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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2019-07-01 (Q2 2019) | Holdings: 385 | Value: $944.7M | 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 |
| AAPL - APPLE INC | Reduce 6% $(2.5M) | 4.38% | $41.4M | +443.98% | +9.13% | +82.94% | |
| XOM - EXXON MOBIL CORP | Reduce 10% $(4.2M) | 4.04% | $38.2M | +103.39% | -10.71% | -38.66% | |
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(993.5K) | 3.68% | $34.7M | +63.23% | -4.48% | +4.09% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(560.9K) | 3.29% | $31.1M | +94.45% | -6.51% | +22.62% | |
| MSFT - MICROSOFT CORP | 2.81% | $26.5M | +307.11% | -0.75% | +53.39% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(385.5K) | 2.72% | $25.7M | -39.43% | -13.41% | +53.85% | |
| V - VISA INC | 2.15% | $20.3M | +108.41% | -2.31% | +13.09% | ||
| MRK - MERCK & COMPANY | Reduce 2% $(385.1K) | 2.04% | $19.3M | +32.02% | -2.72% | -3.92% | |
| GOOGL - ALPHABET CLASS A | Add 3% ($468.8K) | 1.89% | $17.9M | +373.76% | +6.62% | +33.05% | |
| NEE - NEXTERA ENERGY INC | Reduce 13% $(2.5M) | 1.80% | $17.0M | +92.03% | +12.51% | +22.96% | |
| ZTS - ZOETIS INC CL A | Reduce 2% $(280.4K) | 1.71% | $16.1M | +34.64% | +7.48% | +21.52% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(672.7K) | 1.70% | $16.1M | +58.09% | -15.47% | -11.74% | |
| JPM - J P MORGAN CHASE & CO | Add 3% ($451.0K) | 1.68% | $15.8M | +217.04% | +0.48% | -14.91% | |
| BA - BOEING CO | Reduce 6% $(1.0M) | 1.61% | $15.2M | -36.63% | +3.94% | -48.24% | |
| DIS - DISNEY (WALT) CO | Add 4% ($512.3K) | 1.55% | $14.6M | -18.72% | -8.10% | -19.70% | |
| BP - BP P L C | 1.50% | $14.2M | +14.13% | -12.65% | -40.72% | ||
| DHR - DANAHER CORP | Reduce 2% $(209.5K) | 1.38% | $13.1M | +78.99% | -4.94% | +25.01% | |
| MCD - MCDONALDS CORP | Reduce 2% $(249.2K) | 1.31% | $12.4M | +70.90% | +0.30% | -9.03% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(142.8K) | 1.30% | $12.3M | +129.55% | -5.26% | -16.58% | |
| GOOG - ALPHABET CLASS C | Reduce 2% $(281.0K) | 1.29% | $12.2M | +375.93% | +6.75% | +32.88% | |
| INTC - INTEL CORP | 1.21% | $11.5M | -8.31% | +3.79% | +26.26% | ||
| HD - HOME DEPOT | Reduce 2% $(218.2K) | 1.15% | $10.8M | +113.93% | +7.94% | +21.20% | |
| J - JACOBS ENGINEERING GROUP | Reduce 1% $(82.3K) | 1.10% | $10.4M | +139.41% | +3.83% | +1.84% | |
| UNP - UNION PACIFIC CORP | Reduce 11% $(1.2M) | 1.07% | $10.1M | +44.87% | -10.96% | +0.72% | |
| UNH - UNITEDHEALTH GROUP INC | Add 11% ($877.2K) | 0.97% | $9.2M | +65.09% | -10.23% | +25.08% | |
| ORCL - ORACLE CORP | Add 1% ($123.3K) | 0.97% | $9.2M | +438.59% | -7.80% | -1.63% | |
| CVX - CHEVRON CORP | Reduce 4% $(352.8K) | 0.97% | $9.1M | +64.69% | -8.92% | -25.74% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 1% ($91.3K) | 0.96% | $9.1M | +167.30% | -0.30% | -18.45% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(55.9K) | 0.95% | $8.9M | +62.15% | +10.17% | +12.09% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 10% ($801.2K) | 0.93% | $8.7M | -3.37% | +2.36% | -28.50% | |
| AXP - AMERICAN EXPRESS CO | Reduce 2% $(189.5K) | 0.88% | $8.3M | +212.41% | -9.27% | -22.84% | |
| CELG - CELGENE CORP | Reduce 8% $(701.6K) | 0.87% | $8.2M | +4.40% | |||
| META - FACEBOOK INC CL A | Reduce 1% $(71.0K) | 0.86% | $8.1M | +284.93% | -9.53% | +20.94% | |
| HON - HONEYWELL INTERNATIONAL | 0.83% | $7.8M | +38.94% | -8.53% | -16.18% | ||
| PWR - QUANTA SERVICES INC | Add 6% ($456.4K) | 0.81% | $7.6M | +1049.26% | -6.50% | +0.26% | |
| PEP - PEPSICO INC | Reduce 1% $(78.3K) | 0.74% | $7.0M | +38.33% | +2.10% | +3.46% | |
| LRCX - LAM RESEARCH CORP | Reduce 2% $(159.7K) | 0.74% | $7.0M | +759.22% | +19.99% | +72.80% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | 0.73% | $6.9M | +43.45% | -11.46% | +26.40% | ||
| N/A - FIDELITY CONTRAFUND | Reduce 2% $(128.9K) | 0.73% | $6.9M | ||||
| COST - COSTCO WHOLESALE CORP | 0.71% | $6.7M | +287.46% | +8.27% | +16.87% | ||
| CRM - SALESFORCE.COM INC | Add 1% ($83.2K) | 0.69% | $6.6M | +66.90% | -6.53% | +24.78% | |
| AGN - ALLERGAN PLC SHS | Reduce 21% $(1.8M) | 0.68% | $6.5M | -0.68% | |||
| XLY - CONS DISC SELECT SECTOR SPDR | New Purchase | 0.68% | $6.4M | +109.29% | -1.81% | +9.33% | |
| N/A - NESTLE SPONSORED ADR | New Purchase | 0.67% | $6.3M | ||||
| EMR - EMERSON ELECTRIC CO | 0.66% | $6.2M | +130.81% | -3.63% | -4.24% | ||
| PFE - PFIZER INC | Add 6% ($348.7K) | 0.65% | $6.2M | -20.40% | -19.82% | -17.85% | |
| ADP - AUTOMATIC DATA PROCESSING | Reduce 4% $(236.9K) | 0.61% | $5.8M | +100.71% | -1.43% | -3.59% | |
| DD - DUPONT DE NEMOURS INC | New Purchase | 0.56% | $5.3M | +20.69% | -10.99% | -27.66% | |
| NKE - NIKE INC | New Purchase | 0.53% | $5.0M | -12.33% | +7.46% | +16.52% | |
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | +218.99% | +0.04% | +43.12% | |
| WFC - WELLS FARGO | Reduce 100% | 0.00% | $0.00 | ||||
| DD - DOWDUPONT INC | Reduce 100% | 0.00% | $0.00 | +22.52% | -10.99% | -27.66% | |
| WAB - WABTEC CORP | Reduce 100% | 0.00% | $0.00 | ||||