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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
17
5
1
2
1
0
8
1
0
LUMBARD KELLNER LLC

Time Period2018-12-31

Total Holdings80

Total Value ($x1000)165,022
Activities
New3

Increased2

Unchanged42

Decreased33

Sold Out5

Top 10 Stock Holdingstotal 50.88%
VTI14.1

6.3

6.03

MINT4.5

WMT3.85

 
MET3.59

GOOG3.5

PRU3.39

SHPG2.81

DIS2.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
14.1%
TOTAL STK MKT
MATTHEWS...
6.3%
MUTUAL FUNDS - EQUITY
FIRST AM...
6.03%
SHORT TERM FDS-TAXABLE (ACM)
MINT
4.5%
ENHAN SHRT MAT
WMT
3.85%
COM
MET
3.59%
COM
GOOG
3.5%
CAP STK CL C
PRU
3.39%
COM
SHPG
2.81%
SPONSORED ADR
DIS
2.81%
COM DISNEY
FDX
2.79%
COM
ZTS
2.7%
CL A
EPOL
2.68%
MSCI POL CAP ETF
T
2.52%
COM
MATTHEWS...
2.46%
MUTUAL FUNDS - EQUITY
GLW
2.42%
COM
FB
2.3%
CL A
VWO
2.1%
FTSE EMR MKT ETF
GS
1.95%
COM
HSIC
1.89%
COM
IBM
1.81%
COM
VT
1.56%
TT WRLD ST ETF
LMT
1.5%
COM
HBAN
1.42%
COM
SINGAPOR...
1.41%
FOREIGN COMMON STOCK
TSN
1.39%
CL A
BANK OF ...
1.18%
CORPORATE BONDS AND NOTES
KEY
1.15%
COM
KRA
1.08%
COM
BHF
1.08%
COM
ENERGY T...
0.83%
CORPORATE BONDS AND NOTES
US BANK ...
0.65%
CORPORATE BONDS AND NOTES
BWA
0.63%
COM
FIRST MD...
0.55%
CORPORATE BONDS AND NOTES
JP MORGA...
0.53%
CORPORATE BONDS AND NOTES
BANK OF ...
0.52%
CORPORATE BONDS AND NOTES
WACHOVIA...
0.47%
CORPORATE BONDS AND NOTES
MELLON C...
0.43%
CORPORATE BONDS AND NOTES
MORGAN S...
0.43%
CORPORATE BONDS AND NOTES
NTC CAPI...
0.42%
CORPORATE BONDS AND NOTES
LLY
0.42%
COM
AMERICAN...
0.4%
CORPORATE BONDS AND NOTES
HON
0.39%
COM
XOM
0.36%
COM
CITIGROU...
0.35%
CORPORATE BONDS AND NOTES
AMAT
0.32%
COM
AAPL
0.32%
COM
MRK
0.28%
COM
CMCSA
0.28%
CL A
CITIGROU...
0.27%
CORPORATE BONDS AND NOTES
MSFT
0.26%
COM
V
0.24%
COM CL A
CHKP
0.21%
ORD
PEP
0.2%
COM
NI
0.18%
COM
CITIGROU...
0.18%
CORPORATE BONDS AND NOTES
KRE
0.18%
S&P REGL BKG
PM
0.18%
COM
LYB
0.15%
SHS - A -
VOYA
0.13%
COM
NEE
0.13%
COM
OPUS BAN...
0.12%
CORPORATE BONDS AND NOTES
SUNTRUST...
0.11%
CORPORATE BONDS AND NOTES
MANUF TR...
0.1%
CORPORATE BONDS AND NOTES
MXE
0.08%
COM
GE
0.08%
COM
BANK OF ...
0.06%
CORPORATE BONDS AND NOTES
INGRAM M...
0.05%
CORPORATE BONDS AND NOTES
SOUTHBOR...
0.03%
MUNI BDS-FIXED NON TAXABLE
WELLS FA...
0.03%
CORPORATE BONDS AND NOTES
MILTON M...
0.03%
MUNI BDS-FIXED NON TAXABLE
WESTWOOD...
0.03%
MUNI BDS-FIXED NON TAXABLE
MASSACHU...
0.03%
MUNI BDS-FIXED NON TAXABLE
KOHLS CO...
0.03%
CORPORATE BONDS AND NOTES
SOUTH CA...
0.02%
MUNI BDS-VARIABLE NON TAXABLE
STATE ST...
0.01%
CORPORATE BONDS AND NOTES
GABRIEL ...
< 0.01%
FOREIGN COMMON STOCK
DESARROL...
< 0.01%
OTHER FOREIGN CORPORATE BONDS
AMICUS W...
< 0.01%
CORPORATE BONDS AND NOTES
FIVE STA...
< 0.01%
COMMON STOCK
SPY
0.11%
TR UNIT
VANGUARD...
0.11%
MUTUAL FUNDS - EQUITY
JNJ
0.11%
COM
APC
0.11%
COM
ALTRIA G...
0.03%
CORPORATE BONDS AND NOTES