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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
29
1
1
3
0
0
35
8
5
COBIZ INVESTMENT MANAGEMENT LLC

Time Period2017-12-31

Total Holdings132

Total Value ($x1000)478,515
Activities
New12

Increased27

Unchanged15

Decreased78

Sold Out6

Top 10 Stock Holdingstotal 33.41%
RSP6.93

SDY4.97

IJR4.35

AAPL3.27

AMZN2.57

 
JPM2.55

GOOGL2.5

JNJ2.23

MA2.07

CI1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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RSP
6.93%
GUG S&P500 EQ WT
SDY
4.97%
S&P DIVID ETF
IJR
4.35%
CORE S&P SCP ETF
AAPL
3.27%
COM
AMZN
2.57%
COM
JPM
2.55%
COM
GOOGL
2.5%
CAP STK CL A
JNJ
2.23%
COM
MA
2.07%
CL A
CI
1.97%
COM
HON
1.82%
COM
ACN
1.68%
SHS CLASS A
SCHW
1.65%
COM
IJH
1.63%
CORE S&P MCP ETF
INTU
1.6%
COM
LII
1.59%
COM
FB
1.53%
CL A
BA
1.5%
COM
ORCL
1.49%
COM
ICE
1.49%
COM
UNH
1.47%
COM
COST
1.43%
COM
AVGO
1.4%
SHS
EW
1.39%
COM
DHS
1.37%
EQTY INC ETF
DES
1.37%
SMALLCAP DIVID
EOG
1.36%
COM
APH
1.35%
CL A
FDX
1.33%
COM
LOW
1.32%
COM
CVX
1.32%
COM
FRC
1.31%
COM
ECL
1.28%
COM
SWK
1.24%
COM
PXD
1.23%
COM
CHD
1.19%
COM
BLK
1.17%
COM
ORLY
1.13%
COM
IVV
1.13%
CORE S&P500 ETF
TRV
1.12%
COM
CHKP
1.1%
ORD
SLB
1.1%
COM
DIS
1.08%
COM DISNEY
TTC
1.07%
COM
ULTI
1.06%
COM
STZ
0.89%
CL A
EXPE
0.83%
COM NEW
KHC
0.82%
COM
TMO
0.79%
COM
WFC
0.77%
COM
DFS
0.75%
COM
INCY
0.73%
COM
APC
0.7%
COM
CELG
0.66%
COM
STIFEL F...
0.59%
PFD
FHLC
0.54%
MSCI HLTH CARE I
XOM
0.41%
COM
NKE
0.4%
CL B
IJJ
0.38%
S&P MC 400VL ETF
EL
0.37%
CL A
IVE
0.36%
S&P 500 VAL ETF
IWN
0.35%
RUS 2000 VAL ETF
SONC
0.32%
COM
VCSH
0.31%
SHRT TRM CORP BD
MLPI
0.3%
ALERIAN INFRST
EFA
0.29%
MSCI EAFE ETF
IJK
0.28%
S&P MC 400GR ETF
WELLS FA...
0.27%
PFD
IWD
0.26%
RUS 1000 VAL ETF
VWO
0.26%
FTSE EMR MKT ETF
USB
0.26%
COM NEW
IJS
0.25%
SP SMCP600VL ETF
CSCO
0.25%
COM
ABBV
0.22%
COM
CITIGROU...
0.21%
PFD
BKH
0.19%
COM
UNP
0.19%
COM
VNQ
0.19%
REIT ETF
BRK.B
0.19%
CL B NEW
ABT
0.19%
COM
IJT
0.19%
SP SMCP600GR ETF
BRK.A
0.19%
CL A
BPFHP
0.18%
DEP SHS
MSFT
0.17%
COM
INTC
0.17%
COM
EMR
0.15%
COM
GE
0.15%
COM
PG
0.15%
COM
VTI
0.14%
TOTAL STK MKT
AMLP
0.13%
ALERIAN MLP
FENY
0.13%
MSCI ENERGY IDX
JPMORGAN...
0.13%
PFD
MMM
0.12%
COM
PEP
0.12%
COM
VEA
0.1%
FTSE DEV MKT ETF
EEM
0.1%
MSCI EMG MKT ETF
NVO
0.09%
ADR
HD
0.09%
COM
LUV
0.09%
COM
TROW
0.09%
COM
IWO
0.08%
RUS 2000 GRW ETF
T
0.08%
COM
DCI
0.08%
COM
RWR
0.07%
DJ REIT ETF
GD
0.07%
COM
PEY
0.07%
HI YLD EQ DVDN
IVW
0.07%
S&P 500 GRWT ETF
FSTA
0.07%
CONSMR STAPLES
SYK
0.07%
COM
QAI
0.07%
HEDGE MLTI ETF
PKW
0.06%
DYNA BUYBK ACH
MOO
0.06%
AGRIBUSINESS ETF
SPY
0.06%
TR UNIT
CAT
0.06%
COM
WBA
0.06%
COM
BAC
0.06%
COM
BP
0.06%
SPONSORED ADR
IBM
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
OLED
0.05%
COM
PYPL
0.05%
COM
DTD
0.05%
TOTAL DIVID FD
GNR
0.05%
GLB NAT RESRCE
KO
0.05%
COM
PFE
0.05%
COM
GOOG
0.05%
CAP STK CL C
CMCSA
0.05%
CL A
COF
0.05%
COM
PM
0.04%
COM
VTV
0.04%
VALUE ETF
IAU
0.03%
ISHARES
CALYPTE ...
< 0.01%
COM
PRIVATEB...
0.69%
PFD
SVB CAP ...
0.31%
PFD
XLE
0.14%
SBI INT-ENERGY
WAT
0.08%
COM
PX
0.07%
COM
NXPI
0.05%
COM