%
S&P 500 VAL ETF
IJK
0.27%
S&P MC 400GR ETF
CITIGROU...
0.27%
PFD
SONC
0.27%
COM
EFA
0.26%
MSCI EAFE ETF
VWO
0.26%
FTSE EMR MKT ETF
EL
0.25%
CL A
IJS
0.24%
SP SMCP600VL ETF
IWD
0.22%
RUS 1000 VAL ETF
BRK.B
0.2%
CL B NEW
ABBV
0.2%
COM
UNP
0.2%
COM
BKH
0.19%
COM
IJT
0.19%
SP SMCP600GR ETF
MSFT
0.19%
COM
ORCL
0.19%
COM
ABT
0.18%
COM
USB
0.18%
COM NEW
FRC
0.18%
COM
INTC
0.17%
COM
BRK.A
0.17%
CL A
VCSH
0.16%
SHRT TRM CORP BD
VNQ
0.14%
REIT ETF
VTI
0.13%
TOTAL STK MKT
JPMORGAN...
0.12%
PFD
PEP
0.11%
COM
EMR
0.1%
COM
VEA
0.1%
FTSE DEV MKT ETF
MMM
0.1%
COM
TROW
0.09%
COM
GE
0.09%
COM
EMPIRE S...
0.09%
LTD
EEM
0.08%
MSCI EMG MKT ETF
AMLP
0.08%
ALERIAN MLP
IVW
0.08%
S&P 500 GRWT ETF
HD
0.08%
COM
EMPIRE S...
0.08%
LTD
NVO
0.07%
ADR
IWO
0.07%
RUS 2000 GRW ETF
QAI
0.06%
HEDGE MLTI ETF
BAC
0.06%
COM
GD
0.06%
COM
LUV
0.06%
COM
BP
0.06%
SPONSORED ADR
RWR
0.06%
DJ REIT ETF
PG
0.06%
COM
KO
0.06%
COM
DCI
0.06%
COM
SYK
0.06%
COM
PEY
0.06%
HIG YLD EQ DIV
DIA
0.06%
UT SER 1
SPY
0.06%
TR UNIT
IWM
0.05%
RUSSELL 2000 ETF
GOOG
0.05%
CAP STK CL C
CAT
0.05%
COM
ISRG
0.05%
COM NEW
GNR
0.05%
GLB NAT RESRCE
WBA
0.05%
COM
CHKP
0.05%
ORD
PTY
0.05%
COM
EMPIRE S...
0.04%
LTD
IBM
0.04%
COM
PYPL
0.04%
COM
DTD
0.04%
TOTAL DIVID FD
PKW
0.04%
BUYBACK ACHIEV
COF
0.04%
COM
VTV
0.04%
VALUE ETF
IAU
0.03%
ISHARES
CALYPTE ...
< 0.01%
COM
POWERSHA...
6.95%
ETF
INCY
0.71%
COM
BPFHP
0.2%
DEP SHS
PEY
0.07%
HI YLD EQ DVDN
IEFA
0.06%
CORE MSCI EAFE
FENY
0.05%
MSCI ENERGY IDX
IEMG
0.05%
CORE MSCI EMKT
PKW
0.05%
DYNA BUYBK ACH