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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
16
5
1
2
1
0
8
1
0
LUMBARD KELLNER LLC

Time Period2019-03-31

Total Holdings79

Total Value ($x1000)179,536
Activities
New6

Increased13

Unchanged34

Decreased26

Sold Out7

Top 10 Stock Holdingstotal 49.17%
VTI14.63

6.19

MINT4.15

3.82

WMT3.68

 
GOOG3.64

PRU3.51

MET3.44

QQQ3.19

ZTS2.92

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
14.63%
TOTAL STK MKT
MATTHEWS...
6.19%
MUTUAL FUNDS - EQUITY
MINT
4.15%
ENHAN SHRT MAT
FIRST AM...
3.82%
SHORT TERM FDS-TAXABLE (ACM)
WMT
3.68%
COM
GOOG
3.64%
CAP STK CL C
PRU
3.51%
COM
MET
3.44%
COM
QQQ
3.19%
UNIT SER 1
ZTS
2.92%
CL A
FDX
2.89%
COM
FB
2.75%
CL A
DIS
2.6%
COM DISNEY
T
2.54%
COM
EPOL
2.45%
MSCI POL CAP ETF
GLW
2.44%
COM
MATTHEWS...
2.39%
MUTUAL FUNDS - EQUITY
GS
2.21%
COM
VWO
2.14%
FTSE EMR MKT ETF
TSN
1.68%
CL A
VT
1.64%
TT WRLD ST ETF
LMT
1.59%
COM
TAK
1.52%
SPONSORED ADS
KRA
1.48%
COM
SINGAPOR...
1.41%
FOREIGN COMMON STOCK
HBAN
1.38%
COM
HSIC
1.35%
COM
BHF
1.21%
COM
KEY
1.13%
COM
BANK OF ...
1.13%
CORPORATE BONDS AND NOTES
CVET
1.09%
COM
ENERGY T...
0.86%
CORPORATE BONDS AND NOTES
BWA
0.64%
COM
US BANK ...
0.62%
CORPORATE BONDS AND NOTES
FIRST MD...
0.51%
CORPORATE BONDS AND NOTES
JP MORGA...
0.5%
CORPORATE BONDS AND NOTES
BANK OF ...
0.47%
CORPORATE BONDS AND NOTES
WACHOVIA...
0.47%
CORPORATE BONDS AND NOTES
CITIGROU...
0.44%
CORPORATE BONDS AND NOTES
MELLON C...
0.44%
CORPORATE BONDS AND NOTES
LLY
0.43%
COM
HON
0.43%
COM
XOM
0.4%
COM
NTC CAPI...
0.39%
CORPORATE BONDS AND NOTES
MORGAN S...
0.39%
CORPORATE BONDS AND NOTES
AMERICAN...
0.39%
CORPORATE BONDS AND NOTES
AMAT
0.36%
COM
AAPL
0.35%
COM
MRK
0.28%
COM
V
0.26%
COM CL A
CITIGROU...
0.25%
CORPORATE BONDS AND NOTES
CHKP
0.24%
ORD
CMCSA
0.23%
CL A
PM
0.21%
COM
PEP
0.2%
COM
NI
0.19%
COM
KRE
0.18%
S&P REGL BKG
CITIGROU...
0.17%
CORPORATE BONDS AND NOTES
VOYA
0.15%
COM
LYB
0.14%
SHS - A -
MSFT
0.13%
COM
SPY
0.12%
TR UNIT
JNJ
0.12%
COM
VANGUARD...
0.11%
MUTUAL FUNDS - EQUITY
OPUS BAN...
0.11%
CORPORATE BONDS AND NOTES
SUNTRUST...
0.11%
CORPORATE BONDS AND NOTES
MANUF TR...
0.1%
CORPORATE BONDS AND NOTES
GE
0.09%
COM
MXE
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
KOHLS CO...
0.03%
CORPORATE BONDS AND NOTES
WESTWOOD...
0.03%
MUNI BDS-FIXED NON TAXABLE
MASSACHU...
0.03%
MUNI BDS-FIXED NON TAXABLE
SOUTH CA...
0.01%
MUNI BDS-VARIABLE NON TAXABLE
STATE ST...
0.01%
CORPORATE BONDS AND NOTES
GABRIEL ...
0.01%
FOREIGN COMMON STOCK
SHPG
2.81%
SPONSORED ADR
IBM
1.81%
COM
NEE
0.13%
COM
MILTON M...
0.03%
MUNI BDS-FIXED NON TAXABLE
DESARROL...
< 0.01%
OTHER FOREIGN CORPORATE BONDS
AMICUS W...
< 0.01%
CORPORATE BONDS AND NOTES
FIVE STA...
< 0.01%
COMMON STOCK