CG
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CLEARY GULL INC.13F | |
CLEARY GULL INC. | |
Last update 2015-05-14 | 74 Stocks (0 new) |
Value $103.00 Mil | Turnover 0 % |
CLEARY GULL INC. Top Holdings of 2015-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWX | iShares MSCI ACWI Ex US Index Fund | 679,266 | 30,363.0 | 0% | 29.360 | 0% | 0.800 | -0.80% | +8.46% | 4,582.7 | ||
PCEF | Invesco CEF Income Composite ETF | 1,225,461 | 29,227.0 | 0% | 28.270 | 0% | 3.240 | +3.57% | +19.26% | 828.4 | ||
VOE | Vanguard Mid-Cap Value ETF | 252,398 | 23,198.0 | 0% | 22.430 | 0% | 0.220 | +2.99% | +17.81% | 17,370.9 | ||
BTZ | Blackrock Credit Allocation Income Trust | 224,448 | 3,021.0 | 0% | 2.920 | 0% | 0.240 | +0.38% | +15.47% | 1,021.0 | Asset Management | |
VTI | Vanguard Total Stock Market ETF | 26,393 | 2,831.0 | 0% | 2.740 | 0% | 0.000 | +8.53% | +27.72% | 433,014.3 | ||
IWB | iShares Russell 1000 ETF | 19,473 | 2,256.0 | 0% | 2.180 | 0% | 0.020 | +8.55% | +28.13% | 39,746.9 | ||
SPY | S&P 500 ETF TRUST ETF | 10,815 | 2,233.0 | 0% | 2.160 | 0% | 0.000 | +7.84% | +28.32% | 636,161.9 | ||
IWF | iShares Russell 1000 Growth ETF | 21,961 | 2,172.0 | 0% | 2.100 | 0% | 0.010 | +13.02% | +37.11% | 107,981.0 | ||
IWR | iShares Russell Mid-Cap ETF | 23,400 | 1,013.0 | 0% | 0.980 | 0% | 0.000 | +8.08% | +20.29% | 40,421.9 | ||
IVV | iShares Core S&P 500 ETF | 3,620 | 752.0 | 0% | 0.730 | 0% | 0.000 | +7.89% | +28.42% | 581,707.1 |
CLEARY GULL INC.'s Historical Top Holdings Breakdowns
CLEARY GULL INC. Total Holding History ($B)
CLEARY GULL INC.'s Asset Allocation
CLEARY GULL INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CLEARY GULL INC.'s Hypothetical Growth since 2015-03-31
CLEARY GULL INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CLEARY GULL INC.'s Holdings Heat Map
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CLEARY GULL INC.'s Holdings Bubble Chart
CLEARY GULL INC. News
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