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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
40
7
3
1
1
0
40
5
2
CRESTWOOD ADVISORS LLC (Michael WeisbergHM-KEY)

Time Period2018-09-30

Total Holdings175

Total Value ($x1000)1,424,229
Activities
New3

Increased52

Unchanged59

Decreased61

Sold Out5

Top 10 Stock Holdingstotal 34.3%
IEFA6.93

AAPL3.94

MUB3.89

STT3.71

MSFT3.71

 
IVV2.63

CSCO2.55

GOOGL2.35

IJR2.35

BRK.B2.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
6.93%
CORE MSCI EAFE
AAPL
3.94%
COM
MUB
3.89%
NAT AMT FREE BD
STT
3.71%
COM
MSFT
3.71%
COM
IVV
2.63%
CORE S&P500 ETF
CSCO
2.55%
COM
GOOGL
2.35%
CAP STK CL A
IJR
2.35%
CORE S&P SCP ETF
BRK.B
2.24%
CL B NEW
V
2.24%
COM CL A
SYK
2.12%
COM
JNJ
2.12%
COM
LMT
1.9%
COM
IBB
1.89%
NASDQ BIOTEC ETF
BAC
1.88%
COM
CSJ
1.81%
1-3 YR CR BD ETF
MDT
1.74%
SHS
RMD
1.71%
COM
MKC
1.69%
COM NON VTG
TJX
1.66%
COM
SPY
1.55%
TR UNIT
WFC
1.54%
COM
BKNG
1.49%
COM
BX
1.48%
COM UNIT LTD
EFA
1.48%
MSCI EAFE ETF
EOG
1.44%
COM
FTV
1.4%
COM
CTSH
1.4%
CL A
PEP
1.38%
COM
CCI
1.32%
COM
UNP
1.32%
COM
FNF
1.32%
COM
XOM
1.31%
COM
MMM
1.29%
COM
CVS
1.27%
COM
TRV
1.24%
COM
SHW
1.24%
COM
BKI
1.23%
COM
ARMK
1.22%
COM
SHM
1.11%
NUVN BR SHT MUNI
HLT
1.1%
WHEN ISSUED
CL
1.09%
COM
ST
0.99%
SHS
SLB
0.93%
COM
SNY
0.92%
SPONSORED ADR
AMJ
0.87%
ALERIAN ML ETN
BRK.A
0.81%
CL A
VNQ
0.74%
REIT ETF
GOOG
0.71%
CAP STK CL C
MLPI
0.7%
ALERIAN INFRST
AMZN
0.67%
COM
USMV
0.64%
USA MIN VOL ETF
ITOT
0.57%
CORE S&P TTL STK
IWF
0.54%
RUS 1000 GRW ETF
SPHQ
0.49%
S&P500 QUALITY
AGG
0.46%
CORE TOTUSBD ETF
PG
0.33%
COM
ACN
0.33%
SHS CLASS A
IEMG
0.28%
CORE MSCI EMKT
JKD
0.23%
MRNGSTR LG-CP ET
EDIT
0.19%
COM
RARE
0.18%
COM
TFI
0.17%
NUVN BRCLY MUNI
SCHF
0.16%
INTL EQTY ETF
VIG
0.14%
DIV APP ETF
IBM
0.13%
COM
MA
0.13%
CL A
FB
0.12%
CL A
T
0.1%
COM
KMB
0.1%
COM
CVX
0.08%
COM
ADBE
0.08%
COM
ITR
0.08%
INTR TRM CORP BD
BA
0.08%
COM
JPM
0.08%
COM
MCD
0.07%
COM
AEP
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
PFE
0.06%
COM
UTX
0.06%
COM
KO
0.06%
COM
DIS
0.06%
COM DISNEY
VB
0.05%
SMALL CP ETF
XBI
0.05%
S&P BIOTECH
DHR
0.05%
COM
VOO
0.05%
SHS
VEA
0.05%
FTSE DEV MKT ETF
MRK
0.05%
COM
VTI
0.05%
TOTAL STK MKT
ADP
0.05%
COM
PJT
0.05%
COM CL A
AMGN
0.05%
COM
MMC
0.04%
COM
LOW
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
VUG
0.04%
GROWTH ETF
AMT
0.04%
COM
PBCT
0.04%
COM
NSC
0.04%
COM
SHY
0.04%
1-3 YR TR BD ETF
MO
0.04%
COM
HD
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
BIP
0.03%
LP INT UNIT
GD
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
NVDA
0.03%
COM
RTN
0.03%
COM NEW
COST
0.03%
COM
GE
0.03%
COM
C
0.03%
COM NEW
NGVC
0.03%
COM
CAT
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
CMPR
0.03%
SHS EURO
CMCSA
0.03%
CL A
ES
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
BMO
0.03%
COM
CRM
0.03%
COM
PM
0.02%
COM
USB
0.02%
COM NEW
LLY
0.02%
COM
BSX
0.02%
COM
DUK
0.02%
COM NEW
TMO
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
AXP
0.02%
COM
BLL
0.02%
COM
HRC
0.02%
COM
PYPL
0.02%
COM
RDS/A
0.02%
SPONS ADR A
APO
0.02%
CL A SHS
SPLV
0.02%
S&P500 LOW VOL
QQQ
0.02%
UNIT SER 1
SBUX
0.02%
COM
NOC
0.02%
COM
SCPB
0.02%
BARC SHT TR CP
ORCL
0.02%
COM
VZ
0.02%
COM
TRP
0.02%
COM
SDY
0.02%
S&P DIVID ETF
IJH
0.02%
CORE S&P MCP ETF
XLF
0.02%
SBI INT-FINL
VTV
0.02%
VALUE ETF
EMR
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
IWN
0.02%
RUS 2000 VAL ETF
PX
0.02%
COM
DSI
0.02%
MSCI KLD400 SOC
VFC
0.02%
COM
SCHZ
0.02%
US AGGREGATE B
ANSS
0.02%
COM
SNNA
0.02%
COM
UMH
0.02%
COM
DIA
0.02%
UT SER 1
GIS
0.02%
COM
SCHW
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
KLD
0.01%
USA ESG SLCT ETF
BOH
0.01%
COM
VBR
0.01%
SM CP VAL ETF
DVN
0.01%
CALL
IOVA
0.01%
COM
F
0.01%
COM PAR $0.01
RCG
0.01%
COM
GUT
0.01%
COM
NVAX
0.01%
COM
AGEN
< 0.01%
COM NEW
DVN
< 0.01%
COM
DAKT
< 0.01%
COM
HOLX
< 0.01%
COM
ISR
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
XLY
0.82%
SBI CONS DISCR
DLR
0.02%
COM
EZM
0.02%
MDCP EARN FUND
VXF
0.01%
EXTEND MKT ETF
BDJ
0.01%
COM