BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $2,355,722 (100.0% shares, 0.0% debt)

Holdings (342)

MSFT Microsoft 3.3%
Value ($000) $78,095 Shares 1,256,765 Est. Cost $31.49 Unrealized +71.3%
JPM J P Morgan Chase 2.6%
Value ($000) $61,341 Shares 710,870 Est. Cost $38.38 Unrealized +56.1%
AAPL Apple Inc 2.5%
Value ($000) $58,769 Shares 507,420 Est. Cost $20.19 Unrealized +29.2%
GOOGL Alphabet Inc. Class A 2.4%
Value ($000) $56,754 Shares 71,618 Est. Cost $36.78 Unrealized +7.9%
XOM Exxon Mobil 2.4%
Value ($000) $56,427 Shares 625,153 Est. Cost $53.28 Unrealized +9.2%
United Technologies 2.2%
Value ($000) $51,695 Shares 471,579 Est. Cost $94.82 Unrealized
PEP Pepsico 2.1%
Value ($000) $50,422 Shares 481,910 Est. Cost $61.91 Unrealized +28.2%
JNJ Johnson & Johnson 2.1%
Value ($000) $48,564 Shares 421,522 Est. Cost $61.22 Unrealized +46.5%
MRK Merck 1.9%
Value ($000) $45,379 Shares 770,836 Est. Cost $35.66 Unrealized +23.6%
General Electric 1.8%
Value ($000) $43,543 Shares 1,377,947 Est. Cost $24.34 Unrealized
NSRGY Nestle SA Sponsored ADR 1.7%
Value ($000) $40,886 Shares 569,917 Est. Cost $66.74 Unrealized
DIS Walt Disney 1.6%
Value ($000) $38,239 Shares 366,909 Est. Cost $62.58 Unrealized +45.0%
PG Procter & Gamble 1.5%
Value ($000) $35,278 Shares 419,572 Est. Cost $55.92 Unrealized +19.4%
MRSH Marsh & McLennan 1.5%
Value ($000) $35,268 Shares 521,792 Est. Cost $31.19 Unrealized +84.9%
Spectra Energy 1.5%
Value ($000) $35,120 Shares 854,702 Est. Cost $33.48 Unrealized
UNP Union Pacific 1.5%
Value ($000) $34,467 Shares 332,434 Est. Cost $70.12 Unrealized +14.5%
SLB Schlumberger 1.4%
Value ($000) $33,520 Shares 399,281 Est. Cost $55.14 Unrealized +14.3%
DHR Danaher 1.4%
Value ($000) $32,327 Shares 415,299 Est. Cost $30.45 Unrealized +117.9%
TMO Thermo Fisher Scientific 1.3%
Value ($000) $29,888 Shares 211,822 Est. Cost $109.36 Unrealized +31.4%
META Facebook Inc 1.2%
Value ($000) $29,115 Shares 253,064 Est. Cost $108.79 Unrealized +12.1%
WY Weyerhaeuser 1.2%
Value ($000) $29,114 Shares 967,561 Est. Cost $21.10 Unrealized +2.7%
NKE Nike Inc Class B 1.2%
Value ($000) $28,792 Shares 566,428 Est. Cost $44.68 Unrealized +2.0%
MDLZ Mondelez International 1.2%
Value ($000) $28,446 Shares 641,688 Est. Cost $28.16 Unrealized +23.3%
BRK/B Berkshire Hathaway Cl B 1.2%
Value ($000) $28,135 Shares 172,629 Est. Cost $136.35 Unrealized +12.9%
Quintiles Transnational Holdin 1.2%
Value ($000) $27,981 Shares 367,926 Est. Cost $79.74 Unrealized
MA Mastercard Inc Cl A 1.1%
Value ($000) $26,930 Shares 260,826 Est. Cost $83.99 Unrealized +17.0%
CMCSA Comcast Cl A 1.0%
Value ($000) $23,871 Shares 345,706 Est. Cost $24.87 Unrealized +7.8%
AMZN Amazon.Com 1.0%
Value ($000) $23,626 Shares 31,507 Est. Cost $18.30 Unrealized +114.2%
HD Home Depot 1.0%
Value ($000) $23,154 Shares 172,686 Est. Cost $58.55 Unrealized +76.6%
MCD McDonalds 1.0%
Value ($000) $23,065 Shares 189,489 Est. Cost $72.19 Unrealized +30.6%
MOS Mosaic Company 0.9%
Value ($000) $22,348 Shares 761,937 Est. Cost $22.26 Unrealized +2.8%
Magellan Midstream Partners LP 0.9%
Value ($000) $22,198 Shares 293,505 Est. Cost $58.59 Unrealized
TJX TJX Corp 0.9%
Value ($000) $21,949 Shares 292,143 Est. Cost $23.70 Unrealized +40.2%
CB Chubb Ltd 0.9%
Value ($000) $21,209 Shares 160,526 Est. Cost $100.67 Unrealized +7.6%
Raytheon 0.9%
Value ($000) $21,151 Shares 148,949 Est. Cost $124.22 Unrealized
HON Honeywell International 0.9%
Value ($000) $21,120 Shares 182,305 Est. Cost $77.96 Unrealized +8.0%
Costco 0.9%
Value ($000) $21,052 Shares 131,483 Est. Cost $118.08 Unrealized
Dr Pepper Snapple Group Inc 0.9%
Value ($000) $20,293 Shares 223,816 Est. Cost $84.97 Unrealized
NVS Novartis A G ADR 0.9%
Value ($000) $20,226 Shares 277,681 Est. Cost $73.09 Unrealized
FTV Fortive Corp 0.8%
Value ($000) $19,982 Shares 372,586 Est. Cost $30.93 Unrealized +3.0%
Spirit Realty Capital Inc. 0.8%
Value ($000) $19,834 Shares 1,826,341 Est. Cost $10.61 Unrealized
SU Suncor Energy Inc 0.8%
Value ($000) $19,064 Shares 583,190 Est. Cost $19.58 Unrealized +12.5%
KO Coca Cola 0.8%
Value ($000) $18,641 Shares 449,624 Est. Cost $28.44 Unrealized +9.7%
Nielsen Holdings PLC 0.8%
Value ($000) $18,381 Shares 438,164 Est. Cost $44.70 Unrealized
USB US Bancorp 0.7%
Value ($000) $17,471 Shares 340,109 Est. Cost $25.84 Unrealized +30.7%
ADP Automatic Data Processing 0.7%
Value ($000) $17,463 Shares 169,908 Est. Cost $46.07 Unrealized +66.6%
ABT Abbott Labs 0.7%
Value ($000) $17,069 Shares 444,384 Est. Cost $29.30 Unrealized +14.8%
CR Bard Inc 0.7%
Value ($000) $16,938 Shares 75,393 Est. Cost $232.02 Unrealized
CVX Chevron Corp 0.7%
Value ($000) $16,794 Shares 142,682 Est. Cost $71.99 Unrealized +2.5%
CCI Crown Castle International Cor 0.7%
Value ($000) $16,752 Shares 193,060 Est. Cost $60.77 Unrealized -1.8%
LMT Lockheed Martin 0.7%
Value ($000) $16,620 Shares 66,495 Est. Cost $118.54 Unrealized +65.3%
MMM 3M Company 0.7%
Value ($000) $16,491 Shares 92,352 Est. Cost $69.41 Unrealized +53.0%
APH Amphenol 0.7%
Value ($000) $16,176 Shares 240,711 Est. Cost $10.47 Unrealized +45.8%
CHD Church & Dwight 0.7%
Value ($000) $16,174 Shares 366,020 Est. Cost $35.80 Unrealized +13.1%
Walgreens Boots Alliance Inc 0.7%
Value ($000) $16,116 Shares 194,733 Est. Cost $76.42 Unrealized
MKC McCormick 0.7%
Value ($000) $16,104 Shares 172,546 Est. Cost $28.27 Unrealized +38.7%
ZTS Zoetis Inc 0.7%
Value ($000) $15,888 Shares 296,807 Est. Cost $31.41 Unrealized +50.8%
VZ Verizon 0.6%
Value ($000) $13,927 Shares 260,896 Est. Cost $26.33 Unrealized +17.7%
Macquarie Infrastructure Corp 0.6%
Value ($000) $13,377 Shares 163,730 Est. Cost $77.45 Unrealized
DE Deere 0.6%
Value ($000) $13,294 Shares 129,019 Est. Cost $68.32 Unrealized +19.2%
AXP American Express 0.6%
Value ($000) $13,265 Shares 179,064 Est. Cost $60.59 Unrealized +0.6%
GLD SPDR Gold Shares 0.6%
Value ($000) $13,070 Shares 119,239 Est. Cost $121.62 Unrealized
PFE Pfizer 0.6%
Value ($000) $13,012 Shares 400,607 Est. Cost $16.87 Unrealized +21.5%
CAT Caterpillar 0.5%
Value ($000) $12,955 Shares 139,695 Est. Cost $62.32 Unrealized +18.3%
WFC Wells Fargo 0.5%
Value ($000) $12,891 Shares 233,917 Est. Cost $29.80 Unrealized +31.0%
EBAY Ebay 0.5%
Value ($000) $12,631 Shares 425,439 Est. Cost $26.08 Unrealized +0.8%
ADBE Adobe Systems 0.5%
Value ($000) $12,224 Shares 118,739 Est. Cost $98.15 Unrealized +7.9%
IBM International Business Machine 0.5%
Value ($000) $12,140 Shares 73,136 Est. Cost $116.83 Unrealized -11.8%
BUD Anheuser-Busch InBev SA/NV 0.5%
Value ($000) $11,460 Shares 108,684 Est. Cost $91.34 Unrealized
LOW Lowes 0.5%
Value ($000) $11,209 Shares 157,600 Est. Cost $37.75 Unrealized +58.4%
RBC Bearings Inc. 0.5%
Value ($000) $10,955 Shares 118,040 Est. Cost $74.48 Unrealized
ES Eversource Energy 0.5%
Value ($000) $10,921 Shares 197,731 Est. Cost $36.21 Unrealized +7.5%
SBUX Starbucks 0.5%
Value ($000) $10,723 Shares 193,144 Est. Cost $39.15 Unrealized +16.4%
ABBV Abbvie Inc 0.4%
Value ($000) $10,532 Shares 168,189 Est. Cost $28.57 Unrealized +46.3%
CSCO Cisco Systems 0.4%
Value ($000) $10,019 Shares 331,529 Est. Cost $19.17 Unrealized +20.3%
CNI Canadian National Railway 0.4%
Value ($000) $9,588 Shares 142,258 Est. Cost $42.11 Unrealized +32.6%
EPD Enterprise Products LP 0.4%
Value ($000) $9,479 Shares 350,543 Est. Cost $48.69 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $9,459 Shares 12,255 Est. Cost $35.61 Unrealized +8.6%
O Realty Income Corp 0.4%
Value ($000) $8,824 Shares 153,522 Est. Cost $25.09 Unrealized +44.9%
CL Colgate-Palmolive 0.4%
Value ($000) $8,686 Shares 132,728 Est. Cost $47.02 Unrealized +17.8%
Celgene Corp 0.4%
Value ($000) $8,422 Shares 72,756 Est. Cost $109.10 Unrealized
Du Pont 0.3%
Value ($000) $7,964 Shares 108,504 Est. Cost $53.36 Unrealized
ASML ASML Holding NV NY Registry Sh 0.3%
Value ($000) $7,844 Shares 69,909 Est. Cost $112.20 Unrealized
Level 3 Communications 0.3%
Value ($000) $7,640 Shares 135,562 Est. Cost $44.20 Unrealized
FAST Fastenal 0.3%
Value ($000) $7,521 Shares 160,086 Est. Cost $7.97 Unrealized +8.4%
Genesee & Wyoming CL A Class A 0.3%
Value ($000) $7,501 Shares 108,061 Est. Cost $68.22 Unrealized
MDT Medtronic PLC 0.3%
Value ($000) $7,483 Shares 105,051 Est. Cost $58.20 Unrealized +7.1%
GILD Gilead Sciences 0.3%
Value ($000) $7,454 Shares 104,092 Est. Cost $51.94 Unrealized +2.4%
STT State Street 0.3%
Value ($000) $7,099 Shares 91,342 Est. Cost $46.04 Unrealized +25.0%
KHC Kraft Heinz Co 0.3%
Value ($000) $7,047 Shares 80,705 Est. Cost $47.82 Unrealized +18.1%
AZO AutoZone Inc 0.3%
Value ($000) $6,258 Shares 7,924 Est. Cost $525.16 Unrealized +46.5%
EOG EOG Resources 0.3%
Value ($000) $5,912 Shares 58,472 Est. Cost $72.75 Unrealized -0.5%
CTRA Cabot Oil & Gas Corp Cl A 0.2%
Value ($000) $5,806 Shares 248,564 Est. Cost $17.10 Unrealized -4.1%
TE Connectivity Limited 0.2%
Value ($000) $5,804 Shares 83,780 Est. Cost $64.25 Unrealized
PAGP Plains GP Holdings LP 0.2%
Value ($000) $5,727 Shares 165,136 Est. Cost $34.68 Unrealized
KMB Kimberly-Clark 0.2%
Value ($000) $5,581 Shares 48,900 Est. Cost $63.66 Unrealized +32.8%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,075 Shares 35,287 Est. Cost $75.54 Unrealized +47.8%
SYK Stryker 0.2%
Value ($000) $4,945 Shares 41,272 Est. Cost $58.36 Unrealized +78.0%
D Dominion Resources 0.2%
Value ($000) $4,819 Shares 62,924 Est. Cost $35.14 Unrealized +40.7%
NI Nisource 0.2%
Value ($000) $4,760 Shares 215,000 Est. Cost $7.81 Unrealized +112.5%
ECL Ecolab 0.2%
Value ($000) $4,699 Shares 40,088 Est. Cost $92.79 Unrealized +14.2%
HSIC Henry Schein 0.2%
Value ($000) $4,588 Shares 30,242 Est. Cost $37.29 Unrealized +61.9%
UAA Under Armour Inc-Class A 0.2%
Value ($000) $4,305 Shares 148,185 Est. Cost $38.85 Unrealized -15.5%
GIS General Mills 0.2%
Value ($000) $4,242 Shares 68,682 Est. Cost $32.39 Unrealized +38.6%
Ansys 0.2%
Value ($000) $4,144 Shares 44,800 Est. Cost $75.56 Unrealized
Spirit AeroSystems Holdings In 0.2%
Value ($000) $4,022 Shares 68,935 Est. Cost $43.01 Unrealized
UTL Unitil Corp 0.2%
Value ($000) $4,014 Shares 88,534 Est. Cost $29.13 Unrealized +43.3%
INTC Intel 0.2%
Value ($000) $3,996 Shares 110,162 Est. Cost $17.78 Unrealized +64.0%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $3,883 Shares 33,852 Est. Cost $60.87 Unrealized +53.7%
TRV The Travelers Companies Inc 0.2%
Value ($000) $3,795 Shares 30,996 Est. Cost $68.50 Unrealized +36.4%
ADI Analog Devices 0.2%
Value ($000) $3,755 Shares 51,707 Est. Cost $34.91 Unrealized +63.7%
EMR Emerson Electric 0.2%
Value ($000) $3,726 Shares 66,837 Est. Cost $40.49 Unrealized +5.9%
BAC Bank of America 0.2%
Value ($000) $3,722 Shares 168,426 Est. Cost $13.02 Unrealized +20.4%
PCH Potlatch Corporation 0.2%
Value ($000) $3,720 Shares 89,306 Est. Cost $36.34 Unrealized
SSNC SS & C Technologies 0.2%
Value ($000) $3,671 Shares 128,340 Est. Cost $29.42 Unrealized +5.4%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $3,660 Shares 42,969 Est. Cost $68.22 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,520 Shares 60,235 Est. Cost $32.67 Unrealized +21.0%
NEE NextEra Energy 0.1%
Value ($000) $3,483 Shares 29,158 Est. Cost $14.54 Unrealized +63.1%
CIGNA 0.1%
Value ($000) $3,417 Shares 25,618 Est. Cost $87.39 Unrealized
CME CME Group Inc 0.1%
Value ($000) $3,361 Shares 29,136 Est. Cost $40.54 Unrealized +93.9%
T AT & T 0.1%
Value ($000) $3,164 Shares 74,386 Est. Cost $11.90 Unrealized +29.9%
SPY SPDR S&P 500 ETF Index 0.1%
Value ($000) $3,073 Shares 13,750 Est. Cost $187.01 Unrealized
AEM Agnico Eagle Mines Limited 0.1%
Value ($000) $3,064 Shares 72,948 Est. Cost $34.45 Unrealized +7.8%
MTB M&T Bank 0.1%
Value ($000) $3,048 Shares 19,482 Est. Cost $79.01 Unrealized +31.7%
UNH United Health Group 0.1%
Value ($000) $3,043 Shares 19,017 Est. Cost $93.47 Unrealized +38.2%
Stericycle 0.1%
Value ($000) $3,032 Shares 39,355 Est. Cost $102.37 Unrealized
DAL Delta Airlines 0.1%
Value ($000) $2,997 Shares 60,922 Est. Cost $35.56 Unrealized +15.0%
OLED Universal Display Corporation 0.1%
Value ($000) $2,978 Shares 52,895 Est. Cost $39.62 Unrealized +31.5%
BA Boeing 0.1%
Value ($000) $2,893 Shares 18,586 Est. Cost $122.26 Unrealized +10.4%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $2,879 Shares 51,390 Est. Cost $44.48 Unrealized +6.7%
MO Altria Group Inc 0.1%
Value ($000) $2,709 Shares 40,070 Est. Cost $24.09 Unrealized +41.1%
BDX Becton Dickinson 0.1%
Value ($000) $2,700 Shares 16,306 Est. Cost $89.12 Unrealized +62.3%
LLY Eli Lilly 0.1%
Value ($000) $2,681 Shares 36,448 Est. Cost $45.32 Unrealized +41.7%
VTR Ventas Inc REIT 0.1%
Value ($000) $2,664 Shares 42,616 Est. Cost $39.06 Unrealized +9.0%
Alerian MLP 0.1%
Value ($000) $2,593 Shares 205,773 Est. Cost $13.53 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $2,491 Shares 9,269 Est. Cost $68.96 Unrealized +18.0%
CHTR Charter Communications 0.1%
Value ($000) $2,467 Shares 8,569 Est. Cost $218.51 Unrealized +23.2%
PM Philip Morris International 0.1%
Value ($000) $2,450 Shares 26,778 Est. Cost $50.45 Unrealized +15.4%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,441 Shares 1,000 Est. Cost $1832.18 Unrealized
C Citigroup 0.1%
Value ($000) $2,428 Shares 40,853 Est. Cost $39.77 Unrealized +2.2%
TXN Texas Instruments 0.1%
Value ($000) $2,256 Shares 30,917 Est. Cost $37.85 Unrealized +46.6%
BIIB Biogen Inc 0.1%
Value ($000) $2,249 Shares 7,929 Est. Cost $293.81 Unrealized +0.9%
NVR Inc 0.1%
Value ($000) $2,228 Shares 1,335 Est. Cost $1563.02 Unrealized
PAA Plains All American Pipeline L 0.1%
Value ($000) $2,209 Shares 68,425 Est. Cost $52.13 Unrealized
FISV Fiserv 0.1%
Value ($000) $2,203 Shares 20,730 Est. Cost $32.27 Unrealized +59.2%
BAX Baxter International 0.1%
Value ($000) $2,188 Shares 49,337 Est. Cost $35.27 Unrealized +12.7%
NSC Norfolk Southern 0.1%
Value ($000) $2,174 Shares 20,116 Est. Cost $57.76 Unrealized +45.4%
SPG Simon Property Group 0.1%
Value ($000) $2,136 Shares 12,021 Est. Cost $89.74 Unrealized +27.9%
VGK Vanguard European Stock ETF 0.1%
Value ($000) $2,078 Shares 43,354 Est. Cost $53.68 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $2,071 Shares 26,246 Est. Cost $68.33 Unrealized -10.7%
V Visa Incorporated 0.1%
Value ($000) $2,065 Shares 26,473 Est. Cost $60.81 Unrealized +24.1%
Praxair 0.1%
Value ($000) $2,042 Shares 17,422 Est. Cost $116.67 Unrealized
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $1,997 Shares 14,996 Est. Cost $118.50 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,991 Shares 17,262 Est. Cost $97.59 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $1,966 Shares 25,930 Est. Cost $14.07 Unrealized -12.4%
VGT Vanguard Information Techology 0.1%
Value ($000) $1,960 Shares 16,132 Est. Cost $106.34 Unrealized
Aetna 0.1%
Value ($000) $1,958 Shares 15,789 Est. Cost $67.14 Unrealized
HP Helmerich & Payne 0.1%
Value ($000) $1,943 Shares 25,100 Est. Cost $63.39 Unrealized +12.0%
GD General Dynamics 0.1%
Value ($000) $1,926 Shares 11,154 Est. Cost $109.75 Unrealized +22.2%
Express Scripts Holding Compan 0.1%
Value ($000) $1,869 Shares 27,175 Est. Cost $73.76 Unrealized
ACN Accenture Plc Class A F 0.1%
Value ($000) $1,848 Shares 15,777 Est. Cost $65.38 Unrealized +57.8%
New Relic 0.1%
Value ($000) $1,841 Shares 65,170 Est. Cost $35.63 Unrealized
ORCL Oracle 0.1%
Value ($000) $1,822 Shares 47,398 Est. Cost $31.45 Unrealized +8.5%
STZ Constellation Brands Inc Cl A 0.1%
Value ($000) $1,805 Shares 11,773 Est. Cost $58.82 Unrealized +134.9%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $1,741 Shares 17,935 Est. Cost $69.29 Unrealized +18.1%
QCOM Qualcomm 0.1%
Value ($000) $1,726 Shares 26,475 Est. Cost $43.89 Unrealized +19.0%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,709 Shares 7 Est. Cost $177565.06 Unrealized +30.0%
Peoples United Financial Inc 0.1%
Value ($000) $1,613 Shares 83,311 Est. Cost $15.41 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $1,570 Shares 11,641 Est. Cost $118.82 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,555 Shares 12,849 Est. Cost $96.43 Unrealized
PYPL PayPal Holdings 0.1%
Value ($000) $1,553 Shares 39,357 Est. Cost $35.94 Unrealized +11.6%
EFA MSCI EAFE IShares Index Fund 0.1%
Value ($000) $1,549 Shares 26,827 Est. Cost $63.13 Unrealized
DUK Duke Energy 0.1%
Value ($000) $1,492 Shares 19,218 Est. Cost $42.35 Unrealized +24.4%
BK Bank of New York Mellon 0.1%
Value ($000) $1,478 Shares 31,184 Est. Cost $23.13 Unrealized +53.5%
Allergan PLC 0.1%
Value ($000) $1,467 Shares 6,985 Est. Cost $243.23 Unrealized
WLK Westlake Chemical Corp 0.1%
Value ($000) $1,441 Shares 25,736 Est. Cost $42.32 Unrealized +12.6%
Anadarko 0.1%
Value ($000) $1,434 Shares 20,570 Est. Cost $86.09 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $1,413 Shares 19,836 Est. Cost $57.85 Unrealized -4.9%
WBS Webster Financial 0.1%
Value ($000) $1,361 Shares 25,082 Est. Cost $24.92 Unrealized +84.3%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,341 Shares 24,666 Est. Cost $78.94 Unrealized
WAT Waters Corp 0.1%
Value ($000) $1,330 Shares 9,898 Est. Cost $141.85 Unrealized +0.6%
ROST Ross Stores 0.1%
Value ($000) $1,312 Shares 19,993 Est. Cost $42.69 Unrealized +40.0%
Potash Corp of Saskatchewan 0.1%
Value ($000) $1,305 Shares 72,133 Est. Cost $28.80 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $1,289 Shares 24,803 Est. Cost $37.23 Unrealized +17.0%
FPI Farmland Partners Inc 0.1%
Value ($000) $1,278 Shares 114,525 Est. Cost $11.16 Unrealized
SYY Sysco 0.1%
Value ($000) $1,246 Shares 22,505 Est. Cost $27.16 Unrealized +50.8%
TGT Target 0.1%
Value ($000) $1,243 Shares 17,210 Est. Cost $50.57 Unrealized +9.5%
Whole Foods Market 0.1%
Value ($000) $1,233 Shares 40,081 Est. Cost $35.30 Unrealized
Zayo Group Holdings 0.1%
Value ($000) $1,200 Shares 36,515 Est. Cost $29.71 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1,199 Shares 9,789 Est. Cost $52.24 Unrealized +86.0%
Luxottica Group ADR 0.1%
Value ($000) $1,187 Shares 22,095 Est. Cost $53.59 Unrealized
VWO Vanguard Emerging Markets Stoc 0.1%
Value ($000) $1,182 Shares 33,028 Est. Cost $37.83 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.0%
Value ($000) $1,145 Shares 31,347 Est. Cost $39.69 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $1,101 Shares 10,513 Est. Cost $92.40 Unrealized
Core Laboratories NV 0.0%
Value ($000) $1,097 Shares 9,140 Est. Cost $117.46 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $1,091 Shares 16,406 Est. Cost $10.63 Unrealized +37.4%
EWBC East West Bancorp 0.0%
Value ($000) $1,084 Shares 21,328 Est. Cost $24.15 Unrealized +49.0%
ZION Zions Bancorp 0.0%
Value ($000) $1,067 Shares 24,800 Est. Cost $30.23 Unrealized +21.9%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $1,048 Shares 12,699 Est. Cost $70.39 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $1,033 Shares 9,774 Est. Cost $78.06 Unrealized +10.6%
MET Metlife Inc 0.0%
Value ($000) $1,008 Shares 18,702 Est. Cost $26.59 Unrealized +26.8%
Vantiv, Inc 0.0%
Value ($000) $1,007 Shares 16,885 Est. Cost $48.22 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $985 Shares 1,553 Est. Cost $56.27 Unrealized +30.7%
PGR Progressive 0.0%
Value ($000) $975 Shares 27,452 Est. Cost $24.37 Unrealized +2.9%
BNS Bank of Nova Scotia 0.0%
Value ($000) $970 Shares 17,420 Est. Cost $31.31 Unrealized +9.8%
WPC WP Carey Inc 0.0%
Value ($000) $969 Shares 16,400 Est. Cost $63.75 Unrealized
American Farmland Co 0.0%
Value ($000) $909 Shares 113,990 Est. Cost $7.92 Unrealized
ALK Alaska Air 0.0%
Value ($000) $905 Shares 10,195 Est. Cost $73.89 Unrealized 0.0%
Dow Chemical 0.0%
Value ($000) $902 Shares 15,755 Est. Cost $35.31 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $893 Shares 25,505 Est. Cost $39.19 Unrealized
PAYX Paychex 0.0%
Value ($000) $884 Shares 14,519 Est. Cost $27.23 Unrealized +61.3%
WMT Wal-Mart 0.0%
Value ($000) $878 Shares 12,701 Est. Cost $19.99 Unrealized -0.4%
BABA Alibaba Group Holding-SP ADR 0.0%
Value ($000) $870 Shares 9,912 Est. Cost $81.63 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $857 Shares 6,850 Est. Cost $24.21 Unrealized -1.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $837 Shares 20,248 Est. Cost $18.42 Unrealized +30.9%
INTU Intuit 0.0%
Value ($000) $837 Shares 7,300 Est. Cost $67.00 Unrealized +56.3%
HSY Hershey Foods 0.0%
Value ($000) $831 Shares 8,030 Est. Cost $73.67 Unrealized +7.9%
National Instruments 0.0%
Value ($000) $817 Shares 26,508 Est. Cost $27.65 Unrealized
Kellogg 0.0%
Value ($000) $810 Shares 10,991 Est. Cost $40.11 Unrealized +24.8%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $802 Shares 6,441 Est. Cost $106.71 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $797 Shares 4,279 Est. Cost $153.13 Unrealized +3.4%
Privatebancorp 0.0%
Value ($000) $796 Shares 14,690 Est. Cost $41.24 Unrealized
IRM Iron Mountain 0.0%
Value ($000) $791 Shares 24,350 Est. Cost $19.85 Unrealized 0.0%
AMGN Amgen 0.0%
Value ($000) $768 Shares 5,250 Est. Cost $92.37 Unrealized +23.8%
Brookfield Asset Management In 0.0%
Value ($000) $767 Shares 23,223 Est. Cost $36.83 Unrealized
DHI D R Horton Inc 0.0%
Value ($000) $739 Shares 27,030 Est. Cost $22.19 Unrealized +16.3%
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $720 Shares 36,938 Est. Cost $18.60 Unrealized
KTOS Kratos Defense & Security 0.0%
Value ($000) $717 Shares 96,938 Est. Cost $6.32 Unrealized +6.8%
WDFC WD-40 Co 0.0%
Value ($000) $715 Shares 6,120 Est. Cost $81.99 Unrealized +16.0%
Cimarex Energy Co 0.0%
Value ($000) $704 Shares 5,177 Est. Cost $105.68 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $701 Shares 7,950 Est. Cost $43.95 Unrealized +40.2%
AWK American Water Works Company I 0.0%
Value ($000) $700 Shares 9,680 Est. Cost $32.07 Unrealized +89.5%
PPG PPG Industries 0.0%
Value ($000) $667 Shares 7,035 Est. Cost $79.57 Unrealized +1.4%
GTT Communications Inc 0.0%
Value ($000) $666 Shares 23,150 Est. Cost $14.77 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $662 Shares 3,315 Est. Cost $196.35 Unrealized 0.0%
CDK Global Inc 0.0%
Value ($000) $650 Shares 10,888 Est. Cost $43.11 Unrealized
PacWest Bancorp 0.0%
Value ($000) $647 Shares 11,885 Est. Cost $54.44 Unrealized
Blue Nile Inc 0.0%
Value ($000) $636 Shares 15,660 Est. Cost $29.33 Unrealized
LNC Lincoln National 0.0%
Value ($000) $630 Shares 9,500 Est. Cost $35.63 Unrealized +14.1%
Coach Incorporated 0.0%
Value ($000) $630 Shares 18,000 Est. Cost $35.61 Unrealized
UPS United Parcel Service Class B 0.0%
Value ($000) $627 Shares 5,467 Est. Cost $66.72 Unrealized +20.3%
IP International Paper 0.0%
Value ($000) $626 Shares 11,803 Est. Cost $26.25 Unrealized +19.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $622 Shares 6,030 Est. Cost $84.85 Unrealized +17.2%
AFL AFLAC 0.0%
Value ($000) $618 Shares 8,885 Est. Cost $22.47 Unrealized +26.6%
SBNY Signature Bank 0.0%
Value ($000) $617 Shares 4,105 Est. Cost $150.30 Unrealized
Monsanto 0.0%
Value ($000) $614 Shares 5,838 Est. Cost $98.80 Unrealized
SABR Sabre Corp 0.0%
Value ($000) $596 Shares 23,885 Est. Cost $25.62 Unrealized +0.1%
VFC V F Corp 0.0%
Value ($000) $591 Shares 11,070 Est. Cost $56.99 Unrealized -9.0%
DEO Diageo Plc ADR 0.0%
Value ($000) $579 Shares 5,574 Est. Cost $116.61 Unrealized
IJH iShares S&P MidCap 400 Index 0.0%
Value ($000) $578 Shares 3,494 Est. Cost $165.43 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $574 Shares 2,468 Est. Cost $109.70 Unrealized +82.9%
Apache 0.0%
Value ($000) $571 Shares 9,002 Est. Cost $80.59 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $554 Shares 6,221 Est. Cost $40.35 Unrealized +52.9%
NWL Newell Brands Inc 0.0%
Value ($000) $551 Shares 12,334 Est. Cost $31.35 Unrealized +4.3%
HCSG Healthcare Services 0.0%
Value ($000) $547 Shares 13,970 Est. Cost $23.05 Unrealized +65.8%
Kansas City Southern Inds 0.0%
Value ($000) $543 Shares 6,400 Est. Cost $103.31 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $537 Shares 23,200 Est. Cost $7.13 Unrealized +43.6%
Discover Financial Services 0.0%
Value ($000) $535 Shares 7,418 Est. Cost $55.41 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $534 Shares 5,092 Est. Cost $82.73 Unrealized
LECO Lincoln Electric 0.0%
Value ($000) $532 Shares 6,935 Est. Cost $61.72 Unrealized +16.1%
Inphi Corp 0.0%
Value ($000) $524 Shares 11,745 Est. Cost $22.87 Unrealized
iShares MSCI Germany 0.0%
Value ($000) $517 Shares 20,000 Est. Cost $23.65 Unrealized
CATY Cathay Bancorp 0.0%
Value ($000) $502 Shares 13,204 Est. Cost $14.21 Unrealized +78.0%
BlackRock Inc 0.0%
Value ($000) $499 Shares 1,312 Est. Cost $342.02 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $494 Shares 23,874 Est. Cost $21.35 Unrealized -38.6%
OMC Omnicom 0.0%
Value ($000) $484 Shares 5,685 Est. Cost $44.42 Unrealized +37.2%
CHKP Check Point Software 0.0%
Value ($000) $473 Shares 5,600 Est. Cost $48.11 Unrealized +70.5%
Energy Transfer Partners LP 0.0%
Value ($000) $472 Shares 13,175 Est. Cost $51.78 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $471 Shares 6,425 Est. Cost $44.62 Unrealized +30.6%
GWW Grainger W W 0.0%
Value ($000) $466 Shares 2,005 Est. Cost $212.08 Unrealized -8.4%
Dunkin Brands 0.0%
Value ($000) $457 Shares 8,709 Est. Cost $45.01 Unrealized
HWC Hancock Holding 0.0%
Value ($000) $453 Shares 10,500 Est. Cost $28.84 Unrealized +31.8%
AKAM Akamai Technology 0.0%
Value ($000) $440 Shares 6,600 Est. Cost $55.98 Unrealized +13.8%
ED Consolidated Edison 0.0%
Value ($000) $430 Shares 5,838 Est. Cost $40.67 Unrealized +28.0%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $423 Shares 3,811 Est. Cost $65.10 Unrealized +35.2%
GS Goldman Sachs 0.0%
Value ($000) $417 Shares 1,740 Est. Cost $148.65 Unrealized +12.9%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $416 Shares 8,600 Est. Cost $41.89 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $406 Shares 65,038 Est. Cost $4.50 Unrealized +28.9%
SJM Smucker 0.0%
Value ($000) $403 Shares 3,149 Est. Cost $70.84 Unrealized +37.8%
GLW Corning 0.0%
Value ($000) $375 Shares 15,444 Est. Cost $15.41 Unrealized +20.9%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $369 Shares 4,900 Est. Cost $50.63 Unrealized 0.0%
Unilever NV ORD 0.0%
Value ($000) $363 Shares 8,837 Est. Cost $40.58 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $356 Shares 3,873 Est. Cost $46.52 Unrealized +54.8%
WM Waste Management 0.0%
Value ($000) $343 Shares 4,842 Est. Cost $46.33 Unrealized +22.6%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $338 Shares 1,501 Est. Cost $210.78 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $337 Shares 2,825 Est. Cost $109.05 Unrealized +8.9%
PEG Public Service Enterprise 0.0%
Value ($000) $336 Shares 7,662 Est. Cost $26.49 Unrealized +14.9%
GATX GATX Corp 0.0%
Value ($000) $326 Shares 5,300 Est. Cost $35.78 Unrealized +18.7%
CCJ Cameco Corporation 0.0%
Value ($000) $325 Shares 31,045 Est. Cost $11.48 Unrealized -26.5%
YUM Yum Brands Inc 0.0%
Value ($000) $319 Shares 5,030 Est. Cost $41.35 Unrealized +28.9%
SO Southern Co 0.0%
Value ($000) $312 Shares 6,339 Est. Cost $27.03 Unrealized +24.1%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $311 Shares 2,846 Est. Cost $49.37 Unrealized -4.0%
FIVN Five9 Inc 0.0%
Value ($000) $310 Shares 21,870 Est. Cost $13.65 Unrealized +5.6%
Ingersoll-Rand PLC 0.0%
Value ($000) $309 Shares 4,120 Est. Cost $61.51 Unrealized
Amerigas Partners LP 0.0%
Value ($000) $299 Shares 6,250 Est. Cost $49.39 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $298 Shares 8,301 Est. Cost $55.06 Unrealized
HCP Inc 0.0%
Value ($000) $291 Shares 9,799 Est. Cost $29.70 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $288 Shares 2,571 Est. Cost $99.42 Unrealized
Varian Medical 0.0%
Value ($000) $287 Shares 3,200 Est. Cost $68.22 Unrealized
EQT EQT Corp 0.0%
Value ($000) $281 Shares 4,290 Est. Cost $37.67 Unrealized -9.2%
Cooper Companies 0.0%
Value ($000) $280 Shares 1,600 Est. Cost $151.49 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $279 Shares 4,350 Est. Cost $19.20 Unrealized +38.3%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $268 Shares 8,021 Est. Cost $39.52 Unrealized
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $267 Shares 2,195 Est. Cost $121.64 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $265 Shares 5,000 Est. Cost $44.07 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $265 Shares 6,422 Est. Cost $33.21 Unrealized +3.3%
HPQ Hewlett-Packard 0.0%
Value ($000) $261 Shares 17,558 Est. Cost $9.12 Unrealized +23.0%
EWC iShares MSCI Canada 0.0%
Value ($000) $261 Shares 10,000 Est. Cost $25.70 Unrealized
DXJ WisdomTree Japan Hedged EQ 0.0%
Value ($000) $260 Shares 5,242 Est. Cost $49.60 Unrealized
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $260 Shares 1,975 Est. Cost $129.98 Unrealized
IHE iShares Dow Jones US Pharma In 0.0%
Value ($000) $255 Shares 1,800 Est. Cost $108.32 Unrealized
CLX Clorox 0.0%
Value ($000) $254 Shares 2,119 Est. Cost $99.97 Unrealized -9.1%
PSX Phillips 66 0.0%
Value ($000) $252 Shares 2,920 Est. Cost $42.66 Unrealized +37.5%
LUV Southwest Airlines Co 0.0%
Value ($000) $252 Shares 5,049 Est. Cost $40.16 Unrealized 0.0%
Guggenheim S&P Equal Weight ET 0.0%
Value ($000) $250 Shares 2,888 Est. Cost $80.43 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $249 Shares 4,241 Est. Cost $41.00 Unrealized +4.3%
TRIP TripAdvisor Inc 0.0%
Value ($000) $246 Shares 5,300 Est. Cost $57.63 Unrealized -15.2%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $242 Shares 3,896 Est. Cost $58.63 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $241 Shares 10,384 Est. Cost $22.86 Unrealized
PNR Pentair Plc 0.0%
Value ($000) $238 Shares 4,240 Est. Cost $36.31 Unrealized -6.9%
TGNA TEGNA Inc 0.0%
Value ($000) $237 Shares 11,076 Est. Cost $18.83 Unrealized -27.7%
BP BP PLC 0.0%
Value ($000) $234 Shares 6,269 Est. Cost $37.33 Unrealized
MORN MorningStar Inc 0.0%
Value ($000) $232 Shares 3,160 Est. Cost $68.45 Unrealized +7.4%
BIDU Baidu Inc 0.0%
Value ($000) $228 Shares 1,385 Est. Cost $178.35 Unrealized
Unilever ADR 0.0%
Value ($000) $227 Shares 5,586 Est. Cost $40.48 Unrealized
Versum Materials Inc 0.0%
Value ($000) $227 Shares 8,082 Est. Cost $28.09 Unrealized
TEVA Teva Pharma ADR 0.0%
Value ($000) $223 Shares 6,151 Est. Cost $49.11 Unrealized
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $214 Shares 4,130 Est. Cost $48.59 Unrealized
MAR Marriott International 0.0%
Value ($000) $212 Shares 2,567 Est. Cost $69.39 Unrealized 0.0%
CPB Campbell Soup 0.0%
Value ($000) $210 Shares 3,469 Est. Cost $41.70 Unrealized 0.0%
WASH Washington Tr Bancorp Inc 0.0%
Value ($000) $207 Shares 3,700 Est. Cost $30.44 Unrealized 0.0%
ALGN Align Technology Inc 0.0%
Value ($000) $203 Shares 2,110 Est. Cost $92.86 Unrealized 0.0%
HIG Hartford Financial 0.0%
Value ($000) $203 Shares 4,250 Est. Cost $37.62 Unrealized 0.0%
CNX Coal Resources LP 0.0%
Value ($000) $202 Shares 11,050 Est. Cost $15.52 Unrealized
Buckeye Partners, LP 0.0%
Value ($000) $202 Shares 3,055 Est. Cost $71.69 Unrealized
ELEMENTS Rogers Intl Commodity 0.0%
Value ($000) $192 Shares 37,000 Est. Cost $6.85 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $135 Shares 10,414 Est. Cost $13.20 Unrealized
Japan Smaller Capitalization 0.0%
Value ($000) $120 Shares 12,301 Est. Cost $9.76 Unrealized
RLJ Entertainment Inc 0.0%
Value ($000) $107 Shares 66,666 Est. Cost $1.61 Unrealized
ABEV Ambev SA-ADR 0.0%
Value ($000) $75 Shares 15,322 Est. Cost $4.89 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $64 Shares 1,700 Est. Cost $26.19 Unrealized
Seadrill Ltd 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $3.40 Unrealized