HedgeMind.com >  Institutional Portfolios >  PBWM HOLDINGS LLC >  2019-06-30
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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.
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Growth
33
3
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22
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2
PBWM HOLDINGS LLC
Time Period2019-06-30
Total Holdings109
Total Value ($x1000)268,693
Activities
New1
Increased32
Unchanged53
Decreased23
Sold Out3
Top 10 Stock Holdingstotal 63.39%
VOO22.76
SCHO7.63
VEU7.51
SCHB5.27
CWI4.78
 
SCHX3.6
AAPL3.24
SCHA3.14
IVV2.93
BSV2.53
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VOO
22.76%
SHS
SCHO
7.63%
SHT TM US TRES
VEU
7.51%
ALLWRLD EX US
SCHB
5.27%
US BRD MKT ETF
CWI
4.78%
MSCI ACWI EXUS
SCHX
3.6%
US LRG CAP ETF
AAPL
3.24%
COM
SCHA
3.14%
US SML CAP ETF
IVV
2.93%
CORE S&P500 ETF
BSV
2.53%
SHORT TRM BOND
SPY
2.2%
TR UNIT
IWD
2.06%
RUS 1000 VAL ETF
IWF
1.82%
RUS 1000 GRW ETF
APU
1.71%
UNIT L P INT
DHR
1.44%
COM
PEP
1.37%
COM
PG
1.24%
COM
KMI
1.09%
COM
EPD
1.03%
COM
IWM
0.99%
RUSSELL 2000 ETF
JNJ
0.97%
COM
SCHV
0.91%
US LCAP VA ETF
VUG
0.87%
GROWTH ETF
CSQ
0.85%
COM SH BEN INT
MSFT
0.81%
COM
MO
0.69%
COM
SCHM
0.69%
US MID-CAP ETF
SDY
0.69%
S&P DIVID ETF
ACN
0.67%
SHS CLASS A
XRAY
0.65%
COM
T
0.62%
COM
XOM
0.48%
COM
CVX
0.41%
COM
FTV
0.4%
COM
IVOG
0.39%
MIDCP 400 GRTH
VOT
0.37%
MCAP GR IDXVIP
TXN
0.35%
COM
UNH
0.35%
COM
DPM
0.34%
COM UT LTD PTN
AXP
0.33%
COM
CMCSA
0.28%
CL A
AEP
0.28%
COM
HSY
0.28%
COM
IWB
0.27%
RUS 1000 ETF
EFG
0.26%
EAFE GRWTH ETF
MRK
0.25%
COM
AMZN
0.25%
COM
VER
0.25%
COM
UTX
0.24%
COM
JPM
0.22%
COM
KRE
0.21%
S&P REGL BKG
PPG
0.21%
COM
PBCT
0.19%
COM
IJH
0.19%
CORE S&P MCP ETF
EFA
0.19%
MSCI EAFE ETF
HD
0.19%
COM
TGT
0.18%
COM
SCHG
0.18%
US LCAP GR ETF
VTV
0.17%
VALUE ETF
NEE
0.17%
COM
CSCO
0.17%
COM
V
0.17%
COM CL A
DLN
0.16%
LARGECAP DIVID
IWS
0.16%
RUS MDCP VAL ETF
NVDA
0.16%
COM
SNPS
0.15%
COM
VZ
0.15%
COM
MCD
0.15%
COM
BMY
0.14%
COM
INTC
0.14%
COM
DIS
0.14%
COM DISNEY
MMM
0.14%
COM
FB
0.13%
CL A
VV
0.13%
LARGE CAP ETF
AMP
0.13%
COM
SCHZ
0.13%
US AGGREGATE B
CHTR
0.12%
CL A
MMC
0.12%
COM
FNCB
0.12%
COM
O
0.12%
COM
DIA
0.11%
UT SER 1
VTI
0.11%
TOTAL STK MKT
TREX
0.11%
COM
IWN
0.1%
RUS 2000 VAL ETF
GOOG
0.1%
CAP STK CL C
EOS
0.1%
COM
IBM
0.1%
COM
DUK
0.1%
COM NEW
CBS
0.09%
CL B
GLPI
0.09%
COM
ORCL
0.09%
COM
PNC
0.09%
COM
PPL
0.09%
COM
MTB
0.09%
COM
FULT
0.09%
COM
TJX
0.09%
COM
UNP
0.09%
COM
DFS
0.09%
COM
WFC
0.09%
COM
PFE
0.08%
COM
DE
0.08%
COM
RTN
0.08%
COM NEW
IWR
0.08%
RUS MID-CAP ETF
CAT
0.08%
COM
YORW
0.08%
COM
BRK.B
0.08%
CL B NEW
VFC
0.07%
COM
AMLP
0.05%
ALERIAN MLP
GE
0.05%
COM
BX
0.17%
COM UNIT LTD
MINT
0.16%
ENHAN SHRT MAT
PUTW
0.13%
CBOE S&P 500