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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
31
2
3
2
4
1
22
0
1
KCS WEALTH ADVISORY

Time Period2018-09-30

Total Holdings149

Total Value ($x1000)107,724
Activities
New6

Increased80

Unchanged4

Decreased59

Sold Out8

Top 10 Stock Holdingstotal 19.38%
SLQD3.3

TPYP3.05

IEUR2.32

EMB2.22

AAPL1.75

 
GIM1.58

COST1.35

CWB1.33

GOOG1.25

FDX1.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SLQD
3.3%
0-5YR INVT GR CP
TPYP
3.05%
TORTOISE NRAM PI
IEUR
2.32%
CORE MSCI EURO
EMB
2.22%
JP MOR EM MK ETF
AAPL
1.75%
COM
GIM
1.58%
COM
COST
1.35%
COM
CWB
1.33%
BRC CNV SECS ETF
GOOG
1.25%
CAP STK CL C
FDX
1.23%
COM
FEI
1.23%
COM
TOTL
1.19%
SPDR TR TACTIC
VRP
1.16%
VAR RATE PFD
IVV
1.16%
CORE S&P500 ETF
UNH
1.16%
COM
MELI
1.15%
COM
TSM
1.14%
SPONSORED ADR
V
1.13%
COM CL A
IXN
1.07%
GLOBAL TECH ETF
HON
1.05%
COM
SHPG
1.05%
SPONSORED ADR
TOT
1.04%
SPONSORED ADR
PCAR
0.99%
COM
IP
0.99%
COM
VLO
0.97%
COM
LQD
0.97%
IBOXX INV CP ETF
BRK.B
0.95%
CL B NEW
CSCO
0.94%
COM
MS
0.93%
COM NEW
VNO
0.92%
SH BEN INT
MGA
0.92%
COM
PKX
0.92%
SPONSORED ADR
RXI
0.9%
GLB CNS DISC ETF
CMCSA
0.9%
CL A
PHG
0.89%
NY REG SH NEW
IXG
0.88%
GLOBAL FINLS ETF
MCK
0.88%
COM
BP
0.88%
SPONSORED ADR
SU
0.87%
COM
DEO
0.87%
SPON ADR NEW
EIX
0.86%
COM
IX
0.81%
SPONSORED ADR
RCL
0.8%
COM
BIDU
0.8%
SPON ADR REP A
TRP
0.77%
COM
GSK
0.76%
SPONSORED ADR
CTSH
0.75%
CL A
CELG
0.74%
COM
CHL
0.74%
SPONSORED ADR
LEMB
0.73%
EM MKTS CURR ETF
RE
0.72%
COM
EPR/PE
0.72%
CONV PFD 9% SR E
SSL
0.72%
SPONSORED ADR
PG
0.71%
COM
WFC
0.71%
COM
BLK
0.71%
COM
JPM
0.69%
COM
INFY
0.69%
SPONSORED ADR
AMAT
0.68%
COM
C
0.68%
COM NEW
MRK
0.67%
COM
WPP
0.67%
ADR
ERJ
0.66%
SP ADR REP 4 COM
WFC/PL
0.65%
PERP PFD CNV A
LXP/PC
0.64%
PFD CONV SER C
HD
0.64%
COM
AER
0.63%
SHS
JOBS
0.63%
SP ADR REP COM
LYG
0.63%
SPONSORED ADR
BK
0.63%
COM
CSX
0.62%
COM
UBP/PG
0.62%
PFD-G CV 6.75%
EZU
0.61%
EMU ETF
GM
0.61%
COM
NGG
0.61%
SPONSORED ADR NE
NWS
0.6%
CL B
FLJP
0.6%
FTSE JAPAN ETF
NYCB/PU
0.6%
UNIT 11/01/2051
UNP
0.59%
COM
IXJ
0.59%
GLOB HLTHCRE ETF
FLEX
0.59%
ORD
MHO
0.58%
COM
LXP
0.57%
COM
ADNT
0.55%
ORD SHS
BBD
0.54%
SP ADR PFD NEW
MMC
0.54%
COM
VWOB
0.53%
EMERG MKT BD ETF
VZ
0.53%
COM
EXI
0.51%
GLOB INDSTRL ETF
STIP
0.51%
0-5 YR TIPS ETF
FB
0.5%
CL A
GS
0.5%
COM
PFF
0.48%
U.S. PFD STK ETF
CMF
0.47%
CALI AMT-FRE ETF
CVS
0.46%
COM
IEFA
0.45%
CORE MSCI EAFE
SAP
0.44%
SPON ADR
SRLN
0.44%
BLKSTN GSOSRLN
KLAC
0.44%
COM
STWD
0.43%
COM
CTRP
0.4%
AMERICAN DEP SHS
EWC
0.39%
MSCI CDA ETF
JD
0.39%
SPON ADR CL A
ADBE
0.38%
COM
SPY
0.38%
TR UNIT
DHR
0.38%
COM
IBN
0.36%
ADR
RIO
0.36%
SPONSORED ADR
IXC
0.35%
GLOBAL ENERG ETF
DIS
0.35%
COM DISNEY
IEMG
0.35%
CORE MSCI EMKT
FISV
0.34%
COM
EWJ
0.33%
MSCI JPN ETF NEW
SHY
0.32%
1-3 YR TR BD ETF
ANTM
0.31%
COM
FEN
0.31%
COM
BXMT
0.3%
COM CL A
JNJ
0.3%
COM
BRK.A
0.3%
CL A
HUM
0.3%
COM
ACN
0.29%
SHS CLASS A
TPH
0.27%
COM
NVDA
0.27%
COM
EPP
0.27%
MSCI PAC JP ETF
BDX
0.26%
COM
NVO
0.26%
ADR
AMGN
0.25%
COM
KB
0.24%
SPONSORED ADR
SYY
0.24%
COM
NVS
0.23%
SPONSORED ADR
PEP
0.23%
COM
GOOGL
0.23%
CAP STK CL A
SNE
0.23%
ADR NEW
MDY
0.22%
UTSER1 S&PDCRP
WF
0.22%
ADR
ICE
0.22%
COM
BHGE
0.21%
CL A
MSFT
0.21%
COM
FLOT
0.21%
FLTG RATE BD ETF
T
0.2%
COM
MDT
0.19%
SHS
ABBV
0.19%
COM
EEMA
0.19%
MSCI EM ASIA ETF
ITUB
0.18%
SPON ADR REP PFD
GE
0.17%
COM
ATNX
0.16%
COM
HPE
0.15%
COM
ING
0.14%
SPONSORED ADR
ECF
0.11%
COM
CIU
0.91%
INTERM CR BD ETF
JNK
0.51%
BRC HGH YLD BD
IEI
0.48%
3-7 YR TR BD ETF
TD
0.3%
COM NEW
SUB
0.25%
SHT NTLAMTFR ETF
INTC
0.22%
COM
GILD
0.19%
COM
BCS
0.1%
ADR