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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
81
16
17
6
4
1
63
31
17
WELCH FORBES LLC

Time Period2019-03-31

Total Holdings347

Total Value ($x1000)3,986,072
Activities
New15

Increased69

Unchanged89

Decreased174

Sold Out7

Top 10 Stock Holdingstotal 25.31%
V3.11

MSFT2.71

AAPL2.68

SYK2.67

JNJ2.6

 
DHR2.41

UTX2.39

ORLY2.38

ANSS2.18

PG2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
V
3.11%
COM CL A
MSFT
2.71%
COM
AAPL
2.68%
COM
SYK
2.67%
COM
JNJ
2.6%
COM
DHR
2.41%
COM
UTX
2.39%
COM
ORLY
2.38%
COM
ANSS
2.18%
COM
PG
2.18%
COM
HD
2.13%
COM
FISV
1.88%
COM
PEP
1.86%
COM
KMX
1.83%
COM
GOOG
1.74%
CAP STK CL C
ECL
1.72%
COM
JPM
1.59%
COM
MCD
1.47%
COM
ROP
1.42%
COM
XOM
1.39%
COM
MTD
1.33%
COM
ABT
1.27%
COM
INTC
1.19%
COM
PAYX
1.19%
COM
CB
1.13%
COM
MMM
1.11%
COM
RTN
1.1%
COM NEW
ADP
1.07%
COM
MDY
1.05%
UTSER1 S&PDCRP
CVX
0.99%
COM
EMLP
0.97%
NO AMER ENERGY
PFE
0.97%
COM
IDXX
0.96%
COM
MRK
0.96%
COM
ABBV
0.92%
COM
NVDA
0.91%
COM
WFC
0.9%
COM
IRM
0.87%
COM
FB
0.86%
CL A
AFL
0.85%
COM
TJX
0.84%
COM
CMCSA
0.81%
CL A
VRTX
0.81%
COM
RMD
0.79%
COM
GOOGL
0.73%
CAP STK CL A
COST
0.7%
COM
CHD
0.69%
COM
FTV
0.69%
COM
GSK
0.69%
SPONSORED ADR
AMP
0.69%
COM
SWK
0.66%
COM
VZ
0.6%
COM
BKNG
0.6%
COM
CSCO
0.57%
COM
BAC
0.56%
COM
EXPD
0.55%
COM
BDX
0.52%
COM
KO
0.51%
COM
TD
0.49%
COM NEW
CGNX
0.47%
COM
EW
0.44%
COM
FTSL
0.44%
SENIOR LN FD
LLY
0.44%
COM
LQD
0.44%
IBOXX INV CP ETF
DOV
0.43%
COM
STT
0.43%
COM
HPT
0.42%
COM SH BEN INT
AMZN
0.4%
COM
BRK.B
0.4%
CL B NEW
USB
0.4%
COM NEW
OMC
0.4%
COM
KYN
0.4%
COM
COF
0.39%
COM
PFF
0.39%
U.S. PFD STK ETF
BSX
0.38%
COM
TMO
0.38%
COM
T
0.38%
COM
LANC
0.36%
COM
LIN
0.36%
COM
IBM
0.34%
COM
SLB
0.33%
COM
VLO
0.31%
COM
SYY
0.3%
COM
MDT
0.3%
SHS
WMT
0.3%
COM
EMR
0.29%
COM
CHKP
0.29%
ORD
ADBE
0.29%
COM
CMI
0.29%
COM
VEA
0.28%
FTSE DEV MKT ETF
SU
0.26%
COM
AXP
0.25%
COM
BLL
0.25%
COM
SPY
0.25%
TR UNIT
APD
0.25%
COM
QCOM
0.24%
COM
STZ
0.24%
CL A
CVS
0.23%
COM
LECO
0.23%
COM
GILD
0.22%
COM
NVS
0.22%
SPONSORED ADR
UPS
0.22%
CL B
CTAS
0.21%
COM
BMY
0.21%
COM
DIS
0.21%
COM DISNEY
DUK
0.2%
COM NEW
SBUX
0.2%
COM
COP
0.19%
COM
CVGW
0.19%
COM
CSJ
0.18%
1-3 YR CR BD ETF
GE
0.18%
COM
TSCO
0.17%
COM
WSO
0.17%
COM
MIDD
0.17%
COM
AMGN
0.16%
COM
ORCL
0.16%
COM
CL
0.16%
COM
TIF
0.15%
COM
EOG
0.15%
COM
BP
0.15%
SPONSORED ADR
IWM
0.15%
RUSSELL 2000 ETF
BIV
0.14%
INTERMED TERM
CAT
0.13%
COM
HAIN
0.13%
COM
SHW
0.13%
COM
UNP
0.12%
COM
GIS
0.12%
COM
WBA
0.12%
COM
KMB
0.12%
COM
VEU
0.12%
ALLWRLD EX US
DWDP
0.11%
COM
VGK
0.11%
FTSE EUROPE ETF
BUD
0.11%
SPONSORED ADR
CHTR
0.1%
CL A
BA
0.1%
COM
DXJ
0.1%
JAPN HEDGE EQT
TXN
0.09%
COM
NWL
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
ZMH
0.09%
COM
PGR
0.09%
COM
VSS
0.09%
FTSE SMCAP ETF
NEE
0.08%
COM
ADI
0.08%
COM
ICLR
0.08%
SHS
CELG
0.08%
COM
RPM
0.08%
COM
MA
0.08%
CL A
APY
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
ACN
0.07%
SHS CLASS A
LOW
0.07%
COM
MORN
0.07%
COM
CF
0.07%
COM
LNT
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
CI
0.06%
COM
MCO
0.06%
COM
AGN
0.06%
SHS
ITW
0.06%
COM
SRCL
0.06%
COM
IAU
0.06%
ISHARES
NOC
0.06%
COM
NOV
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
VOO
0.05%
SHS
VAR
0.05%
COM
PM
0.05%
COM
MAS
0.05%
COM
BSV
0.05%
SHORT TRM BOND
DVY
0.04%
SELECT DIVID ETF
HON
0.04%
COM
MUI
0.04%
COM
OZK
0.04%
COM
APC
0.04%
COM
MMC
0.04%
COM
USMV
0.04%
USA MIN VOL ETF
SRLN
0.04%
BLKSTN GSOSRLN
QQQ
0.04%
UNIT SER 1
STI
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
CNI
0.04%
COM
AMT
0.04%
COM
MO
0.04%
COM
PYPL
0.03%
COM
BABA
0.03%
SPONSORED ADS
INTU
0.03%
COM
DE
0.03%
COM
LMT
0.03%
COM
SLCA
0.03%
COM
BKLN
0.03%
SR LN ETF
WEC
0.03%
COM
PNC
0.03%
COM
RDS/A
0.03%
SPONS ADR A
JKHY
0.03%
COM
WAT
0.03%
COM
AJG
0.03%
COM
BSM
0.03%
COM UNIT
IT
0.03%
COM
IVV
0.03%
CORE S&P500 ETF
OEF
0.03%
S&P 100 ETF
IWB
0.03%
RUS 1000 ETF
AVGO
0.03%
COM
VNO
0.03%
SH BEN INT
PSX
0.03%
COM
XRAY
0.02%
COM
DEO
0.02%
SPON ADR NEW
MPC
0.02%
COM
CPRT
0.02%
COM
NKE
0.02%
CL B
SPGI
0.02%
COM
BIIB
0.02%
COM
ALL
0.02%
COM
MET
0.02%
COM
AWK
0.02%
COM
TIP
0.02%
TIPS BD ETF
XYL
0.02%
COM
BBT
0.02%
COM
FTSM
0.02%
FIRST TR ENH NEW
WTS
0.02%
CL A
ISRG
0.02%
COM NEW
UL
0.02%
SPON ADR NEW
UNH
0.02%
COM
SO
0.02%
COM
MDLZ
0.02%
CL A
BR
0.02%
COM
EPD
0.02%
COM
ES
0.02%
COM
WDAY
0.02%
CL A
EWJ
0.02%
MSCI JPN ETF NEW
SCHD
0.02%
US DIVIDEND EQ
IWR
0.02%
RUS MID-CAP ETF
CRM
0.02%
COM
EV
0.02%
COM NON VTG
MTUM
0.02%
MSCI USAMOMFCT
NTRS
0.02%
COM
CAH
0.02%
COM
PAYC
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
HUBB
0.02%
COM
CTSH
0.02%
CL A
ABX
0.02%
COM
BNS
0.01%
COM
ROST
0.01%
COM
WM
0.01%
COM
TGT
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
PANW
0.01%
COM
WTR
0.01%
COM
DVP
0.01%
DEEP VALUE ETF
A
0.01%
COM
BEN
0.01%
COM
PPG
0.01%
COM
WEX
0.01%
COM
WCN
0.01%
COM
WTM
0.01%
COM
VIG
0.01%
DIV APP ETF
BMS
0.01%
COM
VSM
0.01%
COM
NVO
0.01%
ADR
VB
0.01%
SMALL CP ETF
HSY
0.01%
COM
JWN
0.01%
COM
PTC
0.01%
COM
GD
0.01%
COM
ILMN
0.01%
COM
MOO
0.01%
AGRIBUSINESS ETF
UN
0.01%
N Y SHS NEW
TRV
0.01%
COM
JW/A
0.01%
CL A
CDK
0.01%
COM
CSX
0.01%
COM
ENB
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
AGG
0.01%
CORE TOTUSBD ETF
BLK
0.01%
COM
FRC
0.01%
COM
AMG
0.01%
COM
PEG
0.01%
COM
SLY
0.01%
S&P 600 SML CAP
FAST
0.01%
COM
ATO
0.01%
COM
BAX
0.01%
COM
VFC
0.01%
COM
WAB
0.01%
COM
PHO
0.01%
WATER RES ETF
LNC
0.01%
COM
TAN
0.01%
SOLAR ETF
MMP
0.01%
COM UNIT RP LP
NFLX
0.01%
COM
CW
0.01%
COM
XLP
0.01%
SBI CONS STPLS
CPB
0.01%
COM
MSI
0.01%
COM NEW
INGR
0.01%
COM
FLOT
0.01%
FLTG RATE BD ETF
IVE
0.01%
S&P 500 VAL ETF
CIU
0.01%
INTERM CR BD ETF
SLF
0.01%
COM
MTB
0.01%
COM
CEF
0.01%
UNIT
VO
0.01%
MID CAP ETF
NTAP
0.01%
COM
SHOP
0.01%
CL A
NBN
0.01%
COM NEW
D
0.01%
COM
K
0.01%
COM
NWN
0.01%
COM
HUBS
0.01%
COM
WY
0.01%
COM
BAH
0.01%
CL A
IVW
0.01%
S&P 500 GRWT ETF
HAL
0.01%
COM
HIFS
0.01%
COM
MOAT
0.01%
MORNINGSTAR WIDE
AMAT
0.01%
COM
EBAY
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
TMK
0.01%
COM
XLK
0.01%
TECHNOLOGY
IJK
0.01%
S&P MC 400GR ETF
GXC
0.01%
S&P CHINA ETF
GWW
0.01%
COM
IWN
0.01%
RUS 2000 VAL ETF
DXC
0.01%
COM
FDN
0.01%
DJ INTERNT IDX
INDB
0.01%
COM
GPC
0.01%
COM
DMLP
0.01%
COM UNIT
HIG
0.01%
COM
FDX
0.01%
COM
HPQ
0.01%
COM
SIVB
0.01%
COM
QTEC
0.01%
SHS
HCN
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
TYL
0.01%
COM
SRE
0.01%
COM
KN
< 0.01%
COM
PHYS
< 0.01%
UNIT
SIRI
< 0.01%
COM
HPE
< 0.01%
COM
FORM
< 0.01%
COM
IBN
< 0.01%
ADR
AMLP
< 0.01%
ALERIAN MLP
EXG
< 0.01%
COM
PLUG
< 0.01%
COM NEW
DNB
0.04%
COM
KHC
0.01%
COM
FOX
0.01%
CL B
AEP
0.01%
COM
HAE
0.01%
COM
VVR
< 0.01%
COM
NE
< 0.01%
SHS USD