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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
28
3
2
2
4
2
21
1
1
KCS WEALTH ADVISORY

Time Period2018-12-31

Total Holdings147

Total Value ($x1000)94,829
Activities
New14

Increased77

Unchanged4

Decreased52

Sold Out16

Top 10 Stock Holdingstotal 17.22%
GIM2.49

SLQD2.13

IEUR1.89

EMB1.83

CSJ1.69

 
AAPL1.59

TOTL1.59

TPYP1.48

COST1.27

GOOG1.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GIM
2.49%
COM
SLQD
2.13%
0-5YR INVT GR CP
IEUR
1.89%
CORE MSCI EURO
EMB
1.83%
JP MOR EM MK ETF
CSJ
1.69%
1-3 YR CR BD ETF
AAPL
1.59%
COM
TOTL
1.59%
SPDR TR TACTIC
TPYP
1.48%
TORTOISE NRAM PI
COST
1.27%
COM
GOOG
1.26%
CAP STK CL C
SHPG
1.25%
SPONSORED ADR
UNH
1.23%
COM
CIU
1.22%
INTERM CR BD ETF
CWB
1.17%
BRC CNV SECS ETF
BRK.B
1.16%
CL B NEW
MELI
1.13%
COM
VWOB
1.12%
EMERG MKT BD ETF
PCAR
1.11%
COM
TSM
1.11%
SPONSORED ADR
V
1.1%
COM CL A
MS
1.04%
COM NEW
DEO
1.01%
SPON ADR NEW
CMCSA
1.01%
CL A
ERJ
1%
SP ADR REP 4 COM
BBD
1%
SP ADR PFD NEW
IVV
1%
CORE S&P500 ETF
TOT
0.97%
SPONSORED ADR
MGA
0.96%
COM
CSCO
0.96%
COM
HON
0.96%
COM
PFF
0.96%
U.S. PFD STK ETF
IXN
0.95%
GLOBAL TECH ETF
FDX
0.95%
COM
IXG
0.93%
GLOBAL FINLS ETF
PKX
0.92%
SPONSORED ADR
PG
0.91%
COM
EPR/PE
0.91%
CONV PFD 9% SR E
GSK
0.9%
SPONSORED ADR
RXI
0.86%
GLB CNS DISC ETF
IX
0.86%
SPONSORED ADR
BP
0.85%
SPONSORED ADR
CHL
0.85%
SPONSORED ADR
EIX
0.83%
COM
MRK
0.83%
COM
WFC/PL
0.81%
PERP PFD CNV A
TRP
0.81%
COM
PHG
0.81%
NY REG SH NEW
RE
0.81%
COM
AMAT
0.81%
COM
LXP/PC
0.79%
PFD CONV SER C
GM
0.76%
COM
VRP
0.73%
VAR RATE PFD
VLO
0.72%
COM
SSL
0.72%
SPONSORED ADR
CTSH
0.72%
CL A
EMHY
0.72%
EM HGHYL BD ETF
SU
0.71%
COM
FB
0.71%
CL A
BK
0.7%
COM
NYCB/PU
0.7%
UNIT 11/01/2051
RCL
0.7%
COM
UBP/PG
0.7%
PFD-G CV 6.75%
LYG
0.7%
SPONSORED ADR
INFY
0.69%
SPONSORED ADR
WFC
0.69%
COM
GS
0.69%
COM
LXP
0.68%
COM
NGG
0.67%
SPONSORED ADR NE
VNO
0.66%
SH BEN INT
MMC
0.66%
COM
MHO
0.64%
COM
NWS
0.64%
CL B
BIDU
0.63%
SPON ADR REP A
IXJ
0.62%
GLOB HLTHCRE ETF
FLOT
0.61%
FLTG RATE BD ETF
VZ
0.61%
COM
EZU
0.61%
EMU ETF
LEMB
0.59%
EM MKTS CURR ETF
UNP
0.59%
COM
JOBS
0.59%
SP ADR REP COM
CSX
0.58%
COM
IP
0.58%
COM
OC
0.58%
COM
C
0.57%
COM NEW
JPM
0.57%
COM
FLJP
0.56%
FTSE JAPAN ETF
HD
0.54%
COM
NXPI
0.53%
COM
STIP
0.53%
0-5 YR TIPS ETF
AER
0.52%
SHS
EXI
0.51%
GLOB INDSTRL ETF
MCK
0.5%
COM
IBN
0.5%
ADR
ICVT
0.48%
CONV BD ETF
KLAC
0.47%
COM
STWD
0.46%
COM
CVS
0.46%
COM
CELG
0.43%
COM
FEI
0.43%
COM
VGK
0.43%
FTSE EUROPE ETF
IEMG
0.42%
CORE MSCI EMKT
UBS
0.41%
SHS
WPP
0.41%
ADR
RIO
0.39%
SPONSORED ADR
IMO
0.39%
COM NEW
DHR
0.38%
COM
DIS
0.38%
COM DISNEY
ABC
0.38%
COM
ANTM
0.37%
COM
SPY
0.37%
TR UNIT
EWC
0.36%
MSCI CDA ETF
PKG
0.35%
COM
FISV
0.34%
COM
EWJ
0.34%
MSCI JPN ETF NEW
IXC
0.33%
GLOBAL ENERG ETF
BRK.A
0.32%
CL A
TPH
0.32%
COM
JNJ
0.32%
COM
SAP
0.31%
SPON ADR
CTRP
0.31%
AMERICAN DEP SHS
SRLN
0.3%
BLKSTN GSOSRLN
MAR
0.3%
CL A
EPP
0.28%
MSCI PAC JP ETF
HUM
0.28%
COM
AMGN
0.27%
COM
JD
0.26%
SPON ADR CL A
ADBE
0.26%
COM
NVS
0.26%
SPONSORED ADR
PEP
0.26%
COM
NVO
0.25%
ADR
SUB
0.25%
SHT NTLAMTFR ETF
BDX
0.25%
COM
GILD
0.24%
COM
ACN
0.24%
SHS CLASS A
SYY
0.23%
COM
ITUB
0.23%
SPON ADR REP PFD
FLEX
0.23%
ORD
KB
0.23%
SPONSORED ADR
ICE
0.23%
COM
WF
0.23%
ADR
GOOGL
0.22%
CAP STK CL A
MDT
0.22%
SHS
IEFA
0.22%
CORE MSCI EAFE
ATNX
0.16%
COM
ING
0.14%
SPONSORED ADR
HPE
0.14%
COM
ECF
0.1%
COM
LQD
0.97%
IBOXX INV CP ETF
BLK
0.71%
COM
ADNT
0.55%
ORD SHS
CMF
0.47%
CALI AMT-FRE ETF
SHY
0.32%
1-3 YR TR BD ETF
FEN
0.31%
COM
BXMT
0.3%
COM CL A
NVDA
0.27%
COM
SNE
0.23%
ADR NEW
MDY
0.22%
UTSER1 S&PDCRP
BHGE
0.21%
CL A
MSFT
0.21%
COM
T
0.2%
COM
ABBV
0.19%
COM
EEMA
0.19%
MSCI EM ASIA ETF
GE
0.17%
COM