Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
28
1
0
1
1
0
17
1
0
SPECTRUM ASSET MANAGEMENT INC NB CA

Time Period2018-12-31

Total Holdings74

Total Value ($x1000)126,057
Activities
New5

Increased13

Unchanged12

Decreased44

Sold Out20

Top 10 Stock Holdingstotal 48.43%
SDY12.52

SCHG7.98

IJR5.07

SCHF4.69

SCHB4.19

 
VUG3.93

CVX2.86

MSFT2.63

WFC2.33

BIL2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
12.52%
S&P DIVID ETF
SCHG
7.98%
US LCAP GR ETF
IJR
5.07%
CORE S&P SCP ETF
SCHF
4.69%
INTL EQTY ETF
SCHB
4.19%
US BRD MKT ETF
VUG
3.93%
GROWTH ETF
CVX
2.86%
COM
MSFT
2.63%
COM
WFC
2.33%
COM
BIL
2.23%
SPDR BLOOMBERG
XLE
2.01%
SBI INT-ENERGY
DIS
2%
COM DISNEY
PFE
1.73%
COM
VTI
1.66%
TOTAL STK MKT
CSCO
1.54%
COM
INTC
1.37%
COM
JNJ
1.33%
COM
BRK.B
1.3%
CL B NEW
NSRGY
1.28%
COM
GILD
1.24%
COM
DEO
1.24%
SPON ADR NEW
ANTM
1.23%
COM
GWL
1.21%
S&P WRLD EX US
ABT
1.19%
COM
HON
1.15%
COM
UNH
1.12%
COM
WMT
1.09%
COM
JPM
1.08%
COM
KMB
1.08%
COM
SYK
1.07%
COM
PG
1.06%
COM
V
1.06%
COM CL A
MKL
1.03%
COM
RYH
0.99%
S&P500 EQL HLT
HDV
0.98%
HIGH DIVIDND ETF
BAC
0.94%
COM
INTU
0.94%
COM
VEA
0.92%
FTSE DEV MKT ETF
MA
0.92%
CL A
EMR
0.84%
COM
COST
0.83%
COM
DHR
0.8%
COM
AON
0.79%
SHS CL A
IJK
0.79%
S&P MC 400GR ETF
VZ
0.79%
COM
CTXS
0.77%
COM
QCOM
0.75%
COM
BERKSHIR...
0.73%
100 SHS=1 WHOLE
ABBV
0.72%
COM
SCHO
0.69%
SHT TM US TRES
T
0.66%
COM
XOM
0.57%
COM
MDLZ
0.56%
CL A
BMY
0.56%
COM
GAIA
0.42%
CL A
SHY
0.42%
1-3 YR TR BD ETF
GOOG
0.4%
CAP STK CL C
BP
0.35%
SPONSORED ADR
CB
0.32%
COM
AMZN
0.31%
COM
ISRG
0.31%
COM NEW
ADBE
0.28%
COM
PEP
0.27%
COM
MRK
0.23%
COM
SPY
0.23%
TR UNIT
RDS/B
0.21%
SPON ADR B
UNP
0.21%
COM
MO
0.21%
COM
DE
0.2%
COM
GOOGL
0.2%
CAP STK CL A
FLR
0.18%
COM
BA
0.18%
COM
NORTHERN...
< 0.01%
COM
DETTO TE...
< 0.01%
COM
XLF
2.21%
SBI INT-FINL
RIO
1.15%
SPONSORED ADR
AAPL
1.11%
COM
IBM
1.11%
COM
IPAR
1.03%
COM
NOC
0.76%
COM
COP
0.66%
COM
LSTR
0.65%
COM
MRO
0.65%
COM
EOG
0.64%
COM
NUS
0.63%
CL A
HBAN
0.58%
COM
AX
0.54%
COM
CSX
0.25%
COM
BHGE
0.23%
CL A
KHC
0.23%
COM
SLB
0.17%
COM
HAL
0.15%
COM
MORN
0.14%
COM
SU
0.12%
COM