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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
84
9
8
4
5
1
53
10
4
ESSEX FINANCIAL SERVICES INC

Time Period2017-12-31

Total Holdings283

Total Value ($x1000)420,705
Activities
New18

Increased54

Unchanged71

Decreased140

Sold Out18

Top 10 Stock Holdingstotal 25.83%
AAPL3.86

JNJ3.18

XOM2.92

PFE2.88

CODI2.51

 
BA2.28

INTC2.26

AMGN2.16

GE2.04

PG1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.86%
COM
JNJ
3.18%
COM
XOM
2.92%
COM
PFE
2.88%
COM
CODI
2.51%
SH BEN INT
BA
2.28%
COM
INTC
2.26%
COM
AMGN
2.16%
COM
GE
2.04%
COM
PG
1.74%
COM
JPM
1.65%
COM
BRK.A
1.56%
CL A
BAC
1.52%
COM
HD
1.49%
COM
GOOGL
1.47%
CAP STK CL A
MSFT
1.45%
COM
T
1.42%
COM
USB
1.38%
COM NEW
GD
1.37%
COM
BRK.B
1.35%
CL B NEW
AMZN
1.31%
COM
MO
1.28%
COM
BMY
1.15%
COM
VFH
1.08%
FINANCIALS ETF
FB
1.07%
CL A
UTX
1.03%
COM
V
1.02%
COM CL A
WFC
1.02%
COM
GOOG
0.95%
CAP STK CL C
IBM
0.9%
COM
CVX
0.9%
COM
DWDP
0.89%
COM
PEP
0.87%
COM
CSCO
0.85%
COM
ABBV
0.84%
COM
DIS
0.83%
COM DISNEY
PM
0.81%
COM
LLY
0.77%
COM
CELG
0.76%
COM
VZ
0.75%
COM
TMO
0.74%
COM
BABA
0.66%
SPONSORED ADS
AET
0.59%
COM
PSX
0.56%
COM
SPROTT F...
0.55%
COM
SWK
0.55%
COM
MRK
0.54%
COM
ADP
0.54%
COM
KO
0.54%
COM
GS
0.54%
COM
SO
0.53%
COM
C
0.52%
COM NEW
UNH
0.51%
COM
MCD
0.5%
COM
UNP
0.49%
COM
COP
0.48%
COM
CB
0.48%
COM
NSC
0.47%
COM
HON
0.47%
COM
MMM
0.45%
COM
IVV
0.43%
CORE S&P500 ETF
PPG
0.41%
COM
SYK
0.41%
COM
LMT
0.41%
COM
RSP
0.4%
GUG S&P500 EQ WT
ABT
0.4%
COM
SBUX
0.4%
COM
BAC/PL
0.39%
7.25%CNV PFD L
MDT
0.37%
SHS
PNC
0.37%
COM
ADBE
0.37%
COM
VOOG
0.36%
500 GRTH IDX F
SPY
0.34%
TR UNIT
PRF
0.34%
FTSE RAFI 1000
GILD
0.34%
COM
SLB
0.32%
COM
CVS
0.32%
COM
CAT
0.3%
COM
CMCSA
0.29%
CL A
GIS
0.29%
COM
BX
0.29%
COM UNIT LTD
CI
0.28%
COM
DUK
0.28%
COM NEW
SON
0.27%
COM
AGG
0.27%
CORE TOTUSBD ETF
LH
0.26%
COM NEW
TSLA
0.26%
COM
BDX
0.25%
COM
VHT
0.24%
HEALTH CAR ETF
WFC/PL
0.24%
PERP PFD CNV A
VGT
0.24%
INF TECH ETF
KMB
0.24%
COM
FBNK
0.24%
COM
COST
0.23%
COM
BLK
0.23%
COM
TJX
0.23%
COM
WMT
0.22%
COM
IWR
0.22%
RUS MID-CAP ETF
NLY
0.2%
COM
PRFZ
0.2%
FTSE US1500 SM
RTN
0.2%
COM NEW
WBS
0.2%
COM
TRV
0.2%
COM
KEY
0.2%
COM
AMX
0.2%
SPON ADR L SHS
AXP
0.2%
COM
TD
0.19%
COM NEW
MSI
0.19%
COM NEW
NVDA
0.18%
COM
MKL
0.18%
COM
CL
0.18%
COM
BK
0.18%
COM
MDLZ
0.18%
CL A
MA
0.18%
CL A
WBA
0.18%
COM
ES
0.17%
COM
WASH
0.17%
COM
NVS
0.17%
SPONSORED ADR
UL
0.17%
SPON ADR NEW
SCHW
0.17%
COM
EMR
0.17%
COM
CMI
0.17%
COM
MS
0.17%
COM NEW
EPD
0.17%
COM
QQQ
0.16%
UNIT SER 1
O
0.16%
COM
IPKW
0.16%
PWRS INT BUYBK
BAM
0.16%
CL A LTD VT SH
MAR
0.16%
CL A
NEE
0.15%
COM
AMT
0.15%
COM
TUP
0.15%
COM
DBL
0.15%
COM
PBCT
0.14%
COM
VXUS
0.14%
VG TL INTL STK F
XLF
0.14%
SBI INT-FINL
ALL
0.14%
COM
KHC
0.14%
COM
ETV
0.14%
COM
ETP
0.14%
UNIT LTD PARTN
VB
0.13%
SMALL CP ETF
DEO
0.13%
SPON ADR NEW
ANTM
0.13%
COM
KKR
0.13%
COM UNITS
IJH
0.13%
CORE S&P MCP ETF
ORCL
0.13%
COM
BKCC
0.12%
COM
TGT
0.12%
COM
STZ
0.12%
CL A
AIN
0.12%
CL A
ETN
0.12%
SHS
ACN
0.12%
SHS CLASS A
DAL
0.12%
COM NEW
UN
0.12%
N Y SHS NEW
KMI
0.12%
COM
BXMT
0.12%
COM CL A
CRM
0.12%
COM
AGR
0.12%
COM
PHYS
0.12%
UNIT
EOG
0.11%
COM
GTY
0.11%
COM
NKE
0.11%
CL B
VLO
0.11%
COM
UPS
0.11%
CL B
ARCC
0.11%
COM
NOC
0.11%
COM
F
0.11%
COM PAR $0.01
XLE
0.11%
SBI INT-ENERGY
AON
0.11%
SHS CL A
AMJ
0.11%
ALERIAN ML ETN
YUM
0.11%
COM
SYY
0.1%
COM
USMV
0.1%
USA MIN VOL ETF
MMP
0.1%
COM UNIT RP LP
HAL
0.1%
COM
SNY
0.1%
SPONSORED ADR
BWA
0.1%
COM
KAMN
0.1%
COM
IAU
0.1%
ISHARES
DE
0.09%
COM
CSX
0.09%
COM
PX
0.09%
COM
ITW
0.09%
COM
VFC
0.09%
COM
LOW
0.09%
COM
GM
0.09%
COM
APD
0.09%
COM
IYW
0.09%
U.S. TECH ETF
HSY
0.08%
COM
FDX
0.08%
COM
NDSN
0.08%
COM
DTE
0.08%
COM
PDP
0.08%
DWA TECH LDRS
CME
0.08%
COM
NOBL
0.08%
S&P 500 ARISTO
BUD
0.08%
SPONSORED ADR
TOT
0.08%
SPONSORED ADR
ED
0.08%
COM
AGN
0.08%
SHS
WELLS FA...
0.08%
CLA COM
IJR
0.08%
CORE S&P SCP ETF
NOW
0.08%
COM
SDS
0.08%
ULTRASHRT S&P500
IP
0.08%
COM
ECL
0.08%
COM
ESRX
0.08%
COM
RDS/A
0.08%
SPONS ADR A
MPV
0.07%
SH BEN INT
VYM
0.07%
HIGH DIV YLD
ACWV
0.07%
CNTRY MIN VL ETF
VTI
0.07%
TOTAL STK MKT
MET
0.07%
COM
EXC
0.07%
COM
SBRA
0.07%
COM
IYJ
0.07%
U.S. INDS ETF
DOV
0.07%
COM
PXD
0.07%
COM
ROP
0.07%
COM
CLNS
0.07%
COM
BF/B
0.07%
CL B
MIC
0.07%
MEMBERSHIP INT
TXN
0.07%
COM
ROST
0.07%
COM
SH
0.07%
SHORT S&P 500 NE
BP
0.06%
SPONSORED ADR
PRU
0.06%
COM
DSM
0.06%
COM
ORLY
0.06%
COM
TWOU
0.06%
COM
OXY
0.06%
COM
ATHN
0.06%
COM
IRM
0.06%
COM
PXI
0.06%
ENERGY SEC POR
MCK
0.06%
COM
GSK
0.06%
SPONSORED ADR
YUMC
0.06%
COM
COMPASS ...
0.06%
PFD SER A
CTL
0.06%
COM
STT
0.06%
COM
HOLX
0.06%
COM
IYH
0.06%
US HLTHCARE ETF
LEG
0.06%
COM
APH
0.06%
CL A
HCN
0.06%
COM
CNI
0.06%
COM
PEG
0.06%
COM
OGE
0.05%
COM
IQV
0.05%
COM
D
0.05%
COM
BIP
0.05%
LP INT UNIT
VOD
0.05%
SPNSR ADR NO PAR
OSK
0.05%
COM
IJK
0.05%
S&P MC 400GR ETF
TOTL
0.05%
SPDR TR TACTIC
OKE
0.05%
COM
VKI
0.05%
SH BEN INT
AEP
0.05%
COM
VTN
0.05%
COM
ICCC
0.05%
COM PAR $0.10
GWW
0.05%
COM
TROW
0.05%
COM
GLOP
0.05%
UNIT LTD PTNRP
VEA
0.05%
FTSE DEV MKT ETF
GNTX
0.05%
COM
MON
0.05%
COM
CC
0.05%
COM
BGX
0.04%
COM SHS BN INT
CWCO
0.04%
ORD
MHD
0.04%
COM
MMU
0.04%
COM
NMFC
0.04%
COM
LEO
0.04%
COM
NRK
0.04%
COM
KTF
0.04%
COM
NAD
0.04%
COM
VKQ
0.03%
COM
PSEC
0.03%
COM
TRST
0.03%
COM
VMO
0.03%
COM
APOLLO I...
0.02%
COM
PNNT
0.02%
COM
NCZ
0.02%
COM
TNK
< 0.01%
CL A
KMI/PA
0.24%
PFD SER A
HCP
0.09%
COM
HIG
0.08%
COM
BTI
0.06%
SPONSORED ADR
EQR
0.06%
SH BEN INT
BPL
0.06%
UNIT LTD PARTN
SWKS
0.06%
COM
LDUR
0.06%
LOW DURTN ETF
Q
0.06%
COM
FIZZ
0.05%
COM
WHR
0.05%
COM
CCJ
0.04%
COM
UNIT
0.04%
COM
TWO
0.03%
COM
CXH
0.03%
SH BEN INT
IF
0.02%
COM
AWP
0.02%
COM SBI
WIN
< 0.01%
COM NEW