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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
33
8
4
COBIZ INVESTMENT MANAGEMENT LLC

Time Period2018-03-31

Total Holdings131

Total Value ($x1000)472,720
Activities
New8

Increased44

Unchanged15

Decreased64

Sold Out9

Top 10 Stock Holdingstotal 34.02%
7393718136.95

SDY4.87

IJR4.57

AAPL3.26

AMZN2.79

 
JPM2.64

GOOGL2.5

MA2.44

JNJ2.09

FB1.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
POWERSHA...
6.95%
ETF
SDY
4.87%
S&P DIVID ETF
IJR
4.57%
CORE S&P SCP ETF
AAPL
3.26%
COM
AMZN
2.79%
COM
JPM
2.64%
COM
GOOGL
2.5%
CAP STK CL A
MA
2.44%
CL A
JNJ
2.09%
COM
FB
1.91%
CL A
INTU
1.8%
COM
HON
1.75%
COM
EW
1.73%
COM
CI
1.72%
COM
ACN
1.71%
SHS CLASS A
SCHW
1.7%
COM
IJH
1.66%
CORE S&P MCP ETF
LII
1.58%
COM
ICE
1.56%
COM
ORCL
1.49%
COM
COST
1.46%
COM
UNH
1.46%
COM
DES
1.38%
SMALLCAP DIVID
EOG
1.37%
COM
APH
1.34%
CL A
BROADCOM...
1.32%
COM
FDX
1.31%
COM
ECL
1.3%
COM
PXD
1.28%
COM
BLK
1.27%
COM
LOW
1.26%
COM
TTC
1.24%
COM
CVX
1.24%
COM
CHD
1.22%
COM
ULTI
1.21%
COM
BA
1.2%
COM
DHS
1.2%
EQTY INC ETF
ORLY
1.18%
COM
IVV
1.17%
CORE S&P500 ETF
SWK
1.16%
COM
TRV
1.16%
COM
SLB
1.15%
COM
CMA
1.04%
COM
DIS
1.02%
COM DISNEY
STZ
0.94%
CL A
CELG
0.92%
COM
TMO
0.92%
COM
APC
0.86%
COM
C
0.86%
COM NEW
EXPE
0.76%
COM NEW
INCY
0.71%
COM
KHC
0.7%
COM
DFS
0.7%
COM
STIFEL F...
0.63%
PFD
WFC
0.57%
COM
XOM
0.36%
COM
IJJ
0.35%
S&P MC 400VL ETF
IWN
0.34%
RUS 2000 VAL ETF
NKE
0.34%
CL B
WELLS FA...
0.33%
PFD
EL
0.32%
CL A
IVE
0.31%
S&P 500 VAL ETF
EFA
0.29%
MSCI EAFE ETF
VWO
0.29%
FTSE EMR MKT ETF
MLPI
0.28%
ALERIAN INFRST
IJK
0.27%
S&P MC 400GR ETF
CSCO
0.27%
COM
CITIGROU...
0.27%
PFD
IWD
0.24%
RUS 1000 VAL ETF
IJS
0.23%
SP SMCP600VL ETF
VCSH
0.22%
SHRT TRM CORP BD
FRC
0.22%
COM
USB
0.21%
COM NEW
ABBV
0.21%
COM
SONC
0.2%
COM
UNP
0.2%
COM
BPFHP
0.2%
DEP SHS
BRK.B
0.19%
CL B NEW
BRK.A
0.19%
CL A
ABT
0.19%
COM
INTC
0.19%
COM
CHKP
0.19%
ORD
IJT
0.19%
SP SMCP600GR ETF
MSFT
0.18%
COM
BKH
0.18%
COM
VNQ
0.15%
REIT ETF
VTI
0.13%
TOTAL STK MKT
JPMORGAN...
0.12%
PFD
AMLP
0.12%
ALERIAN MLP
MMM
0.11%
COM
PEP
0.11%
COM
PG
0.11%
COM
EMR
0.11%
COM
EEM
0.11%
MSCI EMG MKT ETF
VEA
0.1%
FTSE DEV MKT ETF
GE
0.1%
COM
TROW
0.09%
COM
FHLC
0.09%
MSCI HLTH CARE I
NVO
0.08%
ADR
IWO
0.08%
RUS 2000 GRW ETF
GD
0.08%
COM
HD
0.08%
COM
LUV
0.08%
COM
QAI
0.07%
HEDGE MLTI ETF
IVW
0.07%
S&P 500 GRWT ETF
PEY
0.07%
HI YLD EQ DVDN
IEFA
0.06%
CORE MSCI EAFE
DCI
0.06%
COM
SYK
0.06%
COM
RWR
0.06%
DJ REIT ETF
BAC
0.06%
COM
CAT
0.06%
COM
DIA
0.06%
UT SER 1
BP
0.06%
SPONSORED ADR
IBM
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
SPY
0.06%
TR UNIT
WBA
0.06%
COM
GOOG
0.05%
CAP STK CL C
GNR
0.05%
GLB NAT RESRCE
FENY
0.05%
MSCI ENERGY IDX
IEMG
0.05%
CORE MSCI EMKT
KO
0.05%
COM
PKW
0.05%
DYNA BUYBK ACH
ISRG
0.05%
COM NEW
PYPL
0.05%
COM
COF
0.04%
COM
DTD
0.04%
TOTAL DIVID FD
VTV
0.04%
VALUE ETF
IAU
0.03%
ISHARES
CALYPTE ...
< 0.01%
COM
RSP
6.93%
GUG S&P500 EQ WT
AVGO
1.4%
SHS
T
0.08%
COM
FSTA
0.07%
CONSMR STAPLES
MOO
0.06%
AGRIBUSINESS ETF
OLED
0.05%
COM
PFE
0.05%
COM
CMCSA
0.05%
CL A
PM
0.04%
COM