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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
41
10
15
4
7
1
34
13
10
GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP

Time Period2017-12-31

Total Holdings151

Total Value ($x1000)913,613
Activities
New49

Increased42

Unchanged4

Decreased56

Sold Out26

Top 10 Stock Holdingstotal 28.83%
VTI5.14

AAPL3.32

FB3.28

MSFT3.26

AMZN2.62

 
GOOG2.55

VXUS2.51

V2.14

PLD2.08

C1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
5.14%
TOTAL STK MKT
AAPL
3.32%
COM
FB
3.28%
CL A
MSFT
3.26%
COM
AMZN
2.62%
COM
GOOG
2.55%
CAP STK CL C
VXUS
2.51%
VG TL INTL STK F
V
2.14%
COM CL A
PLD
2.08%
COM
C
1.93%
COM NEW
TXN
1.72%
COM
HD
1.68%
COM
BAX
1.63%
COM
ROST
1.56%
COM
JPM
1.54%
COM
GILD
1.48%
COM
BAC
1.47%
COM
AWK
1.45%
COM
BABA
1.44%
SPONSORED ADS
AET
1.43%
COM
UNH
1.42%
COM
STI
1.38%
COM
ABBV
1.3%
COM
MTZ
1.26%
COM
AMAT
1.25%
COM
RSG
1.25%
COM
BIIB
1.24%
COM
VMW
1.17%
CL A COM
FRC
1.13%
COM
BLK
1.1%
COM
KR
1.06%
COM
PCLN
1.03%
COM NEW
MCD
0.95%
COM
LITE
0.93%
COM
AMT
0.86%
COM
XPO
0.85%
COM
DY
0.81%
COM
MKC
0.81%
COM NON VTG
ATVI
0.78%
COM
DPZ
0.76%
COM
CBS
0.74%
CL B
FDX
0.74%
COM
MAS
0.74%
COM
YUM
0.72%
COM
BA
0.67%
COM
KO
0.66%
COM
MDLZ
0.64%
CL A
AMGN
0.62%
COM
MA
0.6%
CL A
CAT
0.6%
COM
LOW
0.59%
COM
GS
0.56%
COM
VLO
0.52%
COM
MLM
0.52%
COM
CSCO
0.52%
COM
CVS
0.5%
COM
DE
0.5%
COM
WBA
0.5%
COM
VMC
0.5%
COM
HRC
0.49%
COM
LEN
0.49%
CL A
NKE
0.48%
CL B
HPQ
0.48%
COM
ITUB
0.47%
SPON ADR REP PFD
SYF
0.45%
COM
PRU
0.44%
COM
Z
0.43%
CL C CAP STK
GIS
0.42%
COM
GLW
0.42%
COM
PF
0.42%
COM
CSX
0.42%
COM
BBY
0.41%
COM
AVGO
0.4%
SHS
ADM
0.39%
COM
JD
0.38%
SPON ADR CL A
VRSN
0.38%
COM
COP
0.38%
COM
RCL
0.38%
COM
AA
0.37%
COM
HCA
0.36%
COM
SBAC
0.34%
CL A
TOL
0.33%
COM
SPR
0.33%
COM CL A
AES
0.33%
COM
FMC
0.32%
COM NEW
NTAP
0.31%
COM
ADBE
0.29%
COM
MAN
0.29%
COM
CDNS
0.28%
COM
DVN
0.28%
COM
JLL
0.26%
COM
TIF
0.26%
COM
CRUS
0.26%
COM
MPC
0.26%
COM
IBM
0.25%
COM
INTC
0.25%
COM
CBG
0.25%
CL A
R
0.25%
COM
JBL
0.25%
COM
HST
0.24%
COM
RBC
0.24%
COM
T
0.24%
COM
MOS
0.23%
COM
ZG
0.23%
CL A
CLGX
0.23%
COM
KSS
0.22%
COM
NOV
0.21%
COM
RF
0.21%
COM
GOOGL
0.21%
CAP STK CL A
VAR
0.21%
COM
GHC
0.21%
COM
VFC
0.21%
COM
EL
0.2%
CL A
GPS
0.2%
COM
STX
0.2%
SHS
PHM
0.19%
COM
OMC
0.19%
COM
WRK
0.19%
COM
JNPR
0.19%
COM
KS
0.19%
COM
LYV
0.18%
COM
HBI
0.18%
COM
UFS
0.18%
COM NEW
WHR
0.18%
COM
K
0.17%
COM
JNJ
0.17%
COM
TDC
0.17%
COM
ZTS
0.17%
CL A
CC
0.17%
COM
SINA
0.17%
ORD
ABEV
0.17%
SPONSORED ADR
TDS
0.17%
COM NEW
NLY
0.17%
COM
EPC
0.16%
COM
MCHI
0.16%
CHINA ETF
HAE
0.16%
COM
WBC
0.15%
COM
STLD
0.15%
COM
OLED
0.15%
COM
GNTX
0.13%
COM
PK
0.13%
COM
XOM
0.11%
COM
COHR
0.1%
COM
CELG
0.09%
COM
BERY
0.09%
COM
URBN
0.09%
COM
DAL
0.08%
COM NEW
VWO
0.08%
FTSE EMR MKT ETF
HPE
0.07%
COM
MMM
0.07%
COM
INTU
0.07%
COM
PEP
1.61%
COM
HCN
1.58%
COM
CMCSA
1.54%
CL A
MRK
1.51%
COM
LB
0.74%
COM
CI
0.64%
COM
VZ
0.5%
COM
CMI
0.49%
COM
MCO
0.42%
COM
ROK
0.42%
COM
SWKS
0.41%
COM
ENTG
0.28%
COM
HRB
0.28%
COM
MCK
0.25%
COM
SHOO
0.22%
COM
CCOI
0.22%
COM NEW
IR
0.21%
SHS
EXPE
0.21%
COM NEW
CREE
0.2%
COM
ORCL
0.19%
COM
LRCX
0.18%
COM
WOR
0.18%
COM
OHI
0.18%
COM
COO
0.09%
COM NEW
RNR
0.09%
COM
KLAC
0.07%
COM