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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
1
3
1
1
1
31
3
3
NEW CAPITAL MANAGEMENT LP

Time Period2019-06-30

Total Holdings134

Total Value ($x1000)57,090
Activities
New2

Increased49

Unchanged77

Decreased6

Sold Out6

Top 10 Stock Holdingstotal 85.9%
BRK.B50.44

PEP13.46

AAPL6.77

STIP6.38

VT2.45

 
YUM1.68

ACWI1.38

AGG1.3

MSFT1.03

WRI1.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
50.44%
CL B NEW
PEP
13.46%
COM
AAPL
6.77%
COM
STIP
6.38%
0-5 YR TIPS ETF
VT
2.45%
TT WRLD ST ETF
YUM
1.68%
COM
ACWI
1.38%
MSCI ACWI ETF
AGG
1.3%
CORE TOTUSBD ETF
MSFT
1.03%
COM
WRI
1.01%
SH BEN INT
AMZN
0.95%
COM
XOM
0.75%
COM
YUMC
0.71%
COM
ICF
0.59%
COHEN&STEER REIT
BRK.A
0.56%
CL A
BND
0.45%
TOTAL BND MRKT
JPM
0.39%
COM
LQD
0.39%
IBOXX INV CP ETF
KO
0.37%
COM
COST
0.34%
COM
CVX
0.32%
COM
KLD
0.3%
USA ESG SLCT ETF
CRBN
0.28%
MSCI LW CRB TG
AON
0.25%
SHS CL A
VTI
0.25%
TOTAL STK MKT
DIS
0.24%
COM DISNEY
PG
0.24%
COM
VHT
0.22%
HEALTH CAR ETF
IWV
0.22%
RUSSELL 3000 ETF
ALL
0.21%
COM
APC
0.2%
COM
AMT
0.2%
COM
FB
0.19%
CL A
IBMI
0.19%
IBONDS SEP2020
T
0.17%
COM
VEU
0.16%
ALLWRLD EX US
TXN
0.16%
COM
JNJ
0.16%
COM
CSX
0.15%
COM
STPZ
0.15%
1-5 US TIP IDX
EMR
0.15%
COM
WES
0.15%
COM UNIT LP IN
MUAH
0.14%
19 AMT-FREE MN
IJR
0.13%
CORE S&P SCP ETF
WMT
0.13%
COM
IJH
0.13%
CORE S&P MCP ETF
IYR
0.12%
U.S. REAL ES ETF
MO
0.12%
COM
BRKR
0.11%
COM
CMI
0.11%
COM
TIP
0.11%
TIPS BD ETF
IBM
0.1%
COM
INTC
0.1%
COM
JUST
0.09%
JUST US LRG CP
SPY
0.09%
TR UNIT
TGT
0.09%
COM
BIV
0.08%
INTERMED TERM
IWM
0.08%
RUSSELL 2000 ETF
MCD
0.08%
COM
L
0.08%
COM
BMY
0.08%
COM
WAT
0.08%
COM
MVF
0.08%
COM
MA
0.07%
CL A
XLU
0.07%
SBI INT-UTILS
UNP
0.07%
COM
PM
0.07%
COM
HDV
0.07%
HIGH DIVIDND ETF
EWL
0.06%
MSCI SZ CAP ETF
HD
0.06%
COM
CCI
0.06%
COM
TMO
0.06%
COM
MRK
0.06%
COM
BAX
0.06%
COM
EL
0.05%
CL A
ADBE
0.05%
COM
VZ
0.05%
COM
MMM
0.05%
COM
IBMJ
0.05%
IBONDS DEC 21
HCA
0.05%
COM
WFC
0.04%
COM
EDWARDS ...
0.04%
COM
ORCL
0.04%
COM
XLY
0.04%
SBI CONS DISCR
NVO
0.04%
ADR
TSLA
0.04%
COM
EAT
0.04%
COM
OXY
0.04%
COM
ADM
0.04%
COM
HPQ
0.04%
COM
VTIP
0.04%
STRM INFPROIDX
CMG
0.03%
COM
BAC
0.03%
COM
GRMN
0.03%
SHS
HPE
0.03%
COM
PSX
0.03%
COM
LOW
0.03%
COM
DHR
0.02%
COM
IMO
0.02%
COM NEW
GOOGL
0.02%
CAP STK CL A
ETN
0.02%
SHS
COP
0.02%
COM
NOBL
0.02%
S&P 500 ARISTO
FAF
0.02%
COM
MDLZ
0.02%
CL A
PCRX
0.02%
COM
UTX
0.01%
COM
MPC
0.01%
COM
GE
0.01%
COM
CSCO
0.01%
COM
DFS
0.01%
COM
SBUX
0.01%
COM
DXC
0.01%
COM
BL
0.01%
COM
GOOG
0.01%
CAP STK CL C
DATA
0.01%
CL A
NKE
0.01%
CL B
MFC
0.01%
COM
NVDA
0.01%
COM
PANW
0.01%
COM
SHLX
0.01%
UNIT LTD INT
ENBL
0.01%
COM UNIT RP IN
SQ
0.01%
CL A
BDX
< 0.01%
COM
PRSP
< 0.01%
COM
PFE
< 0.01%
COM
CARA
< 0.01%
COM
BOTZ
< 0.01%
RBTCS ARTFL IN
CX
< 0.01%
SPON ADR NEW
FDX
< 0.01%
COM
DUK
< 0.01%
COM NEW
CRC
< 0.01%
COM NEW
TDOC
< 0.01%
COM
TWTR
< 0.01%
COM
SHOP
0.06%
CL A
CHRW
0.01%
COM NEW
BIIB
0.01%
COM
CTSH
0.01%
CL A
VAR
0.01%
COM
WAB
< 0.01%
COM