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
31
3
1
2
5
2
20
1
1
KCS WEALTH ADVISORY

Time Period2019-03-31

Total Holdings149

Total Value ($x1000)114,713
Activities
New11

Increased95

Unchanged5

Decreased38

Sold Out9

Top 10 Stock Holdingstotal 18.66%
SLQD2.77

GIM2.76

EMB2.26

IEUR2.03

TPYP1.59

 
AAPL1.56

TOTL1.52

CIU1.45

CSJ1.38

MELI1.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SLQD
2.77%
0-5YR INVT GR CP
GIM
2.76%
COM
EMB
2.26%
JP MOR EM MK ETF
IEUR
2.03%
CORE MSCI EURO
TPYP
1.59%
TORTOISE NRAM PI
AAPL
1.56%
COM
TOTL
1.52%
SPDR TR TACTIC
CIU
1.45%
INTERM CR BD ETF
CSJ
1.38%
1-3 YR CR BD ETF
MELI
1.34%
COM
SHV
1.29%
SHRT TRS BD ETF
COST
1.28%
COM
GOOG
1.19%
CAP STK CL C
PCAR
1.18%
COM
V
1.13%
COM CL A
BRK.B
1.1%
CL B NEW
FDX
1.05%
COM
TSM
1.04%
SPONSORED ADR
AMAT
1.03%
COM
CMCSA
1.02%
CL A
MS
1.01%
COM NEW
DEO
1%
SPON ADR NEW
UNH
1%
COM
FB
0.99%
CL A
EPR/PE
0.98%
CONV PFD 9% SR E
HON
0.97%
COM
CSCO
0.96%
COM
WFC/PL
0.96%
PERP PFD CNV A
XOVR
0.95%
SPDR BOFA CRSS
VWOB
0.95%
EMERG MKT BD ETF
IXN
0.94%
GLOBAL TECH ETF
IVV
0.92%
CORE S&P500 ETF
GSK
0.91%
SPONSORED ADR
GS
0.91%
COM
CWB
0.89%
BRC CNV SECS ETF
MGA
0.88%
COM
TOT
0.88%
SPONSORED ADR
MRK
0.88%
COM
ICVT
0.87%
CONV BD ETF
BP
0.87%
SPONSORED ADR
TRP
0.86%
COM
PG
0.86%
COM
IXG
0.86%
GLOBAL FINLS ETF
PHG
0.86%
NY REG SH NEW
NYCB/PU
0.82%
UNIT 11/01/2051
PKX
0.81%
SPONSORED ADR
RXI
0.8%
GLB CNS DISC ETF
LYG
0.79%
SPONSORED ADR
ERJ
0.78%
SP ADR REP 4 COM
LXP/PC
0.78%
PFD CONV SER C
GM
0.76%
COM
EIX
0.75%
COM
CHL
0.75%
SPONSORED ADR
BBD
0.73%
SP ADR PFD NEW
MHO
0.73%
COM
SSL
0.72%
SPONSORED ADR
RCL
0.72%
COM
CTSH
0.72%
CL A
AER
0.72%
SHS
UBP/PG
0.71%
PFD-G CV 6.75%
OC
0.71%
COM
MMC
0.71%
COM
VLO
0.71%
COM
BK
0.7%
COM
NXPI
0.7%
COM
RE
0.69%
COM
SU
0.69%
COM
TAK
0.68%
SPONSORED ADS
NGG
0.68%
SPONSORED ADR NE
C
0.67%
COM NEW
WFC
0.67%
COM
INFY
0.65%
SPONSORED ADR
CELG
0.65%
COM
EZU
0.63%
EMU ETF
UNP
0.63%
COM
VNO
0.63%
SH BEN INT
IP
0.62%
COM
BIDU
0.61%
SPON ADR REP A
NWS
0.6%
CL B
JOBS
0.6%
SP ADR REP COM
KLAC
0.58%
COM
FLJP
0.58%
FTSE JAPAN ETF
CSX
0.57%
COM
PFF
0.57%
U.S. PFD STK ETF
IBN
0.57%
ADR
IXJ
0.56%
GLOB HLTHCRE ETF
MCK
0.56%
COM
LEMB
0.55%
EM MKTS CURR ETF
CTRP
0.53%
AMERICAN DEP SHS
VZ
0.52%
COM
EMHY
0.51%
EM HGHYL BD ETF
MAR
0.49%
CL A
EXI
0.48%
GLOB INDSTRL ETF
VRP
0.47%
VAR RATE PFD
IMO
0.45%
COM NEW
JPM
0.45%
COM
HD
0.44%
COM
TPH
0.43%
COM
JD
0.41%
SPON ADR CL A
ANTM
0.41%
COM
WPP
0.4%
ADR
RIO
0.39%
SPONSORED ADR
VGK
0.38%
FTSE EUROPE ETF
STIP
0.38%
0-5 YR TIPS ETF
IEMG
0.38%
CORE MSCI EMKT
FLEX
0.38%
ORD
UBS
0.36%
SHS
PKG
0.36%
COM
EWC
0.35%
MSCI CDA ETF
FISV
0.34%
COM
DHR
0.33%
COM
SPY
0.33%
TR UNIT
ABC
0.33%
COM
DIS
0.33%
COM DISNEY
EWJ
0.32%
MSCI JPN ETF NEW
IXC
0.32%
GLOBAL ENERG ETF
CVS
0.3%
COM
EPP
0.27%
MSCI PAC JP ETF
JNJ
0.27%
COM
BRK.A
0.26%
CL A
LXP
0.26%
COM
ADBE
0.25%
COM
SAP
0.24%
SPON ADR
ACN
0.24%
SHS CLASS A
NVO
0.23%
ADR
GILD
0.22%
COM
NVS
0.22%
SPONSORED ADR
AMGN
0.22%
COM
GOOGL
0.22%
CAP STK CL A
BDX
0.22%
COM
PEP
0.22%
COM
HUM
0.21%
COM
SUB
0.21%
SHT NTLAMTFR ETF
MDT
0.2%
SHS
MSFT
0.2%
COM
SYY
0.2%
COM
CVX
0.19%
COM
EEMA
0.19%
MSCI EM ASIA ETF
CHKP
0.19%
ORD
ILF
0.19%
LATN AMER 40 ETF
IEFA
0.19%
CORE MSCI EAFE
SLG
0.17%
COM
MDY
0.17%
UTSER1 S&PDCRP
HPE
0.14%
COM
ITUB
0.13%
SPON ADR REP PFD
GE
0.13%
COM
ATNX
0.13%
COM
ING
0.13%
SPONSORED ADR
ECF
0.09%
COM
SHPG
1.25%
SPONSORED ADR
IX
0.86%
SPONSORED ADR
FLOT
0.61%
FLTG RATE BD ETF
STWD
0.46%
COM
FEI
0.43%
COM
SRLN
0.3%
BLKSTN GSOSRLN
KB
0.23%
SPONSORED ADR
ICE
0.23%
COM
WF
0.23%
ADR