Institutional Capital Llc is an investment advisor that manages 23.5 BN dollars in regulatory AUM and has 59 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 12/31/16. The fund's latest filing disclosed 7BN in positions, representing 29% of the manager's regulatory AUM.


Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INSTITUTIONAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.36% Tech 24.34% 0.61% 0 35%
ABT 4.26% Health 15.21% 0.34% 1 20%
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INSTITUTIONAL Founders and Key Employees

Name Title In Position Since
Jerrold K. Senser Elected Manager, Chief Executive Officer And Chief Investment Officer July-2007
Thomas R. Wenzel Senior Executive Vice President July-2014
Brian E. Franc Executive Vice President, Cco And Director Of Risk Management And Portfolio Operations September-2009
Scott E. Weisenberger Executive Vice President And Director Of Client Service And Business Development September-2009
Keith D. Watson Executive Vice President And Director Of Consultant Relationships And Business Development September-2009
Katie J. Banks Senior Vice President And Director Of Human Resources May-2009
Mark E. Flanagan Executive Vice President, Chief Financial Officer And Director Of Business Operations October-2010
Yie-Hsin N. Hung Elected Manager January-2012
Thomas M. Cole Senior Executive Vice President And Deputy Chief Investment Officer July-2014
Drew E. Lawton Elected Manager November-2010
Robert M. Gardner Elected Manager February-2014
Andrew P. Starr Executive Vice President And Director Of Research July-2014
Francis M. Harte Elected Manager June-2014

INSTITUTIONAL Brokers, Custodians, Auditors and Administrators

Type Company

INSTITUTIONAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Process

We focus on exploiting pricing inefficiencies by combining our valuation discipline with dynamic catalyst identification through independent, fundamental, in-depth research. Global fundamental research is the foundation of our process. Central to our investment process, we identify stocks that we believe offer the best values and seek to avoid companies that are exhibiting excessive deterioration in earnings trends.

Through the use of global fundamental research, our analysts develop a target price for each stock in our universe. All of the stocks are then ranked by upside potential given the analyst’s target price. We concentrate on stocks that we believe have at least 15% upside potential.

In addition, we monitor consensus earnings estimate changes for each company in our universe. We standardize these changes for comparability, rank the...
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INSTITUTIONAL Portfolio Concentration


CHICAGO, Illinois

INSTITUTIONAL Contact Information

Phone Number: 312-424-9100
Fax Number: 312-424-9185



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