Ashfield Capital Partners as of Sept. 30, 2017
Portfolio Holdings for Ashfield Capital Partners
Ashfield Capital Partners holds 248 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $39M | 256k | 154.12 | |
| Microsoft Corporation (MSFT) | 3.1 | $23M | 313k | 74.49 | |
| Visa (V) | 2.2 | $16M | 155k | 105.24 | |
| Align Technology (ALGN) | 2.2 | $16M | 87k | 186.26 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $15M | 16k | 959.09 | |
| Johnson & Johnson (JNJ) | 1.9 | $14M | 109k | 130.01 | |
| Chevron Corporation (CVX) | 1.9 | $14M | 120k | 117.50 | |
| Intel Corporation (INTC) | 1.7 | $13M | 337k | 38.08 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $13M | 13k | 973.71 | |
| Home Depot (HD) | 1.6 | $12M | 75k | 163.55 | |
| Union Pacific Corporation (UNP) | 1.6 | $12M | 100k | 115.97 | |
| Accenture (ACN) | 1.5 | $12M | 85k | 135.07 | |
| Amgen (AMGN) | 1.5 | $11M | 61k | 186.45 | |
| Amazon (AMZN) | 1.5 | $11M | 12k | 961.35 | |
| 3M Company (MMM) | 1.4 | $11M | 52k | 209.90 | |
| Facebook Inc cl a (META) | 1.4 | $10M | 61k | 170.87 | |
| Celgene Corporation | 1.4 | $10M | 70k | 145.82 | |
| Abbvie (ABBV) | 1.3 | $10M | 113k | 88.86 | |
| Walt Disney Company (DIS) | 1.3 | $9.8M | 99k | 98.57 | |
| Procter & Gamble Company (PG) | 1.3 | $9.7M | 107k | 90.98 | |
| Analog Devices (ADI) | 1.3 | $9.5M | 110k | 86.17 | |
| Vanguard High Dividend Yield ETF (VYM) | 1.3 | $9.5M | 117k | 81.07 | |
| UnitedHealth (UNH) | 1.3 | $9.4M | 48k | 195.84 | |
| Danaher Corporation (DHR) | 1.2 | $8.6M | 101k | 85.78 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $8.6M | 45k | 189.19 | |
| Cerner Corporation | 1.1 | $8.5M | 119k | 71.32 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $8.2M | 55k | 149.18 | |
| Honeywell International (HON) | 1.1 | $7.8M | 55k | 141.74 | |
| Costco Wholesale Corporation (COST) | 1.0 | $7.6M | 46k | 164.29 | |
| General Electric Company | 1.0 | $7.2M | 298k | 24.18 | |
| V.F. Corporation (VFC) | 0.9 | $7.1M | 112k | 63.57 | |
| McDonald's Corporation (MCD) | 0.9 | $7.0M | 45k | 156.69 | |
| Schlumberger (SLB) | 0.9 | $6.8M | 97k | 69.76 | |
| Crown Castle Intl (CCI) | 0.9 | $6.8M | 68k | 99.98 | |
| Henry Schein (HSIC) | 0.9 | $6.7M | 82k | 81.99 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $6.7M | 70k | 94.78 | |
| Caterpillar (CAT) | 0.9 | $6.6M | 53k | 124.72 | |
| Rockwell Collins | 0.9 | $6.6M | 51k | 130.70 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $6.3M | 77k | 81.99 | |
| Walgreen Boots Alliance | 0.8 | $6.0M | 78k | 77.22 | |
| Abbott Laboratories (ABT) | 0.8 | $5.9M | 111k | 53.36 | |
| Carter's (CRI) | 0.8 | $5.9M | 60k | 98.74 | |
| Cisco Systems (CSCO) | 0.8 | $5.7M | 168k | 33.63 | |
| Merck & Co (MRK) | 0.7 | $5.5M | 86k | 64.03 | |
| BlackRock | 0.7 | $5.4M | 12k | 447.13 | |
| Stanley Black & Decker (SWK) | 0.7 | $5.5M | 36k | 150.96 | |
| Wells Fargo & Company (WFC) | 0.7 | $5.5M | 99k | 55.15 | |
| Silicon Motion Technology (SIMO) | 0.7 | $5.3M | 111k | 48.03 | |
| At&t (T) | 0.7 | $5.2M | 132k | 39.17 | |
| Sherwin-Williams Company (SHW) | 0.7 | $4.9M | 14k | 358.06 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.6M | 105k | 43.74 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.6 | $4.5M | 14k | 333.56 | |
| Welltower Inc Com reit (WELL) | 0.6 | $4.5M | 63k | 70.28 | |
| Wal-Mart Stores (WMT) | 0.6 | $4.4M | 56k | 78.14 | |
| Starbucks Corporation (SBUX) | 0.6 | $4.4M | 81k | 53.71 | |
| Anheuser-Busch InBev NV (BUD) | 0.6 | $4.3M | 36k | 119.31 | |
| Estee Lauder Companies (EL) | 0.6 | $4.2M | 39k | 107.84 | |
| Pioneer Natural Resources | 0.6 | $4.1M | 28k | 147.56 | |
| Rydex S&P Equal Weight ETF | 0.6 | $4.2M | 44k | 95.53 | |
| Illinois Tool Works (ITW) | 0.6 | $4.1M | 28k | 147.95 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $4.0M | 31k | 129.53 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $3.7M | 21k | 175.03 | |
| priceline.com Incorporated | 0.5 | $3.6M | 2.0k | 1830.60 | |
| Expeditors International of Washington (EXPD) | 0.5 | $3.5M | 59k | 59.86 | |
| Pfizer (PFE) | 0.5 | $3.4M | 94k | 35.71 | |
| Automatic Data Processing (ADP) | 0.5 | $3.3M | 31k | 109.32 | |
| Nike (NKE) | 0.5 | $3.4M | 65k | 51.84 | |
| American Water Works (AWK) | 0.4 | $3.3M | 41k | 80.92 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.4 | $3.3M | 51k | 64.70 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.4 | $3.3M | 60k | 54.73 | |
| Red Hat | 0.4 | $3.2M | 29k | 110.86 | |
| Stryker Corporation (SYK) | 0.4 | $3.1M | 22k | 142.01 | |
| Oracle Corporation (ORCL) | 0.4 | $3.1M | 65k | 48.34 | |
| Alibaba Group Holding (BABA) | 0.4 | $3.1M | 18k | 172.72 | |
| Boeing Company (BA) | 0.4 | $3.1M | 12k | 254.23 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $2.8M | 23k | 121.24 | |
| AFLAC Incorporated (AFL) | 0.4 | $2.7M | 34k | 81.38 | |
| International Business Machines (IBM) | 0.4 | $2.8M | 19k | 145.09 | |
| Dover Corporation (DOV) | 0.4 | $2.7M | 29k | 91.38 | |
| Mettler-Toledo International (MTD) | 0.3 | $2.5M | 4.0k | 626.26 | |
| Shire | 0.3 | $2.5M | 16k | 153.14 | |
| Alerian Mlp Etf | 0.3 | $2.4M | 217k | 11.22 | |
| Praxair | 0.3 | $2.4M | 17k | 139.75 | |
| Claymore Exchange Trd Fd Tr gug bull2018 e | 0.3 | $2.3M | 109k | 21.19 | |
| Fiserv (FI) | 0.3 | $2.3M | 18k | 128.93 | |
| Franklin Resources (BEN) | 0.3 | $2.1M | 48k | 44.51 | |
| Philip Morris International (PM) | 0.3 | $2.2M | 20k | 111.00 | |
| TJX Companies (TJX) | 0.3 | $2.2M | 30k | 73.73 | |
| Netflix (NFLX) | 0.3 | $2.1M | 11k | 181.35 | |
| Vanguard European ETF (VGK) | 0.3 | $2.1M | 36k | 58.34 | |
| Express Scripts Holding | 0.3 | $2.1M | 33k | 63.31 | |
| Verizon Communications (VZ) | 0.3 | $2.0M | 40k | 49.48 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $2.0M | 18k | 110.16 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $2.0M | 27k | 72.53 | |
| Ameriprise Financial (AMP) | 0.3 | $2.0M | 13k | 148.48 | |
| Pepsi (PEP) | 0.3 | $1.9M | 17k | 111.46 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $1.9M | 28k | 68.49 | |
| Becton, Dickinson and (BDX) | 0.2 | $1.9M | 9.5k | 195.93 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.8M | 15k | 117.70 | |
| General Mills (GIS) | 0.2 | $1.8M | 35k | 51.76 | |
| United Technologies Corporation | 0.2 | $1.8M | 16k | 116.07 | |
| Clorox Company (CLX) | 0.2 | $1.8M | 14k | 131.90 | |
| Enbridge (ENB) | 0.2 | $1.8M | 43k | 41.83 | |
| SYSCO Corporation (SYY) | 0.2 | $1.7M | 31k | 53.94 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $1.7M | 20k | 84.67 | |
| iShares Barclays Agency Bond Fund (AGZ) | 0.2 | $1.7M | 15k | 113.66 | |
| Comcast Corporation (CMCSA) | 0.2 | $1.6M | 43k | 38.47 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | 26k | 63.73 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 18k | 89.61 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $1.7M | 19k | 86.23 | |
| U.S. Bancorp (USB) | 0.2 | $1.6M | 30k | 53.59 | |
| Air Products & Chemicals (APD) | 0.2 | $1.6M | 11k | 151.18 | |
| Blackstone | 0.2 | $1.5M | 45k | 33.38 | |
| Sap (SAP) | 0.2 | $1.5M | 14k | 109.64 | |
| Rockwell Automation (ROK) | 0.2 | $1.5M | 8.5k | 178.19 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | 15k | 95.53 | |
| Altria (MO) | 0.2 | $1.4M | 22k | 63.42 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $1.4M | 37k | 38.82 | |
| Intuit (INTU) | 0.2 | $1.4M | 9.6k | 142.12 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $1.4M | 17k | 83.09 | |
| Claymore Exchange Trd Fd Tr gug bull2019 e | 0.2 | $1.3M | 63k | 21.25 | |
| American Express Company (AXP) | 0.2 | $1.3M | 14k | 90.48 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | 7.1k | 178.78 | |
| Xilinx | 0.2 | $1.2M | 17k | 70.83 | |
| Novartis (NVS) | 0.2 | $1.3M | 15k | 85.82 | |
| GlaxoSmithKline | 0.2 | $1.3M | 32k | 40.61 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.3M | 16k | 79.80 | |
| Alliant Energy Corporation (LNT) | 0.2 | $1.2M | 30k | 41.57 | |
| Paypal Holdings (PYPL) | 0.2 | $1.3M | 20k | 64.04 | |
| Fortive (FTV) | 0.2 | $1.3M | 18k | 70.82 | |
| Telus Ord (TU) | 0.2 | $1.2M | 33k | 35.96 | |
| Claymore Exchange-traded Fd gugg crp bd 2017 | 0.2 | $1.2M | 53k | 22.61 | |
| Bce (BCE) | 0.1 | $1.1M | 24k | 46.84 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $1.1M | 8.1k | 141.36 | |
| Claymore Exchange Trd Fd Tr gug bull2020 e | 0.1 | $1.1M | 51k | 21.50 | |
| Dowdupont | 0.1 | $1.1M | 17k | 69.21 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $1.1M | 13k | 83.35 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | 3.6k | 287.68 | |
| Nucor Corporation (NUE) | 0.1 | $1.0M | 18k | 56.02 | |
| Jacobs Engineering | 0.1 | $1.0M | 17k | 58.25 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.1M | 25k | 43.55 | |
| Ambev Sa- (ABEV) | 0.1 | $1.1M | 161k | 6.59 | |
| Ferrari Nv Ord (RACE) | 0.1 | $1.1M | 9.6k | 110.49 | |
| Duke Energy (DUK) | 0.1 | $981k | 12k | 83.88 | |
| State Street Corporation (STT) | 0.1 | $925k | 9.7k | 95.54 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $918k | 5.0k | 183.42 | |
| Consolidated Edison (ED) | 0.1 | $900k | 11k | 80.68 | |
| Deere & Company (DE) | 0.1 | $889k | 7.1k | 125.62 | |
| Lowe's Companies (LOW) | 0.1 | $900k | 11k | 79.97 | |
| Tesla Motors (TSLA) | 0.1 | $927k | 2.7k | 341.19 | |
| PowerShares Fin. Preferred Port. | 0.1 | $880k | 46k | 18.98 | |
| Coca-Cola Company (KO) | 0.1 | $804k | 18k | 45.02 | |
| H&R Block (HRB) | 0.1 | $794k | 30k | 26.47 | |
| Varian Medical Systems | 0.1 | $790k | 7.9k | 100.05 | |
| Aware (AWRE) | 0.1 | $814k | 175k | 4.65 | |
| Mondelez Int (MDLZ) | 0.1 | $792k | 20k | 40.65 | |
| Colgate-Palmolive Company (CL) | 0.1 | $722k | 9.9k | 72.87 | |
| Biogen Idec (BIIB) | 0.1 | $718k | 2.3k | 313.26 | |
| Omni (OMC) | 0.1 | $720k | 9.7k | 74.07 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $725k | 7.7k | 93.67 | |
| Raymond James Financial (RJF) | 0.1 | $715k | 8.5k | 84.37 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $738k | 8.3k | 88.72 | |
| Claymore Exchange Trd Fd Tr gug blt2018 hy | 0.1 | $745k | 29k | 25.33 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.1 | $716k | 12k | 60.94 | |
| Dentsply Sirona (XRAY) | 0.1 | $759k | 13k | 59.83 | |
| SEI Investments Company (SEIC) | 0.1 | $672k | 11k | 61.05 | |
| Emerson Electric (EMR) | 0.1 | $652k | 10k | 62.87 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $686k | 11k | 64.17 | |
| Rydex S&P Equal Weight Technology | 0.1 | $696k | 5.2k | 135.12 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $648k | 9.2k | 70.74 | |
| Ecolab (ECL) | 0.1 | $609k | 4.7k | 128.59 | |
| FedEx Corporation (FDX) | 0.1 | $575k | 2.6k | 225.49 | |
| T. Rowe Price (TROW) | 0.1 | $580k | 6.4k | 90.62 | |
| eBay (EBAY) | 0.1 | $571k | 15k | 38.43 | |
| Royal Dutch Shell | 0.1 | $619k | 10k | 60.54 | |
| Fastenal Company (FAST) | 0.1 | $602k | 13k | 45.61 | |
| American States Water Company (AWR) | 0.1 | $576k | 12k | 49.28 | |
| Tor Dom Bk Cad (TD) | 0.1 | $603k | 11k | 56.27 | |
| Prologis (PLD) | 0.1 | $588k | 9.3k | 63.43 | |
| Aetna | 0.1 | $521k | 3.3k | 158.89 | |
| Cintas Corporation (CTAS) | 0.1 | $498k | 3.5k | 144.35 | |
| Flowserve Corporation (FLS) | 0.1 | $490k | 12k | 42.59 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $496k | 4.3k | 115.35 | |
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $512k | 12k | 43.39 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $510k | 5.8k | 87.93 | |
| Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 0.1 | $487k | 23k | 21.36 | |
| Harris Corporation | 0.1 | $477k | 3.6k | 131.77 | |
| Akamai Technologies (AKAM) | 0.1 | $458k | 9.4k | 48.67 | |
| Allstate Corporation (ALL) | 0.1 | $420k | 4.6k | 91.96 | |
| Anadarko Petroleum Corporation | 0.1 | $469k | 9.6k | 48.88 | |
| ConocoPhillips (COP) | 0.1 | $427k | 8.5k | 50.05 | |
| Halliburton Company (HAL) | 0.1 | $427k | 9.3k | 45.98 | |
| Marsh & McLennan Companies | 0.1 | $448k | 5.3k | 83.77 | |
| FMC Corporation (FMC) | 0.1 | $416k | 4.7k | 89.39 | |
| Cimarex Energy | 0.1 | $438k | 3.9k | 113.59 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $468k | 3.2k | 145.34 | |
| SPDR S&P Dividend (SDY) | 0.1 | $420k | 4.6k | 91.30 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $437k | 3.0k | 147.14 | |
| Palo Alto Networks (PANW) | 0.1 | $433k | 3.0k | 144.09 | |
| Chubb (CB) | 0.1 | $448k | 3.1k | 142.54 | |
| BP (BP) | 0.1 | $346k | 9.0k | 38.46 | |
| Broadridge Financial Solutions (BR) | 0.1 | $337k | 4.2k | 80.89 | |
| Clean Harbors (CLH) | 0.1 | $349k | 6.2k | 56.73 | |
| Dominion Resources (D) | 0.1 | $372k | 4.8k | 76.88 | |
| Helmerich & Payne (HP) | 0.1 | $395k | 7.6k | 52.10 | |
| Williams-Sonoma (WSM) | 0.1 | $337k | 6.8k | 49.93 | |
| Nextera Energy (NEE) | 0.1 | $338k | 2.3k | 146.77 | |
| Westar Energy | 0.1 | $338k | 6.8k | 49.62 | |
| CenterPoint Energy (CNP) | 0.1 | $394k | 14k | 29.24 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $345k | 6.6k | 52.67 | |
| Vanguard Growth ETF (VUG) | 0.1 | $376k | 2.8k | 132.63 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $356k | 3.5k | 101.71 | |
| Vaneck Vectors Etf Tr high income infr | 0.1 | $391k | 28k | 14.19 | |
| Energy Transfer Partners | 0.1 | $394k | 22k | 18.28 | |
| Corning Incorporated (GLW) | 0.0 | $314k | 11k | 29.90 | |
| Health Care SPDR (XLV) | 0.0 | $297k | 3.6k | 81.82 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $333k | 1.3k | 251.32 | |
| Paychex (PAYX) | 0.0 | $287k | 4.8k | 59.87 | |
| Simpson Manufacturing (SSD) | 0.0 | $262k | 5.3k | 49.05 | |
| Raytheon Company | 0.0 | $303k | 1.6k | 186.58 | |
| Qualcomm (QCOM) | 0.0 | $272k | 5.2k | 51.89 | |
| VMware | 0.0 | $300k | 2.8k | 109.09 | |
| Rbc Cad (RY) | 0.0 | $294k | 3.8k | 77.37 | |
| PowerShares Build America Bond Portfolio | 0.0 | $283k | 9.3k | 30.35 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $296k | 6.2k | 47.77 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $266k | 9.3k | 28.49 | |
| Goldman Sachs (GS) | 0.0 | $226k | 952.00 | 237.39 | |
| MasterCard Incorporated (MA) | 0.0 | $225k | 1.6k | 141.07 | |
| Western Union Company (WU) | 0.0 | $198k | 10k | 19.16 | |
| Moody's Corporation (MCO) | 0.0 | $248k | 1.8k | 139.48 | |
| CSX Corporation (CSX) | 0.0 | $244k | 4.5k | 54.22 | |
| Eli Lilly & Co. (LLY) | 0.0 | $208k | 2.4k | 85.67 | |
| C.R. Bard | 0.0 | $256k | 800.00 | 320.00 | |
| Darden Restaurants (DRI) | 0.0 | $204k | 2.6k | 78.73 | |
| AmerisourceBergen (COR) | 0.0 | $210k | 2.5k | 82.64 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $253k | 3.9k | 64.10 | |
| Gilead Sciences (GILD) | 0.0 | $228k | 2.8k | 80.85 | |
| Kellogg Company (K) | 0.0 | $213k | 3.4k | 62.50 | |
| Robert Half International (RHI) | 0.0 | $259k | 5.2k | 50.29 | |
| Southwest Gas Corporation (SWX) | 0.0 | $212k | 2.7k | 77.49 | |
| Lam Research Corporation | 0.0 | $244k | 1.3k | 185.13 | |
| Abb (ABBNY) | 0.0 | $203k | 8.2k | 24.71 | |
| iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.0 | $204k | 3.7k | 54.69 | |
| O'reilly Automotive (ORLY) | 0.0 | $211k | 981.00 | 215.09 | |
| First Tr Exch Trd Alpha Fd I europe alpha (FEP) | 0.0 | $202k | 5.4k | 37.76 | |
| Gugenheim Bulletshares 2022 Corp Bd | 0.0 | $236k | 11k | 21.44 | |
| Cdk Global Inc equities | 0.0 | $222k | 3.5k | 63.14 | |
| Hp (HPQ) | 0.0 | $208k | 10k | 20.00 |