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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2019-10-02 (Q3 2019) | Holdings: 365 | Value: $944.9M | 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 | Add 2% ($712.2K) | 5.04% | $47.6M | +399.70% | +36.58% | +115.46% | |
| XOM - EXXON MOBIL CORP | 3.71% | $35.0M | +128.30% | +6.24% | -46.26% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($523.4K) | 3.32% | $31.3M | +109.01% | +16.13% | +62.43% | |
| JNJ - JOHNSON & JOHNSON | Reduce 12% $(3.7M) | 3.02% | $28.5M | +71.34% | +10.36% | +15.66% | |
| MSFT - MICROSOFT CORP | Add 3% ($805.0K) | 3.00% | $28.3M | +309.27% | +17.94% | +57.67% | |
| PYPL - PAYPAL HLDGS INC | Add 1% ($174.2K) | 2.48% | $23.4M | -29.91% | +9.26% | +97.76% | |
| GOOGL - ALPHABET CLASS A | Reduce 1% $(161.2K) | 2.11% | $20.0M | +342.33% | +15.06% | +25.31% | |
| NEE - NEXTERA ENERGY INC | Add 3% ($500.9K) | 2.10% | $19.9M | +70.86% | +5.57% | +28.48% | |
| V - VISA INC | Reduce 3% $(581.2K) | 2.07% | $19.6M | +113.24% | +11.78% | +20.55% | |
| MRK - MERCK & COMPANY | Add 1% ($188.1K) | 2.07% | $19.5M | +35.20% | +12.14% | +2.20% | |
| ZTS - ZOETIS INC CL A | Add 2% ($335.4K) | 1.91% | $18.1M | +25.61% | +10.15% | +34.80% | |
| JPM - J P MORGAN CHASE & CO | Add 4% ($722.0K) | 1.84% | $17.4M | +215.76% | +24.01% | -8.58% | |
| BA - BOEING CO | Add 3% ($468.0K) | 1.73% | $16.3M | -38.84% | -8.60% | -52.70% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 2% $(228.5K) | 1.51% | $14.2M | +86.95% | +16.31% | +29.31% | |
| DIS - DISNEY (WALT) CO | Add 4% ($583.2K) | 1.50% | $14.2M | -11.18% | +14.60% | -3.49% | |
| DHR - DANAHER CORP | Add 7% ($870.2K) | 1.49% | $14.1M | +88.79% | +12.85% | +60.38% | |
| GOOG - ALPHABET CLASS C | 1.46% | $13.8M | +344.56% | +15.31% | +25.93% | ||
| BP - BP P L C | 1.37% | $12.9M | +32.10% | +8.98% | -48.97% | ||
| MCD - MCDONALDS CORP | Reduce 1% $(150.3K) | 1.34% | $12.7M | +69.94% | -2.64% | +12.09% | |
| INTC - INTEL CORP | Reduce 1% $(99.8K) | 1.29% | $12.2M | -11.85% | +22.08% | +6.83% | |
| HD - HOME DEPOT | Reduce 3% $(376.8K) | 1.24% | $11.7M | +98.68% | -2.08% | +28.46% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 6% $(668.0K) | 1.20% | $11.3M | +142.83% | +11.61% | +4.79% | |
| PG - PROCTER & GAMBLE CO | Add 10% ($1.0M) | 1.18% | $11.2M | +46.47% | +1.39% | +17.49% | |
| J - JACOBS ENGINEERING GROUP | Reduce 1% $(135.0K) | 1.18% | $11.1M | +131.62% | +4.08% | +11.32% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 4% ($374.9K) | 1.04% | $9.9M | +167.51% | +17.86% | -20.81% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 7% ($630.7K) | 1.00% | $9.4M | -5.34% | +6.42% | -28.80% | |
| UNP - UNION PACIFIC CORP | Reduce 3% $(315.7K) | 0.99% | $9.4M | +62.25% | +19.36% | +34.98% | |
| ORCL - ORACLE CORP | Add 6% ($529.1K) | 0.99% | $9.4M | +485.15% | +1.77% | +14.27% | |
| CELG - CELGENE CORP | Add 5% ($442.4K) | 0.98% | $9.2M | ||||
| CVX - CHEVRON CORP | Add 4% ($335.9K) | 0.96% | $9.0M | +81.18% | +9.05% | -31.78% | |
| LRCX - LAM RESEARCH CORP | Reduce 1% $(115.3K) | 0.90% | $8.5M | +611.95% | +29.06% | +51.96% | |
| PWR - QUANTA SERVICES INC | Add 8% ($611.4K) | 0.87% | $8.2M | +1137.95% | +13.20% | +58.24% | |
| PEP - PEPSICO INC | Add 9% ($630.8K) | 0.84% | $7.9M | +31.08% | -1.34% | +2.52% | |
| AXP - AMERICAN EXPRESS CO | Reduce 1% $(80.4K) | 0.84% | $7.9M | +245.04% | +11.44% | -6.15% | |
| HON - HONEYWELL INTERNATIONAL | Add 2% ($164.8K) | 0.82% | $7.8M | +52.35% | +11.92% | +7.53% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 6% $(460.5K) | 0.81% | $7.7M | +84.86% | +34.79% | +50.01% | |
| META - FACEBOOK INC CL A | Add 1% ($47.2K) | 0.80% | $7.5M | +323.14% | +18.85% | +50.74% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Add 10% ($628.9K) | 0.76% | $7.1M | +113.41% | +7.54% | +29.60% | |
| COST - COSTCO WHOLESALE CORP | Reduce 7% $(488.7K) | 0.72% | $6.8M | +257.52% | +2.44% | +26.74% | |
| N/A - FIDELITY CONTRAFUND | Add 1% ($77.4K) | 0.72% | $6.8M | ||||
| BX - BLACKSTONE GROUP INC COM CL A | New Purchase | 0.70% | $6.6M | +306.83% | +21.00% | +20.14% | |
| AGN - ALLERGAN PLC SHS | 0.69% | $6.5M | +16.07% | ||||
| VZ - VERIZON COMMUNICATIONS | New Purchase | 0.69% | $6.5M | -6.39% | +3.44% | +5.52% | |
| CRM - SALESFORCE.COM INC | 0.68% | $6.4M | +78.83% | +15.40% | +74.67% | ||
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 1% $(36.0K) | 0.66% | $6.3M | +61.65% | +21.50% | +43.56% | |
| N/A - NESTLE SPONSORED ADR | Reduce 8% $(518.0K) | 0.64% | $6.1M | ||||
| ADP - AUTOMATIC DATA PROCESSING | Add 5% ($304.4K) | 0.63% | $5.9M | +103.97% | +9.29% | -7.65% | |
| EMR - EMERSON ELECTRIC CO | Reduce 7% $(448.0K) | 0.61% | $5.8M | +141.01% | +21.94% | +10.39% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.58% | $5.5M | +62.82% | +20.51% | -1.21% | |
| NKE - NIKE INC | Reduce 2% $(121.2K) | 0.58% | $5.5M | -18.26% | +11.91% | +41.50% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -0.30% | +13.24% | +10.13% | |
| DD - DUPONT DE NEMOURS INC | Reduce 100% | 0.00% | $0.00 | +37.34% | -7.33% | -14.89% | |