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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
26
2
1
2
0
0
36
7
3
COBIZ INVESTMENT MANAGEMENT LLC

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)455,161
Activities
New8

Increased53

Unchanged12

Decreased55

Sold Out10

Top 10 Stock Holdingstotal 34.26%
RSP6.5

SDY5.55

IJR4.37

AMZN2.98

AAPL2.75

 
MA2.75

GOOGL2.64

JPM2.38

JNJ2.17

IVV2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
6.5%
S&P500 EQL WGT
SDY
5.55%
S&P DIVID ETF
IJR
4.37%
CORE S&P SCP ETF
AMZN
2.98%
COM
AAPL
2.75%
COM
MA
2.75%
CL A
GOOGL
2.64%
CAP STK CL A
JPM
2.38%
COM
JNJ
2.17%
COM
IVV
2.17%
CORE S&P500 ETF
INTU
2.14%
COM
EW
2%
COM
CIGNA CO...
1.98%
COM
LII
1.8%
COM
UNH
1.79%
COM
ICE
1.7%
COM
COST
1.68%
COM
CHD
1.66%
COM
ORLY
1.65%
COM
ACN
1.61%
SHS CLASS A
HON
1.56%
COM
CSCO
1.56%
COM
SCHW
1.55%
COM
VZ
1.52%
COM
AVGO
1.49%
COM
IJH
1.44%
CORE S&P MCP ETF
ECL
1.44%
COM
ULTI
1.35%
COM
LOW
1.35%
COM
DES
1.29%
SMALLCAP DIVID
APH
1.28%
CL A
CVX
1.2%
COM
PEP
1.18%
COM
BA
1.16%
COM
DIS
1.15%
COM DISNEY
EOG
1.11%
COM
TMO
1.08%
COM
DHS
1.06%
EQTY INC ETF
VEA
1.06%
FTSE DEV MKT ETF
ZTS
1.02%
CL A
TRV
1.02%
COM
FNCL
0.95%
MSCI FINLS IDX
SYK
0.94%
COM
BLK
0.92%
COM
FDX
0.87%
COM
EXPE
0.81%
COM NEW
FENY
0.66%
MSCI ENERGY IDX
STIFEL F...
0.63%
PFD
DFS
0.59%
COM
PXD
0.58%
COM
FHLC
0.56%
MSCI HLTH CARE I
APC
0.54%
COM
IWD
0.51%
RUS 1000 VAL ETF
CMA
0.47%
COM
SLB
0.45%
COM
VWO
0.45%
FTSE EMR MKT ETF
CELG
0.43%
COM
CITIGROU...
0.39%
PFD
C
0.38%
COM NEW
WELLS FA...
0.37%
PFD
STZ
0.36%
CL A
NKE
0.31%
CL B
IJS
0.3%
SP SMCP600VL ETF
IVW
0.29%
S&P 500 GRWT ETF
IWN
0.29%
RUS 2000 VAL ETF
IJT
0.28%
SP SMCP600GR ETF
MLPI
0.27%
ALERIAN INFRST
EEM
0.27%
MSCI EMG MKT ETF
WFC
0.26%
COM
IVE
0.25%
S&P 500 VAL ETF
XOM
0.25%
COM
IJJ
0.24%
S&P MC 400VL ETF
EFA
0.23%
MSCI EAFE ETF
ABT
0.22%
COM
FSTA
0.22%
CONSMR STAPLES
AMLP
0.22%
ALERIAN MLP
BKH
0.21%
COM
UNP
0.21%
COM
ABBV
0.21%
COM
PFE
0.21%
COM
EL
0.21%
CL A
BRK.A
0.2%
CL A
MSFT
0.2%
COM
IJK
0.2%
S&P MC 400GR ETF
BRK.B
0.19%
CL B NEW
XOP
0.17%
S&P OILGAS EXP
INTC
0.17%
COM
VCSH
0.17%
SHRT TRM CORP BD
USB
0.16%
COM NEW
FRC
0.15%
COM
JPMORGAN...
0.13%
PFD
VNQ
0.12%
REIT ETF
VTI
0.12%
TOTAL STK MKT
ORCL
0.12%
COM
ZIONS BA...
0.11%
PFD
MMM
0.1%
COM
FTEC
0.1%
MSCI INFO TECH I
TTC
0.09%
COM
FB
0.09%
CL A
EMR
0.08%
COM
HD
0.07%
COM
PG
0.07%
COM
TROW
0.06%
COM
IWO
0.06%
RUS 2000 GRW ETF
NVO
0.06%
ADR
RWR
0.06%
DJ REIT ETF
DCI
0.06%
COM
DIA
0.06%
UT SER 1
ISRG
0.06%
COM NEW
SPY
0.06%
TR UNIT
MCD
0.06%
COM
LUV
0.05%
COM
PTY
0.05%
COM
BAC
0.05%
COM
GOOG
0.05%
CAP STK CL C
WBA
0.05%
COM
IWM
0.05%
RUSSELL 2000 ETF
GD
0.05%
COM
XLE
0.05%
SBI INT-ENERGY
KO
0.05%
COM
FIDU
0.05%
MSCI INDL INDX
PYPL
0.05%
COM
PURPOSE ...
0.04%
ETF
GNR
0.04%
GLB NAT RESRCE
PEY
0.04%
HIG YLD EQ DIV
IAU
0.03%
ISHARES
GE
0.03%
COM
CALYPTE ...
< 0.01%
COM
CI
1.87%
COM
SWK
0.98%
COM
KHC
0.54%
COM
SONC
0.29%
COM
XPH
0.07%
S&P PHARMAC
DTD
0.04%
TOTAL DIVID FD
VTV
0.04%
VALUE ETF
PKW
0.04%
BUYBACK ACHIEV
COF
0.04%
COM
NORTHERN...
0.03%
ETF