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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
2
1
35
6
5
COHEN KLINGENSTEIN LLC

Time Period2018-03-31

Total Holdings164

Total Value ($x1000)704,605
Activities
New0

Increased5

Unchanged155

Decreased4

Sold Out1

Top 10 Stock Holdingstotal 55.12%
IWO18.3

QQQ8.56

AMZN7.32

SPY6.95

DIS4.69

 
PEP2.44

AAPL1.84

0846702071.82

CMCSA1.69

GOOGL1.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWO
18.3%
RUS 2000 GRW ETF
QQQ
8.56%
UNIT SER 1
AMZN
7.32%
COM
SPY
6.95%
TR UNIT
DIS
4.69%
COM DISNEY
PEP
2.44%
COM
AAPL
1.84%
COM
BERKSHIR...
1.82%
COM
CMCSA
1.69%
CL A
GOOGL
1.51%
CL A
GOOG
1.5%
CAP STK CL C
AXP
1.37%
COM
JNJ
1.3%
COM
ADBE
1.24%
COM
RDS/A
1.16%
SPONS ADR A
UNP
1.14%
COM
YUM
1.09%
COM
LLY
1.04%
COM
MON
0.99%
COM
PG
0.9%
COM
VWO
0.88%
FTSE EMR MKT ETF
GSK
0.85%
SPONSORED ADR
IBM
0.82%
COM
AMGN
0.8%
COM
BAC
0.79%
COM
MERCK C...
0.68%
COM
FCX
0.66%
COM
FB
0.63%
CL A
MSFT
0.58%
COM
CSCO
0.55%
COM
YUMC
0.55%
COM
CCL
0.52%
PAIRED CTF
INTU
0.51%
COM
TGT
0.49%
COM
MMM
0.48%
COM
JPM
0.46%
COM
HES
0.46%
COM
ADI
0.46%
COM
AMT
0.45%
COM
TEL
0.45%
REG SHS
ALL
0.44%
COM
SEE
0.43%
COM
PFE
0.43%
COM
ITW
0.43%
COM
BRK.A
0.42%
CL A
INTC
0.42%
COM
RTN
0.41%
COM NEW
ETW
0.41%
COM
ULTI
0.39%
COM
COL
0.39%
COM
GLW
0.38%
COM
XOM
0.37%
COM
CABO
0.37%
COM
SYMC
0.36%
COM
CL
0.35%
COM
PM
0.35%
COM
HIG
0.34%
COM
MDT
0.33%
COM
SI
0.32%
SPONSORED ADR
GHC
0.32%
COM
TXN
0.32%
COM
T
0.32%
COM
VAR
0.31%
COM
UTX
0.31%
COM
QCOM
0.31%
COM
FDX
0.31%
COM
GE
0.3%
COM
AABA
0.28%
COM
ORCL
0.28%
COM
AMP
0.27%
COM
HON
0.27%
COM
MS
0.26%
COM NEW
CTSH
0.26%
CL A
INGR
0.25%
COM
MA
0.25%
CL A
AVGO
0.25%
SHS
VUG
0.24%
GROWTH ETF
MO
0.24%
COM
BA
0.22%
COM
V
0.22%
COM CL A
FOXA
0.21%
CL A
CVX
0.21%
COM
EA
0.2%
COM
EPI
0.2%
INDIA ERNGS FD
VOT
0.2%
MCAP GR IDXVIP
FXI
0.19%
CHINA LG-CAP ETF
GS
0.19%
COM
WFC
0.19%
COM
PTC
0.18%
COM
EMR
0.18%
COM
AMERICAN...
0.17%
COM
CELG
0.17%
COM
OA
0.16%
COM
UPS
0.16%
CL B
VZ
0.16%
COM
SLAB
0.15%
COM
ZMH
0.14%
COM
GILD
0.14%
COM
JWN
0.14%
COM
SYF
0.14%
COM
VSAT
0.13%
COM
TPR
0.13%
COM
FLEX
0.12%
ORD
STX
0.12%
SHS
AKAM
0.12%
COM
SHPG
0.12%
SPONSORED ADR
JHG
0.12%
ORD SHS
CITIGROU...
0.11%
COM
USB
0.11%
COM NEW
VBK
0.11%
SML CP GRW ETF
COF
0.11%
COM
NEE
0.11%
COM
STT
0.1%
COM
SLB
0.1%
COM
BDX
0.1%
COM
PYPL
0.1%
COM
RMD
0.1%
COM
BBBY
0.09%
COM
EWJ
0.09%
MSCI JAPAN ETF
ABB
0.08%
SPONSORED ADR
HPQ
0.08%
COM
DVMT
0.08%
COM CL V
IP
0.08%
COM
DUKE ENE...
0.08%
COM
IDCC
0.08%
COM
ED
0.08%
COM
CA
0.08%
COM
PAYX
0.07%
COM
COP
0.07%
COM
NVS
0.07%
SPONSORED ADR
SPG
0.07%
COM
HPE
0.07%
COM
CAG
0.06%
COM
LSXMK
0.06%
COM C SIRIUSXM
WU
0.06%
COM
MRVL
0.06%
ORD
SO
0.06%
COM
HAL
0.06%
COM
D
0.05%
COM
AEP
0.05%
COM
LINTA
0.05%
INT COM SER A
EBAY
0.05%
COM
MET
0.05%
COM
LM
0.05%
COM
DOX
0.05%
ORD
ABT
0.05%
COM
RCL
0.05%
COM
LBTKY
0.05%
COM SER C
EXC
0.05%
COM
NUS
0.04%
CL A
EFA
0.04%
MSCI EAFE ETF
MDY
0.04%
UTSER1 S&PDCRP
VRX
0.04%
COM
VOD
0.04%
SPNSR ADR NO PAR
VREX
0.04%
COM
MDLZ
0.04%
CL A
LW
0.03%
COM
TELEPHON...
0.03%
COM
CBI
0.03%
COM
DXC
0.03%
COM
LBRDK
0.03%
COM SER C
LSXMA
0.03%
COM A SIRIUSXM
NWSA
0.02%
CL A
AVP
< 0.01%
COM
DISCK
0.03%
COM SER C