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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
29
3
5
1
0
0
24
3
1
HAVERFORD FINANCIAL SERVICES INC

Time Period2017-12-31

Total Holdings88

Total Value ($x1000)273,850
Activities
New14

Increased33

Unchanged15

Decreased26

Sold Out3

Top 10 Stock Holdingstotal 44.01%
MA4.81

AAPL4.79

CMCSA4.75

UNH4.74

JPM4.66

 
WFC4.63

BLK4.44

ACN4.33

UTX3.46

JNJ3.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MA
4.81%
CL A
AAPL
4.79%
COM
CMCSA
4.75%
CL A
UNH
4.74%
COM
JPM
4.66%
COM
WFC
4.63%
COM
BLK
4.44%
COM
ACN
4.33%
SHS CLASS A
UTX
3.46%
COM
JNJ
3.4%
COM
TJX
3.2%
COM
PEP
3.18%
COM
DIS
3.15%
COM DISNEY
MDT
3.13%
SHS
DWDP
2.99%
COM
CVS
2.82%
COM
MSFT
2.8%
COM
ORCL
2.68%
COM
BUD
2.63%
SPONSORED ADR
BDX
2.28%
COM
XOM
2.22%
COM
NKE
1.99%
CL B
APD
1.98%
COM
BAX
1.96%
COM
MDLZ
1.8%
CL A
KO
1.79%
COM
SLB
1.71%
COM
PG
1.55%
COM
USB
1.39%
COM NEW
SBUX
1.15%
COM
HON
1.08%
COM
IEMG
0.41%
CORE MSCI EMKT
PM
0.33%
COM
CIU
0.32%
INTERM CR BD ETF
UPS
0.28%
CL B
IBKR
0.23%
COM
IEFA
0.22%
CORE MSCI EAFE
UNP
0.21%
COM
EXPE
0.21%
COM NEW
UHAL
0.19%
COM
QSR
0.19%
COM
AXP
0.19%
COM
SRG
0.18%
CL A
SYF
0.18%
COM
BEN
0.17%
COM
FOX
0.17%
CL B
GHC
0.17%
COM
AEP
0.17%
COM
IJR
0.17%
CORE S&P SCP ETF
IJH
0.16%
CORE S&P MCP ETF
TWX
0.16%
COM NEW
LAD
0.15%
CL A
CABO
0.15%
COM
VPL
0.15%
MEGA CAP GRO ETF
BAC
0.14%
COM
MCD
0.14%
COM
GSK
0.14%
SPONSORED ADR
MELI
0.14%
COM
MRK
0.14%
COM
SCI
0.13%
COM
GPC
0.13%
COM
PFE
0.13%
COM
KHC
0.12%
COM
DG
0.12%
COM
CSJ
0.12%
1-3 YR CR BD ETF
CHD
0.12%
COM
VGK
0.11%
FTSE EUROPE ETF
GPS
0.11%
COM
ADP
0.11%
COM
INTC
0.11%
COM
MSM
0.11%
CL A
CSCO
0.11%
COM
ETN
0.11%
SHS
VZ
0.11%
COM
CVX
0.11%
COM
PX
0.1%
COM
NWSA
0.1%
CL A
SPY
0.1%
TR UNIT
TPR
0.1%
COM
SIRI
0.1%
COM
MO
0.1%
COM
WU
0.09%
COM
LUV
0.09%
COM
MBB
0.09%
MBS ETF
AMJ
0.09%
ALERIAN ML ETN
BAB
0.08%
BUILD AMER ETF
KMB
0.08%
COM
VSS
0.07%
FTSE SMCAP ETF
GWW
2.24%
COM
GE
0.12%
COM
COKE
0.1%
COM