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
23
2
4
2
0
0
26
2
1
HAVERFORD FINANCIAL SERVICES INC

Time Period2018-09-30

Total Holdings77

Total Value ($x1000)282,032
Activities
New5

Increased18

Unchanged21

Decreased33

Sold Out4

Top 10 Stock Holdingstotal 45.89%
AAPL6.01

MA5.43

UNH5.02

JPM4.56

ACN4.54

 
CMCSA4.53

TJX4.39

PEP4

BLK3.81

MDT3.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
6.01%
COM
MA
5.43%
CL A
UNH
5.02%
COM
JPM
4.56%
COM
ACN
4.54%
SHS CLASS A
CMCSA
4.53%
CL A
TJX
4.39%
COM
PEP
4%
COM
BLK
3.81%
COM
MDT
3.6%
SHS
UTX
3.59%
COM
MSFT
3.3%
COM
CVS
3.3%
COM
DWDP
3.24%
COM
JNJ
3.14%
COM
DIS
2.94%
COM DISNEY
ORCL
2.92%
COM
USB
2.65%
COM NEW
BDX
2.63%
COM
BAX
2.19%
COM
XOM
2.13%
COM
FDX
1.92%
COM
LOW
1.85%
COM
APD
1.62%
COM
SBUX
1.56%
COM
KO
1.55%
COM
EMR
1.33%
COM
SLB
1.23%
COM
HON
1.19%
COM
BUD
1.01%
SPONSORED ADR
AET
0.87%
COM
IEMG
0.34%
CORE MSCI EMKT
IEFA
0.34%
CORE MSCI EAFE
SYF
0.31%
COM
MSM
0.31%
CL A
LAD
0.29%
CL A
DG
0.29%
COM
LUV
0.28%
COM
AXP
0.27%
COM
PM
0.27%
COM
UHAL
0.26%
COM
FOX
0.26%
CL B
GPS
0.24%
COM
UPS
0.23%
CL B
ZMH
0.22%
COM
BAC
0.22%
COM
BEN
0.21%
COM
IJR
0.21%
CORE S&P SCP ETF
UNP
0.2%
COM
EXPE
0.2%
COM NEW
AMTD
0.2%
COM
SRG
0.18%
CL A
AMT
0.16%
COM
IBKR
0.15%
COM
ARNC
0.14%
COM
CFG
0.14%
COM
CSCO
0.14%
COM
VPL
0.12%
MEGA CAP GRO ETF
COKE
0.11%
COM
ADP
0.11%
COM
GHC
0.11%
COM
CSJ
0.11%
1-3 YR CR BD ETF
FLOT
0.11%
FLTG RATE BD ETF
VGK
0.11%
FTSE EUROPE ETF
SWK
0.1%
COM
GPC
0.1%
COM
IJH
0.1%
CORE S&P MCP ETF
CIU
0.09%
INTERM CR BD ETF
V
0.09%
COM CL A
ETN
0.09%
SHS
MCD
0.09%
COM
TPR
0.08%
COM
MRK
0.08%
COM
RDS/B
0.08%
SPON ADR B
NWSA
0.08%
CL A
QCOM
0.08%
COM
VZ
0.07%
COM
KMB
0.13%
COM
CHD
0.13%
COM
GSK
0.12%
SPONSORED ADR
QSR
0.11%
COM