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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
19
3
1
2
2
0
21
4
0
PERENNIAL ADVISORS LLC

Time Period2019-06-30

Total Holdings75

Total Value ($x1000)187,823
Activities
New1

Increased50

Unchanged7

Decreased17

Sold Out4

Top 10 Stock Holdingstotal 32.32%
BRK.A5.08

MSFT3.73

MA3.57

AAPL3.49

FISV3

 
V2.96

JNJ2.68

AXP2.62

DIS2.61

JPM2.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.A
5.08%
CL A
MSFT
3.73%
COM
MA
3.57%
CL A
AAPL
3.49%
COM
FISV
3%
COM
V
2.96%
COM CL A
JNJ
2.68%
COM
AXP
2.62%
COM
DIS
2.61%
COM DISNEY
JPM
2.58%
COM
GLD
2.53%
GOLD SHS
HON
2.42%
COM
GOOG
2.38%
CAP STK CL C
AMZN
2.22%
COM
FB
2.22%
CL A
TMO
2.22%
COM
UNP
2.1%
COM
MDT
2.07%
SHS
BRK.B
2.01%
CL B NEW
MCD
1.93%
COM
CSCO
1.91%
COM
VCSH
1.84%
SHRT TRM CORP BD
COST
1.83%
COM
APH
1.83%
CL A
APD
1.8%
COM
XYL
1.78%
COM
PGX
1.75%
PFD ETF
SPY
1.71%
TR UNIT
FDX
1.65%
COM
AWK
1.59%
COM
AMGN
1.56%
COM
KKR
1.54%
CL A
SBUX
1.52%
COM
VZ
1.49%
COM
MMM
1.43%
COM
BKLN
1.24%
SR LN ETF
GD
1.17%
COM
LMT
1.14%
COM
USB
1.09%
COM NEW
ARCC
1%
COM
LEA
0.95%
COM NEW
FLOT
0.94%
FLTG RATE BD ETF
UN
0.86%
N Y SHS NEW
NVS
0.85%
SPONSORED ADR
VCIT
0.8%
INT-TERM CORP
TIF
0.8%
COM
XOM
0.76%
COM
EA
0.73%
COM
CKH
0.73%
COM
ELAN
0.67%
COM
CVX
0.66%
COM
VTI
0.59%
TOTAL STK MKT
PFF
0.54%
U.S. PFD STK ETF
SCHB
0.49%
US BRD MKT ETF
ATVI
0.44%
COM
ZTS
0.38%
CL A
FAST
0.38%
COM
BA
0.32%
COM
VWO
0.26%
FTSE EMR MKT ETF
MUB
0.23%
NAT AMT FREE BD
NMFC
0.23%
COM
GOOGL
0.23%
CAP STK CL A
EEM
0.22%
MSCI EMG MKT ETF
SLB
0.21%
COM
PEP
0.21%
COM
HD
0.2%
COM
CMCSA
0.15%
CL A
VEA
0.14%
FTSE DEV MKT ETF
EL
0.13%
CL A
ED
0.12%
COM
PFE
0.12%
COM
LPG
0.11%
SHS USD
COTY
0.1%
COM CL A
ERA
0.1%
COM
PPR
0.03%
PRN
WBC
0.92%
COM
IRWD
0.14%
COM CL A
MSCI
0.12%
COM
D
0.11%
COM