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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2019-04-08 (Q1 2019) | Holdings: 391 | Value: $943.5M | 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 1% $(619.3K) | 4.73% | $44.7M | +89.82% | -6.32% | -45.05% | |
| AAPL - APPLE INC | Reduce 2% $(641.7K) | 4.46% | $42.1M | +449.05% | +0.85% | +35.53% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(341.8K) | 3.80% | $35.9M | +68.24% | +4.69% | +6.75% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(329.6K) | 3.13% | $29.5M | +110.17% | +7.26% | +14.89% | |
| PYPL - PAYPAL HLDGS INC | 2.50% | $23.6M | -34.22% | +11.61% | -0.21% | ||
| MSFT - MICROSOFT CORP | Add 4% ($945.2K) | 2.48% | $23.4M | +368.85% | +15.46% | +41.05% | |
| MRK - MERCK & COMPANY | Reduce 1% $(280.3K) | 2.07% | $19.5M | +39.32% | +6.03% | +5.33% | |
| GOOGL - ALPHABET CLASS A | Add 4% ($760.3K) | 2.00% | $18.9M | +335.50% | -6.46% | +0.39% | |
| NEE - NEXTERA ENERGY INC | Reduce 5% $(874.4K) | 1.95% | $18.4M | +109.77% | +11.05% | +32.98% | |
| V - VISA INC | 1.95% | $18.4M | +132.11% | +13.70% | +11.62% | ||
| BA - BOEING CO | Add 9% ($1.4M) | 1.80% | $17.0M | -38.79% | -4.10% | -58.01% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(605.5K) | 1.66% | $15.7M | +66.39% | +3.14% | -15.68% | |
| BP - BP P L C | 1.58% | $14.9M | +9.25% | -7.93% | -41.21% | ||
| ZTS - ZOETIS INC CL A | Add 1% ($181.3K) | 1.54% | $14.6M | +51.26% | +11.67% | +27.48% | |
| JPM - J P MORGAN CHASE & CO | Reduce 14% $(2.3M) | 1.48% | $13.9M | +242.47% | +8.63% | +0.95% | |
| GOOG - ALPHABET CLASS C | Reduce 3% $(483.4K) | 1.44% | $13.6M | +338.62% | -5.95% | +1.29% | |
| INTC - INTEL CORP | Reduce 1% $(174.2K) | 1.37% | $12.9M | -20.15% | -13.20% | +5.66% | |
| DHR - DANAHER CORP | Add 3% ($333.2K) | 1.30% | $12.3M | +97.20% | +8.56% | +11.59% | |
| DD - DOWDUPONT INC | Reduce 4% $(451.7K) | 1.28% | $12.1M | +13.65% | -13.09% | -48.60% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Add 28% ($2.6M) | 1.24% | $11.7M | +140.24% | +4.84% | -5.37% | |
| MCD - MCDONALDS CORP | 1.23% | $11.6M | +87.64% | +12.64% | -0.68% | ||
| UNP - UNION PACIFIC CORP | 1.19% | $11.2M | +49.31% | +1.75% | -9.20% | ||
| DIS - DISNEY (WALT) CO | Reduce 1% $(158.3K) | 1.19% | $11.2M | -0.59% | +23.25% | -8.51% | |
| HD - HOME DEPOT | Add 2% ($211.1K) | 1.08% | $10.2M | +123.93% | +5.55% | +2.28% | |
| CVX - CHEVRON CORP | Reduce 3% $(286.2K) | 1.00% | $9.4M | +64.02% | -1.37% | -30.42% | |
| J - JACOBS ENGINEERING GROUP | 0.99% | $9.3M | +167.12% | +10.50% | +7.59% | ||
| CELG - CELGENE CORP | Reduce 3% $(264.8K) | 0.96% | $9.1M | -0.99% | |||
| WAB - WABTEC CORP | Add 23% ($1.7M) | 0.96% | $9.0M | +174.64% | -3.27% | -25.70% | |
| RTX - UNITED TECHNOLOGIES CORP | 0.94% | $8.9M | +166.73% | -1.16% | -15.52% | ||
| PG - PROCTER & GAMBLE CO | Reduce 2% $(173.2K) | 0.90% | $8.5M | +72.76% | +8.76% | +12.53% | |
| ORCL - ORACLE CORP | Add 6% ($454.4K) | 0.90% | $8.5M | +485.30% | +11.90% | +1.63% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.89% | $8.4M | +62.48% | -0.19% | +8.55% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Reduce 2% $(150.6K) | 0.82% | $7.7M | +0.69% | +5.70% | -30.40% | |
| AXP - AMERICAN EXPRESS CO | Reduce 1% $(62.5K) | 0.80% | $7.5M | +254.36% | +14.80% | -12.42% | |
| AGN - ALLERGAN PLC SHS | 0.76% | $7.2M | +11.70% | +23.80% | |||
| HON - HONEYWELL INTERNATIONAL | Add 7% ($488.7K) | 0.76% | $7.1M | +53.31% | +9.43% | -9.19% | |
| PWR - QUANTA SERVICES INC | 0.75% | $7.1M | +1029.89% | -3.70% | -15.03% | ||
| IBB - ISHARES NASDQ BIOTECH INDEX FN | 0.75% | $7.1M | +38.61% | -4.31% | +0.37% | ||
| META - FACEBOOK INC CL A | Add 4% ($263.0K) | 0.75% | $7.1M | +323.02% | +13.43% | -0.24% | |
| WFC - WELLS FARGO | Reduce 17% $(1.4M) | 0.74% | $7.0M | +112.44% | -0.80% | -28.95% | |
| LRCX - LAM RESEARCH CORP | Reduce 9% $(669.1K) | 0.72% | $6.8M | +760.36% | -4.00% | +37.51% | |
| CRM - SALESFORCE.COM INC | Add 14% ($836.0K) | 0.72% | $6.8M | +63.98% | -1.97% | -1.59% | |
| N/A - FIDELITY CONTRAFUND | Add 3% ($196.7K) | 0.70% | $6.6M | ||||
| PEP - PEPSICO INC | 0.70% | $6.6M | +51.19% | +9.01% | +12.87% | ||
| EMR - EMERSON ELECTRIC CO | 0.68% | $6.4M | +115.94% | -9.55% | -25.48% | ||
| COST - COSTCO WHOLESALE CORP | Add 1% ($48.4K) | 0.65% | $6.1M | +318.32% | +10.44% | +23.53% | |
| ADP - AUTOMATIC DATA PROCESSING | 0.61% | $5.8M | +101.49% | +2.81% | -8.91% | ||
| PFE - PFIZER INC | Reduce 3% $(170.5K) | 0.61% | $5.7M | -18.38% | +1.80% | -14.48% | |
| ABBV - ABBVIE INC | Reduce 14% $(903.1K) | 0.60% | $5.6M | +264.31% | -13.83% | +0.70% | |
| BRK.A - BERKSHIRE HATHAWAY INC CLASS A | Reduce 100% | 0.00% | $0.00 | +135.98% | +5.01% | -5.32% | |