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
50
2
1
2
1
0
40
3
5
WALTER KEENAN FINANCIAL CONSULTING CO MI ADV

Time Period2018-12-31

Total Holdings155

Total Value ($x1000)222,184
Activities
New5

Increased42

Unchanged61

Decreased47

Sold Out17

Top 10 Stock Holdingstotal 33.33%
AMGN8.19

MSFT3.67

AAPL2.98

JNJ2.94

JPM2.9

 
XOM2.77

BRK.B2.53

INTC2.53

PFE2.53

VZ2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMGN
8.19%
COM
MSFT
3.67%
COM
AAPL
2.98%
COM
JNJ
2.94%
COM
JPM
2.9%
COM
XOM
2.77%
COM
BRK.B
2.53%
CL B NEW
INTC
2.53%
COM
PFE
2.53%
COM
VZ
2.29%
COM
PG
2.24%
COM
LLY
2.24%
COM
BA
2.21%
COM
SCHB
2.05%
US BRD MKT ETF
CSCO
2.01%
COM
GOOG
1.82%
CAP STK CL C
NTRS
1.7%
COM
MMM
1.56%
COM
DIS
1.55%
COM DISNEY
IWB
1.5%
RUS 1000 ETF
GOOGL
1.5%
CAP STK CL A
MRK
1.46%
COM
CMCSA
1.42%
CL A
WMT
1.29%
COM
BRK.A
1.24%
CL A
BTT
1.19%
COM SHS BEN IN
V
1.15%
COM CL A
WFC
1.11%
COM
ABBV
1.09%
COM
PEP
1.06%
COM
FITB
1.05%
COM
MDT
1.04%
SHS
KO
1.03%
COM
HD
0.98%
COM
ILMN
0.9%
COM
SBUX
0.89%
COM
HCN
0.81%
COM
TXN
0.7%
COM
STWD
0.68%
COM
SCHF
0.68%
INTL EQTY ETF
T
0.68%
COM
CL
0.62%
COM
QCOM
0.62%
COM
VRP
0.61%
VAR RATE PFD
AXP
0.61%
COM
CCI
0.58%
COM
BKK
0.55%
COM SHS
MO
0.55%
COM
NZF
0.54%
COM SH BEN INT
ETX
0.52%
SHS
HON
0.51%
COM
UTX
0.51%
COM
PM
0.47%
COM
ITW
0.47%
COM
CVS
0.46%
COM
VYM
0.44%
HIGH DIV YLD
MCD
0.43%
COM
IBM
0.43%
COM
EPD
0.43%
COM
XPO
0.41%
COM
DHR
0.38%
COM
FB
0.37%
CL A
GE
0.35%
COM
MMP
0.34%
COM UNIT RP LP
VTR
0.33%
COM
ABT
0.32%
COM
KKR
0.29%
COM UNITS
ELS
0.29%
COM
OAK
0.28%
UNIT 99/99/9999
NEE
0.27%
COM
SPG
0.27%
COM
THRM
0.27%
COM
DWDP
0.27%
COM
AMZN
0.26%
COM
MLPX
0.26%
GLB X MLP ENRG I
SKT
0.26%
COM
MUI
0.25%
COM
OKE
0.25%
COM
RDS/A
0.25%
SPONS ADR A
BX
0.24%
COM UNIT LTD
SLB
0.24%
COM
NVS
0.24%
SPONSORED ADR
IWM
0.23%
RUSSELL 2000 ETF
APD
0.22%
COM
IAT
0.21%
US REGNL BKS ETF
AFL
0.2%
COM
CVX
0.2%
COM
EDIV
0.2%
S&P EM MKT DIV
AMTD
0.2%
COM
BMY
0.2%
COM
SCHW
0.19%
COM
UPS
0.19%
CL B
VIG
0.19%
DIV APP ETF
WBA
0.19%
COM
CMI
0.19%
COM
DEO
0.19%
SPON ADR NEW
SRCE
0.18%
COM
MPLX
0.18%
COM UNIT REP LTD
COST
0.17%
COM
CSWI
0.17%
COM
BAC
0.16%
COM
FDX
0.16%
COM
MIY
0.16%
COM
LMT
0.16%
COM
AGN
0.16%
SHS
CERN
0.15%
COM
DE
0.15%
COM
VEEV
0.15%
CL A COM
SO
0.15%
COM
DEM
0.14%
EMERG MKTS ETF
TEL
0.14%
REG SHS
ARCC
0.14%
COM
VCF
0.14%
COM
GIM
0.14%
COM
ALL
0.14%
COM
BBN
0.14%
SHS
KHC
0.14%
COM
KMB
0.13%
COM
WEC
0.13%
COM
UL
0.13%
SPON ADR NEW
LIN
0.13%
COM
BLK
0.12%
COM
DJP
0.12%
DJUBS CMDT ETN36
CAT
0.12%
COM
DUK
0.12%
COM NEW
MA
0.12%
CL A
IRM
0.12%
COM
MMC
0.11%
COM
TGT
0.11%
COM
PYPL
0.11%
COM
CME
0.11%
COM
MMU
0.11%
COM
WM
0.1%
COM
MCO
0.1%
COM
CTSH
0.1%
CL A
WIW
0.1%
COM
BP
0.1%
SPONSORED ADR
MDLZ
0.1%
CL A
AEP
0.1%
COM
TMO
0.1%
COM
KMI
0.1%
COM
EMR
0.1%
COM
ADP
0.09%
COM
ENB
0.09%
COM
BIDU
0.09%
SPON ADR REP A
GILD
0.09%
COM
ORCL
0.09%
COM
NUM
0.09%
COM
BGH
0.08%
COM
AIG
0.07%
COM NEW
ORAN
0.07%
SPONSORED ADR
LEO
0.06%
COM
JRO
0.06%
COM SHS
NUV
0.04%
COM
BDJ
0.04%
COM
SPLK
0.28%
COM
CELG
0.24%
COM
PX
0.13%
COM
BPK
0.12%
COM
CSX
0.08%
COM
BBC
0.08%
BIOSHS BIO CLI
C
0.07%
COM NEW
DVY
0.07%
SELECT DIVID ETF
SCHE
0.06%
EMRG MKTEQ ETF
BBT
0.06%
COM
EEM
0.06%
MSCI EMG MKT ETF
PGR
0.06%
COM
DES
0.06%
SMALLCAP DIVID
GLW
0.06%
COM
AET
0.06%
COM
EMN
0.06%
COM
CHI
0.05%
SH BEN INT