BTIM Corp. as of March 31, 2019
Portfolio Holdings for BTIM Corp.
BTIM Corp. holds 376 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.8 | $209M | 1.8M | 117.94 | |
Apple (AAPL) | 2.6 | $193M | 1.0M | 189.95 | |
Alphabet Inc Class C cs (GOOG) | 2.2 | $162M | 138k | 1173.31 | |
Costco Wholesale Corporation (COST) | 1.6 | $121M | 501k | 242.14 | |
Becton, Dickinson and (BDX) | 1.6 | $120M | 481k | 249.73 | |
Accenture (ACN) | 1.6 | $120M | 683k | 176.02 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $119M | 1.2M | 101.23 | |
Visa (V) | 1.6 | $115M | 738k | 156.19 | |
Automatic Data Processing (ADP) | 1.5 | $112M | 698k | 159.74 | |
Johnson & Johnson (JNJ) | 1.5 | $108M | 771k | 139.79 | |
Aptar (ATR) | 1.4 | $104M | 980k | 106.39 | |
3M Company (MMM) | 1.4 | $99M | 479k | 207.78 | |
Donaldson Company (DCI) | 1.3 | $97M | 1.9M | 50.06 | |
Nike (NKE) | 1.3 | $97M | 1.1M | 84.21 | |
Union Pacific Corporation (UNP) | 1.3 | $95M | 570k | 167.20 | |
Comcast Corporation (CMCSA) | 1.2 | $88M | 2.2M | 39.98 | |
Oracle Corporation (ORCL) | 1.2 | $88M | 1.6M | 53.71 | |
Cisco Systems (CSCO) | 1.1 | $84M | 1.6M | 53.99 | |
UnitedHealth (UNH) | 1.1 | $81M | 328k | 247.26 | |
PNC Financial Services (PNC) | 1.1 | $80M | 648k | 122.66 | |
Stryker Corporation (SYK) | 1.1 | $79M | 398k | 197.52 | |
U.S. Bancorp (USB) | 1.1 | $77M | 1.6M | 48.19 | |
Illinois Tool Works (ITW) | 1.0 | $75M | 523k | 143.53 | |
Pepsi (PEP) | 1.0 | $74M | 606k | 122.55 | |
Mettler-Toledo International (MTD) | 1.0 | $73M | 101k | 723.00 | |
Ross Stores (ROST) | 1.0 | $72M | 774k | 93.10 | |
Eversource Energy (ES) | 0.9 | $65M | 913k | 70.95 | |
Hubbell (HUBB) | 0.9 | $65M | 549k | 117.98 | |
Starbucks Corporation (SBUX) | 0.8 | $62M | 830k | 74.34 | |
American Express Company (AXP) | 0.8 | $61M | 553k | 109.30 | |
Northern Trust Corporation (NTRS) | 0.8 | $60M | 662k | 90.41 | |
Waters Corporation (WAT) | 0.8 | $60M | 238k | 251.71 | |
United Parcel Service (UPS) | 0.8 | $56M | 505k | 111.74 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $52M | 605k | 85.90 | |
ConocoPhillips (COP) | 0.7 | $52M | 778k | 66.74 | |
Merck & Co (MRK) | 0.7 | $52M | 620k | 83.17 | |
SYSCO Corporation (SYY) | 0.7 | $51M | 762k | 66.76 | |
Berkshire Hathaway (BRK.B) | 0.7 | $50M | 247k | 200.89 | |
Church & Dwight (CHD) | 0.7 | $50M | 698k | 71.23 | |
Omni (OMC) | 0.7 | $49M | 670k | 72.99 | |
Consolidated Edison (ED) | 0.7 | $49M | 576k | 84.81 | |
PPG Industries (PPG) | 0.7 | $48M | 423k | 112.87 | |
Masimo Corporation (MASI) | 0.6 | $47M | 340k | 138.28 | |
T. Rowe Price (TROW) | 0.6 | $43M | 433k | 100.12 | |
BB&T Corporation | 0.6 | $43M | 926k | 46.53 | |
State Street Corporation (STT) | 0.6 | $42M | 631k | 65.81 | |
Lincoln Electric Holdings (LECO) | 0.6 | $42M | 497k | 83.87 | |
One Gas (OGS) | 0.6 | $42M | 468k | 89.03 | |
Colgate-Palmolive Company (CL) | 0.6 | $41M | 602k | 68.54 | |
Medtronic (MDT) | 0.6 | $41M | 452k | 91.08 | |
Commerce Bancshares (CBSH) | 0.6 | $40M | 693k | 58.06 | |
Estee Lauder Companies (EL) | 0.5 | $40M | 242k | 165.55 | |
Henry Schein (HSIC) | 0.5 | $39M | 646k | 60.11 | |
Aspen Technology | 0.5 | $39M | 375k | 104.26 | |
Exxon Mobil Corporation (XOM) | 0.5 | $38M | 472k | 80.80 | |
Dollar General (DG) | 0.5 | $38M | 318k | 119.30 | |
W.W. Grainger (GWW) | 0.5 | $37M | 121k | 300.93 | |
Chemed Corp Com Stk (CHE) | 0.5 | $37M | 114k | 320.07 | |
Emerson Electric (EMR) | 0.5 | $36M | 528k | 68.47 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $36M | 31k | 1176.90 | |
Clorox Company (CLX) | 0.5 | $35M | 220k | 160.46 | |
Eaton Vance | 0.5 | $35M | 877k | 40.31 | |
Procter & Gamble Company (PG) | 0.5 | $34M | 329k | 104.05 | |
Danaher Corporation (DHR) | 0.5 | $34M | 259k | 132.02 | |
Choice Hotels International (CHH) | 0.5 | $34M | 439k | 77.74 | |
Discover Financial Services (DFS) | 0.5 | $33M | 463k | 71.16 | |
M&T Bank Corporation (MTB) | 0.5 | $33M | 210k | 157.02 | |
Teradata Corporation (TDC) | 0.4 | $31M | 718k | 43.65 | |
Manhattan Associates (MANH) | 0.4 | $32M | 573k | 55.11 | |
Chubb (CB) | 0.4 | $32M | 228k | 140.08 | |
Air Products & Chemicals (APD) | 0.4 | $31M | 162k | 190.96 | |
CoreSite Realty | 0.4 | $31M | 291k | 107.02 | |
Deere & Company (DE) | 0.4 | $30M | 189k | 159.84 | |
Varian Medical Systems | 0.4 | $30M | 211k | 141.72 | |
Tech Data Corporation | 0.4 | $30M | 293k | 102.41 | |
UniFirst Corporation (UNF) | 0.4 | $30M | 197k | 153.50 | |
Williams-Sonoma (WSM) | 0.4 | $29M | 519k | 56.27 | |
Bank of Hawaii Corporation (BOH) | 0.4 | $29M | 362k | 78.87 | |
Dunkin' Brands Group | 0.4 | $29M | 383k | 75.10 | |
Flowers Foods (FLO) | 0.4 | $28M | 1.3M | 21.32 | |
Linde | 0.4 | $28M | 159k | 175.93 | |
Dorman Products (DORM) | 0.4 | $27M | 308k | 88.09 | |
Applied Industrial Technologies (AIT) | 0.4 | $27M | 452k | 59.47 | |
Hershey Company (HSY) | 0.4 | $26M | 229k | 114.83 | |
Texas Roadhouse (TXRH) | 0.4 | $26M | 420k | 62.19 | |
Coherent | 0.3 | $25M | 174k | 141.72 | |
Apache Corporation | 0.3 | $24M | 690k | 34.66 | |
UMB Financial Corporation (UMBF) | 0.3 | $24M | 380k | 64.04 | |
Franklin Electric (FELE) | 0.3 | $23M | 454k | 51.09 | |
Bruker Corporation (BRKR) | 0.3 | $23M | 610k | 38.44 | |
Dril-Quip (DRQ) | 0.3 | $24M | 512k | 45.85 | |
New Jersey Resources Corporation (NJR) | 0.3 | $23M | 465k | 49.79 | |
Dentsply Sirona (XRAY) | 0.3 | $24M | 473k | 49.59 | |
CSG Systems International (CSGS) | 0.3 | $23M | 533k | 42.30 | |
Marsh & McLennan Companies (MMC) | 0.3 | $23M | 242k | 93.90 | |
Landstar System (LSTR) | 0.3 | $23M | 206k | 109.39 | |
Silgan Holdings (SLGN) | 0.3 | $23M | 781k | 29.63 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $23M | 466k | 48.92 | |
Cubesmart (CUBE) | 0.3 | $23M | 710k | 32.04 | |
Ryman Hospitality Pptys (RHP) | 0.3 | $23M | 281k | 82.24 | |
Chevron Corporation (CVX) | 0.3 | $22M | 180k | 123.18 | |
Honeywell International (HON) | 0.3 | $22M | 137k | 158.92 | |
FactSet Research Systems (FDS) | 0.3 | $22M | 88k | 248.27 | |
Big Lots (BIGGQ) | 0.3 | $22M | 571k | 38.02 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $22M | 148k | 150.63 | |
Charles River Laboratories (CRL) | 0.3 | $21M | 145k | 145.25 | |
Hill-Rom Holdings | 0.3 | $21M | 201k | 105.86 | |
Monro Muffler Brake (MNRO) | 0.3 | $22M | 248k | 86.52 | |
Booking Holdings (BKNG) | 0.3 | $21M | 12k | 1744.95 | |
Lancaster Colony (LANC) | 0.3 | $20M | 126k | 156.69 | |
Valmont Industries (VMI) | 0.3 | $20M | 151k | 130.10 | |
Nic | 0.3 | $20M | 1.2M | 17.09 | |
F5 Networks (FFIV) | 0.3 | $20M | 127k | 156.93 | |
Expeditors International of Washington (EXPD) | 0.3 | $19M | 256k | 75.90 | |
RPM International (RPM) | 0.3 | $19M | 335k | 58.04 | |
Cohen & Steers (CNS) | 0.3 | $19M | 452k | 42.27 | |
American Campus Communities | 0.3 | $19M | 398k | 47.58 | |
Te Connectivity Ltd for (TEL) | 0.3 | $19M | 233k | 80.75 | |
Cooper Companies | 0.2 | $18M | 61k | 296.18 | |
Nordson Corporation (NDSN) | 0.2 | $19M | 140k | 132.52 | |
Watts Water Technologies (WTS) | 0.2 | $19M | 228k | 80.82 | |
SEI Investments Company (SEIC) | 0.2 | $17M | 332k | 52.25 | |
Highwoods Properties (HIW) | 0.2 | $18M | 373k | 46.78 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $18M | 116k | 154.18 | |
Signature Bank (SBNY) | 0.2 | $17M | 133k | 128.06 | |
Avery Dennison Corporation (AVY) | 0.2 | $17M | 149k | 113.00 | |
Progress Software Corporation (PRGS) | 0.2 | $17M | 377k | 44.37 | |
AutoZone (AZO) | 0.2 | $17M | 16k | 1024.11 | |
IPG Photonics Corporation (IPGP) | 0.2 | $17M | 113k | 151.78 | |
Morningstar (MORN) | 0.2 | $17M | 137k | 125.99 | |
NetGear (NTGR) | 0.2 | $17M | 516k | 33.12 | |
Lakeland Financial Corporation (LKFN) | 0.2 | $17M | 372k | 45.22 | |
Steris Plc Ord equities (STE) | 0.2 | $17M | 130k | 128.03 | |
Edwards Lifesciences (EW) | 0.2 | $16M | 84k | 191.33 | |
PerkinElmer (RVTY) | 0.2 | $16M | 167k | 96.36 | |
Tootsie Roll Industries (TR) | 0.2 | $16M | 438k | 37.24 | |
Hub (HUBG) | 0.2 | $17M | 403k | 40.85 | |
First Hawaiian (FHB) | 0.2 | $16M | 618k | 26.05 | |
International Flavors & Fragrances (IFF) | 0.2 | $16M | 123k | 128.79 | |
Forward Air Corporation (FWRD) | 0.2 | $15M | 237k | 64.73 | |
ExlService Holdings (EXLS) | 0.2 | $15M | 257k | 60.02 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $16M | 46k | 346.92 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $14M | 199k | 72.45 | |
Masco Corporation (MAS) | 0.2 | $15M | 370k | 39.31 | |
Texas Capital Bancshares (TCBI) | 0.2 | $15M | 271k | 54.59 | |
Middleby Corporation (MIDD) | 0.2 | $15M | 113k | 130.03 | |
Chesapeake Utilities Corporation (CPK) | 0.2 | $15M | 164k | 91.21 | |
Globus Med Inc cl a (GMED) | 0.2 | $15M | 302k | 49.41 | |
Ansys (ANSS) | 0.2 | $14M | 75k | 182.71 | |
CVB Financial (CVBF) | 0.2 | $14M | 679k | 21.05 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $14M | 241k | 59.25 | |
Hawaiian Electric Industries (HE) | 0.2 | $14M | 336k | 40.77 | |
Power Integrations (POWI) | 0.2 | $14M | 198k | 69.94 | |
Akamai Technologies (AKAM) | 0.2 | $14M | 194k | 71.71 | |
Comerica Incorporated (CMA) | 0.2 | $14M | 192k | 73.32 | |
Diageo (DEO) | 0.2 | $14M | 87k | 163.61 | |
HFF | 0.2 | $14M | 288k | 47.75 | |
Independent Bank (INDB) | 0.2 | $14M | 170k | 81.01 | |
Performance Food (PFGC) | 0.2 | $14M | 351k | 39.64 | |
McDonald's Corporation (MCD) | 0.2 | $13M | 71k | 189.89 | |
Brown & Brown (BRO) | 0.2 | $14M | 456k | 29.51 | |
Helmerich & Payne (HP) | 0.2 | $13M | 232k | 55.56 | |
Juniper Networks (JNPR) | 0.2 | $14M | 509k | 26.47 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $14M | 170k | 79.26 | |
Herman Miller (MLKN) | 0.2 | $13M | 359k | 35.18 | |
IDEX Corporation (IEX) | 0.2 | $13M | 83k | 151.74 | |
Amdocs Ltd ord (DOX) | 0.2 | $13M | 233k | 54.11 | |
Tompkins Financial Corporation (TMP) | 0.2 | $13M | 164k | 76.07 | |
U.S. Physical Therapy (USPH) | 0.2 | $12M | 119k | 105.03 | |
Cable One (CABO) | 0.2 | $13M | 13k | 981.42 | |
Sensata Technolo (ST) | 0.2 | $12M | 276k | 45.02 | |
Carter's (CRI) | 0.2 | $12M | 114k | 100.79 | |
Kadant (KAI) | 0.2 | $12M | 130k | 87.96 | |
Atrion Corporation (ATRI) | 0.2 | $12M | 13k | 878.68 | |
InterDigital (IDCC) | 0.2 | $12M | 174k | 65.98 | |
Premier (PINC) | 0.2 | $11M | 331k | 34.49 | |
East West Ban (EWBC) | 0.1 | $11M | 227k | 47.97 | |
RPC (RES) | 0.1 | $11M | 969k | 11.41 | |
Atmos Energy Corporation (ATO) | 0.1 | $11M | 106k | 102.93 | |
1st Source Corporation (SRCE) | 0.1 | $11M | 246k | 44.91 | |
Camden Property Trust (CPT) | 0.1 | $11M | 112k | 101.51 | |
Haemonetics Corporation (HAE) | 0.1 | $11M | 120k | 87.48 | |
Service Corporation International (SCI) | 0.1 | $10M | 248k | 40.15 | |
Boston Beer Company (SAM) | 0.1 | $11M | 36k | 294.73 | |
Ensign (ENSG) | 0.1 | $11M | 208k | 51.19 | |
Jack Henry & Associates (JKHY) | 0.1 | $10M | 72k | 138.75 | |
Washington Trust Ban (WASH) | 0.1 | $11M | 220k | 48.15 | |
Quaker Chemical Corporation (KWR) | 0.1 | $10M | 51k | 200.34 | |
Cdk Global Inc equities | 0.1 | $11M | 178k | 58.82 | |
Bio-techne Corporation (TECH) | 0.1 | $10M | 51k | 198.55 | |
Paychex (PAYX) | 0.1 | $9.8M | 122k | 80.20 | |
Polaris Industries (PII) | 0.1 | $9.4M | 112k | 84.42 | |
Tiffany & Co. | 0.1 | $9.7M | 92k | 105.55 | |
SVB Financial (SIVBQ) | 0.1 | $9.6M | 43k | 222.37 | |
Interpublic Group of Companies (IPG) | 0.1 | $9.4M | 448k | 21.01 | |
Newpark Resources (NR) | 0.1 | $9.8M | 1.1M | 9.16 | |
Minerals Technologies (MTX) | 0.1 | $9.6M | 164k | 58.79 | |
Washington Federal (WAFD) | 0.1 | $9.7M | 336k | 28.89 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $9.7M | 77k | 126.49 | |
Gentherm (THRM) | 0.1 | $9.7M | 265k | 36.86 | |
Intel Corporation (INTC) | 0.1 | $8.6M | 160k | 53.70 | |
Tennant Company (TNC) | 0.1 | $9.1M | 147k | 62.09 | |
Advance Auto Parts (AAP) | 0.1 | $7.8M | 46k | 170.52 | |
CorVel Corporation (CRVL) | 0.1 | $8.4M | 130k | 65.24 | |
Anika Therapeutics (ANIK) | 0.1 | $8.0M | 264k | 30.24 | |
Bryn Mawr Bank | 0.1 | $8.1M | 223k | 36.13 | |
ResMed (RMD) | 0.1 | $7.1M | 69k | 103.97 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $7.5M | 87k | 86.98 | |
Camden National Corporation (CAC) | 0.1 | $7.6M | 181k | 41.72 | |
Artisan Partners (APAM) | 0.1 | $7.1M | 283k | 25.17 | |
Autoliv (ALV) | 0.1 | $6.9M | 94k | 73.53 | |
American Financial (AFG) | 0.1 | $6.4M | 67k | 96.21 | |
Roper Industries (ROP) | 0.1 | $6.7M | 20k | 342.01 | |
Ametek (AME) | 0.1 | $6.9M | 83k | 82.98 | |
Hyatt Hotels Corporation (H) | 0.1 | $6.8M | 94k | 72.56 | |
Cerner Corporation | 0.1 | $5.8M | 101k | 57.20 | |
Zimmer Holdings (ZBH) | 0.1 | $6.1M | 48k | 127.71 | |
Hexcel Corporation (HXL) | 0.1 | $6.2M | 89k | 69.17 | |
Kansas City Southern | 0.1 | $6.0M | 52k | 115.97 | |
Realty Income (O) | 0.1 | $6.0M | 81k | 73.55 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $6.0M | 23k | 259.52 | |
Ecolab (ECL) | 0.1 | $5.0M | 28k | 176.54 | |
Abbott Laboratories (ABT) | 0.1 | $4.8M | 60k | 79.93 | |
Verizon Communications (VZ) | 0.1 | $5.2M | 87k | 59.13 | |
Schlumberger (SLB) | 0.1 | $5.5M | 126k | 43.57 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $5.2M | 64k | 80.38 | |
TJX Companies (TJX) | 0.1 | $5.3M | 100k | 53.22 | |
German American Ban (GABC) | 0.1 | $5.5M | 187k | 29.40 | |
Ball Corporation (BALL) | 0.1 | $5.3M | 92k | 57.86 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $5.5M | 128k | 42.50 | |
Bridge Ban | 0.1 | $5.5M | 186k | 29.30 | |
O'reilly Automotive (ORLY) | 0.1 | $5.1M | 13k | 388.31 | |
Citrix Systems | 0.1 | $4.7M | 47k | 99.64 | |
Digital Realty Trust (DLR) | 0.1 | $4.3M | 36k | 119.00 | |
Sap (SAP) | 0.1 | $4.1M | 35k | 115.47 | |
W.R. Berkley Corporation (WRB) | 0.1 | $4.3M | 50k | 84.72 | |
Verisk Analytics (VRSK) | 0.1 | $4.8M | 36k | 132.98 | |
iShares Russell 2000 Index (IWM) | 0.1 | $4.1M | 27k | 153.11 | |
American Water Works (AWK) | 0.1 | $4.4M | 43k | 104.26 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.1M | 51k | 79.77 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $4.6M | 53k | 86.87 | |
National Grid (NGG) | 0.1 | $4.5M | 81k | 55.84 | |
Hasbro (HAS) | 0.1 | $3.5M | 42k | 85.01 | |
Home Depot (HD) | 0.1 | $3.6M | 19k | 191.92 | |
Pfizer (PFE) | 0.1 | $4.0M | 93k | 42.47 | |
Core Laboratories | 0.1 | $3.8M | 55k | 68.92 | |
Host Hotels & Resorts (HST) | 0.1 | $3.4M | 182k | 18.90 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $4.0M | 32k | 123.89 | |
Natural Gas Services (NGS) | 0.1 | $3.8M | 222k | 17.31 | |
Smith & Nephew (SNN) | 0.1 | $3.5M | 86k | 40.11 | |
Rbc Cad (RY) | 0.1 | $3.5M | 47k | 75.56 | |
Alexandria Real Estate Equities (ARE) | 0.1 | $3.6M | 25k | 142.54 | |
Expedia (EXPE) | 0.1 | $3.7M | 31k | 118.99 | |
Forum Energy Technolo | 0.1 | $3.8M | 746k | 5.11 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $3.7M | 37k | 100.68 | |
Covetrus | 0.1 | $3.3M | 104k | 31.85 | |
Canadian Natl Ry (CNI) | 0.0 | $3.0M | 33k | 89.49 | |
Brown-Forman Corporation (BF.B) | 0.0 | $2.9M | 56k | 52.78 | |
Bemis Company | 0.0 | $2.7M | 48k | 55.49 | |
National-Oilwell Var | 0.0 | $3.0M | 113k | 26.64 | |
General Mills (GIS) | 0.0 | $2.8M | 54k | 51.75 | |
Phillips 66 (PSX) | 0.0 | $3.1M | 33k | 95.18 | |
Coca-Cola Company (KO) | 0.0 | $2.3M | 49k | 46.86 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $2.0M | 7.6k | 266.53 | |
Raytheon Company | 0.0 | $2.5M | 14k | 182.08 | |
Amgen (AMGN) | 0.0 | $2.3M | 12k | 189.96 | |
International Business Machines (IBM) | 0.0 | $2.1M | 15k | 141.10 | |
United Technologies Corporation | 0.0 | $2.0M | 16k | 128.86 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.6M | 39k | 64.86 | |
Amphenol Corporation (APH) | 0.0 | $2.4M | 26k | 94.41 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $1.9M | 21k | 89.90 | |
Abbvie (ABBV) | 0.0 | $2.2M | 27k | 80.60 | |
Equinor Asa (EQNR) | 0.0 | $2.1M | 94k | 21.96 | |
Veoneer Incorporated | 0.0 | $2.4M | 103k | 22.88 | |
MasterCard Incorporated (MA) | 0.0 | $1.5M | 6.6k | 235.38 | |
Walt Disney Company (DIS) | 0.0 | $1.3M | 12k | 111.00 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $1.5M | 5.2k | 282.41 | |
At&t (T) | 0.0 | $1.8M | 56k | 31.36 | |
NetApp (NTAP) | 0.0 | $1.2M | 17k | 69.27 | |
V.F. Corporation (VFC) | 0.0 | $1.3M | 15k | 86.91 | |
Boeing Company (BA) | 0.0 | $1.6M | 4.2k | 381.30 | |
Nordstrom (JWN) | 0.0 | $1.2M | 28k | 44.36 | |
Laboratory Corp. of America Holdings | 0.0 | $1.4M | 9.3k | 152.88 | |
Everest Re Group (EG) | 0.0 | $1.7M | 7.8k | 215.85 | |
Qualcomm (QCOM) | 0.0 | $1.2M | 20k | 57.01 | |
Biogen Idec (BIIB) | 0.0 | $1.4M | 6.0k | 236.33 | |
Brown-Forman Corporation (BF.A) | 0.0 | $1.7M | 32k | 51.17 | |
Lowe's Companies (LOW) | 0.0 | $1.5M | 14k | 109.50 | |
Amazon (AMZN) | 0.0 | $1.8M | 1.0k | 1780.88 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $1.5M | 11k | 144.72 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $1.8M | 35k | 50.14 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.3M | 25k | 52.37 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $1.7M | 31k | 55.01 | |
Cambridge Ban (CATC) | 0.0 | $1.2M | 15k | 82.82 | |
Walgreen Boots Alliance (WBA) | 0.0 | $1.1M | 18k | 63.25 | |
Bank of America Corporation (BAC) | 0.0 | $856k | 31k | 27.59 | |
Moody's Corporation (MCO) | 0.0 | $671k | 3.7k | 181.11 | |
Wal-Mart Stores (WMT) | 0.0 | $444k | 4.6k | 97.43 | |
Baxter International (BAX) | 0.0 | $379k | 4.7k | 81.30 | |
Eli Lilly & Co. (LLY) | 0.0 | $724k | 5.6k | 129.75 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $595k | 1.5k | 410.34 | |
Norfolk Southern (NSC) | 0.0 | $985k | 5.3k | 186.87 | |
General Electric Company | 0.0 | $818k | 82k | 9.99 | |
Bristol Myers Squibb (BMY) | 0.0 | $799k | 17k | 47.74 | |
Franklin Resources (BEN) | 0.0 | $442k | 13k | 33.16 | |
Northrop Grumman Corporation (NOC) | 0.0 | $406k | 1.5k | 269.59 | |
Wells Fargo & Company (WFC) | 0.0 | $968k | 20k | 48.31 | |
Boston Scientific Corporation (BSX) | 0.0 | $461k | 12k | 38.41 | |
Harris Corporation | 0.0 | $559k | 3.5k | 159.71 | |
Western Digital (WDC) | 0.0 | $859k | 18k | 48.09 | |
Berkshire Hathaway (BRK.A) | 0.0 | $904k | 3.00 | 301333.33 | |
Nextera Energy (NEE) | 0.0 | $871k | 4.5k | 193.21 | |
Parker-Hannifin Corporation (PH) | 0.0 | $674k | 3.9k | 171.72 | |
Royal Dutch Shell | 0.0 | $487k | 7.8k | 62.53 | |
Target Corporation (TGT) | 0.0 | $577k | 7.2k | 80.31 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $802k | 6.5k | 123.44 | |
iShares S&P 500 Index (IVV) | 0.0 | $700k | 2.5k | 284.44 | |
Southern Company (SO) | 0.0 | $460k | 8.9k | 51.69 | |
Novo Nordisk A/S (NVO) | 0.0 | $401k | 7.7k | 52.32 | |
Dover Corporation (DOV) | 0.0 | $499k | 5.3k | 93.71 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $1.1M | 14k | 79.59 | |
Toyota Motor Corporation (TM) | 0.0 | $396k | 3.4k | 118.03 | |
iShares Russell 1000 Index (IWB) | 0.0 | $540k | 3.4k | 157.34 | |
Chipotle Mexican Grill (CMG) | 0.0 | $649k | 914.00 | 710.07 | |
Celgene Corporation | 0.0 | $519k | 5.5k | 94.35 | |
Unilever (UL) | 0.0 | $657k | 11k | 57.68 | |
Rockwell Automation (ROK) | 0.0 | $790k | 4.5k | 175.56 | |
Tor Dom Bk Cad (TD) | 0.0 | $920k | 17k | 54.31 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $644k | 3.4k | 189.30 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $780k | 19k | 40.87 | |
Vanguard Value ETF (VTV) | 0.0 | $634k | 5.9k | 107.69 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $491k | 11k | 45.89 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $450k | 2.8k | 160.71 | |
Vanguard REIT ETF (VNQ) | 0.0 | $728k | 8.4k | 86.91 | |
Vanguard European ETF (VGK) | 0.0 | $1.1M | 20k | 53.60 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $836k | 7.9k | 105.48 | |
Facebook Inc cl a (META) | 0.0 | $855k | 5.1k | 166.70 | |
Mondelez Int (MDLZ) | 0.0 | $648k | 13k | 49.90 | |
Wright Express (WEX) | 0.0 | $413k | 2.2k | 191.83 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $419k | 4.7k | 88.64 | |
S&p Global (SPGI) | 0.0 | $1.1M | 5.1k | 210.52 | |
Versum Matls | 0.0 | $379k | 7.5k | 50.25 | |
Ishares Msci Japan (EWJ) | 0.0 | $465k | 8.5k | 54.71 | |
Dowdupont | 0.0 | $739k | 14k | 53.31 | |
Broadcom (AVGO) | 0.0 | $566k | 1.9k | 300.58 | |
Covia Hldgs Corp | 0.0 | $401k | 72k | 5.59 | |
Dell Technologies (DELL) | 0.0 | $513k | 8.7k | 58.66 | |
BP (BP) | 0.0 | $223k | 5.1k | 43.80 | |
BlackRock (BLK) | 0.0 | $309k | 723.00 | 427.39 | |
Hartford Financial Services (HIG) | 0.0 | $205k | 4.1k | 49.65 | |
Charles Schwab Corporation (SCHW) | 0.0 | $318k | 7.4k | 42.80 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $231k | 4.6k | 50.36 | |
Waste Management (WM) | 0.0 | $234k | 2.3k | 104.00 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $277k | 1.5k | 183.69 | |
Microchip Technology (MCHP) | 0.0 | $361k | 4.3k | 83.05 | |
Stanley Black & Decker (SWK) | 0.0 | $216k | 1.6k | 136.28 | |
Sherwin-Williams Company (SHW) | 0.0 | $225k | 523.00 | 430.21 | |
Travelers Companies (TRV) | 0.0 | $235k | 1.7k | 137.43 | |
Morgan Stanley (MS) | 0.0 | $215k | 5.1k | 42.30 | |
Cabot Corporation (CBT) | 0.0 | $324k | 7.8k | 41.68 | |
AstraZeneca (AZN) | 0.0 | $218k | 5.4k | 40.37 | |
Thermo Fisher Scientific (TMO) | 0.0 | $279k | 1.0k | 273.80 | |
Canon (CAJPY) | 0.0 | $230k | 7.9k | 29.10 | |
Kellogg Company (K) | 0.0 | $357k | 6.2k | 57.35 | |
J.M. Smucker Company (SJM) | 0.0 | $281k | 2.4k | 116.50 | |
salesforce (CRM) | 0.0 | $208k | 1.3k | 158.42 | |
Brookline Ban (BRKL) | 0.0 | $216k | 15k | 14.40 | |
Oceaneering International (OII) | 0.0 | $217k | 14k | 15.78 | |
Berkshire Hills Ban (BHLB) | 0.0 | $256k | 9.4k | 27.26 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $343k | 6.4k | 53.94 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $260k | 37k | 7.03 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $348k | 4.8k | 73.26 | |
Xylem (XYL) | 0.0 | $238k | 3.0k | 78.91 | |
Ingredion Incorporated (INGR) | 0.0 | $322k | 3.4k | 94.71 | |
Duke Energy (DUK) | 0.0 | $314k | 3.5k | 90.05 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $261k | 2.5k | 104.40 |