BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 31, 2016

Total Value ($000): $2,282,354 (100.0% shares, 0.0% debt)

Holdings (338)

MSFT Microsoft 3.2%
Value ($000) $72,615 Shares 1,260,671 Est. Cost $31.49 Unrealized +59.7%
GOOGL Alphabet Inc. Class A 2.5%
Value ($000) $57,318 Shares 71,286 Est. Cost $36.78 Unrealized +5.5%
AAPL Apple Inc 2.5%
Value ($000) $57,119 Shares 505,254 Est. Cost $20.19 Unrealized +20.0%
XOM Exxon Mobil 2.4%
Value ($000) $54,365 Shares 622,882 Est. Cost $53.28 Unrealized +9.9%
PEP Pepsico 2.3%
Value ($000) $52,673 Shares 484,259 Est. Cost $61.91 Unrealized +31.0%
JNJ Johnson & Johnson 2.1%
Value ($000) $48,509 Shares 410,645 Est. Cost $60.46 Unrealized +54.8%
United Technologies 2.1%
Value ($000) $46,883 Shares 461,446 Est. Cost $94.49 Unrealized
NSRGY Nestle SA Sponsored ADR 2.0%
Value ($000) $46,609 Shares 589,836 Est. Cost $66.74 Unrealized
JPM J P Morgan Chase 2.0%
Value ($000) $46,548 Shares 699,021 Est. Cost $38.01 Unrealized +33.8%
DIS Walt Disney 1.9%
Value ($000) $42,580 Shares 458,537 Est. Cost $62.58 Unrealized +42.0%
General Electric 1.8%
Value ($000) $41,047 Shares 1,385,796 Est. Cost $24.34 Unrealized
PG Procter & Gamble 1.8%
Value ($000) $40,568 Shares 452,011 Est. Cost $55.92 Unrealized +20.7%
NVS Novartis A G ADR 1.8%
Value ($000) $40,016 Shares 506,794 Est. Cost $73.09 Unrealized
MRK Merck 1.7%
Value ($000) $39,932 Shares 639,835 Est. Cost $33.94 Unrealized +28.9%
Spectra Energy 1.6%
Value ($000) $37,009 Shares 865,698 Est. Cost $33.48 Unrealized
MRSH Marsh & McLennan 1.5%
Value ($000) $35,252 Shares 524,191 Est. Cost $31.19 Unrealized +83.8%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $33,625 Shares 211,396 Est. Cost $109.36 Unrealized +37.2%
UNP Union Pacific 1.4%
Value ($000) $32,675 Shares 335,023 Est. Cost $70.12 Unrealized +8.3%
DHR Danaher 1.4%
Value ($000) $31,824 Shares 405,972 Est. Cost $29.63 Unrealized +127.1%
META Facebook Inc 1.4%
Value ($000) $30,829 Shares 240,347 Est. Cost $108.09 Unrealized +14.1%
SLB Schlumberger 1.3%
Value ($000) $30,760 Shares 391,151 Est. Cost $54.97 Unrealized +10.4%
WY Weyerhaeuser 1.3%
Value ($000) $30,442 Shares 953,092 Est. Cost $21.09 Unrealized +3.9%
MDLZ Mondelez International 1.2%
Value ($000) $26,347 Shares 600,161 Est. Cost $27.71 Unrealized +27.1%
MA Mastercard Inc Cl A 1.1%
Value ($000) $26,214 Shares 257,580 Est. Cost $83.81 Unrealized +8.4%
Spirit Realty Capital Inc. 1.1%
Value ($000) $25,342 Shares 1,901,140 Est. Cost $10.61 Unrealized
AMZN Amazon.Com 1.1%
Value ($000) $24,948 Shares 29,796 Est. Cost $17.10 Unrealized +123.9%
NKE Nike Inc Class B 1.0%
Value ($000) $23,385 Shares 444,163 Est. Cost $44.43 Unrealized +12.5%
Nielsen Holdings PLC 1.0%
Value ($000) $23,254 Shares 434,087 Est. Cost $44.70 Unrealized
CMCSA Comcast Cl A 1.0%
Value ($000) $21,986 Shares 331,409 Est. Cost $24.78 Unrealized +7.4%
Quintiles Transnational Holdin 1.0%
Value ($000) $21,938 Shares 270,634 Est. Cost $81.06 Unrealized
TJX TJX Corp 1.0%
Value ($000) $21,706 Shares 290,269 Est. Cost $23.70 Unrealized +44.7%
HD Home Depot 0.9%
Value ($000) $21,537 Shares 167,368 Est. Cost $57.13 Unrealized +86.1%
MCD McDonalds 0.9%
Value ($000) $21,476 Shares 186,169 Est. Cost $71.80 Unrealized +31.7%
Dr Pepper Snapple Group Inc 0.9%
Value ($000) $21,105 Shares 231,133 Est. Cost $84.97 Unrealized
Magellan Midstream Partners LP 0.9%
Value ($000) $21,097 Shares 298,234 Est. Cost $58.59 Unrealized
Raytheon 0.9%
Value ($000) $20,582 Shares 151,197 Est. Cost $124.22 Unrealized
LMT Lockheed Martin 0.9%
Value ($000) $20,125 Shares 83,953 Est. Cost $118.54 Unrealized +64.4%
GLD SPDR Gold Shares 0.9%
Value ($000) $19,853 Shares 158,011 Est. Cost $121.62 Unrealized
Costco 0.9%
Value ($000) $19,818 Shares 129,945 Est. Cost $117.59 Unrealized
ABT Abbott Labs 0.8%
Value ($000) $19,144 Shares 452,689 Est. Cost $29.30 Unrealized +23.3%
KO Coca Cola 0.8%
Value ($000) $19,051 Shares 450,161 Est. Cost $28.44 Unrealized +14.5%
CB Chubb Ltd 0.8%
Value ($000) $18,950 Shares 150,816 Est. Cost $100.18 Unrealized +7.1%
MDT Medtronic PLC 0.8%
Value ($000) $18,794 Shares 217,525 Est. Cost $58.20 Unrealized +18.2%
MOS Mosaic Company 0.8%
Value ($000) $18,425 Shares 753,279 Est. Cost $22.26 Unrealized +3.4%
FTV Fortive Corp 0.8%
Value ($000) $17,852 Shares 350,728 Est. Cost $30.87 Unrealized 0.0%
MKC McCormick 0.8%
Value ($000) $17,289 Shares 173,025 Est. Cost $28.27 Unrealized +49.9%
CHD Church & Dwight 0.8%
Value ($000) $17,253 Shares 360,047 Est. Cost $35.72 Unrealized +22.3%
WFC Wells Fargo 0.7%
Value ($000) $16,784 Shares 379,042 Est. Cost $29.80 Unrealized +23.6%
CR Bard Inc 0.7%
Value ($000) $16,683 Shares 74,383 Est. Cost $232.12 Unrealized
CCI Crown Castle International Cor 0.7%
Value ($000) $16,506 Shares 175,206 Est. Cost $60.88 Unrealized +6.6%
MMM 3M Company 0.7%
Value ($000) $15,918 Shares 90,327 Est. Cost $68.58 Unrealized +59.2%
SU Suncor Energy Inc 0.7%
Value ($000) $15,785 Shares 568,225 Est. Cost $19.52 Unrealized 0.0%
APH Amphenol 0.7%
Value ($000) $15,694 Shares 241,747 Est. Cost $10.47 Unrealized +32.7%
ZTS Zoetis Inc 0.7%
Value ($000) $15,431 Shares 296,702 Est. Cost $31.41 Unrealized +49.9%
Walgreens Boots Alliance Inc 0.7%
Value ($000) $15,165 Shares 188,104 Est. Cost $76.20 Unrealized
CL Colgate-Palmolive 0.7%
Value ($000) $15,000 Shares 202,326 Est. Cost $47.02 Unrealized +26.3%
ADP Automatic Data Processing 0.6%
Value ($000) $14,822 Shares 168,048 Est. Cost $45.73 Unrealized +62.0%
BRK/B Berkshire Hathaway Cl B 0.6%
Value ($000) $14,488 Shares 100,286 Est. Cost $123.65 Unrealized +18.3%
BUD Anheuser-Busch InBev SA/NV 0.6%
Value ($000) $14,476 Shares 110,156 Est. Cost $91.34 Unrealized
VZ Verizon 0.6%
Value ($000) $14,176 Shares 272,722 Est. Cost $26.33 Unrealized +25.0%
PFE Pfizer 0.6%
Value ($000) $13,970 Shares 412,466 Est. Cost $16.87 Unrealized +31.9%
Macquarie Infrastructure Corp 0.6%
Value ($000) $13,968 Shares 167,802 Est. Cost $77.45 Unrealized
CVX Chevron Corp 0.6%
Value ($000) $13,235 Shares 128,597 Est. Cost $71.79 Unrealized -4.6%
BIIB Biogen Inc 0.6%
Value ($000) $12,652 Shares 40,417 Est. Cost $293.81 Unrealized +0.8%
USB US Bancorp 0.5%
Value ($000) $12,380 Shares 288,646 Est. Cost $24.43 Unrealized +22.7%
CAT Caterpillar 0.5%
Value ($000) $12,048 Shares 135,721 Est. Cost $61.98 Unrealized +6.5%
DE Deere 0.5%
Value ($000) $11,655 Shares 136,555 Est. Cost $68.32 Unrealized +2.9%
IBM International Business Machine 0.5%
Value ($000) $11,466 Shares 72,186 Est. Cost $117.02 Unrealized -13.0%
AXP American Express 0.5%
Value ($000) $11,450 Shares 178,800 Est. Cost $60.59 Unrealized -7.1%
O Realty Income Corp 0.5%
Value ($000) $10,863 Shares 162,303 Est. Cost $25.09 Unrealized +68.9%
ES Eversource Energy 0.5%
Value ($000) $10,838 Shares 200,031 Est. Cost $36.21 Unrealized +12.6%
CSCO Cisco Systems 0.5%
Value ($000) $10,490 Shares 330,692 Est. Cost $19.17 Unrealized +20.3%
GILD Gilead Sciences 0.5%
Value ($000) $10,319 Shares 130,418 Est. Cost $51.94 Unrealized +11.2%
ABBV Abbvie Inc 0.4%
Value ($000) $10,259 Shares 162,656 Est. Cost $28.12 Unrealized +56.2%
EPD Enterprise Products LP 0.4%
Value ($000) $9,845 Shares 356,301 Est. Cost $48.69 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $9,477 Shares 12,192 Est. Cost $35.61 Unrealized +5.8%
LOW Lowes 0.4%
Value ($000) $9,360 Shares 129,628 Est. Cost $32.99 Unrealized +98.3%
CNI Canadian National Railway 0.4%
Value ($000) $9,210 Shares 140,830 Est. Cost $41.97 Unrealized +26.7%
Level 3 Communications 0.4%
Value ($000) $8,918 Shares 192,290 Est. Cost $44.20 Unrealized
Genesee & Wyoming CL A Class A 0.4%
Value ($000) $8,415 Shares 122,049 Est. Cost $68.22 Unrealized
Celgene Corp 0.3%
Value ($000) $7,598 Shares 72,691 Est. Cost $109.10 Unrealized
Du Pont 0.3%
Value ($000) $7,390 Shares 110,349 Est. Cost $53.36 Unrealized
SBUX Starbucks 0.3%
Value ($000) $7,373 Shares 136,179 Est. Cost $36.46 Unrealized +25.7%
KHC Kraft Heinz Co 0.3%
Value ($000) $7,281 Shares 81,342 Est. Cost $47.82 Unrealized +21.4%
KMB Kimberly-Clark 0.3%
Value ($000) $6,743 Shares 53,455 Est. Cost $63.66 Unrealized +46.9%
FAST Fastenal 0.3%
Value ($000) $6,736 Shares 161,230 Est. Cost $7.97 Unrealized +4.4%
STT State Street 0.3%
Value ($000) $6,350 Shares 91,195 Est. Cost $46.04 Unrealized +7.9%
IMS Health Holdings Inc 0.3%
Value ($000) $6,255 Shares 199,575 Est. Cost $31.34 Unrealized
HON Honeywell International 0.3%
Value ($000) $6,113 Shares 52,434 Est. Cost $62.52 Unrealized +37.6%
AZO AutoZone Inc 0.3%
Value ($000) $6,004 Shares 7,814 Est. Cost $521.72 Unrealized +49.2%
EOG EOG Resources 0.2%
Value ($000) $5,410 Shares 55,943 Est. Cost $72.77 Unrealized -10.5%
TE Connectivity Limited 0.2%
Value ($000) $5,274 Shares 81,920 Est. Cost $64.14 Unrealized
HSIC Henry Schein 0.2%
Value ($000) $5,241 Shares 32,158 Est. Cost $37.29 Unrealized +78.0%
NI Nisource 0.2%
Value ($000) $5,184 Shares 215,000 Est. Cost $7.81 Unrealized +137.5%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,122 Shares 34,072 Est. Cost $74.25 Unrealized +48.0%
RBC Bearings Inc. 0.2%
Value ($000) $5,054 Shares 66,080 Est. Cost $60.07 Unrealized
ECL Ecolab 0.2%
Value ($000) $4,957 Shares 40,721 Est. Cost $92.79 Unrealized +17.4%
SYK Stryker 0.2%
Value ($000) $4,847 Shares 41,636 Est. Cost $58.36 Unrealized +79.7%
UAA Under Armour Inc Cl A 0.2%
Value ($000) $4,788 Shares 123,785 Est. Cost $40.03 Unrealized +0.9%
D Dominion Resources 0.2%
Value ($000) $4,482 Shares 60,349 Est. Cost $34.53 Unrealized +46.6%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $4,255 Shares 34,598 Est. Cost $60.87 Unrealized +55.0%
GIS General Mills 0.2%
Value ($000) $4,249 Shares 66,516 Est. Cost $31.98 Unrealized +56.4%
Ansys 0.2%
Value ($000) $4,156 Shares 44,875 Est. Cost $75.56 Unrealized
INTC Intel 0.2%
Value ($000) $4,101 Shares 108,636 Est. Cost $17.62 Unrealized +62.5%
TRV The Travelers Companies Inc 0.2%
Value ($000) $3,683 Shares 32,154 Est. Cost $68.50 Unrealized +39.1%
NEE NextEra Energy 0.2%
Value ($000) $3,604 Shares 29,463 Est. Cost $14.54 Unrealized +70.7%
PCH Potlatch Corporation 0.2%
Value ($000) $3,596 Shares 92,456 Est. Cost $36.34 Unrealized
OLED Universal Display Corporation 0.2%
Value ($000) $3,468 Shares 62,475 Est. Cost $39.62 Unrealized +51.5%
UTL Unitil Corp 0.2%
Value ($000) $3,458 Shares 88,534 Est. Cost $29.13 Unrealized +41.7%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $3,393 Shares 40,422 Est. Cost $67.15 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $3,372 Shares 61,862 Est. Cost $40.30 Unrealized +5.0%
ADI Analog Devices 0.1%
Value ($000) $3,310 Shares 51,357 Est. Cost $34.91 Unrealized +48.5%
CIGNA 0.1%
Value ($000) $3,293 Shares 25,268 Est. Cost $86.75 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,165 Shares 58,690 Est. Cost $32.49 Unrealized +42.0%
Spirit AeroSystems Holdings In 0.1%
Value ($000) $3,067 Shares 68,865 Est. Cost $43.01 Unrealized
ADBE Adobe Systems 0.1%
Value ($000) $3,051 Shares 28,114 Est. Cost $73.30 Unrealized +36.9%
CME CME Group Inc 0.1%
Value ($000) $3,035 Shares 29,036 Est. Cost $40.54 Unrealized +80.5%
AEM Agnico Eagle Mines Limited 0.1%
Value ($000) $2,906 Shares 53,637 Est. Cost $33.48 Unrealized +38.1%
VTR Ventas Inc REIT 0.1%
Value ($000) $2,872 Shares 40,669 Est. Cost $38.90 Unrealized +24.3%
CVS CVS Health Corp 0.1%
Value ($000) $2,871 Shares 32,264 Est. Cost $68.33 Unrealized +3.7%
T AT & T 0.1%
Value ($000) $2,856 Shares 70,326 Est. Cost $11.70 Unrealized +39.3%
LLY Eli Lilly 0.1%
Value ($000) $2,809 Shares 34,993 Est. Cost $44.53 Unrealized +54.0%
BDX Becton Dickinson 0.1%
Value ($000) $2,805 Shares 15,608 Est. Cost $86.64 Unrealized +71.4%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $2,679 Shares 56,156 Est. Cost $44.48 Unrealized +13.4%
SHW Sherwin-Williams 0.1%
Value ($000) $2,651 Shares 9,582 Est. Cost $68.96 Unrealized +29.1%
BA Boeing 0.1%
Value ($000) $2,550 Shares 19,353 Est. Cost $122.26 Unrealized -1.2%
UNH United Health Group 0.1%
Value ($000) $2,519 Shares 17,996 Est. Cost $91.45 Unrealized +31.8%
TXN Texas Instruments 0.1%
Value ($000) $2,480 Shares 35,337 Est. Cost $37.85 Unrealized +39.2%
STZ Constellation Brands Inc Cl A 0.1%
Value ($000) $2,447 Shares 14,700 Est. Cost $58.82 Unrealized +143.2%
Stericycle 0.1%
Value ($000) $2,405 Shares 30,010 Est. Cost $110.26 Unrealized
DAL Delta Airlines 0.1%
Value ($000) $2,404 Shares 61,067 Est. Cost $35.56 Unrealized -5.0%
SPG Simon Property Group 0.1%
Value ($000) $2,385 Shares 11,521 Est. Cost $88.66 Unrealized +49.9%
New Relic Inc 0.1%
Value ($000) $2,294 Shares 59,870 Est. Cost $36.28 Unrealized
PAA Plains All American Pipeline L 0.1%
Value ($000) $2,207 Shares 70,260 Est. Cost $52.13 Unrealized
VGK Vanguard European Stock ETF 0.1%
Value ($000) $2,199 Shares 45,117 Est. Cost $53.68 Unrealized
FISV Fiserv 0.1%
Value ($000) $2,180 Shares 21,915 Est. Cost $32.27 Unrealized +62.5%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,162 Shares 1,000 Est. Cost $1832.18 Unrealized
MTB M&T Bank 0.1%
Value ($000) $2,160 Shares 18,607 Est. Cost $77.83 Unrealized +14.1%
CHTR Charter Communications 0.1%
Value ($000) $2,159 Shares 7,998 Est. Cost $214.89 Unrealized +17.6%
Express Scripts Holding Compan 0.1%
Value ($000) $2,119 Shares 30,040 Est. Cost $73.76 Unrealized
Praxair 0.1%
Value ($000) $2,113 Shares 17,490 Est. Cost $116.67 Unrealized
V Visa Incorporated 0.1%
Value ($000) $2,096 Shares 25,349 Est. Cost $60.17 Unrealized +24.6%
NVR Inc 0.1%
Value ($000) $2,091 Shares 1,275 Est. Cost $1558.04 Unrealized
PM Philip Morris International 0.1%
Value ($000) $2,022 Shares 20,800 Est. Cost $48.21 Unrealized +29.2%
SPY SPDR S&P 500 ETF Index 0.1%
Value ($000) $2,007 Shares 9,280 Est. Cost $169.44 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $1,956 Shares 30,928 Est. Cost $21.16 Unrealized +64.2%
NSC Norfolk Southern 0.1%
Value ($000) $1,945 Shares 20,038 Est. Cost $57.76 Unrealized +30.1%
Plains GP Holdings LP 0.1%
Value ($000) $1,932 Shares 149,275 Est. Cost $14.05 Unrealized
BAC Bank of America 0.1%
Value ($000) $1,926 Shares 123,063 Est. Cost $12.04 Unrealized +0.2%
Aetna 0.1%
Value ($000) $1,904 Shares 16,488 Est. Cost $67.14 Unrealized
ORCL Oracle 0.1%
Value ($000) $1,904 Shares 48,461 Est. Cost $31.45 Unrealized +12.6%
ACN Accenture Plc Class A F 0.1%
Value ($000) $1,886 Shares 15,435 Est. Cost $64.54 Unrealized +52.1%
Alerian MLP 0.1%
Value ($000) $1,873 Shares 147,598 Est. Cost $13.89 Unrealized
VGT Vanguard Information Techology 0.1%
Value ($000) $1,864 Shares 15,483 Est. Cost $105.70 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $1,841 Shares 26,873 Est. Cost $43.89 Unrealized +6.9%
BAX Baxter International 0.1%
Value ($000) $1,811 Shares 38,037 Est. Cost $33.94 Unrealized +19.1%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $1,797 Shares 13,633 Est. Cost $117.03 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $1,751 Shares 24,011 Est. Cost $57.85 Unrealized -0.8%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,741 Shares 15,640 Est. Cost $95.75 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,695 Shares 40,759 Est. Cost $55.06 Unrealized
EFA MSCI EAFE IShares Index Fund 0.1%
Value ($000) $1,649 Shares 27,880 Est. Cost $63.13 Unrealized
HP Helmerich & Payne 0.1%
Value ($000) $1,608 Shares 23,900 Est. Cost $63.01 Unrealized -0.4%
PYPL PayPal Holdings 0.1%
Value ($000) $1,591 Shares 38,827 Est. Cost $35.88 Unrealized +6.9%
SSNC SS & C Technologies 0.1%
Value ($000) $1,569 Shares 48,800 Est. Cost $26.85 Unrealized +18.0%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,514 Shares 7 Est. Cost $177565.06 Unrealized +23.5%
DUK Duke Energy 0.1%
Value ($000) $1,497 Shares 18,699 Est. Cost $42.07 Unrealized +34.0%
Peoples United Financial Inc 0.1%
Value ($000) $1,470 Shares 92,911 Est. Cost $15.41 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $1,470 Shares 21,830 Est. Cost $14.40 Unrealized -0.1%
Fleetmatics Group PLC 0.1%
Value ($000) $1,336 Shares 22,270 Est. Cost $43.32 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,304 Shares 11,784 Est. Cost $94.21 Unrealized
ROST Ross Stores 0.1%
Value ($000) $1,274 Shares 19,810 Est. Cost $42.69 Unrealized +31.3%
BK Bank of New York Mellon 0.1%
Value ($000) $1,269 Shares 31,829 Est. Cost $23.13 Unrealized +35.3%
WLK Westlake Chemical Corp 0.1%
Value ($000) $1,252 Shares 23,406 Est. Cost $41.79 Unrealized +0.3%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,225 Shares 24,466 Est. Cost $78.94 Unrealized
Allergan PLC 0.1%
Value ($000) $1,198 Shares 5,201 Est. Cost $254.62 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1,198 Shares 10,000 Est. Cost $52.24 Unrealized +77.8%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $1,166 Shares 14,375 Est. Cost $66.19 Unrealized +13.1%
Potash Corp of Saskatchewan 0.1%
Value ($000) $1,154 Shares 70,723 Est. Cost $29.02 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.1%
Value ($000) $1,154 Shares 44,715 Est. Cost $20.29 Unrealized -10.2%
Anadarko 0.1%
Value ($000) $1,145 Shares 18,070 Est. Cost $88.36 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $1,143 Shares 11,703 Est. Cost $92.40 Unrealized
AJG Arthur J Gallagher 0.0%
Value ($000) $1,134 Shares 22,285 Est. Cost $36.52 Unrealized +16.2%
WAT Waters Corp 0.0%
Value ($000) $1,119 Shares 7,058 Est. Cost $141.49 Unrealized +9.4%
TGT Target 0.0%
Value ($000) $1,104 Shares 16,071 Est. Cost $50.23 Unrealized +8.2%
Zayo Group Holdings 0.0%
Value ($000) $1,085 Shares 36,515 Est. Cost $29.71 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $1,053 Shares 1,453 Est. Cost $55.09 Unrealized +39.0%
SYY Sysco 0.0%
Value ($000) $1,045 Shares 21,321 Est. Cost $26.40 Unrealized +52.5%
WBS Webster Financial 0.0%
Value ($000) $1,042 Shares 27,407 Est. Cost $24.92 Unrealized +47.7%
VEA Vanguard FTSE ETF Developed Ma 0.0%
Value ($000) $1,038 Shares 27,756 Est. Cost $40.10 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $1,022 Shares 11,782 Est. Cost $69.44 Unrealized
Core Laboratories NV 0.0%
Value ($000) $1,017 Shares 9,055 Est. Cost $117.46 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $1,010 Shares 28,723 Est. Cost $36.83 Unrealized
AMGN Amgen 0.0%
Value ($000) $999 Shares 5,989 Est. Cost $92.37 Unrealized +38.3%
BABA Alibaba Group Holding-SP ADR 0.0%
Value ($000) $990 Shares 9,362 Est. Cost $81.27 Unrealized
Black Knight Financial 0.0%
Value ($000) $973 Shares 23,795 Est. Cost $33.54 Unrealized
VWO Vanguard Emerging Markets Stoc 0.0%
Value ($000) $960 Shares 25,515 Est. Cost $38.43 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $948 Shares 16,406 Est. Cost $10.63 Unrealized +30.4%
Energy Transfer Partners LP 0.0%
Value ($000) $930 Shares 25,125 Est. Cost $51.78 Unrealized
GD General Dynamics 0.0%
Value ($000) $929 Shares 5,985 Est. Cost $88.72 Unrealized +37.1%
PPG PPG Industries 0.0%
Value ($000) $926 Shares 8,961 Est. Cost $79.57 Unrealized +11.0%
BNS Bank of Nova Scotia 0.0%
Value ($000) $912 Shares 17,220 Est. Cost $31.27 Unrealized +3.1%
WPC WP Carey Inc 0.0%
Value ($000) $871 Shares 13,500 Est. Cost $64.75 Unrealized
PGR Progressive 0.0%
Value ($000) $870 Shares 27,622 Est. Cost $24.37 Unrealized +1.3%
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $858 Shares 22,913 Est. Cost $39.67 Unrealized
DHI D R Horton Inc 0.0%
Value ($000) $856 Shares 28,330 Est. Cost $22.19 Unrealized +30.4%
Luxottica Group ADR 0.0%
Value ($000) $849 Shares 17,745 Est. Cost $53.56 Unrealized
PAYX Paychex 0.0%
Value ($000) $840 Shares 14,519 Est. Cost $27.23 Unrealized +66.5%
Whole Foods Market 0.0%
Value ($000) $835 Shares 29,455 Est. Cost $36.94 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $827 Shares 5,390 Est. Cost $99.82 Unrealized +38.5%
MET Metlife Inc 0.0%
Value ($000) $826 Shares 18,583 Est. Cost $26.59 Unrealized +3.0%
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $824 Shares 37,438 Est. Cost $18.60 Unrealized
EWBC East West Bancorp 0.0%
Value ($000) $801 Shares 21,825 Est. Cost $24.15 Unrealized +17.4%
Dow Chemical 0.0%
Value ($000) $801 Shares 15,464 Est. Cost $34.90 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $791 Shares 8,705 Est. Cost $41.35 Unrealized +30.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $784 Shares 6,030 Est. Cost $84.85 Unrealized +34.8%
NWL Newell Brands Inc 0.0%
Value ($000) $784 Shares 14,879 Est. Cost $31.35 Unrealized +11.1%
Kellogg 0.0%
Value ($000) $774 Shares 9,991 Est. Cost $39.12 Unrealized +39.8%
INTU Intuit 0.0%
Value ($000) $768 Shares 6,980 Est. Cost $65.27 Unrealized +59.8%
National Instruments 0.0%
Value ($000) $753 Shares 26,508 Est. Cost $27.65 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $730 Shares 5,875 Est. Cost $103.06 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $728 Shares 9,730 Est. Cost $32.07 Unrealized +103.7%
Cimarex Energy Co 0.0%
Value ($000) $696 Shares 5,177 Est. Cost $105.68 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $695 Shares 5,575 Est. Cost $109.05 Unrealized +14.4%
WDFC WD-40 Co 0.0%
Value ($000) $688 Shares 6,120 Est. Cost $81.99 Unrealized +23.0%
Privatebancorp 0.0%
Value ($000) $675 Shares 14,690 Est. Cost $41.24 Unrealized
IWB iShares Russell 1000 Index 0.0%
Value ($000) $663 Shares 5,501 Est. Cost $103.67 Unrealized
Coach Incorporated 0.0%
Value ($000) $658 Shares 18,000 Est. Cost $35.61 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $646 Shares 5,568 Est. Cost $116.61 Unrealized
VFC V F Corp 0.0%
Value ($000) $624 Shares 11,132 Est. Cost $56.99 Unrealized +1.3%
AFL AFLAC 0.0%
Value ($000) $616 Shares 8,571 Est. Cost $22.25 Unrealized +31.4%
Kansas City Southern Inds 0.0%
Value ($000) $605 Shares 6,485 Est. Cost $103.31 Unrealized
ZION Zions Bancorp 0.0%
Value ($000) $603 Shares 19,455 Est. Cost $28.41 Unrealized 0.0%
UPS United Parcel Service Class B 0.0%
Value ($000) $598 Shares 5,467 Est. Cost $66.72 Unrealized +15.8%
Monsanto 0.0%
Value ($000) $597 Shares 5,838 Est. Cost $98.80 Unrealized
WMT Wal-Mart 0.0%
Value ($000) $579 Shares 8,034 Est. Cost $20.03 Unrealized +2.9%
KMI Kinder Morgan Inc 0.0%
Value ($000) $579 Shares 25,049 Est. Cost $21.35 Unrealized -38.8%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $570 Shares 3,575 Est. Cost $24.43 Unrealized -6.7%
Shire Plc ADR 0.0%
Value ($000) $565 Shares 2,917 Est. Cost $184.20 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $560 Shares 7,785 Est. Cost $43.57 Unrealized +21.1%
HCSG Healthcare Services 0.0%
Value ($000) $559 Shares 14,120 Est. Cost $23.05 Unrealized +70.0%
Apache 0.0%
Value ($000) $557 Shares 8,722 Est. Cost $81.14 Unrealized
IP International Paper 0.0%
Value ($000) $556 Shares 11,596 Est. Cost $26.16 Unrealized +12.8%
GTT Communications Inc 0.0%
Value ($000) $548 Shares 23,300 Est. Cost $14.77 Unrealized
CDK Global Inc 0.0%
Value ($000) $547 Shares 9,535 Est. Cost $40.76 Unrealized
American Farmland Co 0.0%
Value ($000) $544 Shares 68,975 Est. Cost $7.89 Unrealized
Blue Nile Inc 0.0%
Value ($000) $539 Shares 15,660 Est. Cost $29.33 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $530 Shares 23,310 Est. Cost $7.13 Unrealized +32.3%
NOC Northrop Grumman 0.0%
Value ($000) $528 Shares 2,468 Est. Cost $109.70 Unrealized +69.8%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $520 Shares 4,992 Est. Cost $82.28 Unrealized
CCOI Cogent Communications Group 0.0%
Value ($000) $515 Shares 13,983 Est. Cost $15.87 Unrealized +52.2%
Inphi Corp 0.0%
Value ($000) $511 Shares 11,745 Est. Cost $22.87 Unrealized
Vantiv, Inc 0.0%
Value ($000) $505 Shares 8,975 Est. Cost $38.15 Unrealized
Patterson Companies Inc 0.0%
Value ($000) $498 Shares 10,845 Est. Cost $44.21 Unrealized
GWW Grainger W W 0.0%
Value ($000) $496 Shares 2,205 Est. Cost $212.08 Unrealized -8.3%
OMC Omnicom 0.0%
Value ($000) $487 Shares 5,735 Est. Cost $44.42 Unrealized +36.3%
BIDU Baidu Inc 0.0%
Value ($000) $482 Shares 2,645 Est. Cost $178.35 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $481 Shares 5,030 Est. Cost $70.22 Unrealized +20.5%
EBAY Ebay 0.0%
Value ($000) $478 Shares 14,515 Est. Cost $20.38 Unrealized +31.9%
CHRW CH Robinson 0.0%
Value ($000) $477 Shares 6,775 Est. Cost $44.62 Unrealized +25.9%
NGD New Gold Inc 0.0%
Value ($000) $477 Shares 109,750 Est. Cost $4.99 Unrealized 0.0%
Linkedin Corp A 0.0%
Value ($000) $474 Shares 2,478 Est. Cost $189.27 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $470 Shares 4,149 Est. Cost $66.86 Unrealized +35.2%
TRIP TripAdvisor Inc 0.0%
Value ($000) $461 Shares 7,300 Est. Cost $57.63 Unrealized -0.8%
BlackRock Inc 0.0%
Value ($000) $459 Shares 1,265 Est. Cost $340.60 Unrealized
Dunkin Brands 0.0%
Value ($000) $452 Shares 8,679 Est. Cost $45.01 Unrealized
LNC Lincoln National 0.0%
Value ($000) $446 Shares 9,500 Est. Cost $35.63 Unrealized -12.7%
Unilever NV ORD 0.0%
Value ($000) $439 Shares 9,532 Est. Cost $40.58 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $435 Shares 5,600 Est. Cost $48.11 Unrealized +61.2%
SJM Smucker 0.0%
Value ($000) $427 Shares 3,149 Est. Cost $70.84 Unrealized +55.2%
ED Consolidated Edison 0.0%
Value ($000) $426 Shares 5,659 Est. Cost $40.31 Unrealized +37.6%
NTRS Northern Trust Corp 0.0%
Value ($000) $423 Shares 6,221 Est. Cost $40.35 Unrealized +30.0%
LECO Lincoln Electric 0.0%
Value ($000) $409 Shares 6,535 Est. Cost $61.11 Unrealized +1.9%
CATY Cathay Bancorp 0.0%
Value ($000) $406 Shares 13,204 Est. Cost $14.21 Unrealized +58.6%
SSYS Stratasys Ltd 0.0%
Value ($000) $397 Shares 16,485 Est. Cost $23.38 Unrealized -6.8%
JCI Johnson Controls International 0.0%
Value ($000) $390 Shares 8,390 Est. Cost $33.21 Unrealized 0.0%
FSLR First Solar Inc 0.0%
Value ($000) $389 Shares 9,861 Est. Cost $53.28 Unrealized -22.3%
Discover Financial Services 0.0%
Value ($000) $381 Shares 6,743 Est. Cost $53.74 Unrealized
CNX Coal Resources LP 0.0%
Value ($000) $376 Shares 24,230 Est. Cost $15.52 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $375 Shares 3,760 Est. Cost $64.79 Unrealized +23.6%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $373 Shares 7,800 Est. Cost $41.22 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $373 Shares 65,038 Est. Cost $4.50 Unrealized +23.5%
iShares MSCI Germany 0.0%
Value ($000) $359 Shares 15,000 Est. Cost $22.91 Unrealized
TFX Teleflex 0.0%
Value ($000) $355 Shares 2,115 Est. Cost $99.45 Unrealized +70.5%
SO Southern Co 0.0%
Value ($000) $351 Shares 6,839 Est. Cost $27.03 Unrealized +31.7%
FIVN Five9 Inc 0.0%
Value ($000) $344 Shares 21,970 Est. Cost $13.65 Unrealized 0.0%
HWC Hancock Holding 0.0%
Value ($000) $341 Shares 10,500 Est. Cost $28.84 Unrealized +4.8%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $330 Shares 2,846 Est. Cost $49.37 Unrealized 0.0%
DGX Quest Diagnostics 0.0%
Value ($000) $328 Shares 3,873 Est. Cost $46.52 Unrealized +50.1%
PEG Public Service Enterprise 0.0%
Value ($000) $321 Shares 7,662 Est. Cost $26.49 Unrealized +20.3%
Varian Medical 0.0%
Value ($000) $318 Shares 3,200 Est. Cost $68.22 Unrealized
KTOS Kratos Defense & Security 0.0%
Value ($000) $315 Shares 45,688 Est. Cost $5.84 Unrealized 0.0%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $313 Shares 1,440 Est. Cost $210.17 Unrealized
EQT EQT Corp 0.0%
Value ($000) $312 Shares 4,290 Est. Cost $37.67 Unrealized -3.4%
WM Waste Management 0.0%
Value ($000) $309 Shares 4,842 Est. Cost $46.33 Unrealized +19.0%
GLW Corning 0.0%
Value ($000) $303 Shares 12,793 Est. Cost $14.75 Unrealized +17.8%
HPQ Hewlett-Packard 0.0%
Value ($000) $293 Shares 18,868 Est. Cost $9.12 Unrealized +14.8%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $289 Shares 2,740 Est. Cost $99.42 Unrealized
Delphi Automotive 0.0%
Value ($000) $289 Shares 4,050 Est. Cost $85.74 Unrealized
Cooper Companies 0.0%
Value ($000) $287 Shares 1,600 Est. Cost $151.49 Unrealized
Amerigas Partners LP 0.0%
Value ($000) $285 Shares 6,250 Est. Cost $49.39 Unrealized
TGNA TEGNA Inc 0.0%
Value ($000) $281 Shares 12,850 Est. Cost $18.83 Unrealized -25.3%
Ingersoll-Rand PLC 0.0%
Value ($000) $280 Shares 4,120 Est. Cost $61.51 Unrealized
ALNY Alnylam Pharmaceuticals 0.0%
Value ($000) $279 Shares 4,115 Est. Cost $63.00 Unrealized +12.0%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $273 Shares 7,871 Est. Cost $39.63 Unrealized
PNR Pentair Plc 0.0%
Value ($000) $272 Shares 4,240 Est. Cost $36.31 Unrealized 0.0%
MCHP Microchip Technology 0.0%
Value ($000) $270 Shares 4,350 Est. Cost $19.20 Unrealized +27.1%
IHE iShares Dow Jones US Pharma In 0.0%
Value ($000) $269 Shares 1,800 Est. Cost $108.32 Unrealized
AKAM Akamai Technology 0.0%
Value ($000) $265 Shares 5,000 Est. Cost $53.52 Unrealized 0.0%
Guggenheim S&P Equal Weight ET 0.0%
Value ($000) $264 Shares 3,155 Est. Cost $80.43 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $264 Shares 2,190 Est. Cost $24.21 Unrealized +55.6%
GS Goldman Sachs 0.0%
Value ($000) $261 Shares 1,615 Est. Cost $147.17 Unrealized -9.1%
CLX Clorox 0.0%
Value ($000) $258 Shares 2,059 Est. Cost $100.23 Unrealized 0.0%
EWC iShares MSCI Canada 0.0%
Value ($000) $257 Shares 10,000 Est. Cost $25.70 Unrealized
C Citigroup 0.0%
Value ($000) $256 Shares 5,423 Est. Cost $34.15 Unrealized 0.0%
GATX GATX Corp 0.0%
Value ($000) $252 Shares 5,650 Est. Cost $35.78 Unrealized 0.0%
MORN MorningStar Inc 0.0%
Value ($000) $250 Shares 3,160 Est. Cost $68.45 Unrealized +20.1%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $249 Shares 12,903 Est. Cost $22.86 Unrealized
PSX Phillips 66 0.0%
Value ($000) $245 Shares 3,038 Est. Cost $42.66 Unrealized +27.6%
PACB Pacific Biosciences of Califor 0.0%
Value ($000) $224 Shares 25,000 Est. Cost $8.36 Unrealized 0.0%
FDX FedEx Corporation 0.0%
Value ($000) $223 Shares 1,279 Est. Cost $140.93 Unrealized 0.0%
Buckeye Partners, LP 0.0%
Value ($000) $219 Shares 3,055 Est. Cost $71.69 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $219 Shares 3,662 Est. Cost $40.72 Unrealized +13.3%
TEVA Teva Pharma ADR 0.0%
Value ($000) $219 Shares 4,750 Est. Cost $52.90 Unrealized
Unilever ADR 0.0%
Value ($000) $215 Shares 4,533 Est. Cost $40.45 Unrealized
CCJ Cameco Corporation 0.0%
Value ($000) $214 Shares 25,045 Est. Cost $12.21 Unrealized -27.0%
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $213 Shares 4,010 Est. Cost $48.49 Unrealized
SABR Sabre Corp 0.0%
Value ($000) $212 Shares 7,525 Est. Cost $25.56 Unrealized +9.2%
Avangrid Inc 0.0%
Value ($000) $209 Shares 5,000 Est. Cost $41.80 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $209 Shares 1,650 Est. Cost $110.19 Unrealized 0.0%
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $208 Shares 1,605 Est. Cost $129.60 Unrealized
BXP Boston Properties 0.0%
Value ($000) $208 Shares 1,525 Est. Cost $68.85 Unrealized +36.3%
The Blackstone Group 0.0%
Value ($000) $207 Shares 8,125 Est. Cost $25.48 Unrealized
EQR Equity Residential 0.0%
Value ($000) $206 Shares 3,200 Est. Cost $39.89 Unrealized +14.1%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $206 Shares 3,535 Est. Cost $58.27 Unrealized
UNFI United Natural Foods 0.0%
Value ($000) $202 Shares 5,050 Est. Cost $52.45 Unrealized -12.5%
ELEMENTS Rogers Intl Commodity 0.0%
Value ($000) $185 Shares 37,000 Est. Cost $6.85 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $144 Shares 11,414 Est. Cost $13.20 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $53 Shares 1,700 Est. Cost $26.19 Unrealized