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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
29
1
0
2
0
0
26
5
0
WUNDERLICH CAPITAL MANAGEMNT

Time Period2019-03-31

Total Holdings85

Total Value ($x1000)143,364
Activities
New0

Increased59

Unchanged2

Decreased24

Sold Out1

Top 10 Stock Holdingstotal 23.79%
AGG4.83

LQD3.69

CSJ2.83

MUB2.18

AMZN1.8

 
BA1.77

V1.71

BABA1.67

MSFT1.66

SUB1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
4.83%
CORE TOTUSBD ETF
LQD
3.69%
IBOXX INV CP ETF
CSJ
2.83%
1-3 YR CR BD ETF
MUB
2.18%
NAT AMT FREE BD
AMZN
1.8%
COM
BA
1.77%
COM
V
1.71%
COM CL A
BABA
1.67%
SPONSORED ADS
MSFT
1.66%
COM
SUB
1.65%
SHT NTLAMTFR ETF
FDX
1.61%
COM
IEF
1.61%
7-10 Y TR BD ETF
JPM
1.59%
COM
KMI
1.58%
COM
PYPL
1.57%
COM
UNP
1.56%
COM
CSCO
1.54%
COM
BLK
1.51%
COM
CMCSA
1.47%
CL A
AAPL
1.47%
COM
GOOGL
1.46%
CL A
LOW
1.45%
COM
MAR
1.44%
CL A
SPY
1.43%
TR UNIT
HCA
1.41%
COM
EBAY
1.35%
COM
REGN
1.32%
COM
AMGN
1.32%
COM
ROST
1.32%
COM
WMT
1.31%
COM
HON
1.31%
COM
PCLN
1.3%
COM NEW
FB
1.29%
CL A
DEO
1.28%
SPON ADR NEW
PFE
1.27%
COM
TRV
1.26%
COM
CB
1.25%
COM
MDT
1.24%
COM
NFLX
1.23%
COM
PANW
1.2%
COM
HIG
1.19%
COM
ZMH
1.19%
COM
PEP
1.18%
COM
ADBE
1.15%
COM
EL
1.15%
CL A
ABBV
1.13%
COM
TWTR
1.13%
COM
UTX
1.11%
COM
SYY
1.08%
COM
AVGO
1.07%
COM
ORCL
1.07%
COM
CHKP
1.07%
ORD
MDY
1.06%
UTSER1 S&PDCRP
CVX
1.06%
COM
BMY
1.04%
COM
TXN
1.02%
COM
VMW
0.99%
CL A COM
ETN
0.98%
SHS
WFC
0.97%
COM
T
0.94%
COM
SU
0.94%
COM
VZ
0.9%
COM
STZ
0.87%
CL A
BIDU
0.85%
SPON ADR REP A
STI
0.85%
COM
MET
0.84%
COM
SCHW
0.82%
COM
CTXS
0.8%
COM
CI
0.74%
COM
APC
0.65%
COM
BAC
0.62%
COM
EEM
0.52%
MSCI EMG MKT ETF
DXJ
0.48%
JAPN HEDGE EQT
BDX
0.46%
COM
IWM
0.3%
RUSSELL 2000 ETF
OXY
0.3%
COM
FXI
0.28%
CHINA LG-CAP ETF
EPI
0.27%
INDIA ERNGS FD
HEDJ
0.26%
EUROPE HEDGED EQ
VGK
0.25%
FTSE EUROPE ETF
PRU
0.18%
COM
ITW
0.14%
COM
CP
0.14%
COM
CVS
0.11%
COM
COST
0.08%
COM
PXD
0.32%
COM