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Stock Style
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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
35
11
14
5
10
2
38
18
13
GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP

Time Period2018-03-31

Total Holdings165

Total Value ($x1000)1,015,486
Activities
New48

Increased68

Unchanged5

Decreased44

Sold Out34

Top 10 Stock Holdingstotal 26.42%
VTI4.61

VXUS3.45

MSFT3.44

AAPL2.62

AMZN2.58

 
GOOG2.08

V2.07

FB1.89

HD1.85

PLD1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
4.61%
TOTAL STK MKT
VXUS
3.45%
VG TL INTL STK F
MSFT
3.44%
COM
AAPL
2.62%
COM
AMZN
2.58%
COM
GOOG
2.08%
CAP STK CL C
V
2.07%
COM CL A
FB
1.89%
CL A
HD
1.85%
COM
PLD
1.83%
COM
CSCO
1.79%
COM
MA
1.78%
CL A
C
1.67%
COM NEW
MCD
1.62%
COM
BAC
1.45%
COM
UNH
1.4%
COM
AMAT
1.37%
COM
AET
1.33%
COM
BAX
1.33%
COM
JPM
1.32%
COM
BABA
1.28%
SPONSORED ADS
STI
1.27%
COM
ABBV
1.27%
COM
KO
1.21%
COM
JNJ
1.21%
COM
RSG
1.13%
COM
MTZ
1.08%
COM
SIVB
1.07%
COM
SYK
1.05%
COM
BLK
1.03%
COM
FRC
0.97%
COM
ROST
0.95%
COM
XPO
0.94%
COM
KNX
0.94%
CL A
DIS
0.9%
COM DISNEY
VMC
0.79%
COM
KSU
0.77%
COM NEW
TIF
0.76%
COM
TSM
0.75%
SPONSORED ADR
TXN
0.74%
COM
DY
0.73%
COM
FHN
0.72%
COM
EBAY
0.71%
COM
SBUX
0.68%
COM
GS
0.68%
COM
CRM
0.68%
COM
MTCH
0.66%
COM
FDX
0.66%
COM
DPZ
0.63%
COM
MAS
0.62%
COM
ACN
0.62%
SHS CLASS A
LEN
0.62%
CL A
TEL
0.6%
REG SHS
MDLZ
0.59%
CL A
IBM
0.58%
COM
ADBE
0.56%
COM
BA
0.56%
COM
NFLX
0.55%
COM
AMGN
0.55%
COM
COST
0.52%
COM
Z
0.5%
CL C CAP STK
CAT
0.5%
COM
GILD
0.48%
COM
VLO
0.47%
COM
ITUB
0.47%
SPON ADR REP PFD
DHI
0.46%
COM
T
0.46%
COM
MLM
0.46%
COM
LOW
0.45%
COM
WBA
0.45%
COM
TWX
0.45%
COM NEW
ATVI
0.44%
COM
CVS
0.44%
COM
PNC
0.44%
COM
HPQ
0.44%
COM
APH
0.43%
CL A
PRU
0.4%
COM
SBAC
0.4%
CL A
CMG
0.39%
COM
MNST
0.38%
COM
VRSN
0.37%
COM
BBY
0.37%
COM
WMB
0.36%
COM
NVR
0.36%
COM
RCL
0.36%
COM
ZTS
0.35%
CL A
ABEV
0.35%
SPONSORED ADR
WRK
0.35%
COM
CBG
0.34%
CL A
AES
0.33%
COM
WHR
0.33%
COM
MBT
0.32%
SPONSORED ADR
EQT
0.32%
COM
APA
0.3%
COM
MU
0.3%
COM
NTAP
0.3%
COM
TOL
0.3%
COM
SPR
0.28%
COM CL A
ZG
0.28%
CL A
AA
0.27%
COM
MAN
0.27%
COM
JBL
0.26%
COM
TGT
0.26%
COM
CDNS
0.26%
COM
JLL
0.26%
COM
MKSI
0.25%
COM
CTLT
0.25%
COM
DVN
0.23%
COM
R
0.22%
COM
CLGX
0.21%
COM
GHC
0.21%
COM
KR
0.2%
COM
VAR
0.2%
COM
OC
0.2%
COM
TDC
0.2%
COM
VFC
0.2%
COM
RF
0.19%
COM
KSS
0.19%
COM
NOV
0.19%
COM
STX
0.19%
SHS
CRUS
0.19%
COM
GOOGL
0.19%
CAP STK CL A
PHM
0.18%
COM
GPS
0.18%
COM
CELG
0.17%
COM
HLF
0.17%
COM USD SHS
MRVL
0.17%
ORD
JHG
0.17%
ORD SHS
LPX
0.16%
COM
VMW
0.16%
CL A COM
HBI
0.16%
COM
MOS
0.16%
COM
DNKN
0.16%
COM
CC
0.16%
COM
VIV
0.16%
SPONSORED ADR
TDS
0.16%
COM NEW
EPC
0.16%
COM
UFS
0.15%
COM NEW
UNFI
0.15%
COM
HRB
0.15%
COM
HAE
0.15%
COM
LRCX
0.15%
COM
MCHI
0.15%
CHINA ETF
SINA
0.15%
ORD
OMC
0.14%
COM
WBC
0.14%
COM
AMT
0.14%
COM
ORCL
0.13%
COM
KIM
0.13%
COM
GNTX
0.12%
COM
PK
0.12%
COM
BIIB
0.12%
COM
NTCT
0.12%
COM
QCOM
0.11%
COM
PG
0.09%
COM
ABC
0.09%
COM
URBN
0.08%
COM
BERY
0.08%
COM
VWO
0.08%
FTSE EMR MKT ETF
FL
0.07%
COM
INTU
0.07%
COM
HCA
0.07%
COM
HPE
0.06%
COM
WDC
0.05%
COM
XOM
0.04%
COM
AWK
1.45%
COM
PCLN
1.03%
COM NEW
LITE
0.93%
COM
MKC
0.81%
COM NON VTG
CBS
0.74%
CL B
YUM
0.72%
COM
DE
0.5%
COM
HRC
0.49%
COM
NKE
0.48%
CL B
SYF
0.45%
COM
GIS
0.42%
COM
GLW
0.42%
COM
PF
0.42%
COM
CSX
0.42%
COM
AVGO
0.4%
SHS
ADM
0.39%
COM
JD
0.38%
SPON ADR CL A
COP
0.38%
COM
FMC
0.32%
COM NEW
MPC
0.26%
COM
INTC
0.25%
COM
HST
0.24%
COM
RBC
0.24%
COM
EL
0.2%
CL A
JNPR
0.19%
COM
KS
0.19%
COM
LYV
0.18%
COM
K
0.17%
COM
NLY
0.17%
COM
STLD
0.15%
COM
OLED
0.15%
COM
COHR
0.1%
COM
DAL
0.08%
COM NEW
MMM
0.07%
COM