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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
41
18
1
4
8
3
23
15
4
LAFFER INVESTMENTS

Time Period2018-03-31

Total Holdings195

Total Value ($x1000)401,628
Activities
New59

Increased82

Unchanged9

Decreased45

Sold Out74

Top 10 Stock Holdingstotal 14.51%
MSFT2.75

512807AL22.13

JPM1.83

BDXA1.18

WFC1.18

 
ANTX1.13

CCI/PA1.1

DCUD1.09

UNH1.09

AMGN1.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
2.75%
COM
LAM RESE...
2.13%
CONVERTIBLE BOND
JPM
1.83%
COM
BDXA
1.18%
PFD SHS CONV A
WFC
1.18%
COM
ANTX
1.13%
UNIT 05/01/20188
CCI/PA
1.1%
6.875% CON PFD A
DCUD
1.09%
UNIT 08/15/2019
UNH
1.09%
COM
AMGN
1.03%
COM
TXN
1.01%
COM
C
0.99%
COM NEW
PM
0.95%
COM
MRK
0.94%
COM
RED HAT ...
0.94%
CONVERTIBLE BOND
BOOKING ...
0.93%
CONVERTIBLE BOND
DIS
0.92%
COM DISNEY
XL
0.91%
COM
MMM
0.86%
COM
VLO
0.85%
COM
WFC/PL
0.83%
PERP PFD CNV A
KSS
0.82%
COM
GS
0.81%
COM
SWP
0.8%
UNIT 05/15/2020
NXP SEMI...
0.79%
CONVERTIBLE BOND
TMO
0.77%
COM
TWX
0.76%
COM NEW
ARES CAP...
0.76%
CONVERTIBLE BOND
SBUX
0.76%
COM
PNC
0.75%
COM
PAYX
0.73%
COM
AXP
0.73%
COM
TJX
0.73%
COM
SCHW
0.72%
COM
CAT
0.72%
COM
AMAT
0.71%
COM
SRE/PA
0.71%
6% PFD CONV A
ILLUMINA...
0.71%
CONVERTIBLE BOND
INTU
0.69%
COM
MACQUARI...
0.69%
CONVERTIBLE BOND
QCOM
0.69%
COM
GWW
0.69%
COM
APC
0.68%
COM
STZ
0.68%
CL A
TPG SPEC...
0.67%
CONVERTIBLE BOND
MPC
0.67%
COM
MAR
0.67%
CL A
HUM
0.66%
COM
HERCULES...
0.66%
CONVERTIBLE BOND
ADP
0.66%
COM
BBT
0.65%
COM
AET
0.65%
COM
BK
0.65%
COM
TGT
0.65%
COM
CSX
0.65%
COM
DE
0.65%
COM
MTB
0.65%
COM
SO
0.64%
COM
SRE
0.64%
COM
ADI
0.63%
COM
EMN
0.63%
COM
RF
0.62%
COM
AFL
0.62%
COM
TSS
0.62%
COM
TCP CAPI...
0.62%
CONVERTIBLE BOND
CMA
0.62%
COM
SYY
0.61%
COM
VIAB
0.61%
CL B
AME
0.6%
COM
AAP
0.6%
COM
HAL
0.6%
COM
NRG
0.6%
COM NEW
WLTW
0.6%
SHS
PRU
0.59%
COM
SWKS
0.59%
COM
RSG
0.59%
COM
KLAC
0.59%
COM
JCI
0.58%
SHS
VEREIT...
0.58%
CONVERTIBLE BOND
CA
0.58%
COM
ED
0.58%
COM
ZION
0.58%
COM
FAST
0.58%
COM
CHD
0.57%
COM
AOS
0.57%
COM
XLNX
0.57%
COM
CFG
0.57%
COM
CMS
0.57%
COM
KSU
0.57%
COM NEW
KEY
0.57%
COM
JWN
0.57%
COM
CNP
0.57%
COM
A
0.56%
COM
MICRON T...
0.56%
CONVERTIBLE BOND
GRMN
0.56%
SHS
JBHT
0.56%
COM
CAH
0.56%
COM
FINISAR ...
0.55%
CONVERTIBLE BOND
FL
0.55%
COM
PBCT
0.54%
COM
PNR
0.54%
SHS
AIZP
0.53%
6.50% CONV PFD D
HRB
0.53%
COM
SPIRIT R...
0.53%
CONVERTIBLE BOND
CPB
0.53%
COM
ARE/PD
0.53%
PFD CONV SER D
ABC
0.53%
COM
HCN/PI
0.53%
6.50% PFD PREPET
MOS
0.52%
COM
AMG CAPI...
0.52%
CONVERTIBLE PREFERRED STOCK
HES/PA
0.52%
DEP PDF SR A
WHR
0.52%
COM
MRO
0.52%
COM
AMP
0.52%
COM
WU
0.52%
COM
LEN
0.51%
CL A
BHGE
0.51%
CL A
ANDV
0.51%
COM
IFF
0.51%
COM
PKG
0.5%
COM
RPM INTE...
0.5%
CONVERTIBLE BOND
CITRIX I...
0.5%
CONVERTIBLE BOND
BUNGE LT...
0.5%
CONVERTIBLE PREFERRED STOCK
DHI
0.49%
COM
SEE
0.49%
COM
PHM
0.48%
COM
UNM
0.48%
COM
RRC
0.47%
COM
WMB
0.47%
COM
LUK
0.47%
COM
MAT
0.46%
COM
AEUA
0.45%
UNIT 99/99/9999
XRAY
0.45%
COM
HANNON A...
0.37%
CONVERTIBLE BOND
DEUTSCHE...
0.37%
CONVERTIBLE BOND
SRCLP
0.36%
DEP PFD A 1/10
STARWOOD...
0.34%
CONVERTIBLE BOND
DYCOM IN...
0.3%
CONVERTIBLE BOND
JANUS CA...
0.29%
CONVERTIBLE BOND
ARCONINC...
0.28%
CONVERTIBLE BOND
CSCO
0.22%
COM
VFC
0.22%
COM
LYB
0.19%
SHS - A -
SIX
0.18%
COM
JNJ
0.18%
COM
MO
0.17%
COM
PFE
0.17%
COM
UPS
0.17%
CL B
LADR
0.17%
CL A
ARCC
0.16%
COM
WPC
0.16%
COM
BCE
0.16%
COM NEW
RIO
0.16%
SPONSORED ADR
FLOT
0.16%
FLTG RATE BD ETF
OKE
0.15%
COM
T
0.15%
COM
OHI
0.13%
COM
SLQD
0.13%
0-5YR INVT GR CP
SPY
0.12%
TR UNIT
MBB
0.12%
MBS ETF
INDA
0.12%
MSCI INDIA ETF
EWH
0.12%
MSCI HONG KG ETF
EWQ
0.12%
MSCI FRANCE ETF
EWT
0.12%
MSCI TAIWAN ETF
EWS
0.12%
MSCI SINGPOR ETF
CSJ
0.11%
1-3 YR CR BD ETF
NEE
0.11%
COM
NORW
0.11%
GLOB X NOR ETF
HEWG
0.1%
HDG MSCI GERMN
CCI
0.1%
COM
BA
0.09%
COM
D
0.08%
COM
EPR/PE
0.08%
CONV PFD 9% SR E
DIGITAL ...
0.08%
PREFERRED STOCK
CARLYLE ...
0.08%
PREFERRED STOCK
MORGAN S...
0.08%
PREFERRED STOCK
NUSTAR L...
0.08%
PREFERRED STOCK
CITIGROU...
0.08%
PREFERRED STOCK
BELDEN I...
0.08%
CONVERTIBLE PREFERRED STOCK
HYG
0.07%
IBOXX HI YD ETF
EQM
0.07%
UNIT LTD PARTN
KMI
0.06%
COM
RYAM/PA
0.06%
PFD CV SER A
LQD
0.06%
IBOXX INV CP ETF
XLF
0.04%
SBI INT-FINL
ICVT
0.03%
CONV BD ETF
CLYH
0.03%
INT RT HD 10YR
GUGGENHE...
0.03%
EXCHANGE TRADED FUND
SHY
0.03%
1-3 YR TR BD ETF
VCSH
0.03%
SHRT TRM CORP BD
GNMA
0.02%
GNMA BOND ETF
HYGH
0.01%
IT RT HDG HGYL
TIP
0.01%
TIPS BD ETF
AMLP
< 0.01%
ALERIAN MLP
SAFEWAY ...
< 0.01%
WARRANTS
HD
1.36%
COM
INTC
1.27%
COM
MDT
0.87%
SHS
AVGO
0.87%
SHS
UNP
0.86%
COM
CME
0.79%
COM
BMY
0.78%
COM
ATVI
0.77%
COM
EL
0.74%
CL A
LRCX
0.73%
COM
LOW
0.72%
COM
AGN/PA
0.72%
PFD CONV SER A
PGR
0.71%
COM
SPGI
0.71%
COM
MS
0.69%
COM NEW
SHW
0.66%
COM
OLD REPU...
0.64%
CONVERTIBLE BOND
MCO
0.64%
COM
SLB
0.62%
COM
ROP
0.6%
COM
HPQ
0.6%
COM
TEL
0.6%
REG SHS
MMC
0.58%
COM
AMT/PB
0.57%
DEP PFD CONV SE
GLW
0.57%
COM
TROW
0.57%
COM
FIS
0.57%
COM
ICE
0.57%
COM
BBY
0.56%
COM
APH
0.56%
CL A
GPN
0.56%
COM
AON
0.55%
SHS CL A
MCHP
0.55%
COM
CLX
0.54%
COM
PKI
0.52%
COM
ENB
0.52%
COM
MCK
0.51%
COM
CTAS
0.51%
COM
F
0.51%
COM PAR $0.01
DLR
0.49%
COM
COO
0.49%
COM NEW
WY
0.48%
COM
DRI
0.48%
COM
SYMC
0.47%
COM
NTRS
0.47%
COM
LM
0.47%
COM
IP
0.47%
COM
DPS
0.46%
COM
IVZ
0.45%
SHS
DGX
0.44%
COM
RHI
0.43%
COM
PXD
0.43%
COM
VMC
0.42%
COM
CALATLAN...
0.42%
CONVERTIBLE BOND
EFX
0.41%
COM
EXPE
0.41%
COM NEW
UHS
0.4%
CL B
MLM
0.4%
COM
TSCO
0.39%
COM
TEVA PHA...
0.38%
CONVERTIBLE PREFERRED STOCK
R
0.37%
COM
OMC
0.37%
COM
LEG
0.36%
COM
DNB
0.36%
COM
HOG
0.33%
COM
CTL
0.28%
COM
MIC
0.14%
MEMBERSHIP INT
CWB
0.14%
BRC CNV SECS ETF
CIU
0.13%
INTERM CR BD ETF
GSY
0.1%
GUGG ENH SHT DUR
WELLS FA...
0.08%
PREFERRED STOCK
KMI/PA
0.08%
PFD SER A
SEP
0.07%
COM
SAFEWAY ...
0.02%
WARRANTS