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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
85
32
71
6
13
6
52
23
41
FIRST CITIZENS BANK TRUST CO

Time Period2017-12-31

Total Holdings389

Total Value ($x1000)743,862
Activities
New44

Increased76

Unchanged4

Decreased265

Sold Out59

Top 10 Stock Holdingstotal 22.1%
IJH6.08

SPY2.55

IJR2.11

AAPL2.1

JPM1.92

 
BND1.57

MSFT1.52

XOM1.47

JNJ1.45

CSCO1.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
6.08%
CORE S&P MCP ETF
SPY
2.55%
TR UNIT
IJR
2.11%
CORE S&P SCP ETF
AAPL
2.1%
COM
JPM
1.92%
COM
BND
1.57%
TOTAL BND MRKT
MSFT
1.52%
COM
XOM
1.47%
COM
JNJ
1.45%
COM
CSCO
1.33%
COM
BRK.B
1.33%
CL B NEW
BAC
1.24%
COM
IEFA
1.24%
CORE MSCI EAFE
INTC
1.19%
COM
CVX
1.14%
COM
T
1.12%
COM
IEMG
1.05%
CORE MSCI EMKT
PG
1.05%
COM
FB
0.99%
CL A
AMZN
0.97%
COM
IEUR
0.95%
CORE MSCI EURO
UNH
0.92%
COM
HD
0.9%
COM
GOOGL
0.9%
CAP STK CL A
DWDP
0.88%
COM
ALL
0.87%
COM
WMT
0.86%
COM
PM
0.86%
COM
MMM
0.82%
COM
C
0.8%
COM NEW
IVV
0.79%
CORE S&P500 ETF
WFC
0.77%
COM
IVE
0.75%
S&P 500 VAL ETF
MO
0.73%
COM
EFA
0.72%
MSCI EAFE ETF
CMCSA
0.7%
CL A
MCD
0.7%
COM
GOOG
0.69%
CAP STK CL C
MDY
0.67%
UTSER1 S&PDCRP
AMU
0.66%
ETRAC ALER MLP
IWD
0.65%
RUS 1000 VAL ETF
ANTM
0.65%
COM
ABT
0.62%
COM
TRV
0.61%
COM
PEP
0.61%
COM
AMGN
0.6%
COM
DIS
0.58%
COM DISNEY
IWF
0.57%
RUS 1000 GRW ETF
MPC
0.57%
COM
FCNCA
0.57%
CL A
XEL
0.56%
COM
VNQ
0.56%
REIT ETF
GLW
0.55%
COM
ETN
0.55%
SHS
PFE
0.54%
COM
BK
0.5%
COM
SWK
0.47%
COM
CCL
0.47%
PAIRED CTF
VLO
0.47%
COM
CCI
0.47%
COM
IWR
0.45%
RUS MID-CAP ETF
BA
0.44%
COM
KO
0.44%
COM
EBAY
0.44%
COM
DHR
0.43%
COM
MS
0.43%
COM NEW
V
0.43%
COM CL A
GM
0.43%
COM
RTN
0.42%
COM NEW
TXN
0.42%
COM
BAX
0.42%
COM
VZ
0.42%
COM
CFG
0.4%
COM
ECL
0.4%
COM
NEE
0.39%
COM
BBY
0.39%
COM
TSN
0.39%
CL A
FBHS
0.37%
COM
TXT
0.37%
COM
TEL
0.37%
REG SHS
DUK
0.36%
COM NEW
ES
0.36%
COM
DBJP
0.35%
XTRAK MSCI JAPN
FDX
0.34%
COM
RSG
0.34%
COM
UNM
0.34%
COM
CME
0.34%
COM
PWR
0.33%
COM
MUB
0.32%
NAT AMT FREE BD
STI
0.32%
COM
GD
0.32%
COM
VWO
0.31%
FTSE EMR MKT ETF
RF
0.31%
COM
PGR
0.3%
COM
ITW
0.3%
COM
CTXS
0.29%
COM
CVS
0.29%
COM
DTE
0.29%
COM
ROP
0.29%
COM
TMO
0.29%
COM
AEE
0.29%
COM
STT
0.28%
COM
OXY
0.28%
COM
AVY
0.28%
COM
FIS
0.28%
COM
VNQI
0.27%
GLB EX US ETF
HUM
0.27%
COM
IJJ
0.26%
S&P MC 400VL ETF
CERN
0.26%
COM
EMN
0.25%
COM
FISV
0.25%
COM
EL
0.25%
CL A
AMP
0.24%
COM
YUM
0.24%
COM
SNPS
0.24%
COM
DGX
0.23%
COM
NUE
0.23%
COM
PKI
0.23%
COM
ANSS
0.23%
COM
PKG
0.23%
COM
CTAS
0.22%
COM
ETFC
0.22%
COM NEW
IRM
0.22%
COM
AMAT
0.22%
COM
IWM
0.21%
RUSSELL 2000 ETF
PH
0.21%
COM
NOC
0.21%
COM
ADBE
0.21%
COM
ABBV
0.21%
COM
HIG
0.2%
COM
DPS
0.19%
COM
PNC
0.19%
COM
ATVI
0.19%
COM
KEY
0.18%
COM
HCN
0.18%
COM
TTWO
0.18%
COM
MNST
0.18%
COM
THO
0.18%
COM
EMLC
0.17%
JP MORGAN MKTS
CI
0.17%
COM
TRMB
0.17%
COM
SPGI
0.16%
COM
SCZ
0.16%
EAFE SML CP ETF
EPP
0.16%
MSCI PAC JP ETF
BSV
0.16%
SHORT TRM BOND
LMT
0.16%
COM
PYPL
0.16%
COM
IJK
0.16%
S&P MC 400GR ETF
MRK
0.16%
COM
CRM
0.15%
COM
CTSH
0.15%
CL A
KMB
0.15%
COM
XYL
0.15%
COM
MU
0.15%
COM
AET
0.15%
COM
VMW
0.14%
CL A COM
IQV
0.14%
COM
GE
0.14%
COM
NVDA
0.14%
COM
L
0.14%
COM
ILMN
0.14%
COM
IBM
0.14%
COM
G
0.14%
SHS
PNW
0.13%
COM
NTAP
0.13%
COM
NVR
0.13%
COM
COHR
0.13%
COM
KSS
0.13%
COM
NXPI
0.13%
COM
DAL
0.13%
COM NEW
EMR
0.13%
COM
NTRS
0.13%
COM
NFLX
0.12%
COM
OLN
0.12%
COM PAR $1
PBCT
0.12%
COM
LYV
0.12%
COM
LRCX
0.11%
COM
ZTS
0.11%
CL A
SNE
0.11%
ADR NEW
MDT
0.11%
SHS
ALB
0.11%
COM
WCN
0.11%
COM
TMK
0.11%
COM
EMB
0.11%
JP MOR EM MK ETF
WYN
0.11%
COM
ALGN
0.11%
COM
COO
0.1%
COM NEW
M
0.1%
COM
WRK
0.1%
COM
LH
0.09%
COM NEW
BLK
0.09%
COM
IWS
0.09%
RUS MDCP VAL ETF
SCHW
0.09%
COM
NKE
0.09%
CL B
HEFA
0.09%
HDG MSCI EAFE
PCAR
0.09%
COM
AMT
0.09%
COM
SEIC
0.09%
COM
WM
0.09%
COM
WHR
0.09%
COM
ISRG
0.08%
COM NEW
GHYG
0.08%
GLB HGH YLD ETF
INGR
0.08%
COM
BEN
0.08%
COM
HON
0.08%
COM
LB
0.08%
COM
CLX
0.08%
COM
NLSN
0.08%
SHS EUR
AGG
0.08%
CORE TOTUSBD ETF
BMY
0.07%
COM
JNPR
0.07%
COM
MCHP
0.07%
COM
MDLZ
0.07%
CL A
KHC
0.07%
COM
RCL
0.07%
COM
IWP
0.07%
RUS MD CP GR ETF
CAT
0.07%
COM
AIZ
0.07%
COM
CEMB
0.06%
EM CRP BD ETF
DRI
0.06%
COM
WTR
0.06%
COM
LUV
0.06%
COM
USB
0.06%
COM NEW
BR
0.06%
COM
TFX
0.06%
COM
LOW
0.06%
COM
LEA
0.06%
COM NEW
RGA
0.06%
COM NEW
EME
0.06%
COM
AME
0.06%
COM
CGNX
0.06%
COM
ODFL
0.06%
COM
WCG
0.06%
COM
JKHY
0.05%
COM
PSX
0.05%
COM
LRY
0.05%
SH BEN INT
SHW
0.05%
COM
JNK
0.05%
BRC HGH YLD BD
FITB
0.05%
COM
MSCI
0.05%
COM
CAH
0.05%
COM
TJX
0.05%
COM
Y
0.05%
COM
DPZ
0.05%
COM
HFC
0.05%
COM
TOL
0.05%
COM
URI
0.05%
COM
STLD
0.05%
COM
UNP
0.05%
COM
CELG
0.05%
COM
LNCE
0.05%
COM
GILD
0.05%
COM
LII
0.05%
COM
MKTX
0.05%
COM
GNTX
0.05%
COM
CTRP
0.05%
AMERICAN DEP SHS
GXP
0.05%
COM
PBF
0.05%
CL A
ARW
0.05%
COM
VDE
0.05%
ENERGY ETF
LAMR
0.05%
CL A
R
0.05%
COM
TDY
0.05%
COM
CSL
0.05%
COM
UGI
0.05%
COM
THG
0.04%
COM
EW
0.04%
COM
MDU
0.04%
COM
DCT
0.04%
COM NEW
CBSH
0.04%
COM
MAN
0.04%
COM
PPL
0.04%
COM
MMS
0.04%
COM
UTHR
0.04%
COM
CRI
0.04%
COM
TTC
0.04%
COM
CR
0.04%
COM
IEX
0.04%
COM
FICO
0.04%
COM
CBT
0.04%
COM
GMED
0.04%
CL A
NDSN
0.04%
COM
SNX
0.04%
COM
ORI
0.04%
COM
LM
0.04%
COM
ILG
0.04%
COM
SYK
0.04%
COM
CHE
0.04%
COM
OSK
0.04%
COM
ASH
0.04%
COM
CBRL
0.04%
COM
MLHR
0.04%
COM
ATR
0.04%
COM
EPD
0.04%
COM
PLT
0.04%
COM
OFC
0.04%
SH BEN INT
EVR
0.04%
CLASS A
WDC
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
SBUX
0.04%
COM
JLL
0.04%
COM
UFS
0.04%
COM NEW
MPWR
0.04%
COM
LFUS
0.04%
COM
LHO
0.04%
COM SH BEN INT
CREE
0.04%
COM
RS
0.04%
COM
LLY
0.04%
COM
NATI
0.04%
COM
ESRX
0.04%
COM
VEA
0.04%
FTSE DEV MKT ETF
UMPQ
0.04%
COM
AEP
0.04%
COM
OGS
0.04%
COM
CNO
0.04%
COM
FNB
0.04%
COM
BBT
0.04%
COM
RNR
0.04%
COM
JBLU
0.04%
COM
WBA
0.04%
COM
ASBC
0.04%
COM
PRI
0.04%
COM
LSTR
0.04%
COM
PNM
0.04%
COM
DLR
0.04%
COM
UNFI
0.04%
COM
IIVI
0.04%
COM
HELE
0.04%
COM
FULT
0.04%
COM
HBHC
0.04%
COM
PLCE
0.04%
COM
RBC
0.04%
COM
ICUI
0.04%
COM
HAL
0.04%
COM
GEO
0.04%
COM
PCLN
0.04%
COM NEW
SPG
0.04%
COM
BXS
0.04%
COM
MASI
0.04%
COM
TRN
0.04%
COM
WSO
0.04%
COM
SLB
0.03%
COM
WAFD
0.03%
COM
CB
0.03%
COM
MHK
0.03%
COM
TXRH
0.03%
COM
EXPE
0.03%
COM NEW
PPG
0.03%
COM
IDTI
0.03%
COM
RWX
0.03%
DJ INTL RL ETF
MBFI
0.03%
COM
AVT
0.03%
COM
CVG
0.03%
COM
NSP
0.03%
COM
MED
0.03%
COM
KBE
0.03%
S&P BK ETF
MDRX
0.03%
COM
VSH
0.03%
COM
SIGI
0.03%
COM
AEIS
0.03%
COM
CATY
0.03%
COM
JCOM
0.03%
COM
UFPI
0.03%
COM
POL
0.03%
COM
AAN
0.03%
COM PAR $0.50
LOGM
0.03%
COM
CNK
0.03%
COM
WBS
0.03%
COM
BUD
0.03%
SPONSORED ADR
CMI
0.03%
COM
RY
0.03%
COM
AVA
0.03%
COM
HRL
0.03%
COM
IP
0.03%
COM
CA
0.03%
COM
AMG
0.03%
COM
JBL
0.03%
COM
SBNY
0.03%
COM
INT
0.03%
COM
AXP
0.03%
COM
CVLT
0.03%
COM
MTX
0.03%
COM
RDS/A
0.03%
SPONS ADR A
DRH
0.02%
COM
INN
0.02%
COM
ONB
0.02%
COM
FSIC
0.02%
COM
MDR
0.02%
COM
FBP
0.01%
COM NEW
ADM
0.4%
COM
CHD
0.31%
COM
AVB
0.28%
COM
HSIC
0.24%
COM
ULTA
0.21%
COM
EA
0.2%
COM
DISCK
0.19%
COM SER C
SCG
0.13%
COM
BKLN
0.13%
SENIOR LN PORT
XL
0.12%
COM
VEEV
0.11%
CL A COM
PCG
0.09%
COM
EQR
0.08%
SH BEN INT
AA
0.08%
COM
Q
0.07%
COM
BABA
0.07%
SPONSORED ADS
NAVI
0.07%
COM
CTL
0.07%
COM
CDNS
0.06%
COM
LOGI
0.06%
SHS
VRTX
0.05%
COM
OMC
0.05%
COM
AVGO
0.05%
SHS
ACC
0.05%
COM
SUB
0.05%
SHT NTLAMTFR ETF
TCB
0.05%
COM
BRCD
0.05%
COM NEW
ALEX
0.04%
COM
AEO
0.04%
COM
UTX
0.04%
COM
BXS
0.04%
COM
EGN
0.04%
COM
OMI
0.04%
COM
NCR
0.04%
COM
PZZA
0.04%
COM
MKSI
0.04%
COM
MD
0.04%
COM
CXW
0.04%
COM
SWKS
0.04%
COM
NUVA
0.04%
COM
UHS
0.03%
CL B
ENB
0.03%
COM
GEF
0.03%
CL A
SAFM
0.03%
COM
AFL
0.03%
COM
BTI
0.03%
SPONSORED ADR
PLD
0.03%
COM
SCL
0.03%
COM
MAA
0.03%
COM
IDA
0.03%
COM
WEC
0.03%
COM
SANM
0.03%
COM
BDC
0.03%
COM
UCBI
0.03%
COM
FLOW
0.03%
COM
RE
0.03%
COM
EIG
0.03%
COM
DFS
0.03%
COM
MRO
0.03%
COM