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
40
8
4
1
1
0
40
5
2
CRESTWOOD ADVISORS LLC (Michael WeisbergHM-KEY)

Time Period2017-09-30

Total Holdings167

Total Value ($x1000)1,165,726
Activities
New13

Increased73

Unchanged47

Decreased34

Sold Out6

Top 10 Stock Holdingstotal 34.06%
IEFA6.83

STT5.19

MUB3.57

AAPL3.25

IVV3.15

 
MSFT2.96

JNJ2.38

BRK.B2.33

GOOGL2.25

IJR2.15

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
6.83%
CORE MSCI EAFE
STT
5.19%
COM
MUB
3.57%
NAT AMT FREE BD
AAPL
3.25%
COM
IVV
3.15%
CORE S&P500 ETF
MSFT
2.96%
COM
JNJ
2.38%
COM
BRK.B
2.33%
CL B NEW
GOOGL
2.25%
CAP STK CL A
IJR
2.15%
CORE S&P SCP ETF
CSCO
2.13%
COM
LMT
2.08%
COM
CSJ
2.07%
1-3 YR CR BD ETF
SYK
2.03%
COM
IBB
2%
NASDQ BIOTEC ETF
FNF
1.97%
COM
BAC
1.91%
COM
WFC
1.88%
COM
EFA
1.84%
MSCI EAFE ETF
V
1.83%
COM CL A
MDT
1.68%
SHS
CVS
1.66%
COM
PEP
1.63%
COM
MKC
1.55%
COM NON VTG
PCLN
1.51%
COM NEW
CTSH
1.44%
CL A
RMD
1.4%
COM
SLB
1.4%
COM
CCI
1.39%
COM
CL
1.37%
COM
WHR
1.35%
COM
TJX
1.35%
COM
ARMK
1.35%
COM
MMM
1.34%
COM
FTV
1.33%
COM
TRV
1.33%
COM
XOM
1.32%
COM
EOG
1.28%
COM
SNY
1.2%
SPONSORED ADR
UNP
1.19%
COM
GS
1.18%
COM
SHM
1.08%
NUVN BR SHT MUNI
ST
1.08%
SHS
SHW
0.99%
COM
AMJ
0.98%
ALERIAN ML ETN
BRK.A
0.87%
CL A
GOOG
0.76%
CAP STK CL C
SKT
0.75%
COM
USMV
0.7%
USA MIN VOL ETF
IWF
0.6%
RUS 1000 GRW ETF
ITOT
0.58%
CORE S&P TTL STK
SPHQ
0.56%
S&P 500 HGH QLTY
VNQ
0.48%
REIT ETF
PG
0.45%
COM
AMZN
0.4%
COM
BX
0.39%
COM UNIT LTD
IEMG
0.35%
CORE MSCI EMKT
JKD
0.33%
MRNGSTR LG-CP ET
AGG
0.31%
CORE TOTUSBD ETF
VIG
0.2%
DIV APP ETF
EDIT
0.19%
COM
KMB
0.18%
COM
ACN
0.18%
SHS CLASS A
ITR
0.17%
INTR TRM CORP BD
IBM
0.17%
COM
TFI
0.16%
NUVN BRCLY MUNI
SPY
0.14%
TR UNIT
T
0.14%
COM
FB
0.12%
CL A
MA
0.11%
CL A
SCHF
0.1%
INTL EQTY ETF
RARE
0.1%
COM
CVX
0.1%
COM
DVN
0.09%
CALL
GE
0.09%
COM
HYMB
0.09%
NUV HGHYLD MUN
MCD
0.08%
COM
AEP
0.08%
COM
DIS
0.07%
COM DISNEY
IWO
0.07%
RUS 2000 GRW ETF
MRK
0.07%
COM
BCR
0.07%
COM
FOF
0.07%
COM
EOG
0.07%
CALL
KO
0.06%
COM
AMT
0.06%
COM
PBCT
0.06%
COM
PFE
0.06%
COM
BA
0.06%
COM
DHR
0.06%
COM
ADBE
0.06%
COM
XBI
0.06%
S&P BIOTECH
JPM
0.06%
COM
BSX
0.05%
COM
AMGN
0.05%
COM
BIP
0.05%
LP INT UNIT
UTX
0.05%
COM
AFB
0.05%
COM
GD
0.05%
COM
VZ
0.05%
COM
CELG
0.05%
COM
PM
0.05%
COM
CAT
0.04%
COM
VUG
0.04%
GROWTH ETF
MO
0.04%
COM
ADP
0.04%
COM
ES
0.04%
COM
SBUX
0.04%
COM
NSC
0.04%
COM
VEA
0.03%
FTSE DEV MKT ETF
TMO
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
MZF
0.03%
COM
LOW
0.03%
COM
CMCSA
0.03%
CL A
LQD
0.03%
IBOXX INV CP ETF
C
0.03%
COM NEW
SHY
0.03%
1-3 YR TR BD ETF
SDY
0.03%
S&P DIVID ETF
DUK
0.03%
COM NEW
COST
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
SCHB
0.03%
US BRD MKT ETF
CMPR
0.03%
SHS EURO
BLL
0.02%
COM
USB
0.02%
COM NEW
SCPB
0.02%
BARC SHT TR CP
NOC
0.02%
COM
RDS/A
0.02%
SPONS ADR A
HYG
0.02%
IBOXX HI YD ETF
GIS
0.02%
COM
AXP
0.02%
COM
UN
0.02%
N Y SHS NEW
IWM
0.02%
RUSSELL 2000 ETF
HRC
0.02%
COM
HD
0.02%
COM
EMR
0.02%
COM
PYPL
0.02%
COM
PX
0.02%
COM
NVDA
0.02%
COM
GILD
0.02%
COM
QQQ
0.02%
UNIT SER 1
EPD
0.02%
COM
VB
0.02%
SMALL CP ETF
BK
0.02%
COM
ORCL
0.02%
COM
BOH
0.02%
COM
CRM
0.02%
COM
DSI
0.02%
MSCI KLD400 SOC
LNDC
0.02%
COM
F
0.02%
COM PAR $0.01
GAB
0.02%
COM
BRKL
0.02%
COM
TSLA
0.01%
PUT
BDJ
0.01%
COM
NFJ
0.01%
COM
NEA
0.01%
COM
AGEN
0.01%
COM NEW
RCG
0.01%
COM
IOVA
0.01%
COM
DVN
< 0.01%
COM
DAKT
< 0.01%
COM
TSLA
< 0.01%
COM
TRINITY ...
< 0.01%
CONVERTIBLE
HOLX
< 0.01%
COM
ISR
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
FOXA
1.17%
CL A
AAP
1.1%
COM
ORLY
0.02%
COM
PJT
0.02%
COM CL A
SCHW
0.02%
COM
KLD
0.02%
USA ESG SLCT ETF