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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
36
4
2
1
2
0
32
7
5
SIGMA INVESTMENT COUNSELORS INC

Time Period2019-03-31

Total Holdings155

Total Value ($x1000)815,869
Activities
New14

Increased59

Unchanged16

Decreased66

Sold Out4

Top 10 Stock Holdingstotal 56.66%
IVV19.49

VEA8.38

IJH7.17

IJR5.24

SJNK3.21

 
TIP3.03

VCSH2.97

VWO2.81

VYM2.32

IWB2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
19.49%
CORE S&P500 ETF
VEA
8.38%
FTSE DEV MKT ETF
IJH
7.17%
CORE S&P MCP ETF
IJR
5.24%
CORE S&P SCP ETF
SJNK
3.21%
SHT TRM HGH YLD
TIP
3.03%
TIPS BD ETF
VCSH
2.97%
SHRT TRM CORP BD
VWO
2.81%
FTSE EMR MKT ETF
VYM
2.32%
HIGH DIV YLD
IWB
2.04%
RUS 1000 ETF
PRF
1.99%
FTSE RAFI 1000
UPS
1.37%
CL B
VCIT
1.33%
INT-TERM CORP
AMZN
1.17%
COM
SYK
1.15%
COM
IBDL
1.14%
DEC 2020 CORP
IBDM
1.14%
IBND DEC21 ETF
IBDN
1.1%
IBND DEC22 ETF
IBDO
1.06%
IBND DEC23 ETF
VTI
1.05%
TOTAL STK MKT
IWR
1.04%
RUS MID-CAP ETF
IBDP
1%
IBND DEC24 ETF
AAPL
0.99%
COM
MSFT
0.97%
COM
IEFA
0.96%
CORE MSCI EAFE
IBDQ
0.94%
IBND DEC25 ETF
IBDK
0.92%
IBND DEC19 ETF
BA
0.78%
COM
IEMG
0.78%
CORE MSCI EMKT
SPY
0.78%
TR UNIT
JPM
0.76%
COM
IWM
0.75%
RUSSELL 2000 ETF
UNH
0.7%
COM
SNPS
0.61%
COM
EFA
0.59%
MSCI EAFE ETF
IDEV
0.57%
CORE MSCI INTL
FB
0.57%
CL A
LOW
0.56%
COM
ROP
0.56%
COM
DHR
0.55%
COM
TJX
0.5%
COM
IAU
0.49%
ISHARES
MMM
0.47%
COM
COST
0.46%
COM
ULTA
0.44%
COM
CAT
0.43%
COM
ABBV
0.42%
COM
PG
0.4%
COM
VNQ
0.38%
REIT ETF
AJG
0.37%
COM
UTX
0.36%
COM
XOM
0.35%
COM
VOO
0.33%
SHS
SNA
0.32%
COM
CVX
0.31%
COM
FFIV
0.3%
COM
GS
0.3%
COM
LII
0.3%
COM
ISRG
0.3%
COM NEW
HRL
0.29%
COM
BMY
0.28%
COM
NUE
0.27%
COM
CELG
0.27%
COM
T
0.27%
COM
SCHX
0.25%
US LRG CAP ETF
ICF
0.25%
COHEN&STEER REIT
GNTX
0.23%
COM
CVS
0.22%
COM
SWKS
0.22%
COM
CTSH
0.22%
CL A
IWF
0.22%
RUS 1000 GRW ETF
APC
0.21%
COM
NFLX
0.2%
COM
WAB
0.19%
COM
ALGN
0.18%
COM
WY
0.18%
COM
JNJ
0.15%
COM
NVDA
0.15%
COM
ABC
0.13%
COM
DTE
0.12%
COM
SCHB
0.12%
US BRD MKT ETF
SLB
0.12%
COM
IWD
0.12%
RUS 1000 VAL ETF
XLE
0.12%
SBI INT-ENERGY
PGR
0.11%
COM
MDY
0.11%
UTSER1 S&PDCRP
SCHF
0.1%
INTL EQTY ETF
QQQ
0.1%
UNIT SER 1
BRK.B
0.09%
CL B NEW
PFE
0.09%
COM
NOV
0.09%
COM
SCHM
0.08%
US MID-CAP ETF
SCHA
0.07%
US SML CAP ETF
VTEB
0.07%
TAX-EXEMPT BD
INTC
0.07%
COM
IVW
0.06%
S&P 500 GRWT ETF
VO
0.06%
MID CAP ETF
CMCSA
0.06%
CL A
RMTI
0.06%
COM
EEM
0.06%
MSCI EMG MKT ETF
IBMI
0.05%
IBONDS SEP2020
VB
0.05%
SMALL CP ETF
XPO
0.05%
COM
RTN
0.05%
COM NEW
PEP
0.05%
COM
DUK
0.05%
COM NEW
DIS
0.05%
COM DISNEY
HD
0.05%
COM
AXP
0.05%
COM
AVGO
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
IJK
0.04%
S&P MC 400GR ETF
KO
0.04%
COM
GOOGL
0.04%
CAP STK CL A
BP
0.04%
SPONSORED ADR
SCHE
0.04%
EMRG MKTEQ ETF
XLF
0.04%
SBI INT-FINL
MUAH
0.04%
19 AMT-FREE MN
MRK
0.04%
COM
ABT
0.04%
COM
LECO
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
HDV
0.04%
HIGH DIVIDND ETF
CSCO
0.04%
COM
LMT
0.04%
COM
ORCL
0.04%
COM
XLK
0.04%
TECHNOLOGY
GOOG
0.03%
CAP STK CL C
ADP
0.03%
COM
IJJ
0.03%
S&P MC 400VL ETF
KMB
0.03%
COM
NEAR
0.03%
SHT MAT BD ETF
LLY
0.03%
COM
BAC
0.03%
COM
HON
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
IVE
0.03%
S&P 500 VAL ETF
VTV
0.03%
VALUE ETF
LLL
0.03%
COM
BIIB
0.03%
COM
VZ
0.03%
COM
F
0.03%
COM PAR $0.01
AGN
0.03%
SHS
TWTR
0.03%
COM
ORLY
0.03%
COM
ADSK
0.03%
COM
CSJ
0.03%
1-3 YR CR BD ETF
VRTX
0.03%
COM
MO
0.03%
COM
WFC
0.03%
COM
SO
0.03%
COM
AMJ
0.03%
ALERIAN ML ETN
PM
0.03%
COM
IJS
0.02%
SP SMCP600VL ETF
GE
0.02%
COM
XLV
0.04%
SBI HEALTHCARE
XME
0.03%
S&P METALS MNG
STE
0.03%
SHS USD
IYZ
0.03%
U.S. TELECOM ETF