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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
35
1
4
1
0
0
28
7
9
NORRIS PERNE FRENCH LLP MI

Time Period2018-12-31

Total Holdings123

Total Value ($x1000)639,595
Activities
New1

Increased44

Unchanged29

Decreased49

Sold Out19

Top 10 Stock Holdingstotal 29.59%
MSFT4.76

GOOGL3.38

ABT3.2

V3.1

BRK.B2.84

 
AAPL2.79

IVV2.65

COST2.41

BDX2.26

BA2.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.76%
COM
GOOGL
3.38%
CAP STK CL A
ABT
3.2%
COM
V
3.1%
COM CL A
BRK.B
2.84%
CL B NEW
AAPL
2.79%
COM
IVV
2.65%
CORE S&P500 ETF
COST
2.41%
COM
BDX
2.26%
COM
BA
2.2%
COM
JNJ
2.09%
COM
ECL
2.08%
COM
BLL
2.07%
COM
TMO
1.97%
COM
DHR
1.86%
COM
MRK
1.85%
COM
CBG
1.81%
CL A
NVS
1.77%
SPONSORED ADR
CSCO
1.76%
COM
XOM
1.69%
COM
CRL
1.68%
COM
RBA
1.66%
COM
NKE
1.64%
CL B
KNX
1.61%
CL A
ATVI
1.6%
COM
UNP
1.57%
COM
VFC
1.56%
COM
JPM
1.53%
COM
MIDD
1.48%
COM
TYL
1.44%
COM
ITW
1.44%
COM
MAR
1.41%
CL A
WFC
1.32%
COM
PYPL
1.31%
COM
AMZN
1.27%
COM
VEA
1.25%
FTSE DEV MKT ETF
SO
1.2%
COM
EMR
1.19%
COM
BUD
1.18%
SPONSORED ADR
IT
1.18%
COM
DEO
1.15%
SPON ADR NEW
HUBS
1.15%
COM
MDLZ
1.14%
CL A
UPS
1.13%
CL B
ADBE
1.13%
COM
CGNX
1.1%
COM
CTLT
1%
COM
HD
0.95%
COM
BRK.A
0.91%
CL A
SBUX
0.9%
COM
MCO
0.83%
COM
BECN
0.79%
COM
NOVT
0.73%
COM
IWF
0.72%
RUS 1000 GRW ETF
WFC/PL
0.68%
PERP PFD CNV A
IJH
0.67%
CORE S&P MCP ETF
NEO
0.67%
COM NEW
VWO
0.65%
FTSE EMR MKT ETF
IJR
0.41%
CORE S&P SCP ETF
ABBV
0.41%
COM
SYK
0.4%
COM
GOOG
0.39%
CAP STK CL C
BAC/PL
0.32%
7.25%CNV PFD L
BKNG
0.31%
COM
PEP
0.28%
COM
NVO
0.19%
ADR
IWV
0.17%
RUSSELL 3000 ETF
IWB
0.15%
RUS 1000 ETF
T
0.15%
COM
CHD
0.14%
COM
NFLX
0.14%
COM
WM
0.13%
COM
MMM
0.12%
COM
CPRT
0.12%
COM
PM
0.12%
COM
MBTF
0.12%
COM
PG
0.11%
COM
KO
0.11%
COM
VZ
0.1%
COM
ISRG
0.1%
COM NEW
CVX
0.08%
COM
NSC
0.07%
COM
IJK
0.07%
S&P MC 400GR ETF
IWS
0.07%
RUS MDCP VAL ETF
IAU
0.07%
ISHARES
PAYX
0.07%
COM
PNC
0.07%
COM
USB
0.07%
COM NEW
MBWM
0.07%
COM
ITOT
0.07%
CORE S&P TTL STK
EFA
0.06%
MSCI EAFE ETF
PFE
0.06%
COM
GNTX
0.06%
COM
INTC
0.06%
COM
AON
0.06%
SHS CL A
MA
0.06%
CL A
VNQ
0.05%
REIT ETF
IWW
0.05%
RUS 3000 VAL ETF
COP
0.05%
COM
ALL
0.05%
COM
ADP
0.05%
COM
DWDP
0.05%
COM
CNI
0.05%
COM
FITB
0.05%
COM
LKQ
0.05%
COM
RTN
0.05%
COM NEW
ACWI
0.04%
MSCI ACWI ETF
ACWX
0.04%
MSCI ACWI US ETF
SPY
0.04%
TR UNIT
SUI
0.04%
COM
XRAY
0.04%
COM
MS
0.04%
COM NEW
IP
0.04%
COM
CMCSA
0.04%
CL A
GLD
0.04%
GOLD SHS
IXUS
0.04%
CORE MSCITOTAL
ADC
0.04%
COM
DNB
0.03%
COM
CHFC
0.03%
COM
D
0.03%
COM
IWY
0.03%
RUS TP200 GR ETF
NUM
0.02%
COM
F
0.02%
COM PAR $0.01
NUVA
1.5%
COM
AKAM
1.39%
COM
PX
1.22%
COM
SLB
1.03%
COM
RHT
0.77%
COM
SRCL
0.66%
COM
VEU
0.05%
ALLWRLD EX US
LGND
0.03%
COM NEW
Z
0.03%
CL C CAP STK
FB
0.03%
CL A
BAC
0.03%
COM
BBT
0.03%
COM
ONB
0.03%
COM
DIA
0.03%
UT SER 1
TXN
0.03%
COM
ZG
0.03%
CL A
FIVE
0.03%
COM
VOO
0.03%
SHS
OLLI
0.03%
COM