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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
31
3
3
1
2
0
29
5
5
SIGMA INVESTMENT COUNSELORS INC

Time Period2018-12-31

Total Holdings145

Total Value ($x1000)718,564
Activities
New9

Increased70

Unchanged12

Decreased54

Sold Out12

Top 10 Stock Holdingstotal 57.6%
IVV19.29

VEA8.59

IJH6.99

IJR5.21

VCSH3.61

 
SJNK3.36

TIP3.26

VWO2.82

VYM2.43

PRF2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
19.29%
CORE S&P500 ETF
VEA
8.59%
FTSE DEV MKT ETF
IJH
6.99%
CORE S&P MCP ETF
IJR
5.21%
CORE S&P SCP ETF
VCSH
3.61%
SHRT TRM CORP BD
SJNK
3.36%
SHT TRM HGH YLD
TIP
3.26%
TIPS BD ETF
VWO
2.82%
FTSE EMR MKT ETF
VYM
2.43%
HIGH DIV YLD
PRF
2.04%
FTSE RAFI 1000
IWB
2.03%
RUS 1000 ETF
VCIT
1.99%
INT-TERM CORP
UPS
1.36%
CL B
AMZN
1.14%
COM
SYK
1.05%
COM
VTI
1.03%
TOTAL STK MKT
IWR
1.02%
RUS MID-CAP ETF
IEFA
1.01%
CORE MSCI EAFE
MSFT
0.95%
COM
AAPL
0.91%
COM
IBDL
0.86%
DEC 2020 CORP
IBDN
0.85%
IBND DEC22 ETF
IBDM
0.85%
IBND DEC21 ETF
JPM
0.83%
COM
IBDO
0.83%
IBND DEC23 ETF
IBDK
0.83%
IBND DEC19 ETF
UNH
0.81%
COM
BA
0.8%
COM
IEMG
0.79%
CORE MSCI EMKT
IBDP
0.77%
IBND DEC24 ETF
SPY
0.76%
TR UNIT
IBDQ
0.72%
IBND DEC25 ETF
IWM
0.72%
RUSSELL 2000 ETF
EFA
0.6%
MSCI EAFE ETF
IDEV
0.59%
CORE MSCI INTL
IAU
0.57%
ISHARES
ABBV
0.56%
COM
LOW
0.55%
COM
ROP
0.53%
COM
SNPS
0.52%
COM
FB
0.52%
CL A
DHR
0.5%
COM
MMM
0.5%
COM
TJX
0.49%
COM
CAT
0.47%
COM
COST
0.44%
COM
AJG
0.41%
COM
PG
0.4%
COM
VOO
0.39%
SHS
VNQ
0.36%
REIT ETF
FFIV
0.36%
COM
ULTA
0.36%
COM
SNA
0.35%
COM
UTX
0.35%
COM
BMY
0.34%
COM
XOM
0.34%
COM
HRL
0.32%
COM
GS
0.31%
COM
CVS
0.31%
COM
CVX
0.31%
COM
LII
0.28%
COM
NUE
0.28%
COM
ISRG
0.27%
COM NEW
GNTX
0.26%
COM
T
0.26%
COM
ICF
0.25%
COHEN&STEER REIT
SCHX
0.24%
US LRG CAP ETF
CTSH
0.23%
CL A
CELG
0.22%
COM
SWKS
0.22%
COM
APC
0.22%
COM
WAB
0.21%
COM
IWF
0.21%
RUS 1000 GRW ETF
NFLX
0.18%
COM
WY
0.17%
COM
ALGN
0.16%
COM
JNJ
0.15%
COM
BRK.B
0.14%
CL B NEW
ABC
0.14%
COM
DTE
0.13%
COM
XLE
0.13%
SBI INT-ENERGY
SCHB
0.12%
US BRD MKT ETF
IWD
0.12%
RUS 1000 VAL ETF
SLB
0.11%
COM
MDY
0.11%
UTSER1 S&PDCRP
PGR
0.1%
COM
VTEB
0.1%
TAX-EXEMPT BD
NVDA
0.1%
COM
SCHF
0.1%
INTL EQTY ETF
PFE
0.09%
COM
NOV
0.09%
COM
QQQ
0.09%
UNIT SER 1
SCHM
0.08%
US MID-CAP ETF
INTC
0.07%
COM
NEAR
0.07%
SHT MAT BD ETF
SCHA
0.07%
US SML CAP ETF
IVW
0.06%
S&P 500 GRWT ETF
KO
0.06%
COM
XPO
0.06%
COM
CMCSA
0.06%
CL A
VO
0.06%
MID CAP ETF
EEM
0.06%
MSCI EMG MKT ETF
IBMI
0.05%
IBONDS SEP2020
RTN
0.05%
COM NEW
PEP
0.05%
COM
HD
0.05%
COM
VB
0.05%
SMALL CP ETF
AXP
0.05%
COM
DIS
0.05%
COM DISNEY
DUK
0.05%
COM NEW
DVY
0.05%
SELECT DIVID ETF
CSJ
0.05%
1-3 YR CR BD ETF
XLF
0.05%
SBI INT-FINL
LECO
0.04%
COM
GOOGL
0.04%
CAP STK CL A
BIIB
0.04%
COM
IJK
0.04%
S&P MC 400GR ETF
AVGO
0.04%
COM
XLV
0.04%
SBI HEALTHCARE
KMB
0.04%
COM
XLK
0.04%
TECHNOLOGY
BP
0.04%
SPONSORED ADR
HDV
0.04%
HIGH DIVIDND ETF
MUAH
0.04%
19 AMT-FREE MN
ABT
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
SCHE
0.04%
EMRG MKTEQ ETF
GOOG
0.03%
CAP STK CL C
ORCL
0.03%
COM
IJJ
0.03%
S&P MC 400VL ETF
LLY
0.03%
COM
ADP
0.03%
COM
BAC
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
XME
0.03%
S&P METALS MNG
STE
0.03%
SHS USD
AGN
0.03%
SHS
F
0.03%
COM PAR $0.01
IYZ
0.03%
U.S. TELECOM ETF
WFC
0.03%
COM
CSCO
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
MRK
0.03%
COM
RMTI
0.03%
COM
GE
0.02%
COM
IDU
0.12%
U.S. UTILITS ETF
MUB
0.11%
NAT AMT FREE BD
WTR
0.03%
COM
LMT
0.03%
COM
LLL
0.03%
COM
SCHW
0.03%
COM
VRTX
0.03%
COM
MO
0.03%
COM
ADSK
0.03%
COM
IJS
0.03%
SP SMCP600VL ETF
HON
0.03%
COM
WFT
0.01%
ORD