BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 6, 2018

Total Value ($000): $2,756,722 (100.0% shares, 0.0% debt)

Holdings (343)

MSFT Microsoft 3.7%
Value ($000) $101,290 Shares 1,184,122 Est. Cost $31.49 Unrealized +139.0%
JPM J P Morgan Chase 3.4%
Value ($000) $94,123 Shares 880,152 Est. Cost $44.30 Unrealized +83.6%
AAPL Apple Inc 3.1%
Value ($000) $84,220 Shares 497,663 Est. Cost $20.51 Unrealized +90.6%
GOOGL Alphabet Inc. Class A 2.6%
Value ($000) $71,023 Shares 67,423 Est. Cost $36.78 Unrealized +39.3%
United Technologies 2.3%
Value ($000) $63,405 Shares 497,019 Est. Cost $97.04 Unrealized
JNJ Johnson & Johnson 2.1%
Value ($000) $58,147 Shares 416,168 Est. Cost $61.66 Unrealized +80.0%
PEP Pepsico 2.0%
Value ($000) $54,908 Shares 457,872 Est. Cost $61.91 Unrealized +43.7%
META Facebook Inc 1.7%
Value ($000) $47,658 Shares 270,080 Est. Cost $114.05 Unrealized +53.9%
NSRGY Nestle SA Sponsored ADR 1.7%
Value ($000) $46,268 Shares 538,187 Est. Cost $66.74 Unrealized
BRK/B Berkshire Hathaway Cl B 1.7%
Value ($000) $45,799 Shares 231,049 Est. Cost $144.14 Unrealized +31.7%
XOM Exxon Mobil 1.7%
Value ($000) $45,525 Shares 544,296 Est. Cost $53.28 Unrealized +7.2%
UNP Union Pacific 1.6%
Value ($000) $45,380 Shares 338,405 Est. Cost $70.50 Unrealized +43.0%
MA Mastercard Inc Cl A 1.5%
Value ($000) $41,829 Shares 276,355 Est. Cost $85.92 Unrealized +65.5%
DHR Danaher 1.5%
Value ($000) $41,361 Shares 445,604 Est. Cost $33.55 Unrealized +133.2%
MRSH Marsh & McLennan 1.4%
Value ($000) $39,451 Shares 484,720 Est. Cost $31.19 Unrealized +133.7%
MRK Merck 1.4%
Value ($000) $39,265 Shares 697,803 Est. Cost $35.66 Unrealized +20.6%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $38,444 Shares 202,467 Est. Cost $109.36 Unrealized +71.4%
Costco 1.4%
Value ($000) $37,518 Shares 201,579 Est. Cost $134.00 Unrealized
DIS Walt Disney 1.3%
Value ($000) $36,274 Shares 337,398 Est. Cost $63.04 Unrealized +54.3%
AMZN Amazon.Com 1.3%
Value ($000) $35,852 Shares 30,657 Est. Cost $19.33 Unrealized +184.7%
WY Weyerhaeuser 1.3%
Value ($000) $35,005 Shares 992,776 Est. Cost $21.18 Unrealized +21.6%
HD Home Depot 1.2%
Value ($000) $33,092 Shares 174,603 Est. Cost $60.16 Unrealized +135.5%
MCD McDonalds 1.2%
Value ($000) $32,916 Shares 191,240 Est. Cost $76.79 Unrealized +80.6%
NKE Nike Inc Class B 1.2%
Value ($000) $31,917 Shares 510,276 Est. Cost $44.68 Unrealized +15.9%
FTV Fortive Corp 1.2%
Value ($000) $31,745 Shares 438,771 Est. Cost $31.94 Unrealized +38.7%
CCI Crown Castle International Cor 1.1%
Value ($000) $31,373 Shares 282,610 Est. Cost $62.17 Unrealized +23.1%
CSCO Cisco Systems 1.1%
Value ($000) $30,627 Shares 799,657 Est. Cost $22.77 Unrealized +22.9%
PG Procter & Gamble 1.1%
Value ($000) $30,619 Shares 333,255 Est. Cost $55.92 Unrealized +29.9%
MDLZ Mondelez International 1.1%
Value ($000) $30,047 Shares 702,023 Est. Cost $29.24 Unrealized +17.9%
HON Honeywell International 1.1%
Value ($000) $29,966 Shares 195,398 Est. Cost $80.14 Unrealized +41.5%
CMCSA Comcast Cl A 1.0%
Value ($000) $27,964 Shares 698,232 Est. Cost $27.48 Unrealized +11.7%
ENB Enbridge Inc 1.0%
Value ($000) $27,348 Shares 699,249 Est. Cost $24.72 Unrealized -5.7%
WFC Wells Fargo 1.0%
Value ($000) $27,240 Shares 448,990 Est. Cost $40.69 Unrealized +10.8%
Raytheon 1.0%
Value ($000) $26,981 Shares 143,630 Est. Cost $124.22 Unrealized
CB Chubb Ltd 1.0%
Value ($000) $26,291 Shares 179,913 Est. Cost $102.61 Unrealized +26.2%
NOC Northrop Grumman 0.9%
Value ($000) $25,365 Shares 82,647 Est. Cost $214.24 Unrealized +22.8%
ABT Abbott Labs 0.9%
Value ($000) $24,116 Shares 422,577 Est. Cost $29.30 Unrealized +64.2%
Apache 0.8%
Value ($000) $23,217 Shares 549,915 Est. Cost $43.31 Unrealized
ADBE Adobe Systems 0.8%
Value ($000) $23,061 Shares 131,598 Est. Cost $101.90 Unrealized +68.8%
ADP Automatic Data Processing 0.8%
Value ($000) $22,528 Shares 192,231 Est. Cost $52.27 Unrealized +84.0%
RBC Bearings Inc. 0.8%
Value ($000) $22,442 Shares 177,551 Est. Cost $91.73 Unrealized
APH Amphenol 0.8%
Value ($000) $21,408 Shares 243,825 Est. Cost $10.55 Unrealized +92.8%
AEM Agnico Eagle Mines Limited 0.8%
Value ($000) $21,384 Shares 463,055 Est. Cost $38.80 Unrealized -2.4%
SU Suncor Energy Inc 0.8%
Value ($000) $21,279 Shares 579,484 Est. Cost $19.68 Unrealized +30.2%
ZTS Zoetis Inc 0.8%
Value ($000) $20,995 Shares 291,436 Est. Cost $31.41 Unrealized +105.2%
MMM 3M Company 0.7%
Value ($000) $20,256 Shares 86,062 Est. Cost $69.41 Unrealized +108.9%
MKC McCormick 0.7%
Value ($000) $19,991 Shares 196,166 Est. Cost $30.16 Unrealized +41.5%
CVX Chevron Corp 0.7%
Value ($000) $19,527 Shares 155,978 Est. Cost $73.17 Unrealized +14.2%
AXP American Express 0.7%
Value ($000) $19,398 Shares 195,331 Est. Cost $61.75 Unrealized +38.0%
Dr Pepper Snapple Group Inc 0.7%
Value ($000) $19,379 Shares 199,659 Est. Cost $84.97 Unrealized
GLD SPDR Gold Shares 0.7%
Value ($000) $19,335 Shares 156,369 Est. Cost $121.44 Unrealized
Magellan Midstream Partners LP 0.7%
Value ($000) $19,173 Shares 270,269 Est. Cost $58.88 Unrealized
CAT Caterpillar 0.7%
Value ($000) $18,588 Shares 117,957 Est. Cost $62.32 Unrealized +86.6%
EBAY Ebay 0.7%
Value ($000) $18,306 Shares 485,059 Est. Cost $26.61 Unrealized +24.1%
KO Coca Cola 0.6%
Value ($000) $17,783 Shares 387,594 Est. Cost $28.44 Unrealized +25.3%
USB US Bancorp 0.6%
Value ($000) $17,508 Shares 326,760 Est. Cost $26.01 Unrealized +50.1%
DE Deere 0.6%
Value ($000) $16,736 Shares 106,933 Est. Cost $68.32 Unrealized +81.1%
Nielsen Holdings PLC 0.6%
Value ($000) $16,038 Shares 440,596 Est. Cost $43.49 Unrealized
ABBV Abbvie Inc 0.6%
Value ($000) $15,805 Shares 163,426 Est. Cost $28.57 Unrealized +134.1%
NVS Novartis A G ADR 0.6%
Value ($000) $15,728 Shares 187,328 Est. Cost $73.09 Unrealized
C Citigroup 0.6%
Value ($000) $15,209 Shares 204,398 Est. Cost $51.42 Unrealized +9.8%
PFE Pfizer 0.5%
Value ($000) $14,142 Shares 390,438 Est. Cost $17.00 Unrealized +40.0%
SLB Schlumberger 0.5%
Value ($000) $14,061 Shares 208,646 Est. Cost $55.14 Unrealized -7.1%
LOW Lowes 0.5%
Value ($000) $14,013 Shares 150,772 Est. Cost $38.45 Unrealized +85.3%
General Electric 0.4%
Value ($000) $12,147 Shares 696,109 Est. Cost $24.78 Unrealized
SPY SPDR S&P 500 ETF Index 0.4%
Value ($000) $12,085 Shares 45,285 Est. Cost $227.04 Unrealized
DLB Dolby Laboratories Inc 0.4%
Value ($000) $11,988 Shares 193,360 Est. Cost $47.62 Unrealized +13.4%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $11,951 Shares 11,421 Est. Cost $35.61 Unrealized +41.9%
ES Eversource Energy 0.4%
Value ($000) $11,791 Shares 186,618 Est. Cost $36.21 Unrealized +31.3%
LMT Lockheed Martin 0.4%
Value ($000) $11,705 Shares 36,457 Est. Cost $118.54 Unrealized +113.9%
SBUX Starbucks 0.4%
Value ($000) $11,444 Shares 199,269 Est. Cost $39.52 Unrealized +19.9%
BUD Anheuser-Busch InBev SA/NV 0.4%
Value ($000) $11,425 Shares 102,407 Est. Cost $91.34 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.4%
Value ($000) $11,064 Shares 246,634 Est. Cost $41.00 Unrealized
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $10,967 Shares 64,628 Est. Cost $81.14 Unrealized +61.3%
IBM International Business Machine 0.4%
Value ($000) $10,569 Shares 68,885 Est. Cost $116.54 Unrealized -12.4%
GD General Dynamics 0.4%
Value ($000) $10,544 Shares 51,828 Est. Cost $144.40 Unrealized +18.0%
CNI Canadian National Railway 0.4%
Value ($000) $10,538 Shares 127,733 Est. Cost $42.11 Unrealized +64.4%
DowDupont Inc 0.4%
Value ($000) $10,003 Shares 140,457 Est. Cost $69.23 Unrealized
ASML ASML Holding NV NY Registry Sh 0.4%
Value ($000) $9,768 Shares 56,195 Est. Cost $112.20 Unrealized
STT State Street 0.3%
Value ($000) $9,457 Shares 96,889 Est. Cost $47.98 Unrealized +55.1%
TJX TJX Corp 0.3%
Value ($000) $9,378 Shares 122,651 Est. Cost $23.70 Unrealized +36.7%
EPD Enterprise Products LP 0.3%
Value ($000) $9,120 Shares 344,017 Est. Cost $47.78 Unrealized
CL Colgate-Palmolive 0.3%
Value ($000) $8,721 Shares 115,593 Est. Cost $47.02 Unrealized +28.2%
VWO Vanguard Emerging Markets Stoc 0.3%
Value ($000) $8,458 Shares 184,230 Est. Cost $40.82 Unrealized
O Realty Income Corp 0.3%
Value ($000) $7,779 Shares 136,425 Est. Cost $25.09 Unrealized +46.3%
Forest City Realty Trust-A 0.3%
Value ($000) $7,484 Shares 310,535 Est. Cost $25.51 Unrealized
EOG EOG Resources 0.3%
Value ($000) $7,361 Shares 68,212 Est. Cost $73.11 Unrealized +3.1%
AIN Albany International 0.3%
Value ($000) $7,306 Shares 118,898 Est. Cost $45.47 Unrealized +20.2%
VZ Verizon 0.3%
Value ($000) $7,072 Shares 133,620 Est. Cost $26.33 Unrealized +21.4%
SYK Stryker 0.3%
Value ($000) $6,997 Shares 45,189 Est. Cost $64.36 Unrealized +116.9%
KMI Kinder Morgan Inc 0.2%
Value ($000) $6,655 Shares 368,277 Est. Cost $12.71 Unrealized -10.3%
ECL Ecolab 0.2%
Value ($000) $6,567 Shares 48,942 Est. Cost $96.76 Unrealized +25.9%
IQV IQVIA Holdings 0.2%
Value ($000) $6,429 Shares 65,674 Est. Cost $101.80 Unrealized 0.0%
Ansys 0.2%
Value ($000) $6,213 Shares 42,099 Est. Cost $75.56 Unrealized
BAC Bank of America 0.2%
Value ($000) $6,182 Shares 209,427 Est. Cost $14.80 Unrealized +53.9%
TE Connectivity Limited 0.2%
Value ($000) $6,127 Shares 64,469 Est. Cost $65.27 Unrealized
Celgene Corp 0.2%
Value ($000) $6,055 Shares 58,019 Est. Cost $109.10 Unrealized
KHC Kraft Heinz Co 0.2%
Value ($000) $5,676 Shares 72,997 Est. Cost $47.82 Unrealized +11.7%
EFA MSCI EAFE IShares Index Fund 0.2%
Value ($000) $5,520 Shares 78,509 Est. Cost $67.16 Unrealized
NI Nisource 0.2%
Value ($000) $5,519 Shares 215,000 Est. Cost $7.81 Unrealized +161.0%
DEO Diageo Plc ADR 0.2%
Value ($000) $5,463 Shares 37,411 Est. Cost $141.84 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,275 Shares 32,148 Est. Cost $76.09 Unrealized +71.2%
KMB Kimberly-Clark 0.2%
Value ($000) $5,235 Shares 43,389 Est. Cost $63.66 Unrealized +37.6%
MTB M&T Bank 0.2%
Value ($000) $5,145 Shares 30,089 Est. Cost $98.65 Unrealized +31.7%
INTC Intel 0.2%
Value ($000) $5,130 Shares 111,144 Est. Cost $18.88 Unrealized +93.6%
HSIC Henry Schein 0.2%
Value ($000) $5,127 Shares 73,372 Est. Cost $55.41 Unrealized +4.7%
BDX Becton Dickinson 0.2%
Value ($000) $5,052 Shares 23,599 Est. Cost $113.32 Unrealized +63.6%
CIGNA 0.2%
Value ($000) $4,994 Shares 24,591 Est. Cost $87.39 Unrealized
NVR Inc 0.2%
Value ($000) $4,912 Shares 1,400 Est. Cost $1623.01 Unrealized
TRV The Travelers Companies Inc 0.2%
Value ($000) $4,888 Shares 36,040 Est. Cost $73.34 Unrealized +50.7%
VGK Vanguard European Stock ETF 0.2%
Value ($000) $4,866 Shares 82,269 Est. Cost $54.15 Unrealized
D Dominion Energy 0.2%
Value ($000) $4,816 Shares 59,410 Est. Cost $35.51 Unrealized +58.9%
Store Capital Corp 0.2%
Value ($000) $4,538 Shares 174,282 Est. Cost $25.46 Unrealized
BA Boeing 0.2%
Value ($000) $4,534 Shares 15,375 Est. Cost $122.26 Unrealized +110.5%
MOS Mosaic Company 0.2%
Value ($000) $4,492 Shares 175,060 Est. Cost $22.14 Unrealized -8.8%
NEE NextEra Energy 0.2%
Value ($000) $4,358 Shares 27,901 Est. Cost $15.13 Unrealized +108.4%
SSNC SS & C Technologies 0.2%
Value ($000) $4,323 Shares 106,799 Est. Cost $31.77 Unrealized +28.3%
CTSH Cognizant Technology Solutions 0.2%
Value ($000) $4,294 Shares 60,468 Est. Cost $49.40 Unrealized +31.9%
TransCanada 0.2%
Value ($000) $4,170 Shares 85,741 Est. Cost $48.55 Unrealized
CME CME Group Inc 0.2%
Value ($000) $4,146 Shares 28,386 Est. Cost $40.54 Unrealized +160.1%
GILD Gilead Sciences 0.1%
Value ($000) $4,107 Shares 57,328 Est. Cost $52.26 Unrealized +7.0%
UNH United Health Group 0.1%
Value ($000) $4,107 Shares 18,627 Est. Cost $98.58 Unrealized +88.7%
EMR Emerson Electric 0.1%
Value ($000) $4,100 Shares 58,834 Est. Cost $40.49 Unrealized +31.6%
UTL Unitil Corp 0.1%
Value ($000) $4,039 Shares 88,534 Est. Cost $29.13 Unrealized +72.3%
ACN Accenture Plc Class A F 0.1%
Value ($000) $3,942 Shares 25,748 Est. Cost $83.60 Unrealized +53.8%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $3,941 Shares 38,622 Est. Cost $68.22 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.1%
Value ($000) $3,927 Shares 137,307 Est. Cost $18.03 Unrealized +11.7%
ADI Analog Devices 0.1%
Value ($000) $3,713 Shares 41,707 Est. Cost $34.91 Unrealized +118.0%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $3,583 Shares 76,032 Est. Cost $43.26 Unrealized
GIS General Mills 0.1%
Value ($000) $3,536 Shares 59,634 Est. Cost $32.39 Unrealized +25.2%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $3,505 Shares 26,397 Est. Cost $112.17 Unrealized
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $3,488 Shares 21,684 Est. Cost $126.81 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $3,374 Shares 8,228 Est. Cost $68.96 Unrealized +77.3%
V Visa Incorporated 0.1%
Value ($000) $3,328 Shares 29,186 Est. Cost $63.27 Unrealized +65.0%
BAX Baxter International 0.1%
Value ($000) $3,306 Shares 51,150 Est. Cost $35.92 Unrealized +55.3%
Aetna 0.1%
Value ($000) $3,072 Shares 17,027 Est. Cost $79.76 Unrealized
New Relic 0.1%
Value ($000) $3,067 Shares 53,090 Est. Cost $35.67 Unrealized
Spirit Realty Capital Inc. 0.1%
Value ($000) $3,026 Shares 352,650 Est. Cost $10.61 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $2,999 Shares 35,505 Est. Cost $45.61 Unrealized +65.0%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,976 Shares 1,000 Est. Cost $1832.18 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $2,973 Shares 19,211 Est. Cost $146.02 Unrealized
T AT & T 0.1%
Value ($000) $2,966 Shares 76,295 Est. Cost $12.29 Unrealized +24.1%
PYPL PayPal Holdings 0.1%
Value ($000) $2,912 Shares 39,558 Est. Cost $37.98 Unrealized +89.9%
NSC Norfolk Southern 0.1%
Value ($000) $2,900 Shares 20,016 Est. Cost $57.76 Unrealized +97.4%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $2,862 Shares 46,703 Est. Cost $32.67 Unrealized +42.2%
FISV Fiserv 0.1%
Value ($000) $2,835 Shares 21,622 Est. Cost $34.29 Unrealized +88.3%
FAST Fastenal 0.1%
Value ($000) $2,775 Shares 50,744 Est. Cost $7.99 Unrealized +25.7%
VGT Vanguard Information Techology 0.1%
Value ($000) $2,682 Shares 16,279 Est. Cost $107.71 Unrealized
Alerian MLP 0.1%
Value ($000) $2,682 Shares 248,605 Est. Cost $13.05 Unrealized
CHTR Charter Communications 0.1%
Value ($000) $2,670 Shares 7,946 Est. Cost $218.51 Unrealized +55.5%
VTR Ventas Inc REIT 0.1%
Value ($000) $2,616 Shares 43,599 Est. Cost $39.56 Unrealized +12.6%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $2,547 Shares 35,067 Est. Cost $78.48 Unrealized
PM Philip Morris International 0.1%
Value ($000) $2,336 Shares 22,115 Est. Cost $51.10 Unrealized +36.2%
EWBC East West Bancorp 0.1%
Value ($000) $2,268 Shares 37,277 Est. Cost $35.22 Unrealized +39.0%
DAL Delta Airlines 0.1%
Value ($000) $2,237 Shares 39,948 Est. Cost $35.79 Unrealized +33.5%
STZ Constellation Brands Inc Cl A 0.1%
Value ($000) $2,232 Shares 9,767 Est. Cost $58.82 Unrealized +223.2%
ORCL Oracle 0.1%
Value ($000) $2,201 Shares 46,555 Est. Cost $31.84 Unrealized +36.6%
MO Altria Group Inc 0.1%
Value ($000) $2,156 Shares 30,191 Est. Cost $24.09 Unrealized +52.1%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,112 Shares 13,856 Est. Cost $123.79 Unrealized
DXJ WisdomTree Japan Hedged EQ 0.1%
Value ($000) $2,104 Shares 35,458 Est. Cost $51.21 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,083 Shares 7 Est. Cost $177565.06 Unrealized +60.4%
Praxair 0.1%
Value ($000) $2,034 Shares 13,149 Est. Cost $116.67 Unrealized
JBHT Hunt JB Transport Services 0.1%
Value ($000) $2,006 Shares 17,449 Est. Cost $70.37 Unrealized +42.1%
WAT Waters Corp 0.1%
Value ($000) $1,961 Shares 10,150 Est. Cost $144.63 Unrealized +33.5%
Royal Dutch Shell B ADRF Spons 0.1%
Value ($000) $1,923 Shares 28,160 Est. Cost $58.95 Unrealized
Maxwell Tech 0.1%
Value ($000) $1,876 Shares 325,665 Est. Cost $5.16 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1,864 Shares 25,712 Est. Cost $67.19 Unrealized -16.3%
FSLR First Solar Inc 0.1%
Value ($000) $1,854 Shares 27,452 Est. Cost $54.70 Unrealized +7.2%
MuleSoft Inc. 0.1%
Value ($000) $1,832 Shares 78,775 Est. Cost $20.14 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $1,762 Shares 27,517 Est. Cost $43.70 Unrealized +12.1%
TXN Texas Instruments 0.1%
Value ($000) $1,754 Shares 16,790 Est. Cost $37.85 Unrealized +105.2%
MET Metlife Inc 0.1%
Value ($000) $1,700 Shares 33,630 Est. Cost $32.58 Unrealized +22.4%
Express Scripts Holding Compan 0.1%
Value ($000) $1,697 Shares 22,732 Est. Cost $72.41 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $1,673 Shares 4,584 Est. Cost $101.43 Unrealized +23.4%
WLK Westlake Chemical Corp 0.1%
Value ($000) $1,671 Shares 15,685 Est. Cost $42.80 Unrealized +91.1%
Peoples United Financial Inc 0.1%
Value ($000) $1,635 Shares 87,422 Est. Cost $15.69 Unrealized
SVB Financial Group 0.1%
Value ($000) $1,585 Shares 6,780 Est. Cost $190.97 Unrealized
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $1,583 Shares 9,179 Est. Cost $87.02 Unrealized
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,577 Shares 23,640 Est. Cost $78.15 Unrealized
Stericycle 0.1%
Value ($000) $1,577 Shares 23,200 Est. Cost $99.99 Unrealized
DUK Duke Energy 0.1%
Value ($000) $1,560 Shares 18,543 Est. Cost $42.35 Unrealized +47.9%
TRU Transunion 0.1%
Value ($000) $1,556 Shares 28,305 Est. Cost $42.15 Unrealized +21.8%
ITW Illinois Tool Works 0.1%
Value ($000) $1,550 Shares 9,290 Est. Cost $60.15 Unrealized +117.5%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,543 Shares 11,243 Est. Cost $97.59 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $1,517 Shares 28,165 Est. Cost $23.13 Unrealized +84.4%
BIIB Biogen Inc 0.1%
Value ($000) $1,458 Shares 4,577 Est. Cost $293.81 Unrealized +9.2%
Umpqua Holdings Corp 0.1%
Value ($000) $1,420 Shares 68,290 Est. Cost $20.79 Unrealized
PCH Potlatch Corporation 0.1%
Value ($000) $1,413 Shares 28,326 Est. Cost $36.34 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $1,413 Shares 19,183 Est. Cost $57.60 Unrealized -4.3%
SEDG SolarEdge Technologies Inc 0.1%
Value ($000) $1,405 Shares 37,415 Est. Cost $17.72 Unrealized +94.4%
AJG Arthur J Gallagher 0.1%
Value ($000) $1,403 Shares 22,164 Est. Cost $37.45 Unrealized +51.8%
SLAB Silicon Laboratories Inc 0.0%
Value ($000) $1,378 Shares 15,610 Est. Cost $72.88 Unrealized +23.3%
LECO Lincoln Electric 0.0%
Value ($000) $1,372 Shares 14,980 Est. Cost $77.89 Unrealized +17.4%
OMC Omnicom 0.0%
Value ($000) $1,357 Shares 18,628 Est. Cost $50.86 Unrealized +5.4%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,317 Shares 17,625 Est. Cost $13.08 Unrealized -13.4%
AMGN Amgen 0.0%
Value ($000) $1,263 Shares 7,264 Est. Cost $104.99 Unrealized +31.6%
HP Helmerich & Payne 0.0%
Value ($000) $1,241 Shares 19,200 Est. Cost $63.39 Unrealized -11.6%
GTT Communications Inc 0.0%
Value ($000) $1,235 Shares 26,300 Est. Cost $16.72 Unrealized
ZION Zions Bancorp 0.0%
Value ($000) $1,227 Shares 24,140 Est. Cost $36.73 Unrealized +30.4%
AXGN Axogen Inc 0.0%
Value ($000) $1,225 Shares 43,280 Est. Cost $12.97 Unrealized +82.0%
Allergan PLC 0.0%
Value ($000) $1,200 Shares 7,333 Est. Cost $237.90 Unrealized
IRM Iron Mountain 0.0%
Value ($000) $1,192 Shares 31,585 Est. Cost $20.94 Unrealized +20.4%
CHD Church & Dwight 0.0%
Value ($000) $1,191 Shares 23,740 Est. Cost $35.92 Unrealized +17.9%
ROST Ross Stores 0.0%
Value ($000) $1,187 Shares 14,796 Est. Cost $46.16 Unrealized +39.7%
WRB WR Berkley Corporation 0.0%
Value ($000) $1,172 Shares 16,356 Est. Cost $10.79 Unrealized +57.4%
TGT Target 0.0%
Value ($000) $1,168 Shares 17,903 Est. Cost $50.25 Unrealized -4.3%
MDT Medtronic PLC 0.0%
Value ($000) $1,161 Shares 14,372 Est. Cost $58.20 Unrealized +11.7%
DHI D R Horton Inc 0.0%
Value ($000) $1,140 Shares 22,330 Est. Cost $22.32 Unrealized +90.8%
INTU Intuit 0.0%
Value ($000) $1,099 Shares 6,963 Est. Cost $67.00 Unrealized +115.2%
Potash Corp of Saskatchewan 0.0%
Value ($000) $1,098 Shares 53,163 Est. Cost $28.80 Unrealized
Anadarko 0.0%
Value ($000) $1,089 Shares 20,305 Est. Cost $86.09 Unrealized
SYY Sysco 0.0%
Value ($000) $1,072 Shares 17,649 Est. Cost $28.22 Unrealized +62.3%
Salesforce.com Inc 0.0%
Value ($000) $1,066 Shares 10,432 Est. Cost $89.91 Unrealized
MTDR Matador Resources Co 0.0%
Value ($000) $1,050 Shares 33,745 Est. Cost $24.24 Unrealized +13.2%
ALNY Alnylam Pharmaceuticals 0.0%
Value ($000) $1,046 Shares 8,235 Est. Cost $65.80 Unrealized +91.0%
IJH iShares S&P MidCap 400 Index 0.0%
Value ($000) $1,043 Shares 5,493 Est. Cost $169.30 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $1,041 Shares 16,140 Est. Cost $31.52 Unrealized +34.5%
National Instruments 0.0%
Value ($000) $1,034 Shares 24,832 Est. Cost $27.65 Unrealized
Discover Financial Services 0.0%
Value ($000) $1,027 Shares 13,348 Est. Cost $60.62 Unrealized
NGD New Gold Inc 0.0%
Value ($000) $1,015 Shares 308,610 Est. Cost $3.16 Unrealized +6.4%
PacWest Bancorp 0.0%
Value ($000) $997 Shares 19,785 Est. Cost $50.47 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $989 Shares 10,810 Est. Cost $37.53 Unrealized +101.8%
MHK Mohawk Industries Inc 0.0%
Value ($000) $988 Shares 3,580 Est. Cost $202.46 Unrealized +32.5%
Brookfield Asset Management In 0.0%
Value ($000) $968 Shares 22,223 Est. Cost $36.83 Unrealized
Genesee & Wyoming CL A Class A 0.0%
Value ($000) $965 Shares 12,255 Est. Cost $69.92 Unrealized
JCI Johnson Controls 0.0%
Value ($000) $906 Shares 23,784 Est. Cost $33.31 Unrealized -2.6%
Straight Path Comm-B 0.0%
Value ($000) $893 Shares 4,910 Est. Cost $36.01 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $858 Shares 41,550 Est. Cost $50.93 Unrealized
SunTrust Banks 0.0%
Value ($000) $847 Shares 13,115 Est. Cost $64.58 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $838 Shares 8,850 Est. Cost $47.20 Unrealized +60.5%
WMT Wal-Mart 0.0%
Value ($000) $833 Shares 8,435 Est. Cost $20.59 Unrealized +30.3%
VFC V F Corp 0.0%
Value ($000) $815 Shares 11,010 Est. Cost $56.99 Unrealized +15.9%
PRLB Proto Labs Inc 0.0%
Value ($000) $799 Shares 7,755 Est. Cost $72.28 Unrealized +24.1%
PAYX Paychex 0.0%
Value ($000) $796 Shares 11,687 Est. Cost $27.23 Unrealized +89.6%
CCOI Cogent Communications Group 0.0%
Value ($000) $796 Shares 17,578 Est. Cost $18.42 Unrealized +70.6%
TPR Tapestry Inc 0.0%
Value ($000) $796 Shares 18,000 Est. Cost $32.95 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $766 Shares 6,350 Est. Cost $99.53 Unrealized +6.3%
PPG PPG Industries 0.0%
Value ($000) $760 Shares 6,509 Est. Cost $79.74 Unrealized +24.2%
SPG Simon Property Group 0.0%
Value ($000) $757 Shares 4,406 Est. Cost $94.88 Unrealized +10.4%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $734 Shares 4,941 Est. Cost $106.71 Unrealized
BlackRock Inc 0.0%
Value ($000) $732 Shares 1,425 Est. Cost $361.22 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $717 Shares 28,196 Est. Cost $18.60 Unrealized
HCSG Healthcare Services 0.0%
Value ($000) $715 Shares 13,570 Est. Cost $23.05 Unrealized +127.3%
AMT Amer Tower Cl A 0.0%
Value ($000) $711 Shares 4,987 Est. Cost $79.61 Unrealized +45.4%
Inphi Corp 0.0%
Value ($000) $708 Shares 19,345 Est. Cost $36.60 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $692 Shares 5,675 Est. Cost $108.50 Unrealized
LNC Lincoln National 0.0%
Value ($000) $684 Shares 8,900 Est. Cost $35.63 Unrealized +50.9%
WPC WP Carey Inc 0.0%
Value ($000) $680 Shares 9,875 Est. Cost $63.75 Unrealized
IP International Paper 0.0%
Value ($000) $679 Shares 11,719 Est. Cost $26.25 Unrealized +43.2%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $672 Shares 3,967 Est. Cost $68.66 Unrealized +99.4%
WBS Webster Financial 0.0%
Value ($000) $659 Shares 11,740 Est. Cost $24.92 Unrealized +119.6%
HSY Hershey Foods 0.0%
Value ($000) $654 Shares 5,762 Est. Cost $73.67 Unrealized +23.0%
AFL AFLAC 0.0%
Value ($000) $640 Shares 7,286 Est. Cost $24.48 Unrealized +44.2%
Kellogg 0.0%
Value ($000) $635 Shares 9,347 Est. Cost $40.11 Unrealized +11.5%
CDK Global Inc 0.0%
Value ($000) $620 Shares 8,696 Est. Cost $43.11 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $612 Shares 6,131 Est. Cost $40.35 Unrealized +86.6%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $590 Shares 3,255 Est. Cost $127.54 Unrealized +37.7%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $578 Shares 5,507 Est. Cost $54.14 Unrealized +32.5%
CHKP Check Point Software 0.0%
Value ($000) $575 Shares 5,550 Est. Cost $48.11 Unrealized +125.7%
FIVN Five9 Inc 0.0%
Value ($000) $549 Shares 22,050 Est. Cost $14.32 Unrealized +72.2%
GLW Corning 0.0%
Value ($000) $548 Shares 17,130 Est. Cost $17.34 Unrealized +45.5%
HWC Hancock Holding 0.0%
Value ($000) $520 Shares 10,500 Est. Cost $28.84 Unrealized +71.4%
AZO AutoZone Inc 0.0%
Value ($000) $516 Shares 726 Est. Cost $525.16 Unrealized +21.7%
CATY Cathay Bancorp 0.0%
Value ($000) $515 Shares 12,204 Est. Cost $14.21 Unrealized +124.6%
PEG Public Service Enterprise 0.0%
Value ($000) $498 Shares 9,672 Est. Cost $28.55 Unrealized +33.9%
WM Waste Management 0.0%
Value ($000) $486 Shares 5,629 Est. Cost $49.58 Unrealized +42.7%
GWW Grainger W W 0.0%
Value ($000) $484 Shares 2,047 Est. Cost $207.65 Unrealized -11.1%
Ingersoll-Rand PLC 0.0%
Value ($000) $483 Shares 5,420 Est. Cost $75.40 Unrealized
NEM Newmont Mng 0.0%
Value ($000) $478 Shares 12,740 Est. Cost $29.13 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $475 Shares 4,697 Est. Cost $51.59 Unrealized +34.3%
Dunkin Brands 0.0%
Value ($000) $475 Shares 7,365 Est. Cost $45.01 Unrealized
Powershares QQQ Trust Series 1 0.0%
Value ($000) $474 Shares 3,040 Est. Cost $136.90 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $447 Shares 3,316 Est. Cost $82.73 Unrealized
BXP Boston Properties 0.0%
Value ($000) $445 Shares 3,425 Est. Cost $83.74 Unrealized +4.2%
PSMT Pricemart Inc 0.0%
Value ($000) $436 Shares 5,065 Est. Cost $76.63 Unrealized 0.0%
Kansas City Southern Inds 0.0%
Value ($000) $436 Shares 4,145 Est. Cost $103.31 Unrealized
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $416 Shares 3,343 Est. Cost $103.05 Unrealized
Cooper Companies 0.0%
Value ($000) $414 Shares 1,900 Est. Cost $159.15 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $409 Shares 5,010 Est. Cost $41.91 Unrealized +62.8%
GS Goldman Sachs 0.0%
Value ($000) $409 Shares 1,605 Est. Cost $155.27 Unrealized +32.1%
HPQ Hewlett-Packard 0.0%
Value ($000) $408 Shares 19,430 Est. Cost $9.67 Unrealized +67.9%
SJM Smucker 0.0%
Value ($000) $408 Shares 3,284 Est. Cost $72.00 Unrealized +19.1%
Pretium Resources 0.0%
Value ($000) $388 Shares 34,035 Est. Cost $9.26 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $374 Shares 1,685 Est. Cost $135.62 Unrealized +67.5%
Bunge Limited 0.0%
Value ($000) $371 Shares 5,525 Est. Cost $67.15 Unrealized
IGV iShares S&P NA Tech-Soft IF 0.0%
Value ($000) $371 Shares 2,400 Est. Cost $146.25 Unrealized
Varian Medical 0.0%
Value ($000) $358 Shares 3,217 Est. Cost $69.29 Unrealized
XLK Select Sector S&P Technology I 0.0%
Value ($000) $357 Shares 5,585 Est. Cost $43.12 Unrealized
CLX Clorox 0.0%
Value ($000) $357 Shares 2,399 Est. Cost $100.92 Unrealized +6.5%
JD JD.Com Inc-ADR 0.0%
Value ($000) $352 Shares 8,500 Est. Cost $41.41 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $349 Shares 929 Est. Cost $374.62 Unrealized +7.5%
MAR Marriott International 0.0%
Value ($000) $348 Shares 2,567 Est. Cost $69.39 Unrealized +65.3%
DGS WisdomTree EM Small Cap 0.0%
Value ($000) $343 Shares 6,570 Est. Cost $47.12 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $341 Shares 4,000 Est. Cost $77.58 Unrealized +11.5%
VDE Vanguard Energy ETF 0.0%
Value ($000) $340 Shares 3,437 Est. Cost $92.40 Unrealized
PGR Progressive 0.0%
Value ($000) $336 Shares 5,961 Est. Cost $24.47 Unrealized +63.3%
DGX Quest Diagnostics 0.0%
Value ($000) $334 Shares 3,392 Est. Cost $46.52 Unrealized +73.4%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $334 Shares 7,448 Est. Cost $39.52 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $328 Shares 65,038 Est. Cost $4.50 Unrealized +21.6%
KTOS Kratos Defense & Security 0.0%
Value ($000) $324 Shares 30,603 Est. Cost $6.36 Unrealized +79.4%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $323 Shares 3,891 Est. Cost $70.39 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $319 Shares 1,279 Est. Cost $153.13 Unrealized +30.0%
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $313 Shares 5,825 Est. Cost $42.83 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $311 Shares 3,656 Est. Cost $40.67 Unrealized +57.6%
HSBC HSBC Holding Plc 0.0%
Value ($000) $310 Shares 6,000 Est. Cost $40.83 Unrealized
MORN MorningStar Inc 0.0%
Value ($000) $308 Shares 3,181 Est. Cost $68.45 Unrealized +31.5%
Spirit AeroSystems Holdings In 0.0%
Value ($000) $305 Shares 3,500 Est. Cost $87.14 Unrealized
ABBNY ABB Ltd ADR 0.0%
Value ($000) $304 Shares 11,324 Est. Cost $25.00 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $301 Shares 3,382 Est. Cost $44.62 Unrealized +50.9%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $299 Shares 2,023 Est. Cost $136.09 Unrealized
PNR Pentair Plc 0.0%
Value ($000) $299 Shares 4,240 Est. Cost $36.31 Unrealized +14.0%
PSA Public Storage 0.0%
Value ($000) $294 Shares 1,407 Est. Cost $146.67 Unrealized +3.2%
iShares MSCI Germany 0.0%
Value ($000) $287 Shares 10,000 Est. Cost $25.04 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $284 Shares 4,275 Est. Cost $41.59 Unrealized +24.3%
VRAYQ ViewRay Inc 0.0%
Value ($000) $280 Shares 30,185 Est. Cost $8.00 Unrealized 0.0%
Guggenheim S&P Equal Weight ET 0.0%
Value ($000) $277 Shares 2,737 Est. Cost $95.55 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $276 Shares 11,765 Est. Cost $19.00 Unrealized 0.0%
MCHP Microchip Technology 0.0%
Value ($000) $275 Shares 3,125 Est. Cost $19.20 Unrealized +102.6%
GATX GATX Corp 0.0%
Value ($000) $272 Shares 4,375 Est. Cost $35.78 Unrealized +42.9%
DB Deutsche Bank 0.0%
Value ($000) $266 Shares 14,000 Est. Cost $15.33 Unrealized +2.6%
UPS United Parcel Service Class B 0.0%
Value ($000) $258 Shares 2,168 Est. Cost $86.27 Unrealized 0.0%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $258 Shares 9,234 Est. Cost $22.91 Unrealized
Boingo Wireless Inc 0.0%
Value ($000) $258 Shares 11,470 Est. Cost $22.49 Unrealized
HIG Hartford Financial 0.0%
Value ($000) $257 Shares 4,565 Est. Cost $38.27 Unrealized +21.8%
BIDU Baidu Inc 0.0%
Value ($000) $251 Shares 1,070 Est. Cost $247.66 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $250 Shares 1,113 Est. Cost $171.40 Unrealized +11.7%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $244 Shares 17,000 Est. Cost $7.23 Unrealized +52.8%
EQT EQT Corp 0.0%
Value ($000) $244 Shares 4,290 Est. Cost $37.67 Unrealized -19.7%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $239 Shares 3,155 Est. Cost $58.63 Unrealized
Energy Transfer Partners LP 0.0%
Value ($000) $226 Shares 12,637 Est. Cost $20.38 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $225 Shares 837 Est. Cost $210.78 Unrealized
ALK Alaska Air 0.0%
Value ($000) $225 Shares 3,061 Est. Cost $76.19 Unrealized -11.2%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $221 Shares 1,525 Est. Cost $24.33 Unrealized 0.0%
XEL XCEL Energy 0.0%
Value ($000) $215 Shares 4,460 Est. Cost $32.23 Unrealized +19.7%
The Blackstone Group 0.0%
Value ($000) $210 Shares 6,550 Est. Cost $33.41 Unrealized
RLJ Entertainment Inc 0.0%
Value ($000) $206 Shares 56,300 Est. Cost $1.61 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $203 Shares 2,846 Est. Cost $60.32 Unrealized 0.0%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $203 Shares 4,716 Est. Cost $45.25 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $202 Shares 1,790 Est. Cost $36.50 Unrealized +0.5%
BR Broadridge Financial Solutions 0.0%
Value ($000) $201 Shares 2,215 Est. Cost $76.08 Unrealized 0.0%
FSP Franklin Street Properties Cor 0.0%
Value ($000) $112 Shares 10,414 Est. Cost $13.20 Unrealized
FPI Farmland Partners Inc 0.0%
Value ($000) $89 Shares 10,200 Est. Cost $11.16 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $76 Shares 1,700 Est. Cost $30.89 Unrealized