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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
5
3
3
1
37
6
5
COHEN KLINGENSTEIN LLC

Time Period2018-06-30

Total Holdings168

Total Value ($x1000)731,541
Activities
New11

Increased3

Unchanged150

Decreased4

Sold Out7

Top 10 Stock Holdingstotal 56.48%
IWO18.83

QQQ8.77

AMZN8.2

SPY6.9

DIS4.71

 
PEP2.34

AAPL1.95

0846702071.63

GOOGL1.58

CMCSA1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWO
18.83%
RUS 2000 GRW ETF
QQQ
8.77%
UNIT SER 1
AMZN
8.2%
COM
SPY
6.9%
TR UNIT
DIS
4.71%
COM DISNEY
PEP
2.34%
COM
AAPL
1.95%
COM
BERKSHIR...
1.63%
COM
GOOGL
1.58%
CL A
CMCSA
1.57%
CL A
GOOG
1.56%
CAP STK CL C
AXP
1.39%
COM
ADBE
1.34%
COM
RDS/A
1.21%
SPONS ADR A
JNJ
1.19%
COM
UNP
1.16%
COM
LLY
1.1%
COM
YUM
0.96%
COM
PG
0.85%
COM
GSK
0.84%
SPONSORED ADR
AMGN
0.83%
COM
VWO
0.76%
FTSE EMR MKT ETF
FB
0.74%
CL A
MERCK C...
0.73%
COM
IBM
0.72%
COM
BAC
0.71%
COM
FCX
0.63%
COM
MSFT
0.61%
COM
HES
0.59%
COM
INTU
0.58%
COM
CSCO
0.53%
COM
TGT
0.52%
COM
YUMC
0.49%
COM
ADI
0.47%
COM
CCL
0.43%
PAIRED CTF
AMT
0.43%
COM
PFE
0.43%
COM
JPM
0.42%
COM
SEE
0.42%
COM
MMM
0.41%
COM
ALL
0.41%
COM
XOM
0.4%
COM
ETW
0.4%
COM
ULTI
0.4%
COM
DWDP
0.39%
COM
TEL
0.39%
REG SHS
BRK.A
0.39%
CL A
INTC
0.38%
COM
CABO
0.38%
COM
COL
0.37%
COM
ITW
0.37%
COM
GLW
0.36%
COM
RTN
0.36%
COM NEW
MDT
0.34%
COM
TXN
0.33%
COM
HIG
0.33%
COM
SI
0.32%
SPONSORED ADR
CL
0.31%
COM
GHC
0.3%
COM
QCOM
0.3%
COM
UTX
0.3%
COM
GE
0.29%
COM
VAR
0.28%
COM
FDX
0.28%
COM
SYMC
0.28%
COM
FOXA
0.28%
CL A
T
0.28%
COM
PM
0.27%
COM
MA
0.27%
CL A
AABA
0.26%
COM
ORCL
0.26%
COM
HON
0.25%
COM
VUG
0.25%
GROWTH ETF
AVGO
0.25%
SHS
CTSH
0.24%
CL A
AMP
0.24%
COM
MS
0.23%
COM NEW
V
0.23%
COM CL A
EA
0.23%
COM
CVX
0.22%
COM
BA
0.22%
COM
MO
0.21%
COM
INGR
0.21%
COM
PTC
0.21%
COM
VOT
0.2%
MCAP GR IDXVIP
WFC
0.19%
COM
EPI
0.18%
INDIA ERNGS FD
ABT
0.18%
COM
EMR
0.17%
COM
FXI
0.17%
CHINA LG-CAP ETF
SLAB
0.16%
COM
GS
0.16%
COM
AMERICAN...
0.16%
COM
VZ
0.16%
COM
UPS
0.15%
CL B
CELG
0.14%
COM
JWN
0.14%
COM
ZMH
0.14%
COM
SYF
0.13%
COM
SHPG
0.13%
SPONSORED ADR
GILD
0.13%
COM
VSAT
0.13%
COM
AKAM
0.12%
COM
STX
0.11%
SHS
VBK
0.11%
SML CP GRW ETF
TPR
0.11%
COM
CITIGROU...
0.11%
COM
BDX
0.11%
COM
NEE
0.1%
COM
JHG
0.1%
ORD SHS
PYPL
0.1%
COM
USB
0.1%
COM NEW
FLEX
0.1%
ORD
SLB
0.1%
COM
COF
0.1%
COM
RMD
0.1%
COM
STT
0.09%
COM
DVMT
0.09%
COM CL V
BBBY
0.08%
COM
EWJ
0.08%
MSCI JAPAN ETF
IDCC
0.08%
COM
HPQ
0.08%
COM
COP
0.08%
COM
PAYX
0.08%
COM
DUKE ENE...
0.08%
COM
CA
0.08%
COM
ECL
0.08%
COM
IP
0.07%
COM
ABB
0.07%
SPONSORED ADR
ED
0.07%
COM
TWTR
0.07%
COM
SPG
0.07%
COM
SHW
0.07%
COM
PPG
0.07%
COM
ADP
0.07%
COM
LSXMK
0.06%
COM C SIRIUSXM
NVS
0.06%
SPONSORED ADR
CAG
0.06%
COM
WU
0.06%
COM
SO
0.06%
COM
MRVL
0.06%
ORD
D
0.05%
COM
VRX
0.05%
COM
HAL
0.05%
COM
HPE
0.05%
COM
AEP
0.05%
COM
DOX
0.05%
ORD
EXC
0.05%
COM
MET
0.05%
COM
EBAY
0.05%
COM
NUS
0.04%
CL A
QRTEA
0.04%
COM SER A
RCL
0.04%
COM
LM
0.04%
COM
LBTKY
0.04%
COM SER C
EFA
0.04%
MSCI EAFE ETF
MDY
0.04%
UTSER1 S&PDCRP
LW
0.04%
COM
VREX
0.04%
COM
MDR
0.04%
COM
MDLZ
0.03%
CL A
DISCK
0.03%
COM SER C
LSXMA
0.03%
COM A SIRIUSXM
TELEPHON...
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
IJR
0.03%
CORE S&P SCP ETF
NWSA
0.02%
CL A
AVP
< 0.01%
COM
QQQ
8.56%
UNIT SER 1
MON
0.99%
COM
OA
0.16%
COM
LINTA
0.05%
INT COM SER A
CBI
0.03%
COM
DXC
0.03%
COM
LBRDK
0.03%
COM SER C