Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
26
5
4
1
3
0
14
1
2
COMMUNITY FINANCIAL SERVICES GROUP LLC

Time Period2018-12-31

Total Holdings88

Total Value ($x1000)263,816
Activities
New5

Increased49

Unchanged24

Decreased10

Sold Out13

Top 10 Stock Holdingstotal 39.76%
MSFT4.89

IJT4.65

SPY4.63

VOT4.62

BA4.05

 
CSCO3.89

PFE3.62

IWZ3.54

GLW3.02

SCHW2.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.89%
COM
IJT
4.65%
SP SMCP600GR ETF
SPY
4.63%
TR UNIT
VOT
4.62%
MCAP GR IDXVIP
BA
4.05%
COM
CSCO
3.89%
COM
PFE
3.62%
COM
IWZ
3.54%
RUS 3000 GRW ETF
GLW
3.02%
COM
SCHW
2.85%
COM
PG
2.8%
COM
COST
2.79%
COM
WHR
2.72%
COM
VTR
2.61%
COM
EMR
2.58%
COM
CBU
2.53%
COM
IBB
2.5%
NASDQ BIOTEC ETF
RDS/A
2.4%
SPONS ADR A
VZ
2.37%
COM
ERJ
2.28%
SP ADR REP 4 COM
EWBC
2.17%
COM
AAPL
2.1%
COM
TSM
2.06%
SPONSORED ADR
GSK
2.02%
SPONSORED ADR
DGS
2.02%
EMG MKTS SMCAP
WY
1.73%
COM
VLO
1.71%
COM
DUK
1.5%
COM NEW
JNJ
1.28%
COM
FTS
1.16%
COM
INTC
1.11%
COM
VTV
1.1%
VALUE ETF
GOOG
0.96%
CAP STK CL C
CINF
0.89%
COM
KO
0.86%
COM
TRI
0.84%
COM NEW
WMT
0.83%
COM
BGS
0.78%
COM
TOT
0.76%
SPONSORED ADR
HMC
0.59%
AMERN SHS
ABBV
0.56%
COM
MELI
0.5%
COM
MMM
0.44%
COM
ABT
0.44%
COM
CVX
0.38%
COM
NKE
0.36%
CL B
VCSH
0.35%
SHRT TRM CORP BD
NEE
0.26%
COM
QQQ
0.24%
UNIT SER 1
XOM
0.22%
COM
T
0.22%
COM
BSV
0.21%
SHORT TRM BOND
VEA
0.19%
FTSE DEV MKT ETF
VO
0.18%
MID CAP ETF
IJR
0.17%
CORE S&P SCP ETF
CW
0.16%
COM
ITW
0.16%
COM
DSI
0.15%
MSCI KLD400 SOC
WM
0.14%
COM
BAX
0.14%
COM
VDC
0.14%
CONSUM STP ETF
IBM
0.13%
COM
ORCL
0.13%
COM
QCOM
0.13%
COM
WRB
0.13%
COM
XLNX
0.13%
COM
AMGN
0.13%
COM
CNP
0.12%
COM
MDT
0.11%
SHS
WWW
0.1%
COM
IFF
0.1%
COM
EEMV
0.1%
EM MK MINVOL ETF
BIP
0.1%
LP INT UNIT
JPM
0.09%
COM
XLF
0.09%
SBI INT-FINL
UNB
0.09%
COM
FXI
0.09%
CHINA LG-CAP ETF
AFL
0.09%
COM
WU
0.09%
COM
BIIB
0.08%
COM
FNV
0.08%
COM
TRV
0.08%
COM
RL
0.08%
CL A
FSLR
0.08%
COM
BWA
0.08%
COM
SAND
0.05%
COM NEW
IIM
0.05%
COM
GE
0.03%
COM
THO
1.62%
COM
TRI
0.75%
COM
AZO
0.13%
COM
BRK.A
0.11%
CL A
NVDA
0.1%
COM
AXP
0.07%
COM
TD
0.07%
COM NEW
UTX
0.07%
COM
HD
0.07%
COM
HII
0.07%
COM
AAP
0.07%
COM
KMPR
0.07%
COM
SRCL
0.07%
COM