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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2018-07-03 (Q2 2018) | Holdings: 396 | Value: $948.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| XOM - EXXON MOBIL CORP | New Purchase | 4.99% | $47.3M | +95.70% | +4.69% | -3.79% | |
| AAPL - APPLE INC | New Purchase | 4.53% | $43.0M | +500.41% | +23.50% | +11.92% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 2.80% | $26.6M | +88.78% | +13.49% | +16.77% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 2.40% | $22.7M | +181.32% | +17.45% | +45.39% | |
| DD - DOWDUPONT INC | New Purchase | 1.99% | $18.9M | +0.96% | -2.08% | -18.67% | |
| JPM - J P MORGAN CHASE & CO | New Purchase | 1.95% | $18.5M | +253.53% | +11.47% | +12.28% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 1.91% | $18.1M | -16.58% | +0.84% | +40.08% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.89% | $17.9M | +465.98% | +13.79% | +39.99% | |
| GOOGL - ALPHABET CLASS A | New Purchase | 1.81% | $17.2M | +365.43% | +4.67% | +0.72% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 1.78% | $16.9M | +139.18% | +0.99% | +26.59% | |
| BP - BP P L C | New Purchase | 1.65% | $15.6M | +11.04% | +2.35% | -6.25% | |
| V - VISA INC | New Purchase | 1.63% | $15.4M | +176.42% | +11.24% | +34.58% | |
| MRK - MERCK & COMPANY | New Purchase | 1.56% | $14.8M | +86.61% | +16.78% | +43.26% | |
| BA - BOEING CO | New Purchase | 1.54% | $14.6M | -31.58% | +16.59% | +8.03% | |
| SPY - S&P 500 DEPOSITORY RECEIPTS | New Purchase | 1.46% | $13.8M | +178.74% | +6.83% | +11.83% | |
| GOOG - ALPHABET CLASS C | New Purchase | 1.44% | $13.6M | +372.37% | +5.19% | +1.90% | |
| NSC - NORFOLK SOUTHERN CORP | New Purchase | 1.43% | $13.5M | +114.27% | +21.48% | +34.99% | |
| INTC - INTEL CORP | New Purchase | 1.35% | $12.8M | -9.90% | -3.12% | -1.39% | |
| ZTS - ZOETIS INC CL A | New Purchase | 1.30% | $12.3M | +78.05% | +5.17% | +32.52% | |
| MDY - SPDR S&P MIDCAP 400 ETF | New Purchase | 1.17% | $11.1M | +84.71% | +1.02% | +1.33% | |
| DIS - DISNEY (WALT) CO | New Purchase | 1.13% | $10.7M | +11.51% | +11.81% | +39.07% | |
| WAB - WABTEC CORP | New Purchase | 1.11% | $10.5M | +105.80% | +5.30% | -26.04% | |
| PWR - QUANTA SERVICES INC | New Purchase | 1.06% | $10.1M | +1232.75% | -3.20% | +14.80% | |
| WFC - WELLS FARGO | New Purchase | 1.06% | $10.1M | +89.50% | -3.61% | -11.62% | |
| CVX - CHEVRON CORP | New Purchase | 1.06% | $10.0M | +69.13% | +0.03% | +1.86% | |
| ORCL - ORACLE CORP | New Purchase | 1.06% | $10.0M | +601.83% | +10.00% | +33.46% | |
| HD - HOME DEPOT | New Purchase | 1.05% | $9.9M | +137.22% | +2.77% | +11.53% | |
| META - FACEBOOK INC CL A | New Purchase | 1.01% | $9.6M | +281.49% | -18.43% | +0.85% | |
| MCD - MCDONALDS CORP | New Purchase | 1.01% | $9.6M | +130.79% | +6.33% | +37.98% | |
| AGN - ALLERGAN PLC SHS | New Purchase | 1.00% | $9.5M | +13.02% | +0.25% | ||
| RTX - UNITED TECHNOLOGIES CORP | New Purchase | 0.94% | $8.9M | +185.79% | +12.09% | +7.65% | |
| UNP - UNION PACIFIC CORP | New Purchase | 0.93% | $8.8M | +78.88% | +16.35% | +22.21% | |
| CELG - CELGENE CORP | New Purchase | 0.92% | $8.7M | +12.17% | +18.62% | ||
| J - JACOBS ENGINEERING GROUP | New Purchase | 0.86% | $8.1M | +222.40% | +23.03% | +34.49% | |
| LRCX - LAM RESEARCH CORP | New Purchase | 0.83% | $7.9M | +894.34% | -11.38% | +11.28% | |
| ABBV - ABBVIE INC | New Purchase | 0.83% | $7.8M | +233.92% | +0.36% | -19.08% | |
| FDX - FEDEX CORP | New Purchase | 0.80% | $7.6M | +19.96% | +4.98% | -28.12% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | New Purchase | 0.79% | $7.5M | +163.06% | +17.05% | +15.06% | |
| PG - PROCTER & GAMBLE CO | New Purchase | 0.76% | $7.2M | +137.18% | +5.79% | +49.63% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | New Purchase | 0.75% | $7.1M | +42.32% | +6.33% | -1.40% | |
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.73% | $6.9M | +300.84% | +9.94% | +29.35% | |
| BXMT - BLACKSTONE MTG TR INC CL A | New Purchase | 0.72% | $6.8M | +15.37% | +5.56% | +19.84% | |
| SLB - SCHLUMBERGER LTD | New Purchase | 0.71% | $6.7M | -33.58% | -4.56% | -37.68% | |
| HON - HONEYWELL INTERNATIONAL | New Purchase | 0.70% | $6.6M | +79.69% | +14.71% | +29.04% | |
| EMR - EMERSON ELECTRIC CO | New Purchase | 0.68% | $6.4M | +127.93% | +13.62% | -2.82% | |
| PEP - PEPSICO INC | New Purchase | 0.66% | $6.3M | +73.14% | -1.30% | +26.05% | |
| N/A - FIDELITY CONTRAFUND | New Purchase | 0.66% | $6.2M | ||||
| CB - CHUBB LIMITED COM | New Purchase | 0.61% | $5.8M | +150.63% | +5.48% | +19.29% | |
| IBM - INTL BUSINESS MACHINES | New Purchase | 0.59% | $5.6M | +216.45% | +8.87% | +5.46% | |
| TFC - BB&T CORPORATION | New Purchase | 0.57% | $5.4M | +19.15% | -2.17% | +1.38% | |