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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.
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SPECTRUM ASSET MANAGEMENT INC NB CA

Time Period2019-03-31

Total Holdings84

Total Value ($x1000)148,678
Activities
New17

Increased31

Unchanged13

Decreased23

Sold Out7

Top 10 Stock Holdingstotal 45.83%
SDY10.38

SCHG8.2

IJR4.93

SCHF4.67

SCHB4.18

 
VUG3.96

CVX2.8

MSFT2.43

WFC2.18

XLE2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
10.38%
S&P DIVID ETF
SCHG
8.2%
US LCAP GR ETF
IJR
4.93%
CORE S&P SCP ETF
SCHF
4.67%
INTL EQTY ETF
SCHB
4.18%
US BRD MKT ETF
VUG
3.96%
GROWTH ETF
CVX
2.8%
COM
MSFT
2.43%
COM
WFC
2.18%
COM
XLE
2.1%
SBI INT-ENERGY
INTC
2.05%
COM
BIL
1.9%
SPDR BLOOMBERG
CSCO
1.81%
COM
DIS
1.74%
COM DISNEY
VTI
1.69%
TOTAL STK MKT
XOM
1.48%
COM
PFE
1.44%
COM
GWL
1.3%
S&P WRLD EX US
GILD
1.23%
COM
JNJ
1.21%
COM
HON
1.16%
COM
SYK
1.14%
COM
SEMPRA S...
1.13%
COM
ABT
1.11%
COM
INTU
1.09%
COM
V
1.09%
COM CL A
DEO
1.09%
SPON ADR NEW
BRK.B
1.07%
CL B NEW
MA
1%
CL A
JPM
0.97%
COM
WMT
0.96%
COM
BAC
0.94%
COM
ANTM
0.93%
COM
HDV
0.92%
HIGH DIVIDND ETF
UNH
0.92%
COM
VZ
0.92%
COM
SKM
0.88%
SPONSORED ADR
DHR
0.87%
COM
COST
0.85%
COM
MKL
0.84%
COM
VEA
0.82%
FTSE DEV MKT ETF
EMR
0.81%
COM
PG
0.79%
COM
ACN
0.78%
SHS CLASS A
KMB
0.78%
COM
NSRGY
0.76%
COM
NVDA
0.74%
COM
FAST
0.7%
COM
CCMP
0.68%
COM
ASML
0.68%
N Y REGISTRY SHS
SEMPRA S...
0.65%
COM
SCHO
0.64%
SHT TM US TRES
FANG
0.63%
COM
T
0.62%
COM
BERKSHIR...
0.61%
100 SHS=1 WHOLE
MDLZ
0.59%
CL A
RYH
0.55%
S&P500 EQL HLT
ABBV
0.53%
COM
DEM
0.51%
EMERG MKTS ETF
IJK
0.45%
S&P MC 400GR ETF
GOOG
0.39%
CAP STK CL C
SHY
0.36%
1-3 YR TR BD ETF
BP
0.35%
SPONSORED ADR
ISRG
0.34%
COM NEW
ADBE
0.33%
COM
GAIA
0.32%
CL A
AMZN
0.32%
COM
MO
0.31%
COM
PEP
0.25%
COM
SNPS
0.25%
COM
SPY
0.22%
TR UNIT
MRK
0.2%
COM
GOOGL
0.19%
CAP STK CL A
RDS/B
0.19%
SPON ADR B
DE
0.18%
COM
BA
0.18%
COM
SEMPRA 2...
0.17%
COM
KNX
0.17%
CL A
OXY
0.16%
COM
MORN
0.15%
COM
LINCOLN ...
0.07%
5 YR FIXED INDEX
ACB
0.06%
COM
NORTHERN...
< 0.01%
COM
DETTO TE...
< 0.01%
COM
AON
0.79%
SHS CL A
CTXS
0.77%
COM
QCOM
0.75%
COM
BMY
0.56%
COM
CB
0.32%
COM
UNP
0.21%
COM
FLR
0.18%
COM