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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
55
8
6
3
3
1
35
6
5
COHEN KLINGENSTEIN LLC

Time Period2017-12-31

Total Holdings165

Total Value ($x1000)703,439
Activities
New4

Increased2

Unchanged151

Decreased8

Sold Out1

Top 10 Stock Holdingstotal 54.38%
IWO18

QQQ8.35

SPY7.07

AMZN6.07

DIS5.03

 
PEP2.68

CMCSA1.99

AAPL1.85

0846702071.81

GOOGL1.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWO
18%
RUS 2000 GRW ETF
QQQ
8.35%
UNIT SER 1
SPY
7.07%
TR UNIT
AMZN
6.07%
COM
DIS
5.03%
COM DISNEY
PEP
2.68%
COM
CMCSA
1.99%
CL A
AAPL
1.85%
COM
BERKSHIR...
1.81%
COM
GOOGL
1.53%
CL A
GOOG
1.53%
CAP STK CL C
AXP
1.46%
COM
JNJ
1.42%
COM
RDS/A
1.22%
SPONS ADR A
UNP
1.14%
COM
LLY
1.14%
COM
YUM
1.05%
COM
PG
1.05%
COM
ADBE
1%
COM
MON
0.99%
COM
VWO
0.86%
FTSE EMR MKT ETF
IBM
0.82%
COM
AMGN
0.82%
COM
BAC
0.78%
COM
GSK
0.77%
SPONSORED ADR
FCX
0.71%
COM
FB
0.7%
CL A
MERCK C...
0.7%
COM
MSFT
0.55%
COM
YUMC
0.53%
COM
CCL
0.52%
PAIRED CTF
MMM
0.51%
COM
SEE
0.5%
COM
CSCO
0.49%
COM
ALL
0.49%
COM
TGT
0.46%
COM
INTU
0.46%
COM
ITW
0.46%
COM
JPM
0.45%
COM
ADI
0.45%
COM
PFE
0.44%
COM
AMT
0.44%
COM
GLW
0.44%
COM
HES
0.43%
COM
TEL
0.42%
REG SHS
BRK.A
0.42%
CL A
XOM
0.42%
COM
ETW
0.42%
COM
SYMC
0.39%
COM
COL
0.39%
COM
GE
0.39%
COM
CABO
0.38%
COM
HIG
0.37%
COM
PM
0.37%
COM
CL
0.37%
COM
INTC
0.37%
COM
RTN
0.36%
COM NEW
QCOM
0.36%
COM
SI
0.35%
SPONSORED ADR
T
0.35%
COM
ULTI
0.35%
COM
MDT
0.34%
COM
TXN
0.33%
COM
FDX
0.32%
COM
UTX
0.32%
COM
AMP
0.31%
COM
GHC
0.3%
COM
ORCL
0.29%
COM
VAR
0.28%
COM
HON
0.28%
COM
INGR
0.27%
COM
MO
0.27%
COM
AVGO
0.27%
SHS
MS
0.27%
COM NEW
AABA
0.26%
COM
VUG
0.24%
GROWTH ETF
CVX
0.23%
COM
CTSH
0.23%
CL A
MA
0.22%
CL A
WFC
0.21%
COM
EPI
0.21%
INDIA ERNGS FD
V
0.21%
COM CL A
FOXA
0.2%
CL A
BA
0.2%
COM
CELG
0.2%
COM
GS
0.19%
COM
VOT
0.19%
MCAP GR IDXVIP
FXI
0.19%
CHINA LG-CAP ETF
AMERICAN...
0.18%
COM
UPS
0.18%
CL B
EMR
0.18%
COM
EA
0.18%
COM
VZ
0.17%
COM
OA
0.16%
COM
ZMH
0.16%
COM
SYF
0.16%
COM
SLAB
0.15%
COM
VSAT
0.15%
COM
PTC
0.14%
COM
JHG
0.14%
ORD SHS
FLEX
0.13%
ORD
GILD
0.13%
COM
JWN
0.13%
COM
CITIGROU...
0.12%
COM
SHPG
0.12%
SPONSORED ADR
USB
0.12%
COM NEW
COF
0.11%
COM
AKAM
0.11%
COM
TPR
0.11%
COM
SLB
0.11%
COM
VBK
0.1%
SML CP GRW ETF
NEE
0.1%
COM
STT
0.1%
COM
BDX
0.1%
COM
BBBY
0.1%
COM
PYPL
0.1%
COM
ABB
0.1%
SPONSORED ADR
EWJ
0.09%
MSCI JAPAN ETF
DVMT
0.09%
COM CL V
STX
0.09%
SHS
IP
0.09%
COM
DUKE ENE...
0.09%
COM
RMD
0.08%
COM
ED
0.08%
COM
PAYX
0.08%
COM
IDCC
0.08%
COM
HPQ
0.08%
COM
SPG
0.08%
COM
CA
0.07%
COM
NVS
0.07%
SPONSORED ADR
CAG
0.07%
COM
COP
0.07%
COM
D
0.07%
COM
SO
0.06%
COM
HAL
0.06%
COM
MRVL
0.06%
ORD
WU
0.06%
COM
LSXMK
0.06%
COM C SIRIUSXM
AEP
0.06%
COM
MET
0.06%
COM
HPE
0.05%
COM
LM
0.05%
COM
LBTKY
0.05%
COM SER C
LINTA
0.05%
INT COM SER A
RCL
0.05%
COM
DOX
0.05%
ORD
VRX
0.05%
COM
EBAY
0.05%
COM
ABT
0.05%
COM
EXC
0.05%
COM
EFA
0.04%
MSCI EAFE ETF
VOD
0.04%
SPNSR ADR NO PAR
VREX
0.04%
COM
NUS
0.04%
CL A
MDY
0.04%
UTSER1 S&PDCRP
MDLZ
0.04%
CL A
CBI
0.04%
COM
LW
0.03%
COM
TELEPHON...
0.03%
COM
LBRDK
0.03%
COM SER C
DXC
0.03%
COM
LSXMA
0.03%
COM A SIRIUSXM
DISCK
0.03%
COM SER C
NWSA
0.02%
CL A
AVP
< 0.01%
COM
COH
0.1%
COM