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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
62
11
10
1
6
0
31
4
5
WELLINGTON SHIELDS CO LLC

Time Period2019-03-31

Total Holdings165

Total Value ($x1000)196,337
Activities
New18

Increased51

Unchanged51

Decreased45

Sold Out4

Top 10 Stock Holdingstotal 33.17%
ILMN11.75

MSFT4.96

AES3.14

JPM2.47

IBM2.16

 
GM1.86

ANDE1.73

XOM1.73

T1.71

AAPL1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ILMN
11.75%
COM
MSFT
4.96%
COM
AES
3.14%
COM
JPM
2.47%
COM
IBM
2.16%
COM
GM
1.86%
COM
ANDE
1.73%
COM
XOM
1.73%
COM
T
1.71%
COM
AAPL
1.66%
COM
CASI
1.65%
COM
HON
1.63%
COM
VZ
1.61%
COM
PFE
1.6%
COM
UNP
1.53%
COM
UEIC
1.38%
COM
DIS
1.3%
COM DISNEY
HE
1.23%
COM
FSLR
1.21%
COM
LLY
1.15%
COM
KMI
1.12%
COM
JNJ
1.11%
COM
DWDP
1.08%
COM
BMY
1.06%
COM
SPGI
1.03%
COM
KLXE
1.02%
COM
INTC
1.01%
COM
CSCO
0.98%
COM
ABT
0.95%
COM
BA
0.9%
COM
LMT
0.86%
COM
XON
0.85%
COM
CVX
0.83%
COM
PG
0.83%
COM
CVS
0.8%
COM
ABBV
0.78%
COM
ABB
0.75%
SPONSORED ADR
WPC
0.75%
COM
WAAS
0.73%
SHS
EFX
0.71%
COM
FIS
0.7%
COM
OKE
0.68%
COM
MRK
0.67%
COM
SPROTT I...
0.65%
COM
CI
0.65%
COM
CMCSA
0.64%
CL A
PM
0.63%
COM
WY
0.58%
COM
MMM
0.58%
COM
AXP
0.55%
COM
WM
0.55%
COM
MO
0.54%
COM
PEP
0.54%
COM
ENB
0.52%
COM
APC
0.51%
COM
QCOM
0.51%
COM
WMT
0.49%
COM
BXMT
0.48%
COM CL A
GIS
0.48%
COM
PNC
0.46%
COM
C
0.46%
COM NEW
SO
0.45%
COM
CAT
0.45%
COM
CSX
0.45%
COM
AMZN
0.44%
COM
COP
0.43%
COM
GILD
0.42%
COM
GE
0.42%
COM
KO
0.41%
COM
BP
0.41%
SPONSORED ADR
AMGN
0.41%
COM
SHOP
0.4%
CL A
UTX
0.4%
COM
FMC
0.4%
COM NEW
GLW
0.39%
COM
NEE
0.38%
COM
NEM
0.38%
COM
AGN
0.38%
SHS
V
0.38%
COM CL A
CELG
0.34%
COM
GOOGL
0.34%
CAP STK CL A
GOOG
0.33%
CAP STK CL C
UFI
0.33%
COM NEW
SEIC
0.32%
COM
DGEAF
0.32%
COM
BRK.B
0.32%
CL B NEW
FCX
0.3%
COM
RDS/A
0.29%
SPONS ADR A
TRV
0.29%
COM
DUK
0.29%
COM NEW
NSC
0.28%
COM
BGS
0.28%
COM
FLO
0.27%
COM
TWTR
0.27%
COM
BDX
0.27%
COM
BAX
0.25%
COM
GSK
0.25%
SPONSORED ADR
SLB
0.25%
COM
CFG
0.25%
COM
WDC
0.24%
COM
RIG
0.23%
REG SHS
DTE
0.23%
COM
EMN
0.23%
COM
AFL
0.23%
COM
JCI
0.22%
SHS
MDLZ
0.22%
CL A
WFC
0.22%
COM
DXC
0.21%
COM
TIP
0.21%
TIPS BD ETF
YUM
0.2%
COM
AVGO
0.2%
COM
TRN
0.19%
COM
MCD
0.19%
COM
KMB
0.19%
COM
TIF
0.19%
COM
NVDA
0.19%
COM
THOMASVI...
0.19%
COM
GEO
0.19%
COM
FB
0.19%
CL A
XBI
0.18%
S&P BIOTECH
ITW
0.18%
COM
CTWS
0.17%
COM
MOS
0.16%
COM
ECA
0.16%
COM
IP
0.16%
COM
TSS
0.16%
COM
SPG
0.15%
COM
VLO
0.15%
COM
AWK
0.15%
COM
SMG
0.15%
CL A
MET
0.15%
COM
MSI
0.14%
COM NEW
CWT
0.14%
COM
MTB
0.14%
COM
PANW
0.14%
COM
SYY
0.14%
COM
MDT
0.13%
SHS
IBB
0.13%
NASDQ BIOTEC ETF
SPY
0.13%
TR UNIT
ZTS
0.13%
CL A
HPQ
0.12%
COM
TGT
0.12%
COM
NUE
0.12%
COM
CLX
0.12%
COM
XRX
0.12%
COM NEW
TEL
0.12%
REG SHS
WST
0.11%
COM
WMB
0.11%
COM
XLK
0.11%
TECHNOLOGY
HD
0.11%
COM
IRM
0.1%
COM
D
0.1%
COM
SXT
0.1%
COM
HPE
0.1%
COM
AMLP
0.1%
ALERIAN MLP
PBCT
0.09%
COM
CODI
0.09%
SH BEN INT
AHH
0.08%
COM
F
0.05%
COM PAR $0.01
CSU
0.02%
COM
TVA GROU...
0.01%
COM
WFT
0.01%
ORD
ISLET SC...
< 0.01%
COM
COASTAL ...
< 0.01%
COM
HOME SOL...
< 0.01%
COM
BEL
2.09%
CL A
KHC
0.2%
COM
VVC
0.18%
COM
NFX
0.11%
COM