ST
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Stone Toro Investment Advisers, LP13F | |
Stone Toro Investment Advisers, LP | |
Last update 2015-05-07 | 36 Stocks (26 new) |
Value $10.00 Mil | Turnover 63 % |
Stone Toro Investment Advisers... 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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HEDJ |
WisdomTree Europe Hedged Equity Fund
WisdomTree Europe Hedged Equity Fund
| 34,216 | 1,132.0 | New Holding | 11.390 | +11.39% | 0.070 | +7.33% | +14.38% | 1,720.3 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 8,916 | 769.0 | 0% | 7.740 | 0% | 0.010 | +1.53% | +4.63% | 23,111.0 | ||
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 5,863 | 442.0 | 0% | 4.450 | 0% | 0.010 | +15.27% | +0.01% | 22,730.6 | ||
VOO | Vanguard S&P 500 ETF | 2,314 | 438.0 | 0% | 4.410 | 0% | 0.000 | +16.64% | +9.14% | 665,159.4 | ||
XLU | Utilities Select Sector SPDR ETF | 9,070 | 403.0 | 0% | 4.060 | 0% | 0.000 | +8.33% | +13.08% | 20,511.2 | ||
XLK | Technology Select Sector SPDR ETF | 9,067 | 376.0 | 0% | 3.780 | 0% | 0.000 | +27.59% | +12.92% | 83,145.6 | ||
JKG | iShares Morningstar Mid-Cap ETF | 31,897 | 341.0 | New Holding | 3.430 | +3.43% | - | +15.91% | +7.07% | 0 | ||
SPY | S&P 500 ETF TRUST ETF | 1,360 | 281.0 | -48.83% | 2.830 | -0.69% | 0.000 | +16.60% | +9.09% | 655,769.8 | ||
ALX | Alexander's Inc | 606 | 276.0 | 0% | 2.780 | 0% | 0.010 | +31.56% | +35.68% | 1,327.3 | REITs | |
LLY | Eli Lilly and Co | 3,605 | 262.0 | 0% | 2.640 | 0% | 0.000 | -6.22% | +4.62% | 722,340.5 | Drug Manufacturers |
Stone Toro Investment Advisers, LP's Historical Top Holdings Breakdowns
Stone Toro Investment Advisers, LP Total Holding History ($B)
Stone Toro Investment Advisers, LP's Asset Allocation
Stone Toro Investment Advisers, LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Stone Toro Investment Advisers, LP's Hypothetical Growth since 2015-03-31
Stone Toro Investment Advisers, LP's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Stone Toro Investment Advisers, LP's Holdings Heat Map
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Stone Toro Investment Advisers, LP's Holdings Bubble Chart
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