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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
27
2
1
3
0
0
36
7
4
COBIZ INVESTMENT MANAGEMENT LLC

Time Period2018-09-30

Total Holdings130

Total Value ($x1000)520,755
Activities
New7

Increased25

Unchanged18

Decreased80

Sold Out8

Top 10 Stock Holdingstotal 35.2%
RSP6.7

IJR4.96

SDY4.72

AAPL3.47

AMZN3.39

 
MA2.79

GOOGL2.64

JPM2.4

INTU2.13

JNJ2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
6.7%
S&P500 EQL WGT
IJR
4.96%
CORE S&P SCP ETF
SDY
4.72%
S&P DIVID ETF
AAPL
3.47%
COM
AMZN
3.39%
COM
MA
2.79%
CL A
GOOGL
2.64%
CAP STK CL A
JPM
2.4%
COM
INTU
2.13%
COM
JNJ
2%
COM
EW
1.95%
COM
FB
1.88%
CL A
CI
1.87%
COM
HON
1.76%
COM
ACN
1.7%
SHS CLASS A
IJH
1.68%
CORE S&P MCP ETF
COST
1.65%
COM
UNH
1.65%
COM
LII
1.55%
COM
CSCO
1.52%
COM
EOG
1.51%
COM
ULTI
1.48%
COM
ORLY
1.47%
COM
LOW
1.46%
COM
DES
1.46%
SMALLCAP DIVID
ICE
1.46%
COM
SCHW
1.43%
COM
ECL
1.33%
COM
IVV
1.31%
CORE S&P500 ETF
APH
1.3%
CL A
CHD
1.29%
COM
AVGO
1.23%
COM
PXD
1.21%
COM
CVX
1.21%
COM
FDX
1.18%
COM
BA
1.16%
COM
DHS
1.09%
EQTY INC ETF
DIS
1.04%
COM DISNEY
TMO
1.02%
COM
CMA
1%
COM
BLK
0.99%
COM
SWK
0.98%
COM
TRV
0.97%
COM
SLB
0.97%
COM
SYK
0.96%
COM
APC
0.93%
COM
ZTS
0.92%
CL A
C
0.92%
COM NEW
STZ
0.84%
CL A
EXPE
0.82%
COM NEW
CELG
0.73%
COM
DFS
0.67%
COM
STIFEL F...
0.57%
PFD
KHC
0.54%
COM
NKE
0.35%
CL B
WELLS FA...
0.34%
PFD
IWN
0.33%
RUS 2000 VAL ETF
CITIGROU...
0.33%
PFD
MLPI
0.31%
ALERIAN INFRST
IJJ
0.31%
S&P MC 400VL ETF
IVE
0.3%
S&P 500 VAL ETF
XOM
0.29%
COM
SONC
0.29%
COM
WFC
0.28%
COM
IJK
0.25%
S&P MC 400GR ETF
EFA
0.25%
MSCI EAFE ETF
VWO
0.24%
FTSE EMR MKT ETF
IJS
0.23%
SP SMCP600VL ETF
UNP
0.21%
COM
EL
0.21%
CL A
IWD
0.21%
RUS 1000 VAL ETF
ABT
0.2%
COM
MSFT
0.2%
COM
ABBV
0.19%
COM
IJT
0.19%
SP SMCP600GR ETF
BRK.B
0.19%
CL B NEW
BRK.A
0.18%
CL A
TTC
0.18%
COM
USB
0.18%
COM NEW
PFE
0.17%
COM
BKH
0.17%
COM
FRC
0.16%
COM
FHLC
0.16%
MSCI HLTH CARE I
INTC
0.16%
COM
VNQ
0.14%
REIT ETF
VCSH
0.13%
SHRT TRM CORP BD
ORCL
0.13%
COM
VTI
0.12%
TOTAL STK MKT
JPMORGAN...
0.11%
PFD
EMR
0.1%
COM
PURPOSE ...
0.1%
ETF
MMM
0.1%
COM
ZIONS BA...
0.09%
PFD
VEA
0.09%
FTSE DEV MKT ETF
PEP
0.09%
COM
AMLP
0.08%
ALERIAN MLP
TROW
0.08%
COM
IVW
0.08%
S&P 500 GRWT ETF
EEM
0.08%
MSCI EMG MKT ETF
HD
0.07%
COM
XPH
0.07%
S&P PHARMAC
IWO
0.07%
RUS 2000 GRW ETF
DCI
0.07%
COM
GD
0.07%
COM
FENY
0.07%
MSCI ENERGY IDX
LUV
0.06%
COM
ISRG
0.06%
COM NEW
KO
0.06%
COM
DIA
0.06%
UT SER 1
RWR
0.06%
DJ REIT ETF
SPY
0.06%
TR UNIT
NVO
0.06%
ADR
PEY
0.05%
HIG YLD EQ DIV
PG
0.05%
COM
IWM
0.05%
RUSSELL 2000 ETF
WBA
0.05%
COM
GOOG
0.05%
CAP STK CL C
BAC
0.05%
COM
GNR
0.05%
GLB NAT RESRCE
GE
0.05%
COM
MCD
0.04%
COM
PTY
0.04%
COM
DTD
0.04%
TOTAL DIVID FD
PYPL
0.04%
COM
VTV
0.04%
VALUE ETF
PKW
0.04%
BUYBACK ACHIEV
COF
0.04%
COM
NORTHERN...
0.03%
ETF
IAU
0.03%
ISHARES
CALYPTE ...
< 0.01%
COM
EMPIRE S...
0.09%
LTD
EMPIRE S...
0.08%
LTD
QAI
0.06%
HEDGE MLTI ETF
BP
0.06%
SPONSORED ADR
CAT
0.05%
COM
CHKP
0.05%
ORD
EMPIRE S...
0.04%
LTD
IBM
0.04%
COM