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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
8
0
2
0
0
0
3
0
2
WELCH CAPITAL PARTNERS LLC NY

Time Period2019-03-31

Total Holdings30

Total Value ($x1000)293,844
Activities
New4

Increased2

Unchanged18

Decreased6

Sold Out4

Top 10 Stock Holdingstotal 82.9%
SPY50.68

VOO5.52

BX5.37

GOOG3.78

DAL3.27

 
VDE3.15

PYPL3.08

C2.84

FB2.68

IWO2.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
50.68%
TR UNIT
VOO
5.52%
SHS
BX
5.37%
COM UNIT LTD
GOOG
3.78%
CAP STK CL C
DAL
3.27%
COM NEW
VDE
3.15%
ENERGY ETF
PYPL
3.08%
COM
C
2.84%
COM NEW
FB
2.68%
CL A
IWO
2.53%
RUS 2000 GRW ETF
BFAM
2.42%
COM
STE
2.39%
SHS USD
XLV
2.19%
SBI HEALTHCARE
VGT
2.1%
INF TECH ETF
VFH
1.51%
FINANCIALS ETF
AGX
1.29%
COM
XLB
1.2%
SBI MATERIALS
HUM
1.17%
COM
VOX
1.02%
TELCOMM ETF
BABA
0.6%
SPONSORED ADS
PG
0.23%
COM
UTX
0.22%
COM
DWDP
0.12%
COM
BOX
0.11%
CL A
IEMG
0.11%
CORE MSCI EMKT
CI
0.1%
COM
KWR
0.09%
COM
MSFT
0.08%
COM
BK
0.07%
COM
AAPL
0.07%
COM
STE
2.24%
SHS USD
CVS
1.84%
COM
JPM
0.67%
COM
KBE
0.61%
S&P BK ETF