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
0
0
2
0
1
22
2
0
UNITED BANK

Time Period2018-12-31

Total Holdings75

Total Value ($x1000)108,426
Activities
New3

Increased20

Unchanged3

Decreased49

Sold Out4

Top 10 Stock Holdingstotal 33.47%
EFA7.83

VNQ4.64

VWO3.25

GNR3.23

KO2.84

 
JPM2.61

GOOGL2.49

PFE2.24

PG2.2

IJH2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
7.83%
MSCI EAFE ETF
VNQ
4.64%
REIT ETF
VWO
3.25%
FTSE EMR MKT ETF
GNR
3.23%
GLB NAT RESRCE
KO
2.84%
COM
JPM
2.61%
COM
GOOGL
2.49%
CAP STK CL A
PFE
2.24%
COM
PG
2.2%
COM
IJH
2.14%
CORE S&P MCP ETF
AAPL
2.13%
COM
IVW
2.11%
S&P 500 GRWT ETF
XLF
2.11%
SBI INT-FINL
XLK
2.09%
TECHNOLOGY
MSFT
2.08%
COM
IJR
2.08%
CORE S&P SCP ETF
VZ
1.99%
COM
VTV
1.91%
VALUE ETF
DIS
1.9%
COM DISNEY
JNJ
1.87%
COM
DUK
1.84%
COM NEW
INTC
1.81%
COM
ABT
1.8%
COM
LOW
1.75%
COM
NKE
1.71%
CL B
MCD
1.69%
COM
BRK.B
1.53%
CL B NEW
BA
1.51%
COM
SBUX
1.47%
COM
CVX
1.43%
COM
CRM
1.36%
COM
DWDP
1.34%
COM
V
1.3%
COM CL A
NSC
1.28%
COM
ICE
1.25%
COM
XLI
1.24%
SBI INT-INDS
ALL
1.23%
COM
FDL
1.23%
SHS
XOM
1.2%
COM
BMY
1.2%
COM
C
1.17%
COM NEW
COST
1.09%
COM
SO
1%
COM
ZMH
0.96%
COM
ORCL
0.86%
COM
XLE
0.81%
SBI INT-ENERGY
HON
0.8%
COM
HD
0.7%
COM
PEP
0.69%
COM
GD
0.66%
COM
BIIB
0.65%
COM
SDY
0.56%
S&P DIVID ETF
MDLZ
0.55%
CL A
SCHW
0.55%
COM
CI
0.51%
COM
CVS
0.5%
COM
TJX
0.47%
COM
T
0.37%
COM
AMZN
0.36%
COM
UPS
0.33%
CL B
EL
0.31%
CL A
HAL
0.29%
COM
EOG
0.28%
COM
AGG
0.28%
CORE TOTUSBD ETF
MRK
0.27%
COM
PNC
0.27%
COM
IVV
0.26%
CORE S&P500 ETF
RHT
0.25%
COM
ETFC
0.24%
COM NEW
SHPG
0.22%
SPONSORED ADR
FB
0.22%
CL A
ADS
0.19%
COM
STI
0.19%
COM
NTG
0.16%
COM
SENS
0.06%
COM
ESRX
0.95%
COM
NVDA
0.44%
COM
SLB
0.27%
COM
CELG
0.21%
COM