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
39
4
3
2
2
0
33
7
5
GRASSI INVESTMENT MANAGEMENT

Time Period2018-09-30

Total Holdings119

Total Value ($x1000)675,873
Activities
New6

Increased36

Unchanged35

Decreased42

Sold Out2

Top 10 Stock Holdingstotal 36.64%
QUOT12.83

AAPL3.65

NVDA3.29

BA3.16

MSFT2.78

 
V2.62

JPM2.3

PLD2.09

BAC2.03

ABBV1.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
QUOT
12.83%
COM
AAPL
3.65%
COM
NVDA
3.29%
COM
BA
3.16%
COM
MSFT
2.78%
COM
V
2.62%
COM CL A
JPM
2.3%
COM
PLD
2.09%
COM
BAC
2.03%
COM
ABBV
1.89%
COM
AMAT
1.88%
COM
HON
1.72%
COM
PG
1.57%
COM
CITIGROU...
1.5%
COM
XOM
1.45%
COM
HPQ
1.43%
COM
CVX
1.41%
COM
UNP
1.4%
COM
LLY
1.38%
COM
MMM
1.35%
COM
ABT
1.34%
COM
FRC
1.34%
COM
LMT
1.33%
COM
DWDP
1.26%
COM
JNJ
1.25%
COM
RIO
1.25%
SPONSORED ADR
CAT
1.24%
COM
PFE
1.24%
COM
AGN
1.22%
COM
CRM
1.21%
COM
RTN
1.21%
COM NEW
MERCK & ...
1.21%
COM
AMT
1.19%
COM
UTX
1.18%
COM
HD
1.17%
COM
PEP
1.12%
COM
IBM
1.12%
COM
MO
1.09%
COM
CONE
1.08%
COM
DIS
1.07%
COM DISNEY
GS
1.06%
COM
PF
1.06%
COM
COP
1.04%
COM
VZ
1.04%
COM
KEY
1.02%
COM
RDS/A
1.01%
SPONS ADR A
MAR
1%
CL A
WFC
0.96%
COM
EMR
0.95%
COM
INTC
0.9%
COM
MS
0.9%
COM NEW
NWL
0.87%
COM
SCHW
0.84%
COM
CMCSA
0.82%
CL A
IP
0.76%
COM
NUE
0.71%
COM
PM
0.7%
COM
BMY
0.66%
COM
ALCOA...
0.53%
COM
PYPL
0.51%
COM
WMT
0.42%
COM
GOOGL
0.4%
CAP STK CL A
BX
0.37%
COM UNIT LTD
AXP
0.36%
COM
GE
0.31%
COM
YHOO
0.31%
COM
LW
0.24%
COM
FCX
0.23%
COM
TRGP
0.23%
COM
EPD
0.18%
COM
OXY
0.17%
COM
WBA
0.17%
COM
AMZN
0.17%
COM
FB
0.17%
CL A
LRCX
0.17%
COM
CCI
0.14%
COM
APC
0.14%
COM
CLX
0.13%
COM
AIG
0.12%
COM NEW
HLT
0.12%
WHEN ISSUED
AVB
0.11%
COM
GPS
0.11%
COM
ESRX
0.11%
COM
CPT
0.11%
SH BEN INT
SPG
0.11%
COM
COST
0.1%
COM
ORCL
0.09%
COM
GOOG
0.09%
CAP STK CL C
VTR
0.09%
COM
MMP
0.08%
COM UNIT RP LP
T
0.08%
COM
MDLZ
0.07%
CL A
HPE
0.06%
COM
TRP
0.06%
COM
CVA
0.05%
COM
NSRGY
0.05%
COM
VLO
0.05%
COM
REGENCY ...
0.05%
COM
VAR
0.05%
COM
BEN
0.05%
COM
GILD
0.05%
COM
MAC
0.04%
COM
FEYE
0.04%
COM
ETP
0.04%
UNIT LTD PARTN
X
0.04%
COM
ACC
0.04%
COM
HEP
0.04%
COM UT LTD PTN
ADBE
0.04%
COM
AL
0.04%
CL A
WMB
0.04%
COM
COMM BK ...
0.03%
COM
WDAY
0.03%
CL A
DXC
0.03%
COM
AMGN
0.03%
COM
BANK OF ...
0.03%
COM
APA
0.03%
COM
FLO
0.03%
COM
CLNE
0.01%
COM
AINV
0.01%
COM
HAL
0.26%
COM
STZ
0.06%
CL A