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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
49
2
1
2
0
0
41
3
4
WALTER KEENAN FINANCIAL CONSULTING CO MI ADV

Time Period2019-03-31

Total Holdings155

Total Value ($x1000)227,190
Activities
New12

Increased47

Unchanged47

Decreased49

Sold Out12

Top 10 Stock Holdingstotal 29.8%
MSFT3.97

AAPL3.58

JNJ3.1

JPM2.98

SCHB2.91

 
XOM2.91

INTC2.9

PG2.52

CSCO2.47

BA2.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.97%
COM
AAPL
3.58%
COM
JNJ
3.1%
COM
JPM
2.98%
COM
SCHB
2.91%
US BRD MKT ETF
XOM
2.91%
COM
INTC
2.9%
COM
PG
2.52%
COM
CSCO
2.47%
COM
BA
2.46%
COM
PFE
2.39%
COM
VZ
2.37%
COM
LLY
2.34%
COM
BRK.B
2.3%
CL B NEW
GOOG
2.05%
CAP STK CL C
NTRS
1.83%
COM
DIS
1.74%
COM DISNEY
GOOGL
1.73%
CAP STK CL A
CMCSA
1.62%
CL A
MMM
1.59%
COM
MRK
1.56%
COM
BTT
1.37%
COM SHS BEN IN
V
1.3%
COM CL A
WMT
1.28%
COM
MDT
1.21%
SHS
BRK.A
1.19%
CL A
FITB
1.14%
COM
WFC
1.12%
COM
PEP
1.11%
COM
HD
1.11%
COM
KO
0.99%
COM
SBUX
0.97%
COM
TXN
0.97%
COM
ABBV
0.95%
COM
ILMN
0.94%
COM
SCHF
0.91%
INTL EQTY ETF
HCN
0.89%
COM
AMGN
0.85%
COM
IWB
0.83%
RUS 1000 ETF
ACN
0.7%
SHS CLASS A
STWD
0.69%
COM
AXP
0.68%
COM
CCI
0.67%
COM
ETX
0.64%
SHS
MO
0.64%
COM
CVS
0.63%
COM
UTX
0.62%
COM
PM
0.62%
COM
VRP
0.6%
VAR RATE PFD
HON
0.59%
COM
T
0.59%
COM
NZF
0.59%
COM SH BEN INT
VYM
0.59%
HIGH DIV YLD
QCOM
0.55%
COM
DG
0.54%
COM
ITW
0.52%
COM
BKK
0.48%
COM SHS
MCD
0.48%
COM
FB
0.47%
CL A
IBM
0.46%
COM
EPD
0.44%
COM
DHR
0.39%
COM
AMZN
0.38%
COM
ABT
0.35%
COM
MLPX
0.34%
GLB X MLP ENRG I
OAK
0.34%
UNIT 99/99/9999
KKR
0.34%
COM UNITS
OKE
0.32%
COM
NEE
0.32%
COM
VTR
0.31%
COM
MMP
0.31%
COM UNIT RP LP
SKT
0.31%
COM
SPG
0.29%
COM
XPO
0.28%
COM
SLB
0.28%
COM
BX
0.28%
COM UNIT LTD
FDX
0.27%
COM
MUI
0.27%
COM
NVS
0.27%
SPONSORED ADR
CL
0.25%
COM
MIY
0.24%
COM
SCHW
0.24%
COM
UNH
0.23%
COM
RDS/A
0.23%
SPONS ADR A
CMI
0.22%
COM
AFL
0.22%
COM
GE
0.21%
COM
EDIV
0.21%
S&P EM MKT DIV
VIG
0.21%
DIV APP ETF
APD
0.21%
COM
VEEV
0.21%
CL A COM
COST
0.2%
COM
CSWI
0.2%
COM
CVX
0.2%
COM
SRCE
0.2%
COM
BAC
0.19%
COM
DEO
0.18%
SPON ADR NEW
BMY
0.18%
COM
MPLX
0.18%
COM UNIT REP LTD
IWM
0.18%
RUSSELL 2000 ETF
DWDP
0.18%
COM
LMT
0.18%
COM
UPS
0.18%
CL B
SO
0.17%
COM
AGN
0.17%
SHS
ELS
0.17%
COM
BBN
0.16%
SHS
AMTD
0.16%
COM
ALL
0.15%
COM
ARCC
0.15%
COM
VCF
0.15%
COM
WEC
0.15%
COM
TEL
0.15%
REG SHS
NKE
0.14%
CL B
MA
0.14%
CL A
DE
0.14%
COM
GIM
0.14%
COM
BLK
0.14%
COM
LIN
0.14%
COM
PYPL
0.14%
COM
MMC
0.13%
COM
MCO
0.13%
COM
SCHE
0.12%
EMRG MKTEQ ETF
ENB
0.12%
COM
CAT
0.12%
COM
DUK
0.12%
COM NEW
TMO
0.12%
COM
WM
0.12%
COM
AIG
0.12%
COM NEW
SUB
0.12%
SHT NTLAMTFR ETF
CTSH
0.11%
CL A
BP
0.11%
SPONSORED ADR
MDLZ
0.11%
CL A
ADP
0.11%
COM
MMU
0.11%
COM
AEP
0.11%
COM
NFLX
0.11%
COM
BIDU
0.11%
SPON ADR REP A
DES
0.11%
SMALLCAP DIVID
ORCL
0.11%
COM
WIW
0.11%
COM
APPF
0.1%
COM CL A
UL
0.1%
SPON ADR NEW
DEM
0.1%
EMERG MKTS ETF
PGR
0.1%
COM
DVY
0.1%
SELECT DIVID ETF
KHC
0.09%
COM
CME
0.09%
COM
NUM
0.09%
COM
KMB
0.09%
COM
MINT
0.09%
ENHAN SHRT MAT
ORAN
0.07%
SPONSORED ADR
LEO
0.07%
COM
NUV
0.04%
COM
BDJ
0.04%
COM
THRM
0.27%
COM
IAT
0.21%
US REGNL BKS ETF
WBA
0.19%
COM
CERN
0.15%
COM
DJP
0.12%
DJUBS CMDT ETN36
IRM
0.12%
COM
TGT
0.11%
COM
KMI
0.1%
COM
EMR
0.1%
COM
GILD
0.09%
COM
BGH
0.08%
COM
JRO
0.06%
COM SHS