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
28
2
5
2
0
0
23
3
2
HAVERFORD FINANCIAL SERVICES INC

Time Period2018-03-31

Total Holdings88

Total Value ($x1000)262,932
Activities
New9

Increased24

Unchanged11

Decreased44

Sold Out9

Top 10 Stock Holdingstotal 44.16%
MA5.15

JPM4.93

AAPL4.93

BLK4.81

UNH4.74

 
ACN4.47

CMCSA4.45

DWDP3.67

UTX3.53

TJX3.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MA
5.15%
CL A
JPM
4.93%
COM
AAPL
4.93%
COM
BLK
4.81%
COM
UNH
4.74%
COM
ACN
4.47%
SHS CLASS A
CMCSA
4.45%
CL A
DWDP
3.67%
COM
UTX
3.53%
COM
TJX
3.48%
COM
MDT
3.2%
SHS
JNJ
3.2%
COM
CVS
3.18%
COM
DIS
3.03%
COM DISNEY
MSFT
2.99%
COM
PEP
2.97%
COM
ORCL
2.81%
COM
USB
2.75%
COM NEW
BUD
2.69%
SPONSORED ADR
BDX
2.38%
COM
SLB
2.16%
COM
FDX
2.09%
COM
XOM
2.05%
COM
BAX
2.03%
COM
APD
1.74%
COM
KO
1.61%
COM
NKE
1.52%
CL B
PG
1.38%
COM
SBUX
1.31%
COM
HON
1.13%
COM
IEMG
0.48%
CORE MSCI EMKT
IEFA
0.39%
CORE MSCI EAFE
CIU
0.33%
INTERM CR BD ETF
LAD
0.31%
CL A
PM
0.31%
COM
SYF
0.28%
COM
LUV
0.28%
COM
UHAL
0.27%
COM
BEN
0.26%
COM
AXP
0.26%
COM
UPS
0.25%
CL B
DG
0.23%
COM
EXPE
0.22%
COM NEW
BAC
0.22%
COM
UNP
0.22%
COM
IBKR
0.21%
COM
ZMH
0.2%
COM
FOX
0.19%
CL B
SRG
0.19%
CL A
QSR
0.18%
COM
CSCO
0.18%
COM
IJR
0.17%
CORE S&P SCP ETF
TWX
0.17%
COM NEW
SIRI
0.16%
COM
VPL
0.15%
MEGA CAP GRO ETF
GSK
0.15%
SPONSORED ADR
ARNC
0.14%
COM
CFG
0.13%
COM
PZZA
0.13%
COM
GHC
0.12%
COM
CSJ
0.12%
1-3 YR CR BD ETF
CHD
0.12%
COM
MCD
0.12%
COM
GPC
0.12%
COM
VGK
0.12%
FTSE EUROPE ETF
TPR
0.12%
COM
COKE
0.11%
COM
IJH
0.11%
CORE S&P MCP ETF
MSM
0.11%
CL A
ADP
0.11%
COM
AEP
0.11%
COM
ETN
0.11%
SHS
SCI
0.1%
COM
RDS/B
0.1%
SPON ADR B
GPS
0.1%
COM
CABO
0.1%
COM
NWSA
0.1%
CL A
CVX
0.1%
COM
VZ
0.1%
COM
MBB
0.09%
MBS ETF
MRK
0.09%
COM
BAB
0.09%
BUILD AMER ETF
BBT
0.08%
COM
KHC
0.08%
COM
MO
0.08%
COM
PFE
0.08%
COM
JCI
0.08%
SHS
VSS
0.08%
FTSE SMCAP ETF
WFC
4.63%
COM
MDLZ
1.8%
CL A
MELI
0.14%
COM
INTC
0.11%
COM
PX
0.1%
COM
SPY
0.1%
TR UNIT
WU
0.09%
COM
AMJ
0.09%
ALERIAN ML ETN
KMB
0.08%
COM