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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
44
7
4
1
1
0
38
5
2
CRESTWOOD ADVISORS LLC (Michael WeisbergHM-KEY)

Time Period2018-03-31

Total Holdings179

Total Value ($x1000)1,275,993
Activities
New13

Increased68

Unchanged32

Decreased66

Sold Out25

Top 10 Stock Holdingstotal 34.59%
IEFA7.54

STT4.92

MUB3.64

AAPL3.31

MSFT3.28

 
IVV2.68

CSCO2.46

BRK.B2.32

GOOGL2.23

IJR2.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
7.54%
CORE MSCI EAFE
STT
4.92%
COM
MUB
3.64%
NAT AMT FREE BD
AAPL
3.31%
COM
MSFT
3.28%
COM
IVV
2.68%
CORE S&P500 ETF
CSCO
2.46%
COM
BRK.B
2.32%
CL B NEW
GOOGL
2.23%
CAP STK CL A
IJR
2.21%
CORE S&P SCP ETF
JNJ
2.19%
COM
CSJ
2.18%
1-3 YR CR BD ETF
SYK
2.13%
COM
BAC
2.08%
COM
LMT
2.03%
COM
V
1.95%
COM CL A
IBB
1.82%
NASDQ BIOTEC ETF
WFC
1.7%
COM
EFA
1.7%
MSCI EAFE ETF
BKNG
1.65%
COM
RMD
1.64%
COM
MDT
1.61%
SHS
SPY
1.59%
TR UNIT
CTSH
1.56%
CL A
FNF
1.51%
COM
MKC
1.5%
COM NON VTG
PEP
1.49%
COM
CCI
1.43%
COM
FTV
1.41%
COM
TRV
1.37%
COM
TJX
1.37%
COM
EOG
1.32%
COM
CL
1.28%
COM
XOM
1.27%
COM
MMM
1.25%
COM
ARMK
1.25%
COM
BKI
1.24%
COM
UNP
1.23%
COM
CVS
1.14%
COM
SHW
1.13%
COM
ST
1.1%
SHS
SLB
1.06%
COM
SHM
1%
NUVN BR SHT MUNI
VNQ
0.97%
REIT ETF
AMJ
0.96%
ALERIAN ML ETN
SNY
0.91%
SPONSORED ADR
XLY
0.88%
SBI CONS DISCR
BRK.A
0.84%
CL A
GOOG
0.72%
CAP STK CL C
USMV
0.64%
USA MIN VOL ETF
ITOT
0.58%
CORE S&P TTL STK
AMZN
0.54%
COM
IWF
0.52%
RUS 1000 GRW ETF
MLPI
0.49%
ALERIAN INFRST
SPHQ
0.49%
S&P 500 HGH QLTY
PG
0.35%
COM
IEMG
0.35%
CORE MSCI EMKT
BX
0.33%
COM UNIT LTD
AGG
0.32%
CORE TOTUSBD ETF
JKD
0.25%
MRNGSTR LG-CP ET
EDIT
0.22%
COM
ACN
0.19%
SHS CLASS A
TFI
0.17%
NUVN BRCLY MUNI
SCHF
0.16%
INTL EQTY ETF
IBM
0.15%
COM
VIG
0.15%
DIV APP ETF
FB
0.13%
CL A
T
0.12%
COM
MA
0.12%
CL A
KMB
0.11%
COM
CVX
0.1%
COM
ITR
0.1%
INTR TRM CORP BD
AEP
0.09%
COM
RARE
0.09%
COM
JPM
0.08%
COM
MCD
0.08%
COM
ADBE
0.07%
COM
BA
0.07%
COM
MMC
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
CAT
0.06%
COM
DIS
0.06%
COM DISNEY
KO
0.06%
COM
VB
0.06%
SMALL CP ETF
UTX
0.06%
COM
DHR
0.05%
COM
PFE
0.05%
COM
XBI
0.05%
S&P BIOTECH
VOO
0.05%
SHS
RTN
0.05%
COM NEW
VTI
0.05%
TOTAL STK MKT
GD
0.05%
COM
PBCT
0.04%
COM
MRK
0.04%
COM
VUG
0.04%
GROWTH ETF
GE
0.04%
COM
BIP
0.04%
LP INT UNIT
AMGN
0.04%
COM
AMT
0.04%
COM
SNNA
0.04%
COM
AFB
0.04%
COM
VEA
0.04%
FTSE DEV MKT ETF
ADP
0.04%
COM
VZ
0.04%
COM
BSX
0.04%
COM
CMPR
0.04%
SHS EURO
SHY
0.04%
1-3 YR TR BD ETF
LOW
0.04%
COM
EEM
0.03%
MSCI EMG MKT ETF
PM
0.03%
COM
MO
0.03%
COM
INTC
0.03%
COM
NSC
0.03%
COM
EOG
0.03%
CALL
ED
0.03%
COM
MZF
0.03%
COM
C
0.03%
COM NEW
TRP
0.03%
COM
ES
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
SBUX
0.03%
COM
COST
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
HD
0.03%
COM
CMCSA
0.03%
CL A
TMO
0.03%
COM
USB
0.03%
COM NEW
NOC
0.03%
COM
VWO
0.02%
FTSE EMR MKT ETF
SCHB
0.02%
US BRD MKT ETF
BDX
0.02%
COM
NVDA
0.02%
COM
RDS/A
0.02%
SPONS ADR A
SDY
0.02%
S&P DIVID ETF
DUK
0.02%
COM NEW
PYPL
0.02%
COM
BLL
0.02%
COM
HRC
0.02%
COM
SCPB
0.02%
BARC SHT TR CP
SCHW
0.02%
COM
AXP
0.02%
COM
PX
0.02%
COM
LLY
0.02%
COM
CRM
0.02%
COM
XLF
0.02%
SBI INT-FINL
IWM
0.02%
RUSSELL 2000 ETF
APO
0.02%
CL A SHS
WMT
0.02%
COM
QQQ
0.02%
UNIT SER 1
PJT
0.02%
COM CL A
EMR
0.02%
COM
VTV
0.02%
VALUE ETF
GIS
0.02%
COM
DLR
0.02%
COM
SPLV
0.02%
S&P500 LOW VOL
IWD
0.02%
RUS 1000 VAL ETF
NGG
0.02%
SPONSORED ADR NE
DSI
0.02%
MSCI KLD400 SOC
IOVA
0.02%
COM
BMY
0.02%
COM
BOH
0.02%
COM
ORCL
0.02%
COM
ETE
0.02%
COM UT LTD PTN
UMH
0.01%
COM
GAB
0.01%
COM
F
0.01%
COM PAR $0.01
BRKL
0.01%
COM
NGVC
0.01%
COM
BDJ
0.01%
COM
AGEN
0.01%
COM NEW
NFJ
0.01%
COM
RCG
0.01%
COM
GUT
0.01%
COM
NVAX
0.01%
COM
DAKT
< 0.01%
COM
TRINITY ...
< 0.01%
CONVERTIBLE
HOLX
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
ISR
< 0.01%
COM
PCLN
1.32%
COM NEW
GS
1.18%
COM
WHR
1.13%
COM
ST
1.07%
SHS
SKT
0.59%
COM
FOF
0.06%
COM
BCR
0.05%
COM
AWK
0.04%
COM
HON
0.04%
COM
CTAS
0.03%
COM
BP
0.03%
SPONSORED ADR
HDB
0.03%
ADR REPS 3 SHS
EPI
0.03%
INDIA ERNGS FD
RSG
0.02%
COM
DCT
0.02%
COM NEW
PVH
0.02%
COM
CELG
0.02%
COM
ABBV
0.02%
COM
CME
0.02%
COM
VO
0.02%
MID CAP ETF
UN
0.02%
N Y SHS NEW
ETSY
0.02%
COM
TRGP
0.02%
COM
DIA
0.02%
UT SER 1
NEA
0.01%
COM