BTIM Corp. as of Dec. 31, 2017
Portfolio Holdings for BTIM Corp.
BTIM Corp. holds 384 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.5 | $174M | 1.0M | 169.23 | |
Microsoft Corporation (MSFT) | 2.3 | $156M | 1.8M | 85.54 | |
Alphabet Inc Class C cs (GOOG) | 2.0 | $139M | 133k | 1046.40 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $121M | 1.1M | 106.94 | |
Johnson & Johnson (JNJ) | 1.7 | $113M | 810k | 139.72 | |
Becton, Dickinson and (BDX) | 1.6 | $112M | 524k | 214.06 | |
3M Company (MMM) | 1.6 | $109M | 461k | 235.37 | |
Accenture (ACN) | 1.6 | $106M | 691k | 153.09 | |
Costco Wholesale Corporation (COST) | 1.4 | $96M | 516k | 186.12 | |
Illinois Tool Works (ITW) | 1.4 | $93M | 557k | 166.85 | |
Comcast Corporation (CMCSA) | 1.3 | $91M | 2.3M | 40.05 | |
PNC Financial Services (PNC) | 1.3 | $89M | 620k | 144.29 | |
Visa (V) | 1.3 | $89M | 784k | 114.02 | |
Aptar (ATR) | 1.2 | $85M | 986k | 86.28 | |
U.S. Bancorp (USB) | 1.2 | $82M | 1.5M | 53.58 | |
Automatic Data Processing (ADP) | 1.2 | $82M | 698k | 117.19 | |
Oracle Corporation (ORCL) | 1.1 | $79M | 1.7M | 47.28 | |
Union Pacific Corporation (UNP) | 1.1 | $77M | 576k | 134.10 | |
Nike (NKE) | 1.1 | $74M | 1.2M | 62.55 | |
UnitedHealth (UNH) | 1.0 | $71M | 323k | 220.46 | |
Hubbell (HUBB) | 1.0 | $68M | 504k | 135.34 | |
Cisco Systems (CSCO) | 1.0 | $66M | 1.7M | 38.30 | |
Pepsi (PEP) | 0.9 | $65M | 542k | 119.92 | |
Ross Stores (ROST) | 0.9 | $64M | 796k | 80.25 | |
Stryker Corporation (SYK) | 0.9 | $64M | 412k | 154.84 | |
Northern Trust Corporation (NTRS) | 0.9 | $63M | 627k | 99.89 | |
Chubb (CB) | 0.9 | $62M | 427k | 146.13 | |
Mettler-Toledo International (MTD) | 0.9 | $60M | 96k | 619.53 | |
Omni (OMC) | 0.8 | $57M | 783k | 72.83 | |
United Parcel Service (UPS) | 0.8 | $56M | 469k | 119.15 | |
Donaldson Company (DCI) | 0.8 | $56M | 1.1M | 48.95 | |
PPG Industries (PPG) | 0.8 | $55M | 471k | 116.82 | |
Dentsply Sirona (XRAY) | 0.8 | $54M | 826k | 65.83 | |
American Express Company (AXP) | 0.8 | $54M | 539k | 99.31 | |
Berkshire Hathaway (BRK.B) | 0.8 | $53M | 266k | 198.22 | |
Waters Corporation (WAT) | 0.8 | $51M | 264k | 193.19 | |
Starbucks Corporation (SBUX) | 0.7 | $50M | 868k | 57.43 | |
State Street Corporation (STT) | 0.7 | $49M | 502k | 97.61 | |
Eversource Energy (ES) | 0.7 | $49M | 778k | 63.18 | |
Lincoln Electric Holdings (LECO) | 0.7 | $47M | 511k | 91.58 | |
T. Rowe Price (TROW) | 0.7 | $44M | 421k | 104.93 | |
Colgate-Palmolive Company (CL) | 0.7 | $44M | 585k | 75.45 | |
Consolidated Edison (ED) | 0.6 | $43M | 505k | 84.95 | |
Exxon Mobil Corporation (XOM) | 0.6 | $43M | 510k | 83.64 | |
Emerson Electric (EMR) | 0.6 | $42M | 604k | 69.69 | |
Cincinnati Financial Corporation (CINF) | 0.6 | $42M | 561k | 74.97 | |
One Gas (OGS) | 0.6 | $42M | 575k | 73.26 | |
ConocoPhillips (COP) | 0.6 | $40M | 722k | 54.89 | |
Medtronic (MDT) | 0.6 | $39M | 485k | 80.75 | |
BB&T Corporation | 0.6 | $38M | 772k | 49.72 | |
Procter & Gamble Company (PG) | 0.6 | $38M | 415k | 91.88 | |
Choice Hotels International (CHH) | 0.6 | $37M | 482k | 77.60 | |
Commerce Bancshares (CBSH) | 0.6 | $37M | 668k | 55.84 | |
Chemed Corp Com Stk (CHE) | 0.6 | $38M | 156k | 243.02 | |
Eaton Vance | 0.5 | $37M | 657k | 56.39 | |
Merck & Co (MRK) | 0.5 | $36M | 633k | 56.27 | |
Hershey Company (HSY) | 0.5 | $36M | 315k | 113.51 | |
Aspen Technology | 0.5 | $36M | 540k | 66.20 | |
CoreSite Realty | 0.5 | $35M | 310k | 113.90 | |
Church & Dwight (CHD) | 0.5 | $35M | 696k | 50.17 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $35M | 33k | 1053.41 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.5 | $34M | 520k | 64.59 | |
Bank of Hawaii Corporation (BOH) | 0.5 | $34M | 392k | 85.70 | |
Applied Industrial Technologies (AIT) | 0.5 | $33M | 489k | 68.10 | |
DST Systems | 0.5 | $33M | 526k | 62.07 | |
W.W. Grainger (GWW) | 0.5 | $32M | 136k | 236.25 | |
Tech Data Corporation | 0.5 | $31M | 318k | 97.97 | |
Discover Financial Services (DFS) | 0.5 | $31M | 403k | 76.92 | |
UniFirst Corporation (UNF) | 0.5 | $30M | 184k | 164.90 | |
Teradata Corporation (TDC) | 0.4 | $30M | 781k | 38.46 | |
Valmont Industries (VMI) | 0.4 | $30M | 182k | 165.85 | |
Franklin Electric (FELE) | 0.4 | $29M | 632k | 45.90 | |
Praxair | 0.4 | $28M | 184k | 154.68 | |
Estee Lauder Companies (EL) | 0.4 | $29M | 227k | 127.24 | |
Dollar General (DG) | 0.4 | $29M | 306k | 93.01 | |
Big Lots (BIGGQ) | 0.4 | $28M | 497k | 56.15 | |
Masimo Corporation (MASI) | 0.4 | $28M | 332k | 84.80 | |
Bruker Corporation (BRKR) | 0.4 | $27M | 786k | 34.32 | |
NetGear (NTGR) | 0.4 | $27M | 466k | 58.75 | |
Air Products & Chemicals (APD) | 0.4 | $27M | 162k | 164.08 | |
General Mills (GIS) | 0.4 | $26M | 445k | 59.29 | |
Ryman Hospitality Pptys (RHP) | 0.4 | $27M | 390k | 69.02 | |
Deere & Company (DE) | 0.4 | $26M | 166k | 156.51 | |
Rockwell Collins | 0.4 | $24M | 179k | 135.62 | |
Texas Roadhouse (TXRH) | 0.4 | $25M | 465k | 52.68 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $24M | 495k | 48.18 | |
New Jersey Resources Corporation (NJR) | 0.3 | $24M | 591k | 40.20 | |
Coherent | 0.3 | $23M | 83k | 282.23 | |
Williams-Sonoma (WSM) | 0.3 | $23M | 449k | 51.70 | |
Danaher Corporation (DHR) | 0.3 | $23M | 252k | 92.82 | |
Cohen & Steers (CNS) | 0.3 | $23M | 493k | 47.29 | |
Hub (HUBG) | 0.3 | $23M | 483k | 47.90 | |
Dorman Products (DORM) | 0.3 | $23M | 377k | 61.14 | |
Morningstar (MORN) | 0.3 | $23M | 236k | 96.97 | |
UMB Financial Corporation (UMBF) | 0.3 | $24M | 327k | 71.92 | |
Flowers Foods (FLO) | 0.3 | $23M | 1.2M | 19.31 | |
Bemis Company | 0.3 | $22M | 464k | 47.79 | |
Honeywell International (HON) | 0.3 | $22M | 144k | 153.36 | |
Landstar System (LSTR) | 0.3 | $22M | 207k | 104.10 | |
Tenne | 0.3 | $22M | 378k | 58.54 | |
Silgan Holdings (SLGN) | 0.3 | $22M | 742k | 29.39 | |
SYSCO Corporation (SYY) | 0.3 | $22M | 354k | 60.73 | |
Varian Medical Systems | 0.3 | $22M | 193k | 111.15 | |
InterDigital (IDCC) | 0.3 | $21M | 275k | 76.15 | |
Lancaster Colony (LANC) | 0.3 | $21M | 159k | 129.21 | |
U.S. Physical Therapy (USPH) | 0.3 | $20M | 281k | 72.20 | |
Cubesmart (CUBE) | 0.3 | $21M | 713k | 28.92 | |
Chevron Corporation (CVX) | 0.3 | $20M | 155k | 125.19 | |
Marsh & McLennan Companies (MMC) | 0.3 | $20M | 240k | 81.39 | |
Dril-Quip (DRQ) | 0.3 | $20M | 419k | 47.70 | |
Hill-Rom Holdings | 0.3 | $20M | 236k | 84.29 | |
priceline.com Incorporated | 0.3 | $19M | 11k | 1737.76 | |
Mednax (MD) | 0.3 | $19M | 359k | 53.44 | |
Bio-techne Corporation (TECH) | 0.3 | $19M | 146k | 129.55 | |
McDonald's Corporation (MCD) | 0.3 | $19M | 109k | 172.12 | |
Texas Capital Bancshares (TCBI) | 0.3 | $19M | 209k | 88.90 | |
Power Integrations (POWI) | 0.3 | $17M | 237k | 73.55 | |
LaSalle Hotel Properties | 0.3 | $18M | 634k | 28.07 | |
Te Connectivity Ltd for (TEL) | 0.3 | $18M | 185k | 95.04 | |
CVB Financial (CVBF) | 0.2 | $17M | 727k | 23.56 | |
Comerica Incorporated (CMA) | 0.2 | $17M | 196k | 86.81 | |
Plantronics | 0.2 | $17M | 336k | 50.38 | |
Herman Miller (MLKN) | 0.2 | $17M | 433k | 40.05 | |
Monro Muffler Brake (MNRO) | 0.2 | $17M | 296k | 56.95 | |
Nic | 0.2 | $17M | 1.0M | 16.60 | |
Tanger Factory Outlet Centers (SKT) | 0.2 | $17M | 642k | 26.51 | |
Haemonetics Corporation (HAE) | 0.2 | $17M | 287k | 58.08 | |
Tootsie Roll Industries (TR) | 0.2 | $16M | 441k | 36.40 | |
Nordson Corporation (NDSN) | 0.2 | $17M | 114k | 146.40 | |
American States Water Company (AWR) | 0.2 | $16M | 284k | 57.91 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $16M | 48k | 335.96 | |
IPG Photonics Corporation (IPGP) | 0.2 | $15M | 72k | 214.13 | |
ExlService Holdings (EXLS) | 0.2 | $15M | 245k | 60.35 | |
Globus Med Inc cl a (GMED) | 0.2 | $15M | 366k | 41.10 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $14M | 200k | 71.02 | |
Hawaiian Electric Industries (HE) | 0.2 | $15M | 402k | 36.15 | |
Autoliv (ALV) | 0.2 | $14M | 113k | 127.08 | |
FactSet Research Systems (FDS) | 0.2 | $14M | 73k | 192.75 | |
Brinker International (EAT) | 0.2 | $15M | 372k | 38.84 | |
Infinity Property and Casualty | 0.2 | $14M | 135k | 106.00 | |
F5 Networks (FFIV) | 0.2 | $14M | 110k | 131.22 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $14M | 142k | 101.91 | |
Wright Express (WEX) | 0.2 | $14M | 101k | 141.23 | |
Charles River Laboratories (CRL) | 0.2 | $13M | 123k | 109.45 | |
International Flavors & Fragrances (IFF) | 0.2 | $14M | 91k | 152.60 | |
Henry Schein (HSIC) | 0.2 | $14M | 197k | 69.88 | |
AutoZone (AZO) | 0.2 | $14M | 20k | 711.39 | |
Minerals Technologies (MTX) | 0.2 | $13M | 195k | 68.85 | |
Washington Federal (WAFD) | 0.2 | $14M | 405k | 34.25 | |
Anika Therapeutics (ANIK) | 0.2 | $14M | 250k | 53.91 | |
Artisan Partners (APAM) | 0.2 | $13M | 338k | 39.50 | |
Signature Bank (SBNY) | 0.2 | $13M | 96k | 137.25 | |
Avery Dennison Corporation (AVY) | 0.2 | $13M | 112k | 114.86 | |
Diageo (DEO) | 0.2 | $13M | 87k | 146.04 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $13M | 88k | 148.92 | |
Lakeland Financial Corporation (LKFN) | 0.2 | $13M | 263k | 48.49 | |
Forum Energy Technolo | 0.2 | $13M | 846k | 15.55 | |
American Financial (AFG) | 0.2 | $12M | 110k | 108.54 | |
Amdocs Ltd ord (DOX) | 0.2 | $12M | 186k | 65.48 | |
Boston Beer Company (SAM) | 0.2 | $13M | 66k | 191.11 | |
Tompkins Financial Corporation (TMP) | 0.2 | $12M | 151k | 81.35 | |
Tennant Company (TNC) | 0.2 | $13M | 173k | 72.65 | |
SEI Investments Company (SEIC) | 0.2 | $12M | 166k | 71.85 | |
RPM International (RPM) | 0.2 | $11M | 218k | 52.42 | |
PerkinElmer (RVTY) | 0.2 | $12M | 157k | 73.13 | |
Sanderson Farms | 0.2 | $11M | 82k | 138.78 | |
Quaker Chemical Corporation (KWR) | 0.2 | $12M | 76k | 150.79 | |
Ansys (ANSS) | 0.2 | $11M | 73k | 147.58 | |
Apache Corporation | 0.2 | $11M | 259k | 42.22 | |
Cooper Companies | 0.2 | $11M | 50k | 217.88 | |
Schlumberger (SLB) | 0.2 | $11M | 161k | 67.39 | |
Wabtec Corporation (WAB) | 0.2 | $11M | 136k | 81.42 | |
Independent Bank (INDB) | 0.2 | $11M | 160k | 69.85 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $11M | 149k | 74.24 | |
Ilg | 0.2 | $11M | 381k | 28.48 | |
ResMed (RMD) | 0.1 | $10M | 123k | 84.69 | |
Brown & Brown (BRO) | 0.1 | $10M | 196k | 51.46 | |
Edwards Lifesciences (EW) | 0.1 | $11M | 93k | 112.70 | |
Kadant (KAI) | 0.1 | $9.9M | 99k | 100.40 | |
Atrion Corporation (ATRI) | 0.1 | $10M | 16k | 630.64 | |
Middleby Corporation (MIDD) | 0.1 | $10M | 75k | 134.95 | |
Sally Beauty Holdings (SBH) | 0.1 | $10M | 533k | 18.76 | |
Ensign (ENSG) | 0.1 | $11M | 474k | 22.20 | |
1st Source Corporation (SRCE) | 0.1 | $10M | 205k | 49.45 | |
Sensata Technologies Hldg Bv | 0.1 | $10M | 198k | 51.11 | |
Gentherm (THRM) | 0.1 | $11M | 330k | 31.75 | |
Steris | 0.1 | $10M | 115k | 87.47 | |
NetApp (NTAP) | 0.1 | $9.3M | 168k | 55.32 | |
Akamai Technologies (AKAM) | 0.1 | $9.7M | 149k | 65.04 | |
SVB Financial (SIVBQ) | 0.1 | $9.6M | 41k | 233.76 | |
Horace Mann Educators Corporation (HMN) | 0.1 | $9.6M | 217k | 44.10 | |
IDEX Corporation (IEX) | 0.1 | $9.4M | 71k | 131.98 | |
Juniper Networks (JNPR) | 0.1 | $9.7M | 341k | 28.50 | |
iShares Russell 2000 Index (IWM) | 0.1 | $9.6M | 63k | 152.45 | |
Expeditors International of Washington (EXPD) | 0.1 | $9.2M | 142k | 64.69 | |
W.R. Berkley Corporation (WRB) | 0.1 | $8.8M | 123k | 71.64 | |
Service Corporation International (SCI) | 0.1 | $8.6M | 229k | 37.32 | |
East West Ban (EWBC) | 0.1 | $9.1M | 150k | 60.83 | |
Syntel | 0.1 | $8.5M | 371k | 22.99 | |
Camden National Corporation (CAC) | 0.1 | $9.1M | 216k | 42.13 | |
Helmerich & Payne (HP) | 0.1 | $8.4M | 130k | 64.64 | |
M&T Bank Corporation (MTB) | 0.1 | $7.7M | 45k | 170.99 | |
Core Laboratories | 0.1 | $7.7M | 71k | 109.54 | |
Polaris Industries (PII) | 0.1 | $7.8M | 63k | 123.98 | |
Intel Corporation (INTC) | 0.1 | $7.3M | 158k | 46.16 | |
CorVel Corporation (CRVL) | 0.1 | $7.4M | 139k | 52.90 | |
Washington Trust Ban (WASH) | 0.1 | $7.7M | 145k | 53.25 | |
Nordstrom (JWN) | 0.1 | $6.5M | 138k | 47.38 | |
Everest Re Group (EG) | 0.1 | $7.1M | 32k | 221.27 | |
Tupperware Brands Corporation | 0.1 | $6.9M | 110k | 62.70 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $6.7M | 75k | 89.10 | |
Oceaneering International (OII) | 0.1 | $7.0M | 329k | 21.14 | |
Jack Henry & Associates (JKHY) | 0.1 | $6.9M | 59k | 116.95 | |
Natural Gas Services (NGS) | 0.1 | $6.9M | 263k | 26.20 | |
Tiffany & Co. | 0.1 | $5.9M | 57k | 103.94 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $6.1M | 59k | 103.62 | |
German American Ban (GABC) | 0.1 | $6.2M | 176k | 35.33 | |
Bridge Ban | 0.1 | $6.2M | 176k | 35.00 | |
TJX Companies (TJX) | 0.1 | $5.3M | 69k | 76.45 | |
Advance Auto Parts (AAP) | 0.1 | $5.5M | 55k | 99.69 | |
Hyatt Hotels Corporation (H) | 0.1 | $5.2M | 70k | 73.54 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $5.2M | 60k | 87.39 | |
Atmos Energy Corporation (ATO) | 0.1 | $4.7M | 54k | 85.88 | |
Kansas City Southern | 0.1 | $4.7M | 45k | 105.24 | |
Ametek (AME) | 0.1 | $4.6M | 63k | 72.48 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $4.5M | 97k | 45.91 | |
Ecolab (ECL) | 0.1 | $4.3M | 32k | 134.17 | |
At&t (T) | 0.1 | $4.0M | 104k | 38.89 | |
Paychex (PAYX) | 0.1 | $4.4M | 65k | 68.07 | |
Interpublic Group of Companies (IPG) | 0.1 | $4.4M | 216k | 20.16 | |
Novartis (NVS) | 0.1 | $4.1M | 49k | 83.96 | |
Sap (SAP) | 0.1 | $3.8M | 34k | 112.36 | |
Zimmer Holdings (ZBH) | 0.1 | $4.0M | 33k | 120.66 | |
Rbc Cad (RY) | 0.1 | $3.8M | 46k | 81.66 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.2M | 53k | 79.30 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $4.4M | 18k | 245.30 | |
National Grid (NGG) | 0.1 | $4.2M | 71k | 58.80 | |
Moody's Corporation (MCO) | 0.1 | $3.3M | 23k | 147.59 | |
Home Depot (HD) | 0.1 | $3.6M | 19k | 189.55 | |
Pfizer (PFE) | 0.1 | $3.4M | 94k | 36.22 | |
Citrix Systems | 0.1 | $3.3M | 37k | 88.00 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $3.3M | 28k | 120.64 | |
International Business Machines (IBM) | 0.1 | $3.5M | 23k | 153.41 | |
Edison International (EIX) | 0.1 | $3.7M | 58k | 63.24 | |
Realty Income (O) | 0.1 | $3.3M | 58k | 57.03 | |
Smith & Nephew (SNN) | 0.1 | $3.2M | 91k | 35.01 | |
Phillips 66 (PSX) | 0.1 | $3.4M | 34k | 101.14 | |
Mondelez Int (MDLZ) | 0.1 | $3.5M | 81k | 42.79 | |
Hasbro (HAS) | 0.0 | $2.5M | 27k | 90.88 | |
Canadian Natl Ry (CNI) | 0.0 | $2.9M | 35k | 82.50 | |
Abbott Laboratories (ABT) | 0.0 | $2.8M | 49k | 57.08 | |
General Electric Company | 0.0 | $2.6M | 151k | 17.45 | |
Digital Realty Trust (DLR) | 0.0 | $3.0M | 26k | 113.90 | |
Host Hotels & Resorts (HST) | 0.0 | $2.5M | 127k | 19.85 | |
Brown-Forman Corporation (BF.B) | 0.0 | $2.8M | 41k | 68.66 | |
Verizon Communications (VZ) | 0.0 | $3.0M | 57k | 52.92 | |
Amgen (AMGN) | 0.0 | $2.7M | 16k | 173.89 | |
Statoil ASA | 0.0 | $2.7M | 128k | 21.42 | |
Fiserv (FI) | 0.0 | $2.5M | 19k | 131.10 | |
Dover Corporation (DOV) | 0.0 | $2.6M | 25k | 101.00 | |
Roper Industries (ROP) | 0.0 | $2.7M | 11k | 258.95 | |
Verisk Analytics (VRSK) | 0.0 | $2.6M | 27k | 96.03 | |
American Campus Communities | 0.0 | $3.0M | 74k | 41.04 | |
American Water Works (AWK) | 0.0 | $2.9M | 32k | 91.48 | |
O'reilly Automotive (ORLY) | 0.0 | $2.7M | 11k | 240.56 | |
Abbvie (ABBV) | 0.0 | $2.6M | 27k | 96.70 | |
Technipfmc (FTI) | 0.0 | $2.6M | 82k | 31.31 | |
Coca-Cola Company (KO) | 0.0 | $2.3M | 50k | 45.88 | |
Walt Disney Company (DIS) | 0.0 | $1.8M | 16k | 107.53 | |
National-Oilwell Var | 0.0 | $2.1M | 57k | 36.03 | |
CVS Caremark Corporation (CVS) | 0.0 | $1.7M | 24k | 72.48 | |
United Technologies Corporation | 0.0 | $2.0M | 16k | 127.55 | |
Brown-Forman Corporation (BF.A) | 0.0 | $2.2M | 32k | 67.25 | |
Clorox Company (CLX) | 0.0 | $2.4M | 16k | 148.77 | |
Carlisle Companies (CSL) | 0.0 | $1.7M | 15k | 113.59 | |
Amphenol Corporation (APH) | 0.0 | $1.8M | 20k | 87.78 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $1.9M | 19k | 98.53 | |
Abb (ABBNY) | 0.0 | $2.0M | 76k | 26.81 | |
Ball Corporation (BALL) | 0.0 | $2.0M | 54k | 37.87 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $2.0M | 36k | 54.73 | |
Expedia (EXPE) | 0.0 | $2.4M | 20k | 119.78 | |
Cdk Global Inc equities | 0.0 | $1.7M | 25k | 71.27 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.2M | 19k | 61.29 | |
Sonoco Products Company (SON) | 0.0 | $1.7M | 31k | 53.14 | |
V.F. Corporation (VFC) | 0.0 | $1.1M | 15k | 74.01 | |
Wells Fargo & Company (WFC) | 0.0 | $1.7M | 28k | 60.66 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $1.3M | 7.7k | 175.29 | |
Boeing Company (BA) | 0.0 | $1.1M | 3.7k | 295.03 | |
Western Digital (WDC) | 0.0 | $1.3M | 17k | 79.55 | |
Laboratory Corp. of America Holdings | 0.0 | $1.3M | 8.5k | 159.43 | |
Qualcomm (QCOM) | 0.0 | $1.4M | 22k | 64.00 | |
Lowe's Companies (LOW) | 0.0 | $1.3M | 14k | 92.93 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $1.4M | 17k | 79.12 | |
Amazon (AMZN) | 0.0 | $1.1M | 929.00 | 1169.00 | |
Berkshire Hills Ban (BHLB) | 0.0 | $1.7M | 46k | 36.61 | |
Tor Dom Bk Cad (TD) | 0.0 | $1.1M | 18k | 58.56 | |
Vanguard European ETF (VGK) | 0.0 | $1.5M | 25k | 59.13 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.6M | 30k | 52.44 | |
Cambridge Ban (CATC) | 0.0 | $1.2M | 15k | 79.79 | |
Facebook Inc cl a (META) | 0.0 | $1.2M | 6.8k | 176.42 | |
Walgreen Boots Alliance (WBA) | 0.0 | $1.6M | 22k | 72.61 | |
Dell Technologies Inc Class V equity | 0.0 | $1.1M | 13k | 81.29 | |
Dowdupont | 0.0 | $1.1M | 16k | 71.19 | |
MasterCard Incorporated (MA) | 0.0 | $753k | 5.0k | 151.30 | |
Charles Schwab Corporation (SCHW) | 0.0 | $433k | 8.4k | 51.36 | |
Bank of America Corporation (BAC) | 0.0 | $991k | 34k | 29.53 | |
Wal-Mart Stores (WMT) | 0.0 | $694k | 7.0k | 98.78 | |
Eli Lilly & Co. (LLY) | 0.0 | $648k | 7.7k | 84.41 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $451k | 1.2k | 375.83 | |
Norfolk Southern (NSC) | 0.0 | $764k | 5.3k | 144.94 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $930k | 3.5k | 266.93 | |
Cerner Corporation | 0.0 | $484k | 7.2k | 67.46 | |
Franklin Resources (BEN) | 0.0 | $578k | 13k | 43.36 | |
Northrop Grumman Corporation (NOC) | 0.0 | $462k | 1.5k | 306.77 | |
Harris Corporation | 0.0 | $524k | 3.7k | 141.62 | |
Cabot Corporation (CBT) | 0.0 | $617k | 10k | 61.61 | |
Thermo Fisher Scientific (TMO) | 0.0 | $506k | 2.7k | 190.01 | |
Berkshire Hathaway (BRK.A) | 0.0 | $893k | 3.00 | 297666.67 | |
Nextera Energy (NEE) | 0.0 | $779k | 5.0k | 156.21 | |
Parker-Hannifin Corporation (PH) | 0.0 | $783k | 3.9k | 199.49 | |
Royal Dutch Shell | 0.0 | $533k | 8.0k | 66.73 | |
Target Corporation (TGT) | 0.0 | $506k | 7.8k | 65.29 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $808k | 6.5k | 124.37 | |
iShares S&P 500 Index (IVV) | 0.0 | $725k | 2.7k | 268.72 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $473k | 6.7k | 70.36 | |
Biogen Idec (BIIB) | 0.0 | $858k | 2.7k | 318.49 | |
Southern Company (SO) | 0.0 | $563k | 12k | 48.07 | |
Novo Nordisk A/S (NVO) | 0.0 | $441k | 8.2k | 53.62 | |
Kellogg Company (K) | 0.0 | $624k | 9.2k | 68.01 | |
Bce (BCE) | 0.0 | $356k | 7.4k | 48.01 | |
Toyota Motor Corporation (TM) | 0.0 | $464k | 3.6k | 127.19 | |
iShares Russell 1000 Index (IWB) | 0.0 | $510k | 3.4k | 148.60 | |
Celgene Corporation | 0.0 | $615k | 5.9k | 104.41 | |
Unilever (UL) | 0.0 | $622k | 11k | 55.32 | |
Rockwell Automation (ROK) | 0.0 | $884k | 4.5k | 196.44 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $404k | 1.9k | 208.25 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $608k | 3.2k | 189.88 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $846k | 19k | 44.86 | |
Vanguard Value ETF (VTV) | 0.0 | $722k | 6.8k | 106.38 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $626k | 13k | 47.79 | |
Vanguard REIT ETF (VNQ) | 0.0 | $971k | 12k | 82.99 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $342k | 3.5k | 98.36 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $360k | 4.9k | 74.23 | |
Ingredion Incorporated (INGR) | 0.0 | $419k | 3.0k | 139.67 | |
Duke Energy (DUK) | 0.0 | $440k | 5.2k | 84.07 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $392k | 4.7k | 82.93 | |
Wec Energy Group (WEC) | 0.0 | $938k | 14k | 66.37 | |
Broad | 0.0 | $455k | 1.8k | 256.92 | |
S&p Global (SPGI) | 0.0 | $913k | 5.4k | 169.45 | |
Versum Matls | 0.0 | $464k | 12k | 37.85 | |
Ishares Msci Japan (EWJ) | 0.0 | $811k | 14k | 59.91 | |
Time Warner | 0.0 | $288k | 3.2k | 91.43 | |
BlackRock (BLK) | 0.0 | $201k | 391.00 | 514.07 | |
Goldman Sachs (GS) | 0.0 | $233k | 914.00 | 254.92 | |
Hartford Financial Services (HIG) | 0.0 | $232k | 4.1k | 56.19 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $247k | 4.6k | 53.85 | |
Caterpillar (CAT) | 0.0 | $219k | 1.4k | 157.33 | |
Waste Management (WM) | 0.0 | $208k | 2.4k | 86.41 | |
Baxter International (BAX) | 0.0 | $297k | 4.6k | 64.71 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $327k | 2.2k | 149.79 | |
Cummins (CMI) | 0.0 | $207k | 1.2k | 176.92 | |
Microchip Technology (MCHP) | 0.0 | $308k | 3.5k | 88.00 | |
Royal Caribbean Cruises (RCL) | 0.0 | $255k | 2.1k | 119.16 | |
Stanley Black & Decker (SWK) | 0.0 | $231k | 1.4k | 169.85 | |
Sherwin-Williams Company (SHW) | 0.0 | $202k | 492.00 | 410.57 | |
Travelers Companies (TRV) | 0.0 | $232k | 1.7k | 135.67 | |
Boston Scientific Corporation (BSX) | 0.0 | $298k | 12k | 24.83 | |
Whirlpool Corporation (WHR) | 0.0 | $217k | 1.3k | 168.74 | |
Analog Devices (ADI) | 0.0 | $264k | 3.0k | 89.07 | |
McKesson Corporation (MCK) | 0.0 | $204k | 1.3k | 155.96 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $255k | 3.8k | 66.89 | |
Patterson Companies (PDCO) | 0.0 | $249k | 6.9k | 36.09 | |
Canon (CAJPY) | 0.0 | $296k | 7.9k | 37.35 | |
J.M. Smucker Company (SJM) | 0.0 | $304k | 2.4k | 124.34 | |
Brookline Ban (BRKL) | 0.0 | $157k | 10k | 15.70 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $307k | 36k | 8.50 | |
Chipotle Mexican Grill (CMG) | 0.0 | $286k | 988.00 | 289.47 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $201k | 2.6k | 76.72 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $325k | 37k | 8.69 | |
Citigroup (C) | 0.0 | $204k | 2.7k | 74.34 | |
Xylem (XYL) | 0.0 | $206k | 3.0k | 68.30 | |
Express Scripts Holding | 0.0 | $337k | 4.5k | 74.70 | |
Wpp Plc- (WPP) | 0.0 | $276k | 3.0k | 90.64 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $274k | 3.8k | 72.11 |