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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
31
1
0
2
0
0
26
5
0
WUNDERLICH CAPITAL MANAGEMNT

Time Period2019-06-30

Total Holdings88

Total Value ($x1000)150,700
Activities
New8

Increased55

Unchanged2

Decreased23

Sold Out5

Top 10 Stock Holdingstotal 24.14%
AGG4.78

LQD3.77

CSJ2.92

MUB2.24

AMZN1.85

 
V1.78

MSFT1.76

SUB1.72

JPM1.68

BA1.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
4.78%
CORE TOTUSBD ETF
LQD
3.77%
IBOXX INV CP ETF
CSJ
2.92%
1-3 YR CR BD ETF
MUB
2.24%
NAT AMT FREE BD
AMZN
1.85%
COM
V
1.78%
COM CL A
MSFT
1.76%
COM
SUB
1.72%
SHT NTLAMTFR ETF
JPM
1.68%
COM
BA
1.64%
COM
PYPL
1.6%
COM
BLK
1.58%
COM
UNP
1.54%
COM
MAR
1.53%
CL A
KMI
1.52%
COM
BABA
1.49%
SPONSORED ADS
CMCSA
1.49%
CL A
CSCO
1.48%
COM
AAPL
1.47%
COM
FB
1.45%
CL A
HCA
1.43%
COM
IEF
1.42%
7-10 Y TR BD ETF
FDX
1.42%
COM
WMT
1.41%
COM
HON
1.41%
COM
PCLN
1.36%
COM NEW
SPY
1.36%
TR UNIT
EBAY
1.36%
COM
TRV
1.34%
COM
ROST
1.33%
COM
GOOGL
1.31%
CL A
MDT
1.31%
COM
HIG
1.3%
COM
CB
1.28%
COM
DEO
1.28%
SPON ADR NEW
PFE
1.27%
COM
AMGN
1.26%
COM
LOW
1.26%
COM
ADBE
1.25%
COM
EL
1.25%
CL A
NFLX
1.24%
COM
PEP
1.21%
COM
TWTR
1.15%
COM
ORCL
1.11%
COM
UNH
1.11%
COM
SYY
1.11%
COM
TXN
1.09%
COM
ZMH
1.09%
COM
CVX
1.06%
COM
UTX
1.06%
COM
BDX
1.02%
COM
AVGO
1.01%
COM
REGN
1.01%
COM
ETN
1%
SHS
MDY
1%
UTSER1 S&PDCRP
T
0.99%
COM
PANW
0.98%
COM
CHKP
0.98%
ORD
BIDU
0.96%
SPON ADR REP A
STZ
0.96%
CL A
WFC
0.94%
COM
MET
0.93%
COM
VMW
0.92%
CL A COM
STI
0.89%
COM
SU
0.88%
COM
VZ
0.86%
COM
CTXS
0.79%
COM
SCHW
0.77%
COM
BAC
0.66%
COM
MRK
0.6%
COM
JNJ
0.53%
COM
OXY
0.49%
COM
EEM
0.48%
MSCI EMG MKT ETF
DXJ
0.42%
JAPN HEDGE EQT
EOG
0.34%
COM
PXD
0.32%
COM
IWM
0.29%
RUSSELL 2000 ETF
EPI
0.25%
INDIA ERNGS FD
FXI
0.25%
CHINA LG-CAP ETF
HEDJ
0.24%
EUROPE HEDGED EQ
VGK
0.23%
FTSE EUROPE ETF
PRU
0.23%
COM
CP
0.15%
COM
ITW
0.14%
COM
LMT
0.11%
COM
COST
0.09%
COM
INTC
0.07%
COM
KHC
0.07%
COM
ABBV
1.13%
COM
BMY
1.04%
COM
CI
0.74%
COM
APC
0.65%
COM
CVS
0.11%
COM