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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
60
16
26
1
5
2
38
11
20
SAGEWORTH TRUST CO

Time Period2019-03-31

Total Holdings261

Total Value ($x1000)807,719
Activities
New101

Increased64

Unchanged17

Decreased79

Sold Out44

Top 10 Stock Holdingstotal 90.1%
VXUS28.07

ACWI19.83

VTI16.66

SPY12.4

VOO3.95

 
PFF2.26

CGBD2

VSS2

AMJ1.51

VNQ1.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VXUS
28.07%
VG TL INTL STK F
ACWI
19.83%
MSCI ACWI ETF
VTI
16.66%
TOTAL STK MKT
SPY
12.4%
TR UNIT
VOO
3.95%
SHS
PFF
2.26%
U.S. PFD STK ETF
CGBD
2%
COM
VSS
2%
FTSE SMCAP ETF
AMJ
1.51%
ALERIAN ML ETN
VNQ
1.42%
REIT ETF
IVV
1.17%
CORE S&P500 ETF
ABBV
1.1%
COM
ABT
1.09%
COM
VEA
0.86%
FTSE DEV MKT ETF
NTG
0.82%
COM
EFA
0.81%
MSCI EAFE ETF
ACWX
0.75%
MSCI ACWI US ETF
IAU
0.46%
ISHARES
EWC
0.42%
MSCI CDA ETF
EEM
0.37%
MSCI EMG MKT ETF
STBA
0.21%
COM
IWD
0.18%
RUS 1000 VAL ETF
IWF
0.14%
RUS 1000 GRW ETF
QCAN
0.12%
MSCI CDA QUAL
VWO
0.1%
FTSE EMR MKT ETF
JNJ
0.09%
COM
ETN
0.08%
SHS
IJR
0.06%
CORE S&P SCP ETF
IVW
0.06%
S&P 500 GRWT ETF
NORW
0.06%
GLOB X NOR ETF
VIG
0.04%
DIV APP ETF
IWR
0.04%
RUS MID-CAP ETF
BRK.B
0.03%
CL B NEW
AAPL
0.02%
COM
ADP
0.02%
COM
UNP
0.02%
COM
CVX
0.02%
COM
DOV
0.02%
COM
AFI
0.02%
COM
TXN
0.02%
COM
WMT
0.02%
COM
CSCO
0.01%
COM
PH
0.01%
COM
C
0.01%
COM NEW
JPM
0.01%
COM
CSX
0.01%
COM
CUBI
0.01%
COM
AMGN
0.01%
COM
GPC
0.01%
COM
KO
0.01%
COM
MMM
0.01%
COM
VYM
0.01%
HIGH DIV YLD
DWDP
0.01%
COM
SNE
0.01%
ADR NEW
CAT
0.01%
COM
EZM
0.01%
MDCP EARN FUND
CME
0.01%
COM
MRK
0.01%
COM
APD
0.01%
COM
TIF
0.01%
COM
RDS/B
0.01%
SPON ADR B
BA
0.01%
COM
VZ
0.01%
COM
RHP
0.01%
COM
AZN
0.01%
SPONSORED ADR
BK
0.01%
COM
INTC
0.01%
COM
MA
0.01%
CL A
EPD
0.01%
COM
WES
0.01%
COM UNIT LP INT
YORW
0.01%
COM
POST
0.01%
COM
HON
0.01%
COM
GLD
0.01%
GOLD SHS
LMT
0.01%
COM
PFE
0.01%
COM
EVRG
0.01%
COM
TXT
0.01%
COM
PEP
0.01%
COM
UTX
0.01%
COM
RTN
0.01%
COM NEW
CFG
0.01%
COM
GIS
0.01%
COM
NVS
0.01%
SPONSORED ADR
TD
0.01%
COM NEW
MPC
0.01%
COM
KAMN
0.01%
COM
ITT
0.01%
COM
EE
0.01%
COM NEW
AABA
0.01%
COM
XYL
0.01%
COM
ZEN
0.01%
COM
BSX
0.01%
COM
IEMG
0.01%
CORE MSCI EMKT
MTB
< 0.01%
COM
HUBS
< 0.01%
COM
PNC
< 0.01%
COM
PSTG
< 0.01%
CL A
CRL
< 0.01%
COM
DGRO
< 0.01%
CORE DIV GRWTH
SYY
< 0.01%
COM
LHCG
< 0.01%
COM
KBR
< 0.01%
COM
HALO
< 0.01%
COM
IEFA
< 0.01%
CORE MSCI EAFE
FOLD
< 0.01%
COM
NFG
< 0.01%
COM
MSGN
< 0.01%
CL A
CVS
< 0.01%
COM
SIGI
< 0.01%
COM
HRS
< 0.01%
COM
CTLT
< 0.01%
COM
NTRS
< 0.01%
COM
HRC
< 0.01%
COM
MSFT
< 0.01%
COM
WFC
< 0.01%
COM
CB
< 0.01%
COM
AB
< 0.01%
UNIT LTD PARTN
MC
< 0.01%
CL A
BYD
< 0.01%
COM
PAG
< 0.01%
COM
AYX
< 0.01%
CL A
CONE
< 0.01%
COM
BOX
< 0.01%
CL A
AL
< 0.01%
CL A
DRI
< 0.01%
COM
CR
< 0.01%
COM
SWX
< 0.01%
COM
AEP
< 0.01%
COM
AXP
< 0.01%
COM
MS
< 0.01%
COM NEW
FBP
< 0.01%
COM NEW
NAV
< 0.01%
COM
HD
< 0.01%
COM
GBX
< 0.01%
COM
BJ
< 0.01%
COM
RDN
< 0.01%
COM
CNS
< 0.01%
COM
ENBL
< 0.01%
COM UNIT RP IN
QTS
< 0.01%
COM CL A
DEO
< 0.01%
SPON ADR NEW
ATO
< 0.01%
COM
AMT
< 0.01%
COM
ORRF
< 0.01%
COM
SAVE
< 0.01%
COM
BIIB
< 0.01%
COM
TIGO
< 0.01%
COM STK
WRB
< 0.01%
COM
FBHS
< 0.01%
COM
PAYX
< 0.01%
COM
MCD
< 0.01%
COM
MDLZ
< 0.01%
CL A
VFC
< 0.01%
COM
VLO
< 0.01%
COM
CPB
< 0.01%
COM
BF/A
< 0.01%
CL A
ETE
< 0.01%
COM UT LTD PTN
DISH
< 0.01%
CL A
AMCX
< 0.01%
CL A
EWI
< 0.01%
MSCI ITL ETF NEW
TDS
< 0.01%
COM NEW
MSG
< 0.01%
CL A
IPG
< 0.01%
COM
FOX
< 0.01%
CL B COM
DAN
< 0.01%
COM
CVLY
< 0.01%
COM
CW
< 0.01%
COM
STT
< 0.01%
COM
BMY
< 0.01%
COM
TDIV
< 0.01%
NASD TECH DIV
PFG
< 0.01%
COM
GM
< 0.01%
COM
IFF
< 0.01%
COM
XOM
< 0.01%
COM
CCI
< 0.01%
COM
LVS
< 0.01%
COM
DLR
< 0.01%
COM
BKH
< 0.01%
COM
AJRD
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
DBEF
< 0.01%
XTRAK MSCI EAFE
CHTR
< 0.01%
CL A
M
< 0.01%
COM
VIA
< 0.01%
CL A
MYE
< 0.01%
COM
PSX
< 0.01%
COM
BBT
< 0.01%
COM
RES
< 0.01%
COM
CNX
< 0.01%
COM
SPG
< 0.01%
COM
BAC
< 0.01%
COM
V
< 0.01%
COM CL A
USM
< 0.01%
COM
TWIN
< 0.01%
COM
FMX
< 0.01%
SPON ADR UNITS
EXC
< 0.01%
COM
DUK
< 0.01%
COM NEW
FB
< 0.01%
CL A
ENR
< 0.01%
COM
CMCSA
< 0.01%
CL A
XLNX
< 0.01%
COM
ORCL
< 0.01%
COM
BF/B
< 0.01%
CL B
WLL
< 0.01%
COM NEW
IWM
< 0.01%
RUSSELL 2000 ETF
ZTS
< 0.01%
CL A
EW
< 0.01%
COM
NKE
< 0.01%
CL B
TG
< 0.01%
COM
BSET
< 0.01%
COM
UNH
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
COST
< 0.01%
COM
ULTA
< 0.01%
COM
BKNG
< 0.01%
COM
CEIX
< 0.01%
COM
ADBE
< 0.01%
COM
EOG
< 0.01%
COM
TEN
< 0.01%
COM
FNF
< 0.01%
COM
NUE
< 0.01%
COM
SSP
< 0.01%
CL A NEW
ISRG
< 0.01%
COM NEW
SNA
< 0.01%
COM
MNST
< 0.01%
COM
PYPL
< 0.01%
COM
TMUS
< 0.01%
COM
TJX
< 0.01%
COM
APH
< 0.01%
CL A
BAH
< 0.01%
CL A
REGN
< 0.01%
COM
VIAB
< 0.01%
CL B
MKTX
< 0.01%
COM
MTD
< 0.01%
COM
PGR
< 0.01%
COM
NI
< 0.01%
COM
IJS
< 0.01%
SP SMCP600VL ETF
NOC
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
ANET
< 0.01%
COM
ANTM
< 0.01%
COM
NSC
< 0.01%
COM
ROP
< 0.01%
COM
VUG
< 0.01%
GROWTH ETF
SYF
< 0.01%
COM
SUI
< 0.01%
COM
SBUX
< 0.01%
COM
GFF
< 0.01%
COM
HPQ
< 0.01%
COM
HES
< 0.01%
COM
CPRT
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
CMA
< 0.01%
COM
IWP
< 0.01%
RUS MD CP GR ETF
IJT
< 0.01%
SP SMCP600GR ETF
LEA
< 0.01%
COM NEW
ROST
< 0.01%
COM
CI
< 0.01%
COM
FISV
< 0.01%
COM
MU
< 0.01%
COM
FOXAV
< 0.01%
CL A COM
FOX
0.02%
CL B
BDX
0.02%
COM
NEM
0.01%
COM
K
0.01%
COM
DISCA
0.01%
COM SER A
IBM
0.01%
COM
NRZ
< 0.01%
COM NEW
OKE
< 0.01%
COM
XLU
< 0.01%
SBI INT-UTILS
JHMU
< 0.01%
MLTFACTR UTILS
DAL
< 0.01%
COM NEW
MAA
< 0.01%
COM
GILD
< 0.01%
COM
MDT
< 0.01%
SHS
PPL
< 0.01%
COM
PG
< 0.01%
COM
PPH
< 0.01%
PHARMACEUTICAL E
RE
< 0.01%
COM
HII
< 0.01%
COM
T
< 0.01%
COM
DLTR
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
GS
< 0.01%
COM
TSS
< 0.01%
COM
CBG
< 0.01%
CL A
USFD
< 0.01%
COM
MO
< 0.01%
COM
CFA
< 0.01%
CEMP US 500 VOLA
CDC
< 0.01%
CEMP US EQ INCOM
XRX
< 0.01%
COM NEW
ALL
< 0.01%
COM
CTSH
< 0.01%
CL A
SPGI
< 0.01%
COM
RRC
< 0.01%
COM
FIS
< 0.01%
COM
EIX
< 0.01%
COM
EBAY
< 0.01%
COM
MGA
< 0.01%
COM
NOV
< 0.01%
COM
CDW
< 0.01%
COM
CUBE
< 0.01%
COM
STZ
< 0.01%
CL A
CAG
< 0.01%
COM
LYB
< 0.01%
SHS - A -