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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
4
3
1
0
0
26
1
0
EMERSON INVESTMENT MANAGEMENT LLC

Time Period2016-03-31

Total Holdings133

Total Value ($x1000)527,771
Activities
New12

Increased47

Unchanged32

Decreased42

Sold Out7

Top 10 Stock Holdingstotal 25.89%
HEDJ4.16

DXJ3.52

VWO2.55

EFA2.52

AAPL2.44

 
IWM2.24

GE2.18

VNQ2.13

HD2.11

MSFT2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
HEDJ
4.16%
EUROPE HEDGED EQ
DXJ
3.52%
JAPN HEDGE EQT
VWO
2.55%
FTSE EMR MKT ETF
EFA
2.52%
MSCI EAFE ETF
AAPL
2.44%
COM
IWM
2.24%
RUSSELL 2000 ETF
GE
2.18%
COM
VNQ
2.13%
REIT ETF
HD
2.11%
COM
MSFT
2.04%
COM
UNH
1.93%
COM
BMY
1.86%
COM
BLK
1.82%
COM
KHC
1.82%
COM
ES
1.8%
COM
RSG
1.77%
COM
T
1.77%
COM
RWX
1.71%
DJ INTL RL ETF
LQD
1.69%
IBOXX INV CP ETF
IEF
1.67%
7-10 Y TR BD ETF
TGT
1.67%
COM
FAST
1.6%
COM
VZ
1.6%
COM
JPM
1.58%
COM
MA
1.58%
CL A
CVX
1.58%
COM
IWF
1.46%
RUS 1000 GRW ETF
BDX
1.45%
COM
CCI
1.44%
COM
M
1.44%
COM
PEP
1.37%
COM
BR
1.37%
COM
VCSH
1.33%
SHRT TRM CORP BD
ABT
1.27%
COM
HFC
1.25%
COM
GNR
1.2%
GLB NAT RESRCE
EWU
1.2%
MSCI UTD KNGDM
IAU
1.16%
ISHARES
GIS
1.15%
COM
EAT
1.14%
COM
EWC
1.11%
MSCI CDA ETF
LMT
1.1%
COM
VEU
1.04%
ALLWRLD EX US
VIG
1.03%
DIV APP ETF
SJM
1.03%
COM NEW
QCOM
1.03%
COM
VFC
0.99%
COM
BAC
0.97%
COM
COST
0.95%
COM
XOM
0.92%
COM
NVO
0.92%
ADR
SCPB
0.91%
BARC SHT TR CP
COP
0.86%
COM
CME
0.81%
COM
JNJ
0.79%
COM
BSV
0.77%
SHORT TRM BOND
SRLN
0.72%
BLKSTN GSOSRLN
PG
0.71%
COM
AVGO
0.69%
SHS
JNK
0.67%
BRC HGH YLD BD
MGA
0.66%
COM
AGG
0.61%
CORE TOTUSBD ETF
BSJI
0.53%
GUG BLT2018 HY
AZN
0.53%
SPONSORED ADR
SJNK
0.44%
SHT TRM HGH YLD
ABB
0.43%
SPONSORED ADR
SLF
0.42%
COM
UTX
0.35%
COM
DEO
0.35%
SPON ADR NEW
GIM
0.32%
COM
EEM
0.29%
MSCI EMG MKT ETF
IBM
0.28%
COM
BRK.B
0.26%
CL B NEW
SPY
0.22%
TR UNIT
DGRW
0.19%
US DIVD GRT FD
CVS
0.18%
COM
UNP
0.15%
COM
VTI
0.14%
TOTAL STK MKT
VCIT
0.14%
INT-TERM CORP
BK
0.14%
COM
MDY
0.13%
UTSER1 S&PDCRP
IJR
0.12%
CORE S&P SCP ETF
KO
0.11%
COM
ADP
0.11%
COM
INTC
0.11%
COM
PX
0.11%
COM
APD
0.11%
COM
EMR
0.1%
COM
NVIV
0.1%
COM NEW
MMM
0.1%
COM
MCD
0.09%
COM
BA
0.09%
COM
MRK
0.09%
COM
CB
0.09%
COM
WFC
0.09%
COM
GSK
0.09%
SPONSORED ADR
PM
0.09%
COM
RDS/A
0.08%
SPONS ADR A
DIS
0.08%
COM DISNEY
NEE
0.08%
COM
KMB
0.08%
COM
ACN
0.08%
SHS CLASS A
AMGN
0.08%
COM
IVW
0.08%
S&P 500 GRWT ETF
WM
0.07%
COM
BND
0.07%
TOTAL BND MRKT
ORCL
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
MO
0.07%
COM
ABBV
0.07%
COM
EMC
0.07%
COM
PFE
0.07%
COM
SLB
0.07%
COM
IWB
0.07%
RUS 1000 ETF
CI
0.07%
COM
AMX
0.06%
SPON ADR L SHS
GD
0.06%
COM
MON
0.05%
COM
FB
0.05%
CL A
VB
0.05%
SMALL CP ETF
THG
0.05%
COM
DUK
0.05%
COM NEW
SBUX
0.05%
COM
SPH
0.04%
UNIT LTD PARTN
VXUS
0.04%
VG TL INTL STK F
WEC
0.04%
COM
VV
0.04%
LARGE CAP ETF
ITW
0.04%
COM
DD
0.04%
COM
BRK.A
0.04%
CL A
CYTR
0.01%
COM PAR $.001
ONVO
0.01%
COM
DRIO
< 0.01%
COM
XLE
0.66%
SBI INT-ENERGY
MTB
0.09%
COM
AXP
0.07%
COM
FLOT
0.05%
FLTG RATE BD ETF
HCP
0.04%
COM
LLY
0.04%
COM
DE
0.04%
COM