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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
63
7
5
1
2
0
51
18
9
DAVIS R M INC

Time Period2018-12-31

Total Holdings214

Total Value ($x1000)2,442,664
Activities
New10

Increased84

Unchanged10

Decreased110

Sold Out23

Top 10 Stock Holdingstotal 22.45%
IWV2.86

AAPL2.7

AMT2.49

RHT2.46

WCN2.25

 
VEA2.16

GOOGL1.95

BRK.B1.9

INTU1.87

JNJ1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWV
2.86%
RUSSELL 3000 ETF
AAPL
2.7%
COM
AMT
2.49%
COM
RHT
2.46%
COM
WCN
2.25%
COM
VEA
2.16%
FTSE DEV MKT ETF
GOOGL
1.95%
CAP STK CL A
BRK.B
1.9%
CL B NEW
INTU
1.87%
COM
JNJ
1.81%
COM
DHR
1.79%
COM
DIS
1.7%
COM DISNEY
AWK
1.67%
COM
PEP
1.62%
COM
ROP
1.62%
COM
MTD
1.61%
COM
V
1.6%
COM CL A
APH
1.59%
CL A
DNKN
1.57%
COM
USB
1.54%
COM NEW
MCHP
1.53%
COM
TJX
1.51%
COM
ECL
1.48%
COM
TMO
1.48%
COM
PSX
1.44%
COM
AME
1.39%
COM
HSIC
1.39%
COM
CERN
1.37%
COM
UL
1.36%
SPON ADR NEW
XOM
1.34%
COM
CB
1.32%
COM
MDT
1.32%
SHS
UTX
1.23%
COM
IDXX
1.16%
COM
VEU
1.15%
ALLWRLD EX US
OSK
1.15%
COM
MMM
1.15%
COM
LINDE PL...
1.06%
COM
MSFT
1.04%
COM
HOLX
1.02%
COM
HSY
1.01%
COM
COST
0.99%
COM
AON
0.98%
SHS CL A
CFR
0.97%
COM
SYK
0.93%
COM
CME
0.92%
COM
FB
0.92%
CL A
BKNG
0.91%
COM
CTSH
0.89%
CL A
MRK
0.88%
COM
NTRS
0.83%
COM
COP
0.83%
COM
TFX
0.81%
COM
JPM
0.8%
COM
ACN
0.8%
SHS CLASS A
VWO
0.78%
FTSE EMR MKT ETF
QCOM
0.73%
COM
CYBR
0.72%
SHS
SHW
0.72%
COM
UNP
0.72%
COM
BWA
0.71%
COM
TROW
0.69%
COM
AMZN
0.63%
COM
ANSS
0.61%
COM
HD
0.6%
COM
UNH
0.56%
COM
MKC
0.56%
COM NON VTG
CCL
0.54%
PAIRED CTF
ROK
0.54%
COM
COO
0.54%
COM NEW
NOC
0.53%
COM
ROLL
0.51%
COM
GOOG
0.5%
CAP STK CL C
IJH
0.5%
CORE S&P MCP ETF
STZ
0.5%
CL A
NKE
0.47%
CL B
SBUX
0.47%
COM
NDSN
0.47%
COM
NEE
0.46%
COM
SPY
0.44%
TR UNIT
TMK
0.38%
COM
PG
0.38%
COM
ADP
0.37%
COM
CL
0.31%
COM
TOL
0.29%
COM
CMCSA
0.28%
CL A
TSCO
0.21%
COM
VFC
0.19%
COM
BA
0.18%
COM
BSCM
0.15%
BULSHS 2022 CB
BSCL
0.14%
BULSHS 2021 CB
CVX
0.14%
COM
VTI
0.14%
TOTAL STK MKT
MCD
0.13%
COM
BSCJ
0.13%
BULSHS 2019 CB
BSCK
0.12%
BULSHS 2020 CB
IWB
0.12%
RUS 1000 ETF
BSCN
0.11%
BULSHS 2023 CB
CSJ
0.11%
1-3 YR CR BD ETF
ABBV
0.1%
COM
EFA
0.1%
MSCI EAFE ETF
ABT
0.1%
COM
WY
0.09%
COM
HON
0.09%
COM
PFE
0.09%
COM
EMR
0.08%
COM
VZ
0.07%
COM
YUM
0.07%
COM
OMC
0.07%
COM
MDY
0.07%
UTSER1 S&PDCRP
VB
0.07%
SMALL CP ETF
KMB
0.06%
COM
CIU
0.06%
INTERM CR BD ETF
FFIV
0.06%
COM
LOW
0.06%
COM
DE
0.06%
COM
AMGN
0.05%
COM
IBM
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
SLB
0.05%
COM
RSP
0.05%
S&P500 EQL WGT
T
0.05%
COM
KO
0.05%
COM
BF/B
0.05%
CL B
STT
0.05%
COM
IWR
0.05%
RUS MID-CAP ETF
LLY
0.05%
COM
NSC
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
HCSG
0.04%
COM
CLX
0.04%
COM
VMC
0.04%
COM
IVV
0.04%
CORE S&P500 ETF
INTC
0.04%
COM
DWDP
0.04%
COM
CSCO
0.04%
COM
ITW
0.04%
COM
IWF
0.03%
RUS 1000 GRW ETF
ORCL
0.03%
COM
RDS/A
0.03%
SPONS ADR A
BMY
0.03%
COM
EPD
0.03%
COM
BAC
0.03%
COM
MA
0.03%
CL A
CHD
0.03%
COM
YUMC
0.03%
COM
APD
0.03%
COM
TD
0.03%
COM NEW
UN
0.03%
N Y SHS NEW
BRK.A
0.03%
CL A
VOO
0.02%
SHS
MO
0.02%
COM
PM
0.02%
COM
BND
0.02%
TOTAL BND MRKT
PNC
0.02%
COM
FTV
0.02%
COM
IEFA
0.02%
CORE MSCI EAFE
BBT
0.02%
COM
AVGO
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
SJM
0.02%
COM NEW
CAT
0.02%
COM
AIZ
0.02%
COM
TRV
0.02%
COM
GE
0.02%
COM
MMP
0.02%
COM UNIT RP LP
CNI
0.02%
COM
FISV
0.02%
COM
DEO
0.02%
SPON ADR NEW
XYL
0.02%
COM
ADBE
0.02%
COM
EOG
0.02%
COM
TOT
0.02%
SPONSORED ADR
WBA
0.02%
COM
WM
0.01%
COM
BNS
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
QQQ
0.01%
UNIT SER 1
BDX
0.01%
COM
BX
0.01%
COM UNIT LTD
SYY
0.01%
COM
XLF
0.01%
SBI INT-FINL
WFC
0.01%
COM
JKHY
0.01%
COM
MDLZ
0.01%
CL A
SCHW
0.01%
COM
SBAC
0.01%
CL A
BLK
0.01%
COM
SMMU
0.01%
SHTRM MUN BOND
IEMG
0.01%
CORE MSCI EMKT
PRU
0.01%
COM
WMT
0.01%
COM
WFC/PL
0.01%
PERP PFD CNV A
WEX
0.01%
COM
CSX
0.01%
COM
VNQ
0.01%
REIT ETF
EEM
0.01%
MSCI EMG MKT ETF
WTR
0.01%
COM
CVS
0.01%
COM
ISRG
0.01%
COM NEW
AFL
0.01%
COM
HRS
0.01%
COM
NVS
0.01%
SPONSORED ADR
AXP
0.01%
COM
PAYX
0.01%
COM
DUK
0.01%
COM NEW
NVO
0.01%
ADR
LMT
0.01%
COM
VLO
0.01%
COM
D
0.01%
COM
BP
0.01%
SPONSORED ADR
GD
0.01%
COM
ETE
0.01%
COM UT LTD PTN
SIRI
< 0.01%
COM
PX
1.06%
COM
RSP
0.06%
GUG S&P500 EQ WT
AYI
0.02%
COM
EBAY
0.02%
COM
AVGO
0.02%
SHS
BSCI
0.02%
BULSHS2018 COR
BIIB
0.02%
COM
QQQ
0.02%
UNIT SER 1
UNM
0.01%
COM
ZMH
0.01%
COM
RTN
0.01%
COM NEW
UPS
0.01%
CL B
OXY
0.01%
COM
STX
0.01%
SHS
CAC
0.01%
COM
C
0.01%
COM NEW
FDX
0.01%
COM
VUG
0.01%
GROWTH ETF
O
0.01%
COM
TRP
0.01%
COM
FAX
< 0.01%
COM
GAB
< 0.01%
COM
HIO
< 0.01%
COM