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
21
4
3
0
0
1
18
1
0
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

Time Period2018-03-31

Total Holdings75

Total Value ($x1000)331,754
Activities
New1

Increased23

Unchanged17

Decreased34

Sold Out46

Top 10 Stock Holdingstotal 35.4%
C4.37

JPM3.81

ZTS3.75

PYPL3.56

GOOG3.45

 
CSCO3.43

MSFT3.39

RTN3.24

4138382023.23

CVX3.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
C
4.37%
COM NEW
JPM
3.81%
COM
ZTS
3.75%
CL A
PYPL
3.56%
COM
GOOG
3.45%
CAP STK CL C
CSCO
3.43%
COM
MSFT
3.39%
COM
RTN
3.24%
COM NEW
OAKMARK ...
3.23%
COM
CVX
3.17%
COM
PG
3.16%
COM
PFE
2.98%
COM
AGN
2.71%
SHS
VOD
2.7%
SPNSR ADR NO PAR
IQV
2.52%
COM
HEINEKEN...
2.49%
COM
BRK.B
2.44%
CL B NEW
V
2.38%
COM CL A
FB
2.38%
CL A
INTC
2.35%
COM
LAZARD E...
2.34%
COM
BP
2.19%
SPONSORED ADR
VIAB
2.12%
CL B
MRK
2.11%
COM
EWJ
2.1%
MSCI JPN ETF NEW
GM
1.99%
COM
PHM
1.97%
COM
GS
1.75%
COM
RLGY
1.66%
COM
TOT
1.65%
SPONSORED ADR
GE
1.3%
COM
VZ
1.25%
COM
GOOGL
1.22%
CAP STK CL A
SLB
1.18%
COM
OIH
1.09%
OIL SVCS ETF
VWO
1.05%
FTSE EMR MKT ETF
SPY
0.95%
TR UNIT
MDY
0.9%
UTSER1 S&PDCRP
DXGE
0.9%
GERMANY HEDEQ FD
CELG
0.78%
COM
PM
0.78%
COM
MCK
0.76%
COM
ABC
0.6%
COM
XLF
0.56%
SBI INT-FINL
BCO
0.49%
COM
DEO
0.43%
SPON ADR NEW
XOM
0.41%
COM
CAG
0.4%
COM
PEP
0.35%
COM
WMT
0.3%
COM
MTB
0.3%
COM
JNJ
0.25%
COM
AXP
0.2%
COM
DIS
0.18%
COM DISNEY
VSTO
0.16%
COM
FIDELITY...
0.15%
COM
WPX
0.15%
COM
EEM
0.12%
MSCI EMG MKT ETF
KO
0.12%
COM
HEDJ
0.11%
EUROPE HEDGED EQ
VEU
0.11%
ALLWRLD EX US
LW
0.11%
COM
ABT
0.11%
COM
HD
0.1%
COM
XLRE
0.09%
RL EST SEL SEC
AMZN
0.09%
COM
MMM
0.08%
COM
VIG
0.08%
DIV APP ETF
UNP
0.07%
COM
CL
0.07%
COM
ABBV
0.07%
COM
VGK
0.07%
FTSE EUROPE ETF
PPH
0.07%
PHARMACEUTICAL E
MBI
0.04%
COM
VODAFONE...
0.01%
COM
XLK
4.7%
TECHNOLOGY
XLY
1.62%
SBI CONS DISCR
XLE
1.62%
SBI INT-ENERGY
XLV
1.33%
SBI HEALTHCARE
ITA
1.31%
U.S. AER&DEF ETF
IWO
1.14%
RUS 2000 GRW ETF
XBI
1.09%
S&P BIOTECH
XLP
1.08%
SBI CONS STPLS
DBJP
1.04%
XTRAK MSCI JAPN
IJH
1.04%
CORE S&P MCP ETF
BARON EM...
0.93%
COM
DFE
0.79%
EUROPE SMCP DV
JANUS CA...
0.76%
COM
ALKEN EU...
0.65%
COM
EUFN
0.53%
MSCI EURO FL ETF
VANGUARD...
0.52%
COM
FEZ
0.45%
EURO STOXX 50
BRK.A
0.44%
CL A
IEMG
0.44%
CORE MSCI EMKT
MATTHEWS...
0.39%
COM
MATTHEWS...
0.37%
COM
DXJ
0.36%
JAPN HEDGE EQT
XHB
0.35%
S&P HOMEBUILD
HENDERSO...
0.31%
COM
SPHD
0.3%
PWRSH S&P500HI
BGF-ASIA...
0.26%
COM
BLACKROC...
0.24%
COM
IYM
0.24%
U.S. BAS MTL ETF
IWR
0.24%
RUS MID-CAP ETF
EDGEWOOD...
0.23%
COM
PINEBRID...
0.22%
COM
BABA
0.21%
SPONSORED ADS
IYJ
0.19%
U.S. INDS ETF
EWZ
0.19%
MSCI BRZ CAP ETF
MCHI
0.18%
CHINA ETF
FRANKLIN...
0.18%
COM
AAPL
0.12%
COM
HBC/PA
0.11%
ADR A 1/40PF A
XLI
0.1%
SBI INT-INDS
IWM
0.1%
RUSSELL 2000 ETF
DIA
0.09%
UT SER 1
OA
0.07%
COM
BAC
0.06%
COM
NEUBERGE...
0.05%
COM
KRE
0.05%
S&P REGL BKG
CDNS
0.04%
COM