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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
88
34
75
6
13
6
54
23
39
FIRST CITIZENS BANK TRUST CO

Time Period2018-03-31

Total Holdings405

Total Value ($x1000)735,606
Activities
New54

Increased217

Unchanged6

Decreased128

Sold Out38

Top 10 Stock Holdingstotal 21.4%
IJH6.17

IJR2.2

AAPL2.14

JPM2.03

MSFT1.75

 
BND1.5

SPY1.49

JNJ1.38

BRK.B1.37

CSCO1.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
6.17%
CORE S&P MCP ETF
IJR
2.2%
CORE S&P SCP ETF
AAPL
2.14%
COM
JPM
2.03%
COM
MSFT
1.75%
COM
BND
1.5%
TOTAL BND MRKT
SPY
1.49%
TR UNIT
JNJ
1.38%
COM
BRK.B
1.37%
CL B NEW
CSCO
1.37%
COM
XOM
1.36%
COM
INTC
1.25%
COM
IEFA
1.24%
CORE MSCI EAFE
AMZN
1.23%
COM
BAC
1.13%
COM
CVX
1.1%
COM
IEMG
1.06%
CORE MSCI EMKT
IEUR
1.02%
CORE MSCI EURO
T
0.95%
COM
PG
0.94%
COM
UNH
0.91%
COM
MDY
0.88%
UTSER1 S&PDCRP
GOOGL
0.88%
CAP STK CL A
HD
0.85%
COM
ALL
0.8%
COM
IVV
0.8%
CORE S&P500 ETF
PM
0.79%
COM
WMT
0.79%
COM
PEP
0.77%
COM
C
0.77%
COM NEW
EFA
0.77%
MSCI EAFE ETF
FB
0.76%
CL A
PFE
0.7%
COM
WFC
0.67%
COM
IWF
0.66%
RUS 1000 GRW ETF
MPC
0.65%
COM
DIS
0.63%
COM DISNEY
MMM
0.63%
COM
BA
0.62%
COM
MCD
0.6%
COM
ANTM
0.6%
COM
VNQ
0.6%
REIT ETF
FCNCA
0.59%
CL A
MO
0.59%
COM
ETN
0.58%
SHS
GOOG
0.58%
CAP STK CL C
CMCSA
0.57%
CL A
VLO
0.57%
COM
IWD
0.56%
RUS 1000 VAL ETF
ZTS
0.52%
CL A
DWDP
0.5%
COM
RTN
0.5%
COM NEW
XEL
0.5%
COM
BK
0.49%
COM
CCL
0.49%
PAIRED CTF
VZ
0.48%
COM
GLW
0.48%
COM
CCI
0.47%
COM
IWR
0.46%
RUS MID-CAP ETF
MS
0.45%
COM NEW
V
0.45%
COM CL A
CME
0.45%
COM
ABT
0.45%
COM
SWK
0.44%
COM
AEE
0.43%
COM
ECL
0.42%
COM
KO
0.42%
COM
BAX
0.42%
COM
VWO
0.41%
FTSE EMR MKT ETF
CAH
0.41%
COM
L
0.4%
COM
GM
0.39%
COM
TRV
0.38%
COM
IBM
0.38%
COM
AMU
0.38%
ETRAC ALER MLP
DBJP
0.37%
XTRAK MSCI JAPN
TXN
0.36%
COM
TEL
0.36%
REG SHS
RF
0.35%
COM
GD
0.35%
COM
STI
0.35%
COM
ES
0.35%
COM
ABBV
0.34%
COM
IWM
0.34%
RUSSELL 2000 ETF
BBY
0.34%
COM
NUE
0.34%
COM
RSG
0.33%
COM
MUB
0.33%
NAT AMT FREE BD
WBA
0.32%
COM
TMO
0.32%
COM
FDX
0.32%
COM
CTXS
0.31%
COM
UNM
0.31%
COM
PBCT
0.3%
COM
DUK
0.3%
COM NEW
PH
0.29%
COM
DTE
0.29%
COM
STT
0.29%
COM
WHR
0.29%
COM
EMN
0.29%
COM
AMP
0.28%
COM
ITW
0.28%
COM
FIS
0.28%
COM
CFG
0.28%
COM
CVS
0.28%
COM
EL
0.27%
CL A
CTSH
0.27%
CL A
TWX
0.27%
COM NEW
JNPR
0.27%
COM
XYL
0.26%
COM
ADBE
0.26%
COM
IJJ
0.26%
S&P MC 400VL ETF
VNQI
0.26%
GLB EX US ETF
FISV
0.25%
COM
NOC
0.25%
COM
AMGN
0.25%
COM
ROP
0.25%
COM
OXY
0.25%
COM
ETFC
0.25%
COM NEW
YUM
0.24%
COM
PKI
0.24%
COM
DGX
0.24%
COM
HON
0.23%
COM
AVY
0.23%
COM
PNC
0.23%
COM
ADM
0.22%
COM
ROK
0.22%
COM
PKG
0.21%
COM
TXT
0.2%
COM
COST
0.2%
COM
ATVI
0.2%
COM
SNA
0.2%
COM
NFLX
0.2%
COM
NVDA
0.19%
COM
HIG
0.19%
COM
PWR
0.19%
COM
MU
0.19%
COM
CTL
0.19%
COM
SPGI
0.19%
COM
NTAP
0.18%
COM
SNE
0.18%
ADR NEW
CRM
0.18%
COM
TGT
0.18%
COM
EMLC
0.18%
JP MORGAN MKTS
DVY
0.18%
SELECT DIVID ETF
DHR
0.18%
COM
SCZ
0.17%
EAFE SML CP ETF
EPP
0.17%
MSCI PAC JP ETF
PYPL
0.17%
COM
KMB
0.16%
COM
IJK
0.16%
S&P MC 400GR ETF
GE
0.16%
COM
SPLK
0.16%
COM
SEIC
0.16%
COM
TTWO
0.16%
COM
BSV
0.16%
SHORT TRM BOND
VEA
0.16%
FTSE DEV MKT ETF
FLIR
0.16%
COM
GPC
0.16%
COM
EA
0.16%
COM
CMI
0.16%
COM
ILMN
0.16%
COM
LMT
0.15%
COM
QQQ
0.15%
UNIT SER 1
VTI
0.15%
TOTAL STK MKT
MRK
0.15%
COM
NTRS
0.15%
COM
CMG
0.14%
COM
WRK
0.14%
COM
VOYA
0.14%
COM
G
0.14%
SHS
VMW
0.14%
CL A COM
KSS
0.14%
COM
AET
0.14%
COM
FCX
0.14%
COM
KMI
0.13%
COM
PNW
0.13%
COM
MTCH
0.13%
COM
NLSN
0.13%
SHS EUR
EMR
0.13%
COM
M
0.13%
COM
DAL
0.13%
COM NEW
TSN
0.12%
CL A
TAP
0.12%
CL B
HPQ
0.12%
COM
ALGN
0.12%
COM
IVE
0.12%
S&P 500 VAL ETF
LRCX
0.12%
COM
FRT
0.11%
SH BEN INT NEW
MDT
0.11%
SHS
LH
0.11%
COM NEW
WCN
0.11%
COM
TMK
0.11%
COM
DPS
0.11%
COM
EMB
0.11%
JP MOR EM MK ETF
VRTX
0.11%
COM
AYI
0.1%
COM
NKE
0.1%
CL B
WYN
0.1%
COM
KEY
0.1%
COM
BLK
0.1%
COM
NEE
0.1%
COM
SCHW
0.1%
COM
ISRG
0.1%
COM NEW
HUM
0.1%
COM
NVR
0.1%
COM
AMT
0.09%
COM
TMUS
0.09%
COM
WM
0.09%
COM
IWS
0.09%
RUS MDCP VAL ETF
TWLO
0.09%
CL A
ANET
0.09%
COM
HEFA
0.09%
HDG MSCI EAFE
COTY
0.08%
COM CL A
GHYG
0.08%
GLB HGH YLD ETF
IWP
0.08%
RUS MD CP GR ETF
IAU
0.08%
ISHARES
INGR
0.08%
COM
RCL
0.08%
COM
DVN
0.08%
COM
AGG
0.07%
CORE TOTUSBD ETF
BMY
0.07%
COM
MDLZ
0.07%
CL A
FITB
0.07%
COM
CLX
0.07%
COM
MSCI
0.07%
COM
BBT
0.07%
COM
CEMB
0.07%
EM CRP BD ETF
MCHP
0.07%
COM
BR
0.07%
COM
TFX
0.07%
COM
ODFL
0.06%
COM
LEA
0.06%
COM NEW
WTFC
0.06%
COM
KHC
0.06%
COM
JKHY
0.06%
COM
IWV
0.06%
RUSSELL 3000 ETF
AIZ
0.06%
COM
DPZ
0.06%
COM
USB
0.06%
COM NEW
EW
0.06%
COM
PSX
0.06%
COM
EME
0.06%
COM
Y
0.06%
COM
STLD
0.06%
COM
DRI
0.05%
COM
HFC
0.05%
COM
GILD
0.05%
COM
TJX
0.05%
COM
LUV
0.05%
COM
WEN
0.05%
COM
PLT
0.05%
COM
SHW
0.05%
COM
CAT
0.05%
COM
JNK
0.05%
BRC HGH YLD BD
NATI
0.05%
COM
BEN
0.05%
COM
JLL
0.05%
COM
CTRP
0.05%
AMERICAN DEP SHS
LII
0.05%
COM
PACW
0.05%
COM
GXP
0.05%
COM
MDU
0.05%
COM
IEX
0.05%
COM
LB
0.05%
COM
RGA
0.05%
COM NEW
CBSH
0.05%
COM
CTAS
0.05%
COM
LRY
0.05%
SH BEN INT
ARW
0.05%
COM
WBS
0.05%
COM
WTR
0.05%
COM
ATR
0.05%
COM
BKNG
0.05%
COM
WCG
0.05%
COM
CNO
0.05%
COM
CREE
0.05%
COM
UGI
0.05%
COM
ORI
0.05%
COM
ESRX
0.05%
COM
SBUX
0.05%
COM
CSL
0.05%
COM
LFUS
0.05%
COM
TTC
0.04%
COM
GNTX
0.04%
COM
MPWR
0.04%
COM
MMS
0.04%
COM
MED
0.04%
COM
LHO
0.04%
COM SH BEN INT
CBRL
0.04%
COM
DEI
0.04%
COM
VDE
0.04%
ENERGY ETF
UMPQ
0.04%
COM
ICUI
0.04%
COM
MAN
0.04%
COM
POL
0.04%
COM
LM
0.04%
COM
LAMR
0.04%
CL A
NDSN
0.04%
COM
CELG
0.04%
COM
RS
0.04%
COM
R
0.04%
COM
LSTR
0.04%
COM
GMED
0.04%
CL A
CBT
0.04%
COM
WDC
0.04%
COM
NSP
0.04%
COM
CHE
0.04%
COM
HBHC
0.04%
COM
UMBF
0.04%
COM
CRI
0.04%
COM
THG
0.04%
COM
TOL
0.04%
COM
BBBY
0.04%
COM
CATY
0.04%
COM
WSO
0.04%
COM
SNX
0.04%
COM
CAKE
0.04%
COM
FICO
0.04%
COM
MASI
0.04%
COM
SLB
0.04%
COM
ASBC
0.04%
COM
TXRH
0.04%
COM
FULT
0.04%
COM
BDC
0.04%
COM
ANSS
0.04%
COM
BXS
0.04%
COM
OSK
0.04%
COM
PRI
0.04%
COM
AEP
0.04%
COM
WAFD
0.04%
COM
FBHS
0.04%
COM
PNM
0.04%
COM
OFC
0.04%
SH BEN INT
FNB
0.04%
COM
BUD
0.04%
SPONSORED ADR
TDY
0.04%
COM
AVT
0.04%
COM
OGS
0.04%
COM
ILG
0.04%
COM
IDTI
0.04%
COM
UFS
0.04%
COM NEW
JBLU
0.04%
COM
RBC
0.04%
COM
URI
0.04%
COM
AAN
0.04%
COM PAR $0.50
CB
0.04%
COM
MLPI
0.04%
ALERIAN INFRST
PBF
0.04%
CL A
EVR
0.04%
CLASS A
HELE
0.04%
COM
EPD
0.04%
COM
PGR
0.04%
COM
EBAY
0.03%
COM
SYK
0.03%
COM
JCOM
0.03%
COM
UNFI
0.03%
COM
SIGI
0.03%
COM
PPL
0.03%
COM
PLCE
0.03%
COM
CNK
0.03%
COM
PPG
0.03%
COM
IIVI
0.03%
COM
HCN
0.03%
COM
TRN
0.03%
COM
ASH
0.03%
COM
DLR
0.03%
COM
LOGM
0.03%
COM
KBE
0.03%
S&P BK ETF
CVG
0.03%
COM
EXPE
0.03%
COM NEW
SPG
0.03%
COM
JBL
0.03%
COM
MA
0.03%
CL A
GEO
0.03%
COM
MBFI
0.03%
COM
AVA
0.03%
COM
AEIS
0.03%
COM
SUPN
0.03%
COM
HAL
0.03%
COM
VSH
0.03%
COM
SAFM
0.03%
COM
NKTR
0.03%
COM
RWX
0.03%
DJ INTL RL ETF
MKSI
0.03%
COM
SWKS
0.03%
COM
MUR
0.03%
COM
MHK
0.03%
COM
UFPI
0.03%
COM
KAMN
0.03%
COM
LTXB
0.03%
COM
AXP
0.03%
COM
CR
0.03%
COM
MTX
0.03%
COM
GME
0.03%
CL A
FTV
0.03%
COM
MDRX
0.03%
COM
ONB
0.02%
COM
OMI
0.02%
COM
DRH
0.02%
COM
INN
0.02%
COM
HPR
0.02%
COM
PLAB
0.02%
COM
FBP
0.01%
COM NEW
MDR
0.01%
COM
CERN
0.26%
COM
SNPS
0.24%
COM
IRM
0.22%
COM
AMAT
0.22%
COM
MNST
0.18%
COM
THO
0.18%
COM
CI
0.17%
COM
TRMB
0.17%
COM
IQV
0.14%
COM
COHR
0.13%
COM
NXPI
0.13%
COM
OLN
0.12%
COM PAR $1
LYV
0.12%
COM
ALB
0.11%
COM
COO
0.1%
COM NEW
PCAR
0.09%
COM
LOW
0.06%
COM
AME
0.06%
COM
CGNX
0.06%
COM
UNP
0.05%
COM
LNCE
0.05%
COM
MKTX
0.05%
COM
DCT
0.04%
COM NEW
UTHR
0.04%
COM
MLHR
0.04%
COM
LLY
0.04%
COM
RNR
0.04%
COM
PCLN
0.04%
COM NEW
RY
0.03%
COM
HRL
0.03%
COM
IP
0.03%
COM
CA
0.03%
COM
SBNY
0.03%
COM
AMG
0.03%
COM
INT
0.03%
COM
CVLT
0.03%
COM
RDS/A
0.03%
SPONS ADR A
FSIC
0.02%
COM