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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
56
8
6
3
3
1
37
6
5
COHEN KLINGENSTEIN LLC

Time Period2018-09-30

Total Holdings170

Total Value ($x1000)786,439
Activities
New3

Increased1

Unchanged161

Decreased5

Sold Out1

Top 10 Stock Holdingstotal 57.07%
IWO18.36

AMZN8.91

QQQ8.74

SPY6.85

DIS4.89

 
PEP2.24

AAPL2.21

1.73

CMCSA1.57

GOOGL1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWO
18.36%
RUS 2000 GRW ETF
AMZN
8.91%
COM
QQQ
8.74%
UNIT SER 1
SPY
6.85%
TR UNIT
DIS
4.89%
COM DISNEY
PEP
2.24%
COM
AAPL
2.21%
COM
BERKSHIR...
1.73%
COM
CMCSA
1.57%
CL A
GOOGL
1.57%
CL A
GOOG
1.56%
CAP STK CL C
AXP
1.4%
COM
ADBE
1.33%
COM
LLY
1.29%
COM
JNJ
1.26%
COM
UNP
1.24%
COM
RDS/A
1.11%
SPONS ADR A
YUM
1.04%
COM
AMGN
0.87%
COM
PG
0.85%
COM
MERCK C...
0.79%
COM
GSK
0.78%
SPONSORED ADR
IBM
0.73%
COM
BAC
0.69%
COM
VWO
0.69%
FTSE EMR MKT ETF
MSFT
0.65%
COM
INTU
0.6%
COM
FB
0.59%
CL A
HES
0.58%
COM
CSCO
0.56%
COM
TGT
0.56%
COM
PFE
0.48%
COM
FCX
0.47%
COM
ULTI
0.46%
COM
CCL
0.45%
PAIRED CTF
GLW
0.43%
COM
JPM
0.43%
COM
CABO
0.43%
COM
ADI
0.42%
COM
ALL
0.41%
COM
YUMC
0.41%
COM
MMM
0.41%
COM
BRK.A
0.41%
CL A
AMT
0.4%
COM
XOM
0.38%
COM
ETW
0.38%
COM
MDT
0.37%
COM
SEE
0.37%
COM
COL
0.36%
COM
QCOM
0.36%
COM
RTN
0.35%
COM NEW
DWDP
0.35%
COM
TEL
0.35%
REG SHS
ITW
0.35%
COM
INTC
0.34%
COM
UTX
0.31%
COM
TXN
0.3%
COM
HIG
0.3%
COM
CL
0.29%
COM
SI
0.29%
SPONSORED ADR
MA
0.28%
CL A
ORCL
0.28%
COM
GHC
0.28%
COM
FDX
0.28%
COM
HON
0.27%
COM
T
0.27%
COM
SYMC
0.27%
COM
PM
0.26%
COM
VAR
0.26%
COM
VUG
0.25%
GROWTH ETF
V
0.24%
COM CL A
FOXA
0.24%
CL A
AMP
0.24%
COM
AVGO
0.23%
SHS
AABA
0.23%
COM
GE
0.23%
COM
MS
0.22%
COM NEW
BA
0.22%
COM
CTSH
0.22%
CL A
PTC
0.22%
COM
MO
0.2%
COM
ABT
0.2%
COM
CVX
0.2%
COM
VOT
0.2%
MCAP GR IDXVIP
EA
0.18%
COM
INGR
0.18%
COM
EMR
0.18%
COM
WFC
0.17%
COM
EPI
0.16%
INDIA ERNGS FD
UPS
0.16%
CL B
FXI
0.16%
CHINA LG-CAP ETF
VZ
0.16%
COM
ZMH
0.15%
COM
GS
0.15%
COM
CELG
0.15%
COM
JWN
0.15%
COM
AMERICAN...
0.15%
COM
SLAB
0.14%
COM
GILD
0.13%
COM
SHPG
0.13%
SPONSORED ADR
VSAT
0.11%
COM
SYF
0.11%
COM
VBK
0.11%
SML CP GRW ETF
AKAM
0.11%
COM
TPR
0.11%
COM
CITIGROU...
0.11%
COM
BDX
0.11%
COM
USB
0.1%
COM NEW
PYPL
0.1%
COM
RMD
0.1%
COM
NEE
0.1%
COM
COF
0.1%
COM
DVMT
0.09%
COM CL V
CA
0.09%
COM
STX
0.09%
SHS
FLEX
0.09%
ORD
HPQ
0.09%
COM
JHG
0.09%
ORD SHS
SLB
0.09%
COM
COP
0.08%
COM
EWJ
0.08%
MSCI JAPAN ETF
PAYX
0.08%
COM
ECL
0.08%
COM
STT
0.08%
COM
IDCC
0.08%
COM
ABB
0.08%
SPONSORED ADR
SHW
0.07%
COM
DUKE ENE...
0.07%
COM
ADP
0.07%
COM
SPG
0.07%
COM
ED
0.07%
COM
PPG
0.07%
COM
NVS
0.07%
SPONSORED ADR
IP
0.07%
COM
BBBY
0.06%
COM
LSXMK
0.06%
COM C SIRIUSXM
BHC
0.05%
COM
HPE
0.05%
COM
CAG
0.05%
COM
WU
0.05%
COM
D
0.05%
COM
SO
0.05%
COM
RCL
0.05%
COM
AEP
0.05%
COM
MET
0.05%
COM
MRVL
0.05%
ORD
EXC
0.05%
COM
DOX
0.05%
ORD
NUS
0.04%
CL A
HAL
0.04%
COM
TWTR
0.04%
COM
QRTEA
0.04%
COM SER A
LBTKY
0.04%
COM SER C
EBAY
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
EFA
0.04%
MSCI EAFE ETF
DISCK
0.04%
COM SER C
LM
0.04%
COM
LW
0.03%
COM
MDLZ
0.03%
CL A
TELEPHON...
0.03%
COM
MDR
0.03%
COM
LSXMA
0.03%
COM A SIRIUSXM
LBRDK
0.03%
COM SER C
DXC
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
VREX
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
NWSA
0.02%
CL A
AVP
< 0.01%
COM
VRX
0.05%
COM