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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2019-01-03 (Q4 2018) | Holdings: 363 | Value: $824.1M | 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 | Reduce 2% $(611.8K) | 4.64% | $38.2M | +127.42% | +19.13% | +6.64% | |
| AAPL - APPLE INC | Reduce 2% $(746.4K) | 4.31% | $35.5M | +664.25% | +35.98% | +110.55% | |
| JNJ - JOHNSON & JOHNSON | Add 20% ($5.5M) | 4.05% | $33.4M | +81.18% | +7.35% | +16.55% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(598.4K) | 2.96% | $24.4M | +169.69% | +27.43% | +50.92% | |
| MSFT - MICROSOFT CORP | 2.34% | $19.3M | +460.15% | +20.21% | +61.83% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(228.0K) | 2.32% | $19.1M | -16.65% | +24.79% | +31.61% | |
| MRK - MERCK & COMPANY | 2.20% | $18.2M | +51.20% | +10.26% | +25.95% | ||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(165.1K) | 2.10% | $17.3M | +135.50% | +12.13% | +46.24% | |
| GOOGL - ALPHABET CLASS A | 1.95% | $16.1M | +402.06% | +16.97% | +34.07% | ||
| JPM - J P MORGAN CHASE & CO | Reduce 9% $(1.6M) | 1.90% | $15.6M | +265.88% | +7.32% | +43.58% | |
| V - VISA INC | Reduce 1% $(112.2K) | 1.87% | $15.4M | +179.08% | +21.06% | +45.97% | |
| BA - BOEING CO | Reduce 2% $(301.9K) | 1.60% | $13.2M | -28.07% | +25.63% | +7.81% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 2% $(202.6K) | 1.58% | $13.0M | +119.38% | +31.16% | +36.14% | |
| BP - BP P L C | 1.57% | $13.0M | +26.41% | +13.19% | +7.03% | ||
| DD - DOWDUPONT INC | Reduce 22% $(3.5M) | 1.52% | $12.6M | +22.00% | +6.86% | -17.02% | |
| GOOG - ALPHABET CLASS C | 1.50% | $12.4M | +408.03% | +17.67% | +35.02% | ||
| ZTS - ZOETIS INC CL A | Reduce 1% $(102.6K) | 1.48% | $12.2M | +85.63% | +23.20% | +61.54% | |
| INTC - INTEL CORP | Reduce 1% $(108.5K) | 1.39% | $11.4M | -2.96% | +22.78% | +34.01% | |
| DIS - DISNEY (WALT) CO | Reduce 1% $(106.9K) | 1.36% | $11.2M | +6.48% | +6.31% | +36.59% | |
| MCD - MCDONALDS CORP | 1.31% | $10.8M | +103.18% | +8.55% | +17.71% | ||
| DHR - DANAHER CORP | Add 3% ($285.7K) | 1.13% | $9.3M | +162.81% | +32.50% | +57.56% | |
| UNP - UNION PACIFIC CORP | Reduce 3% $(308.9K) | 1.13% | $9.3M | +86.53% | +25.85% | +36.05% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Add 1% ($102.1K) | 1.12% | $9.3M | +152.55% | +4.75% | +16.49% | |
| HD - HOME DEPOT | Reduce 3% $(262.9K) | 1.08% | $8.9M | +168.12% | +18.66% | +32.77% | |
| CVX - CHEVRON CORP | Reduce 1% $(92.5K) | 1.04% | $8.5M | +89.71% | +14.30% | +13.80% | |
| WFC - WELLS FARGO | Reduce 4% $(314.3K) | 0.97% | $8.0M | +120.06% | +4.63% | +16.47% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(50.6K) | 0.93% | $7.7M | +100.41% | +14.76% | +38.93% | |
| ABBV - ABBVIE INC | Reduce 2% $(115.2K) | 0.91% | $7.5M | +252.05% | -4.47% | +7.64% | |
| RTX - UNITED TECHNOLOGIES CORP | Reduce 1% $(51.5K) | 0.89% | $7.3M | +241.83% | +28.21% | +50.93% | |
| J - JACOBS ENGINEERING GROUP | Reduce 2% $(138.0K) | 0.88% | $7.3M | +249.54% | +30.79% | +56.77% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 1% ($46.4K) | 0.88% | $7.2M | +12.08% | +11.41% | +26.14% | |
| WAB - WABTEC CORP | Reduce 17% $(1.4M) | 0.85% | $7.0M | +191.41% | +7.86% | +13.97% | |
| ORCL - ORACLE CORP | Reduce 10% $(767.2K) | 0.82% | $6.8M | +592.91% | +19.09% | +21.14% | |
| AXP - AMERICAN EXPRESS CO | 0.80% | $6.6M | +310.20% | +15.87% | +31.91% | ||
| AGN - ALLERGAN PLC SHS | Reduce 9% $(654.9K) | 0.80% | $6.6M | +9.19% | +41.99% | ||
| CELG - CELGENE CORP | Reduce 11% $(789.6K) | 0.77% | $6.3M | +14.88% | |||
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 1% $(46.3K) | 0.75% | $6.2M | +59.18% | +14.03% | +20.41% | |
| PFE - PFIZER INC | 0.73% | $6.1M | -16.62% | +1.59% | -4.99% | ||
| PEP - PEPSICO INC | Reduce 1% $(44.9K) | 0.73% | $6.0M | +69.39% | +11.79% | +27.98% | |
| LRCX - LAM RESEARCH CORP | Reduce 4% $(210.8K) | 0.69% | $5.7M | +1138.33% | +43.34% | +120.29% | |
| N/A - FIDELITY CONTRAFUND | Add 6% ($345.0K) | 0.69% | $5.7M | ||||
| PWR - QUANTA SERVICES INC | 0.69% | $5.7M | +1389.56% | +29.94% | +36.24% | ||
| EMR - EMERSON ELECTRIC CO | 0.68% | $5.6M | +162.95% | +21.00% | +34.13% | ||
| HON - HONEYWELL INTERNATIONAL | Reduce 3% $(149.7K) | 0.67% | $5.5M | +87.32% | +22.10% | +36.57% | |
| BRK.A - BERKSHIRE HATHAWAY INC CLASS A | New Purchase | 0.67% | $5.5M | +152.29% | +4.70% | +16.23% | |
| META - FACEBOOK INC CL A | Reduce 13% $(831.2K) | 0.65% | $5.3M | +454.37% | +31.35% | +58.64% | |
| CRM - SALESFORCE.COM INC | New Purchase | 0.62% | $5.1M | +92.89% | +18.74% | +29.93% | |
| COST - COSTCO WHOLESALE CORP | New Purchase | 0.62% | $5.1M | +406.26% | +20.67% | +45.10% | |
| ADP - AUTOMATIC DATA PROCESSING | New Purchase | 0.58% | $4.8M | +152.14% | +24.75% | +35.28% | |
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | +108.49% | +17.59% | -2.78% | |
| SPY - S&P 500 DEPOSITORY RECEIPTS | Reduce 100% | 0.00% | $0.00 | +166.57% | +16.50% | +33.19% | |
| IBM - INTL BUSINESS MACHINES | Reduce 100% | 0.00% | $0.00 | +173.99% | +25.70% | +22.30% | |
| SLB - SCHLUMBERGER LTD | Reduce 100% | 0.00% | $0.00 | +34.49% | +16.48% | +12.62% | |
| MDY - SPDR S&P MIDCAP 400 ETF | Reduce 100% | 0.00% | $0.00 | ||||