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
37
3
2
1
4
0
23
3
1
FIRST BUSINESS FINANCIAL SERVICES INC

Time Period2019-03-31

Total Holdings105

Total Value ($x1000)560,973
Activities
New3

Increased10

Unchanged30

Decreased62

Sold Out52

Top 10 Stock Holdingstotal 86.82%
VTI31.76

IEFA11.32

IWD10.86

AGG7.1

IJR6.5

 
IWF6.27

EFA5.57

IJH4.47

FISV1.59

FBIZ1.38

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
31.76%
TOTAL STK MKT
IEFA
11.32%
CORE MSCI EAFE
IWD
10.86%
RUS 1000 VAL ETF
AGG
7.1%
CORE TOTUSBD ETF
IJR
6.5%
CORE S&P SCP ETF
IWF
6.27%
RUS 1000 GRW ETF
EFA
5.57%
MSCI EAFE ETF
IJH
4.47%
CORE S&P MCP ETF
FISV
1.59%
COM
FBIZ
1.38%
COM
SCHB
1.15%
US BRD MKT ETF
SPY
1.04%
TR UNIT
MUB
0.53%
NAT AMT FREE BD
AAPL
0.38%
COM
KO
0.32%
COM
IWM
0.3%
RUSSELL 2000 ETF
FIS
0.27%
COM
BA
0.23%
COM
MSFT
0.22%
COM
UNH
0.21%
COM
DIS
0.2%
COM DISNEY
ALL
0.19%
COM
IVV
0.19%
CORE S&P500 ETF
CSCO
0.19%
COM
ADI
0.18%
COM
HD
0.18%
COM
AMT
0.18%
COM
CVX
0.17%
COM
TJX
0.16%
COM
DFS
0.16%
COM
PM
0.15%
COM
JPM
0.15%
COM
LOW
0.15%
COM
PGR
0.15%
COM
SYK
0.15%
COM
PG
0.15%
COM
ANTM
0.14%
COM
AMGN
0.14%
COM
PAYX
0.14%
COM
ICE
0.14%
COM
CTAS
0.14%
COM
AJG
0.14%
COM
SYY
0.13%
COM
RMD
0.13%
COM
LRCX
0.13%
COM
XOM
0.13%
COM
TRV
0.12%
COM
INTC
0.12%
COM
AVGO
0.12%
COM
IWB
0.12%
RUS 1000 ETF
SPGI
0.12%
COM
KLAC
0.12%
COM
TXN
0.11%
COM
ABBV
0.11%
COM
WBA
0.11%
COM
MRK
0.11%
COM
AMP
0.11%
COM
IWO
0.11%
RUS 2000 GRW ETF
NTRS
0.11%
COM
VB
0.1%
SMALL CP ETF
KR
0.1%
COM
MCD
0.1%
COM
MDLZ
0.1%
CL A
IWN
0.1%
RUS 2000 VAL ETF
PFG
0.1%
COM
SWKS
0.09%
COM
ABC
0.09%
COM
CAH
0.09%
COM
CFG
0.08%
COM
NOC
0.08%
COM
PNC
0.08%
COM
LNC
0.08%
COM
JNJ
0.08%
COM
BAC
0.08%
COM
VEA
0.07%
FTSE DEV MKT ETF
MO
0.07%
COM
ACN
0.07%
SHS CLASS A
PEP
0.07%
COM
GOOG
0.07%
CAP STK CL C
BABA
0.07%
SPONSORED ADS
CMCSA
0.06%
CL A
PFE
0.06%
COM
BMO
0.06%
COM
PSX
0.06%
COM
EXAS
0.06%
COM
BRK.A
0.05%
CL A
NMIH
0.05%
CL A
GOOGL
0.05%
CAP STK CL A
VTV
0.05%
VALUE ETF
T
0.05%
COM
USB
0.05%
COM NEW
X
0.05%
COM
OXY
0.04%
COM
BLK
0.04%
COM
GLD
0.04%
GOLD SHS
WH
0.04%
COM
VUG
0.04%
GROWTH ETF
ACWX
0.04%
MSCI ACWI US ETF
MPC
0.04%
COM
ITW
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
VO
0.04%
MID CAP ETF
WMT
0.04%
COM
DAL
0.04%
COM NEW
NKE
0.04%
CL B
BAIRD IN...
3.22%
COMMON
WESTERN ...
3.17%
COMMON
XLI
2.68%
SBI INT-INDS
METWEST ...
2.28%
COMMON
AMERICAN...
1.62%
COMMON
DFA INTE...
0.79%
COMMON
T ROWE P...
0.58%
COMMON
T ROWE P...
0.28%
COMMON
AMERICAN...
0.24%
COMMON
T ROWE P...
0.24%
COMMON
T ROWE P...
0.18%
COMMON
T ROWE P...
0.16%
COMMON
FIDELITY...
0.15%
COMMON
DFA US S...
0.15%
COMMON
METWEST ...
0.15%
COMMON
VANGUARD...
0.14%
COMMON
T ROWE P...
0.14%
COMMON
VANGUARD...
0.14%
COMMON
AMERICAN...
0.13%
COMMON
ARTISAN ...
0.13%
COMMON
T ROWE P...
0.12%
COMMON
FIDELITY...
0.12%
COMMON
VANGUARD...
0.11%
COMMON
EATON VA...
0.08%
COMMON
T ROWE P...
0.08%
COMMON
AMERICAN...
0.08%
COMMON
VANGUARD...
0.07%
COMMON
WFC
0.06%
COM
VNQ
0.06%
REIT ETF
AMERICAN...
0.06%
COMMON
T ROWE P...
0.06%
COMMON
T ROWE P...
0.05%
COMMON
ETN
0.05%
SHS
BND
0.05%
TOTAL BND MRKT
VZ
0.04%
COM
DWDP
0.04%
COM
AMERICAN...
0.04%
COMMON
KMB
0.04%
COM
ABT
0.04%
COM
XEL
0.04%
COM
AMLP
0.04%
ALERIAN MLP
DFA INTE...
0.04%
COMMON
BANK OF ...
0.03%
PFD STK
F
0.03%
COM PAR $0.01
AMERICAN...
0.03%
COMMON
PIMCO CO...
0.03%
COMMON
AMERICAN...
0.02%
COMMON
COLUMBIA...
0.02%
COMMON
VARIGEN ...
0.02%
COMMON
SSGA INT...
0.02%
COMMON
CITIGROU...
0.01%
PFD STK
COOL TEC...
< 0.01%
COMMON