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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
7
5
3
3
1
37
6
5
COHEN KLINGENSTEIN LLC

Time Period2018-12-31

Total Holdings162

Total Value ($x1000)661,835
Activities
New0

Increased4

Unchanged152

Decreased6

Sold Out8

Top 10 Stock Holdingstotal 55.73%
IWO17.04

QQQ8.71

SPY7.5

AMZN7.46

DIS5.29

 
PEP2.57

1.96

AAPL1.84

CMCSA1.71

LLY1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWO
17.04%
RUS 2000 GRW ETF
QQQ
8.71%
UNIT SER 1
SPY
7.5%
TR UNIT
AMZN
7.46%
COM
DIS
5.29%
COM DISNEY
PEP
2.57%
COM
BERKSHIR...
1.96%
COM
AAPL
1.84%
COM
CMCSA
1.71%
CL A
LLY
1.65%
COM
GOOGL
1.62%
CL A
GOOG
1.61%
CAP STK CL C
AXP
1.49%
COM
JNJ
1.39%
COM
ADBE
1.32%
COM
YUM
1.25%
COM
UNP
1.25%
COM
RDS/A
1.13%
SPONS ADR A
PG
1.11%
COM
MERCK C...
1.01%
COM
AMGN
0.97%
COM
GSK
0.88%
SPONSORED ADR
VWO
0.76%
FTSE EMR MKT ETF
MSFT
0.69%
COM
BAC
0.69%
COM
IBM
0.65%
COM
INTU
0.61%
COM
CSCO
0.59%
COM
PFE
0.57%
COM
FB
0.55%
CL A
AMT
0.52%
COM
TGT
0.5%
COM
CABO
0.47%
COM
YUMC
0.47%
COM
BRK.A
0.46%
CL A
ADI
0.46%
COM
GLW
0.44%
COM
MMM
0.44%
COM
JPM
0.44%
COM
ULTI
0.42%
COM
CCL
0.41%
PAIRED CTF
FCX
0.41%
COM
ALL
0.41%
COM
MDT
0.4%
COM
UTX
0.4%
COM
INTC
0.4%
COM
HES
0.39%
COM
SEE
0.38%
COM
ITW
0.37%
COM
GHC
0.37%
COM
XOM
0.36%
COM
TEL
0.36%
REG SHS
ETW
0.36%
COM
DWDP
0.35%
COM
QCOM
0.34%
COM
HIG
0.31%
COM
RTN
0.31%
COM NEW
TXN
0.31%
COM
CL
0.31%
COM
VAR
0.31%
COM
SI
0.3%
SPONSORED ADR
FOXA
0.3%
CL A
ORCL
0.29%
COM
MA
0.29%
CL A
AVGO
0.28%
SHS
SYMC
0.28%
COM
T
0.27%
COM
HON
0.26%
COM
V
0.26%
COM CL A
PM
0.25%
COM
VUG
0.25%
GROWTH ETF
ABT
0.24%
COM
AABA
0.23%
COM
BA
0.23%
COM
FDX
0.22%
COM
CTSH
0.22%
CL A
MS
0.22%
COM NEW
CVX
0.21%
COM
AMP
0.2%
COM
PTC
0.2%
COM
EPI
0.2%
INDIA ERNGS FD
MO
0.2%
COM
VOT
0.19%
MCAP GR IDXVIP
VZ
0.19%
COM
INGR
0.19%
COM
GE
0.18%
COM
WFC
0.17%
COM
FXI
0.17%
CHINA LG-CAP ETF
EMR
0.16%
COM
UPS
0.16%
CL B
SHPG
0.15%
SPONSORED ADR
ZMH
0.14%
COM
SLAB
0.14%
COM
EA
0.14%
COM
JWN
0.14%
COM
GS
0.14%
COM
AMERICAN...
0.13%
COM
CELG
0.13%
COM
GILD
0.12%
COM
VSAT
0.12%
COM
NEE
0.12%
COM
RMD
0.12%
COM
PYPL
0.12%
COM
BDX
0.11%
COM
AKAM
0.11%
COM
VBK
0.11%
SML CP GRW ETF
USB
0.11%
COM NEW
SYF
0.1%
COM
DUKE ENE...
0.09%
COM
CITIGROU...
0.09%
COM
DVMT
0.09%
COM CL V
COF
0.09%
COM
ECL
0.09%
COM
TPR
0.09%
COM
STX
0.09%
SHS
PAYX
0.08%
COM
HPQ
0.08%
COM
EWJ
0.08%
MSCI JAPAN ETF
COP
0.08%
COM
ED
0.08%
COM
SPG
0.08%
COM
JHG
0.08%
ORD SHS
NVS
0.08%
SPONSORED ADR
SHW
0.08%
COM
IDCC
0.07%
COM
PPG
0.07%
COM
ADP
0.07%
COM
ABB
0.07%
SPONSORED ADR
STT
0.07%
COM
IP
0.06%
COM
AEP
0.06%
COM
D
0.06%
COM
FLEX
0.06%
ORD
SLB
0.06%
COM
SO
0.06%
COM
LSXMK
0.06%
COM C SIRIUSXM
EXC
0.06%
COM
WU
0.06%
COM
BBBY
0.05%
COM
TWTR
0.05%
COM
HPE
0.05%
COM
MET
0.05%
COM
DOX
0.05%
ORD
MRVL
0.05%
ORD
BHC
0.05%
COM
LW
0.05%
COM
RCL
0.04%
COM
QRTEA
0.04%
COM SER A
TELEPHON...
0.04%
COM
CAG
0.04%
COM
EBAY
0.04%
COM
NUS
0.04%
CL A
EFA
0.04%
MSCI EAFE ETF
MDLZ
0.04%
CL A
MDY
0.04%
UTSER1 S&PDCRP
LM
0.03%
COM
HAL
0.03%
COM
LBTKY
0.03%
COM SER C
DISCK
0.03%
COM SER C
NWSA
0.02%
CL A
MDR
0.01%
COM
AVP
< 0.01%
COM
COL
0.36%
COM
CA
0.09%
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