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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.
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Large
Value
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Small
Growth
27
1
2
2
2
0
19
4
0
KEN STERN ASSOCIATES INC

Time Period2018-06-30

Total Holdings129

Total Value ($x1000)216,639
Activities
New17

Increased53

Unchanged26

Decreased33

Sold Out5

Top 10 Stock Holdingstotal 58.09%
ESS18.77

IWO5.82

VEA5.11

BND4.75

IEF4.49

 
SHV4.46

VGT4.05

XLY3.77

XLI3.48

MTUM3.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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ESS
18.77%
COM
IWO
5.82%
RUS 2000 GRW ETF
VEA
5.11%
FTSE DEV MKT ETF
BND
4.75%
TOTAL BND MRKT
IEF
4.49%
7-10 Y TR BD ETF
SHV
4.46%
SHRT TRS BD ETF
VGT
4.05%
INF TECH ETF
XLY
3.77%
SBI CONS DISCR
XLI
3.48%
SBI INT-INDS
MTUM
3.39%
MSCI USAMOMFCT
FDN
3.32%
DJ INTERNT IDX
IYF
3.24%
U.S. FINLS ETF
VTV
2.71%
VALUE ETF
SPY
2.12%
TR UNIT
XLV
1.82%
SBI HEALTHCARE
XLF
1.81%
SBI INT-FINL
IHI
1.36%
U.S. MED DVC ETF
VB
1.3%
SMALL CP ETF
AAPL
1.03%
COM
DIVY
0.7%
DIVS ETF
GSLC
0.6%
EQUITY ETF
JNJ
0.57%
COM
AMZN
0.57%
COM
BSCI
0.51%
GUG BULL2018 E
VTI
0.48%
TOTAL STK MKT
GOOGL
0.47%
CAP STK CL A
LDOS
0.41%
COM
BSCK
0.36%
GUG BULL2020 E
RCD
0.33%
GUG S&P SC500 EQ
SDY
0.33%
S&P DIVID ETF
QCOM
0.33%
COM
VRP
0.32%
VAR RATE PFD POR
PHB
0.32%
FDM HG YLD RAFI
PFE
0.32%
COM
INTC
0.32%
COM
PRF
0.31%
FTSE RAFI 1000
IGV
0.31%
NA TEC-SFTWR ETF
ABBV
0.3%
COM
AET
0.29%
COM
SAIC
0.29%
COM
RYT
0.29%
GUG S&P500EQWTTE
BSCJ
0.29%
GUG BULL2019 E
V
0.28%
COM CL A
HON
0.28%
COM
RYF
0.27%
GUG S&P500EQWTFI
LH
0.27%
COM NEW
TMO
0.27%
COM
CSCO
0.27%
COM
XAR
0.26%
AEROSPACE DEF
FDRR
0.25%
DIVID ETF RISI
VDC
0.25%
CONSUM STP ETF
RYH
0.23%
GUG S&P500EQWTHC
GLW
0.23%
COM
TDIV
0.22%
NASD TECH DIV
RGI
0.22%
GUG S&P500 EQ WT
PG
0.21%
COM
XOM
0.21%
COM
PEP
0.21%
COM
WFC
0.21%
COM
ITW
0.21%
COM
DAL
0.21%
COM NEW
VGK
0.2%
FTSE EUROPE ETF
KIE
0.2%
S&P INS ETF
LRCX
0.2%
COM
IGF
0.2%
GLB INFRASTR ETF
MU
0.2%
COM
JPM
0.19%
COM
FITB
0.19%
COM
C
0.19%
COM NEW
VZ
0.19%
COM
AOR
0.19%
GRWT ALLOCAT ETF
PPL
0.19%
COM
CPT
0.19%
SH BEN INT
BSCL
0.18%
GUGG BULSH 2021
LYB
0.18%
SHS - A -
FTEC
0.17%
MSCI INFO TECH I
PCAR
0.17%
COM
PGX
0.17%
AGG PFD PORT
DIS
0.17%
COM DISNEY
DUK
0.16%
COM NEW
HAL
0.16%
COM
EMB
0.16%
JP MOR EM MK ETF
BKLN
0.16%
SENIOR LN PORT
VOO
0.16%
SHS
ETN
0.16%
SHS
IVV
0.16%
CORE S&P500 ETF
SO
0.16%
COM
HCN
0.15%
COM
MLPA
0.15%
GLBL X MLP ETF
JPUS
0.15%
F JPMORGAN DIVER
IBB
0.14%
NASDQ BIOTEC ETF
IYR
0.14%
U.S. REAL ES ETF
T
0.14%
COM
GOOG
0.14%
CAP STK CL C
BLK
0.14%
COM
RYE
0.13%
GUG S&P500EQWTEN
CVX
0.13%
COM
HST
0.13%
COM
IJT
0.13%
SP SMCP600GR ETF
UPS
0.13%
CL B
ALXN
0.13%
COM
PFXF
0.13%
PFD SECS EX FINL
IJS
0.12%
SP SMCP600VL ETF
IDV
0.12%
INTL SEL DIV ETF
ISRG
0.12%
COM NEW
RYU
0.12%
GUG S&P500EQWTUT
APLE
0.12%
COM NEW
SDOG
0.12%
SECTR DIV DOGS
CCL
0.12%
PAIRED CTF
MDIV
0.12%
MULTI ASSET DI
KMB
0.12%
COM
TSN
0.11%
CL A
FDX
0.11%
COM
DWDP
0.11%
COM
IWM
0.11%
RUSSELL 2000 ETF
SBUX
0.11%
COM
RHS
0.1%
GUG S&P500 EWCON
COST
0.1%
COM
MCD
0.1%
COM
RWO
0.1%
DJ GLB RL ES ETF
FNCL
0.1%
MSCI FINLS IDX
CVS
0.1%
COM
EEM
0.1%
MSCI EMG MKT ETF
AGG
0.1%
CORE TOTUSBD ETF
RTM
0.09%
GUG S&P500EQWTMA
FDIS
0.09%
MSCI CONSM DIS
O
0.09%
COM
JPST
0.09%
ULTRA SHRT INC
USO
0.08%
UNITS
BIV
6.65%
INTERMED TERM
VEU
2.67%
ALLWRLD EX US
PWV
2.65%
DYNM LRG CP VL
AMLP
0.13%
ALERIAN MLP
CELG
0.11%
COM