Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
7
0
0
1
0
0
6
0
0
NEW WORLD ADVISORS LLC

Time Period2019-06-30

Total Holdings20

Total Value ($x1000)139,040
Activities
New2

Increased12

Unchanged6

Decreased0

Sold Out115

Top 10 Stock Holdingstotal 98.1%
TJX91.42

IVV1.54

AMZN1

AAPL0.89

BRK.B0.76

 
MSFT0.63

XOM0.54

MMM0.46

VWO0.46

TYG0.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TJX
91.42%
COM
IVV
1.54%
CORE S&P500 ETF
AMZN
1%
COM
AAPL
0.89%
COM
BRK.B
0.76%
CL B NEW
MSFT
0.63%
COM
XOM
0.54%
COM
MMM
0.46%
COM
VWO
0.46%
FTSE EMR MKT ETF
TYG
0.4%
COM
DGS
0.34%
EMG MKTS SMCAP
T
0.21%
COM
JPM
0.21%
COM
VNQ
0.21%
REIT ETF
VZ
0.2%
COM
JNJ
0.2%
COM
BA
0.18%
COM
DIS
0.16%
COM DISNEY
PYPL
0.16%
COM
SIRI
0.04%
COM
GOOGL
0.2%
CAP STK CL A
SJM
0.14%
COM NEW
SPY
0.13%
TR UNIT
NEE
0.11%
COM
BX
0.11%
COM UNIT LTD
DOCU
0.1%
COM
AMGN
0.1%
COM
PG
0.09%
COM
HD
0.09%
COM
VTIP
0.09%
STRM INFPROIDX
RY
0.08%
COM
MPV
0.08%
SH BEN INT
WDAY
0.08%
CL A
IWD
0.08%
RUS 1000 VAL ETF
NMFC
0.07%
COM
TWTR
0.07%
COM
HDV
0.07%
HIGH DIVIDND ETF
ADBE
0.07%
COM
KO
0.07%
COM
YEXT
0.06%
COM
AXP
0.06%
COM
BLUE
0.06%
COM
GILD
0.06%
COM
BMY
0.05%
COM
CAT
0.05%
COM
JPZ
0.05%
COM
DTH
0.04%
DEFA EQT INC ETF
DES
0.04%
SMALLCAP DIVID
XLY
0.04%
SBI CONS DISCR
GLIBA
0.04%
COM CLASS A
NTG
0.04%
COM
AWK
0.04%
COM
GE
0.04%
COM
WY
0.04%
COM
LSXMA
0.04%
COM A SIRIUSXM
TSLA
0.03%
COM
V
0.03%
COM CL A
NVDA
0.03%
COM
CSJ
0.03%
1-3 YR CR BD ETF
BAC
0.03%
COM
PFE
0.03%
COM
XLP
0.03%
SBI CONS STPLS
DLS
0.03%
INTL SMCAP DIV
LSXMK
0.03%
COM C SIRIUSXM
WU
0.03%
COM
FB
0.02%
CL A
NVG
0.02%
COM
TEI
0.02%
COM
GOOG
0.02%
CAP STK CL C
SONO
0.02%
COM
F
0.02%
COM PAR $0.01
AGG
0.02%
CORE TOTUSBD ETF
ZMH
0.01%
COM
ABT
0.01%
COM
TGT
0.01%
COM
WM
0.01%
COM
DANAHER ...
0.01%
PRN
NFLX
0.01%
COM
MA
0.01%
CL A
ITW
0.01%
COM
IVW
0.01%
S&P 500 GRWT ETF
UPS
0.01%
CL B
PNC
0.01%
COM
HYMB
0.01%
NUV HGHYLD MUN
IDXX
0.01%
COM
BLK
0.01%
COM
ZTS
0.01%
CL A
IWN
0.01%
RUS 2000 VAL ETF
SBUX
0.01%
COM
NKE
0.01%
CL B
ACN
0.01%
SHS CLASS A
VOD
0.01%
SPNSR ADR NO PAR
TIP
0.01%
TIPS BD ETF
DG
0.01%
COM
ADP
0.01%
COM
ORLY
0.01%
COM
ORCL
< 0.01%
COM
CHK
< 0.01%
COM
HSIC
< 0.01%
COM
IEMG
< 0.01%
CORE MSCI EMKT
IVE
< 0.01%
S&P 500 VAL ETF
IT
< 0.01%
COM
ALGN
< 0.01%
COM
DXCM
< 0.01%
COM
REGN
< 0.01%
COM
MDY
< 0.01%
UTSER1 S&PDCRP
TWLO
< 0.01%
CL A
HEFA
< 0.01%
HDG MSCI EAFE
XLU
< 0.01%
SBI INT-UTILS
IEFA
< 0.01%
CORE MSCI EAFE
USMV
< 0.01%
USA MIN VOL ETF
BOX
< 0.01%
CL A
BKNG
< 0.01%
COM
AMLP
< 0.01%
ALERIAN MLP
IJH
< 0.01%
CORE S&P MCP ETF
MTUM
< 0.01%
MSCI USAMOMFCT
PANW
< 0.01%
COM
IJR
< 0.01%
CORE S&P SCP ETF
KMI
< 0.01%
COM
WAB
< 0.01%
COM
VMW
< 0.01%
CL A COM
IJT
< 0.01%
SP SMCP600GR ETF
CSCO
< 0.01%
COM
CVET
< 0.01%
COM
CLR
< 0.01%
COM
IWP
< 0.01%
RUS MD CP GR ETF
GS
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
AIG
< 0.01%
COM NEW
SNY
< 0.01%
SPONSORED ADR
TOT
< 0.01%
SPONSORED ADR
IJS
< 0.01%
SP SMCP600VL ETF
IWS
< 0.01%
RUS MDCP VAL ETF
GE
< 0.01%
CALL
HEDJ
< 0.01%
EUROPE HEDGED EQ