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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
78
9
8
3
5
1
49
10
2
ESSEX FINANCIAL SERVICES INC

Time Period2019-06-30

Total Holdings243

Total Value ($x1000)338,761
Activities
New18

Increased77

Unchanged49

Decreased99

Sold Out12

Top 10 Stock Holdingstotal 29.52%
CODI4.91

AAPL3.54

JNJ3.33

PFE3.23

AMGN2.73

 
MSFT2.48

XOM2.46

BA2.43

INTC2.3

AMZN2.11

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CODI
4.91%
SH BEN INT
AAPL
3.54%
COM
JNJ
3.33%
COM
PFE
3.23%
COM
AMGN
2.73%
COM
MSFT
2.48%
COM
XOM
2.46%
COM
BA
2.43%
COM
INTC
2.3%
COM
AMZN
2.11%
COM
BRK.A
1.69%
CL A
USB
1.58%
COM NEW
PG
1.52%
COM
T
1.45%
COM
BRK.B
1.42%
CL B NEW
CSCO
1.38%
COM
JPM
1.35%
COM
GOOGL
1.31%
CAP STK CL A
BAC
1.29%
COM
BABA
1.11%
SPONSORED ADS
V
1.11%
COM CL A
DIS
1.08%
COM DISNEY
CVX
0.98%
COM
GE
0.98%
COM
LLY
0.95%
COM
HD
0.93%
COM
UTX
0.92%
COM
PEP
0.91%
COM
VZ
0.88%
COM
IBM
0.88%
COM
WFC
0.8%
COM
TMO
0.77%
COM
ADP
0.77%
COM
UNP
0.76%
COM
MCD
0.75%
COM
NSC
0.75%
COM
FB
0.74%
CL A
VOOG
0.73%
500 GRTH IDX F
MRK
0.71%
COM
UNH
0.71%
COM
GD
0.68%
COM
SWK
0.66%
COM
ADBE
0.64%
COM
PSX
0.63%
COM
COP
0.62%
COM
SYK
0.62%
COM
MO
0.61%
COM
ABBV
0.61%
COM
SPROTT F...
0.58%
COM
GOOG
0.54%
CAP STK CL C
IVV
0.53%
CORE S&P500 ETF
CELG
0.52%
COM
CVS
0.52%
COM
PPG
0.51%
COM
ABT
0.51%
COM
SBUX
0.51%
COM
SPY
0.49%
TR UNIT
VYM
0.48%
HIGH DIV YLD
RSP
0.47%
S&P500 EQL WGT
C
0.47%
COM NEW
CB
0.46%
COM
LMT
0.46%
COM
HON
0.45%
COM
MSI
0.42%
COM NEW
MDT
0.42%
SHS
SON
0.41%
COM
BMY
0.4%
COM
IWR
0.39%
RUS MID-CAP ETF
CMCSA
0.39%
CL A
PNC
0.38%
COM
DD
0.36%
COM
BX
0.35%
COM UNIT LTD
BDX
0.33%
COM
TJX
0.33%
COM
PBCT
0.32%
COM
SO
0.32%
COM
NOBL
0.31%
S&P 500 ARISTO
QQQ
0.31%
UNIT SER 1
LH
0.3%
COM NEW
CAT
0.3%
COM
KO
0.29%
COM
USMV
0.29%
USA MIN VOL ETF
DHR
0.29%
COM
MMM
0.28%
COM
GILD
0.28%
COM
PM
0.27%
COM
DUK
0.27%
COM NEW
PHYS
0.27%
UNIT
COST
0.26%
COM
DOW
0.25%
COM
NEE
0.24%
COM
O
0.23%
COM
STZ
0.23%
CL A
ES
0.23%
COM
ANTM
0.23%
COM
IDXX
0.23%
COM
NVS
0.22%
SPONSORED ADR
CI
0.22%
COM
UL
0.22%
SPON ADR NEW
WMT
0.21%
COM
TRV
0.21%
COM
AMX
0.21%
SPON ADR L SHS
CRM
0.2%
COM
RTN
0.2%
COM NEW
APTV
0.2%
SHS
WBS
0.2%
COM
AMT
0.2%
COM
AXP
0.19%
COM
KEY
0.19%
COM
EPD
0.19%
COM
VTV
0.19%
VALUE ETF
ALL
0.19%
COM
MA
0.19%
CL A
SLB
0.19%
COM
CL
0.19%
COM
TSLA
0.19%
COM
EMR
0.18%
COM
AON
0.18%
SHS CL A
IXUS
0.18%
CORE MSCITOTAL
NVDA
0.18%
COM
SPLV
0.18%
S&P500 LOW VOL
GS
0.18%
COM
ARCC
0.17%
COM
BAM
0.17%
CL A LTD VT SH
TGT
0.17%
COM
CMI
0.17%
COM
TD
0.17%
COM NEW
BK
0.17%
COM
NLY
0.16%
COM
KKR
0.16%
COM UNITS
APD
0.16%
COM
GTY
0.16%
COM
DEO
0.15%
SPON ADR NEW
ECL
0.15%
COM
KMB
0.15%
COM
VO
0.15%
MID CAP ETF
ORCL
0.15%
COM
VIG
0.15%
DIV APP ETF
ACN
0.15%
SHS CLASS A
ETP
0.15%
UNIT LTD PARTN
CTVA
0.14%
COM
UN
0.14%
N Y SHS NEW
F
0.14%
COM PAR $0.01
MPV
0.14%
SH BEN INT
EXC
0.14%
COM
CSX
0.14%
COM
SYY
0.13%
COM
BAC/PL
0.13%
7.25%CNV PFD L
SDY
0.13%
S&P DIVID ETF
VFC
0.13%
COM
HSY
0.12%
COM
VTI
0.12%
TOTAL STK MKT
ROP
0.12%
COM
SCHW
0.12%
COM
MAR
0.12%
CL A
ROST
0.12%
COM
TGP
0.11%
PRTNRSP UNITS
VEA
0.11%
FTSE DEV MKT ETF
TOT
0.11%
SPONSORED ADR
BKCC
0.11%
COM
ORLY
0.11%
COM
ETN
0.11%
SHS
NOW
0.11%
COM
WBA
0.11%
COM
VLO
0.11%
COM
NKE
0.1%
CL B
ITW
0.1%
COM
BLK
0.1%
COM
KMI
0.1%
COM
GIS
0.1%
COM
ETV
0.1%
COM
FIS
0.1%
COM
DTE
0.1%
COM
LOW
0.1%
COM
SBRA
0.1%
COM
VANGUARD...
0.1%
ETF
RDS/A
0.09%
SPONS ADR A
VUG
0.09%
GROWTH ETF
MDLZ
0.09%
CL A
WM
0.09%
COM
SNY
0.09%
SPONSORED ADR
VXUS
0.09%
VG TL INTL STK F
IWZ
0.09%
RUS 3000 GRW ETF
UPS
0.09%
CL B
BXMT
0.08%
COM CL A
PFF
0.08%
U.S. PFD STK ETF
IDV
0.08%
INTL SEL DIV ETF
STWD
0.08%
COM
BF/B
0.08%
CL B
GSK
0.08%
SPONSORED ADR
IVW
0.08%
S&P 500 GRWT ETF
HCN
0.08%
COM
DOV
0.08%
COM
FTV
0.08%
COM
VIGI
0.08%
INTL DVD ETF
PEG
0.08%
COM
OGE
0.08%
COM
IRM
0.08%
COM
BNDX
0.08%
INTL BD IDX ETF
KAMN
0.08%
COM
QCOM
0.08%
COM
APH
0.08%
CL A
UBNK
0.07%
COM
BP
0.07%
SPONSORED ADR
AWR
0.07%
COM
TROW
0.07%
COM
GNTX
0.07%
COM
AMJ
0.07%
ALERIAN ML ETN
IWF
0.07%
RUS 1000 GRW ETF
GWW
0.07%
COM
OKE
0.07%
COM
D
0.07%
COM
PRU
0.07%
COM
GM
0.07%
COM
JPST
0.07%
ULTRA SHRT INC
MS
0.07%
COM NEW
IP
0.07%
COM
DE
0.06%
COM
PKW
0.06%
BUYBACK ACHIEV
AWK
0.06%
COM
FDX
0.06%
COM
ZTS
0.06%
CL A
VTN
0.06%
COM
AEP
0.06%
COM
AIN
0.06%
CL A
CWCO
0.06%
ORD
MHD
0.05%
COM
NMFC
0.05%
COM
VKI
0.05%
SH BEN INT
NRZ
0.05%
COM NEW
NRK
0.04%
COM
TNK
0.04%
CL A
CTL
0.04%
COM
WNEB
0.04%
COM
ICCC
0.04%
COM PAR $0.10
DSM
0.03%
COM
TRST
0.03%
COM
AWP
0.03%
COM SH BEN INT
LEO
0.02%
COM
PSEC
0.02%
COM
TOO
0.02%
PARTNERSHIP UN
NCZ
0.02%
COM
BKEP
< 0.01%
COM UNIT
DWDP
0.83%
COM
WASH
0.1%
COM
VV
0.08%
LARGE CAP ETF
ED
0.07%
COM
HAL
0.07%
COM
AVGO
0.06%
COM
VFH
0.06%
FINANCIALS ETF
SPGI
0.06%
COM
CAPL
0.06%
UT LTD PTN INT
DSM
0.04%
COM
LEO
0.03%
COM
CRMD
0.03%
COM