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
32
1
0
2
1
0
21
3
0
FOSTER DYKEMA CABOT CO INC MA

Time Period2018-06-30

Total Holdings97

Total Value ($x1000)597,151
Activities
New5

Increased16

Unchanged43

Decreased33

Sold Out6

Top 10 Stock Holdingstotal 68.88%
SPY15.5

46637K28112.71

PG8.79

IEFA8.4

MTUM4.16

 
IVW4.16

QUAL4.13

USMV3.99

BRK.B3.76

PRF3.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
15.5%
TR UNIT
JPMORGAN...
12.71%
COM
PG
8.79%
COM
IEFA
8.4%
CORE MSCI EAFE
MTUM
4.16%
MSCI USAMOMFCT
IVW
4.16%
S&P 500 GRWT ETF
QUAL
4.13%
MSCI USA QLT FAC
USMV
3.99%
USA MIN VOL ETF
BRK.B
3.76%
CL B NEW
PRF
3.28%
FTSE RAFI 1000
BA
3.15%
COM
BRK.A
3%
CL A
IJR
2.71%
CORE S&P SCP ETF
MSFT
2.38%
COM
VTI
2.13%
TOTAL STK MKT
V
2.06%
COM CL A
BDX
1.71%
COM
JPM
1.09%
COM
BLK
0.82%
COM
APH
0.74%
CL A
CB
0.72%
COM
SLB
0.66%
COM
AAPL
0.57%
COM
KO
0.43%
COM
JNJ
0.37%
COM
IWF
0.34%
RUS 1000 GRW ETF
XLK
0.33%
TECHNOLOGY
VOO
0.33%
SHS
GOOG
0.33%
CAP STK CL C
SPGI
0.33%
COM
VEA
0.29%
FTSE DEV MKT ETF
IWD
0.26%
RUS 1000 VAL ETF
IBM
0.23%
COM
PEP
0.21%
COM
EBTC
0.2%
COM
IWR
0.18%
RUS MID-CAP ETF
GOOGL
0.18%
CAP STK CL A
AXP
0.17%
COM
XOM
0.16%
COM
MPCT
0.16%
SUSTNBLE MSCI
HD
0.16%
COM
MCD
0.16%
COM
MKC
0.16%
COM NON VTG
LLY
0.15%
COM
IWB
0.14%
RUS 1000 ETF
ITW
0.14%
COM
CL
0.13%
COM
JCI
0.13%
SHS
PFE
0.13%
COM
PHYS
0.13%
UNIT
ABT
0.13%
COM
CSCO
0.13%
COM
IWM
0.12%
RUSSELL 2000 ETF
WMT
0.12%
COM
WFC
0.11%
COM
VWO
0.11%
FTSE EMR MKT ETF
SJM
0.11%
COM NEW
MMM
0.11%
COM
BMY
0.1%
COM
DIS
0.1%
COM DISNEY
DBAW
0.1%
EX US HDG EQTY
ACWX
0.1%
MSCI ACWI US ETF
SSTI
0.1%
COM
GE
0.09%
COM
T
0.09%
COM
ABBV
0.09%
COM
INTC
0.09%
COM
UNP
0.08%
COM
SYK
0.08%
COM
OEF
0.08%
S&P 100 ETF
VIG
0.08%
DIV APP ETF
L
0.08%
COM
GLD
0.07%
GOLD SHS
MRK
0.07%
COM
LH
0.07%
COM NEW
ADP
0.07%
COM
APD
0.06%
COM
PGR
0.06%
COM
AMZN
0.06%
COM
ORCL
0.06%
COM
KLD
0.06%
USA ESG SLCT ETF
IWO
0.06%
RUS 2000 GRW ETF
NFLX
0.06%
COM
TOCQUEVI...
0.06%
COM
ECON
0.05%
EMRG MARKETS ETF
CVX
0.05%
COM
DCI
0.05%
COM
UTX
0.05%
COM
LMT
0.05%
COM
HSY
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
PXF
0.04%
FTSE RAFI DEV
BABA
0.04%
SPONSORED ADS
VZ
0.04%
COM
FDX
0.04%
COM
SYY
0.03%
COM
PSLV
0.01%
TR UNIT
PRF
3.2%
FTSE RAFI 1000
IEMG
1.12%
CORE MSCI EMKT
PNR
0.79%
SHS
CCL
0.78%
PAIRED CTF
RYN
0.04%
COM
PXF
0.04%
DEV MKTS EX-US