10,000+ stock pitches from top investors available on joinyellowbrick.com
NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2020-01-08 (Q4 2019) | Holdings: 371 | Value: $1.0B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | 6.11% | $62.3M | +254.20% | -12.57% | +69.37% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(550.7K) | 3.37% | $34.4M | +76.40% | -3.57% | +56.23% | |
| XOM - EXXON MOBIL CORP | Reduce 4% $(1.3M) | 3.27% | $33.3M | +118.59% | -36.72% | -26.84% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($508.1K) | 3.21% | $32.7M | +53.68% | -2.49% | +12.31% | |
| MSFT - MICROSOFT CORP | Add 2% ($507.3K) | 3.20% | $32.7M | +240.12% | +2.32% | +35.81% | |
| PYPL - PAYPAL HLDGS INC | Add 1% ($287.6K) | 2.42% | $24.7M | -38.25% | -6.33% | +110.20% | |
| GOOGL - ALPHABET CLASS A | Add 3% ($650.9K) | 2.21% | $22.6M | +268.11% | -15.15% | +23.51% | |
| V - VISA INC | Add 3% ($534.9K) | 2.15% | $21.9M | +87.41% | -9.87% | +10.98% | |
| JPM - J P MORGAN CHASE & CO | Add 2% ($427.3K) | 2.06% | $21.0M | +155.15% | -24.79% | +3.71% | |
| MRK - MERCK & COMPANY | 2.06% | $21.0M | +23.68% | -6.50% | -1.41% | ||
| NEE - NEXTERA ENERGY INC | 2.02% | $20.6M | +61.62% | +2.46% | +35.19% | ||
| ZTS - ZOETIS INC CL A | Add 4% ($841.5K) | 1.96% | $20.0M | +14.16% | -3.79% | +27.13% | |
| DIS - DISNEY (WALT) CO | Add 6% ($900.8K) | 1.64% | $16.7M | -22.48% | -28.65% | +22.27% | |
| DHR - DANAHER CORP | Add 5% ($755.3K) | 1.54% | $15.7M | +64.28% | -7.04% | +56.16% | |
| GOOG - ALPHABET CLASS C | 1.48% | $15.1M | +269.28% | -14.72% | +24.37% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(689.1K) | 1.44% | $14.7M | +58.81% | -19.52% | +30.41% | |
| INTC - INTEL CORP | Reduce 7% $(969.4K) | 1.30% | $13.2M | -26.51% | -2.76% | -10.55% | |
| BP - BP P L C | 1.25% | $12.8M | +21.46% | -34.64% | -32.15% | ||
| BA - BOEING CO | Reduce 10% $(1.3M) | 1.24% | $12.6M | -33.52% | -54.40% | -37.90% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(75.9K) | 1.20% | $12.2M | +116.86% | -14.58% | +2.87% | |
| MCD - MCDONALDS CORP | 1.15% | $11.7M | +68.82% | -10.64% | +6.15% | ||
| HD - HOME DEPOT | Add 4% ($472.8K) | 1.13% | $11.5M | +99.51% | -8.88% | +24.70% | |
| PG - PROCTER & GAMBLE CO | Add 1% ($56.5K) | 1.11% | $11.3M | +44.54% | -5.85% | +15.30% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 4% ($389.7K) | 1.10% | $11.2M | +126.31% | -28.33% | -20.85% | |
| J - JACOBS ENGINEERING GROUP | Reduce 1% $(121.3K) | 1.06% | $10.8M | +125.95% | -8.99% | +27.35% | |
| LRCX - LAM RESEARCH CORP | Reduce 1% $(81.9K) | 1.04% | $10.6M | +438.08% | -14.00% | +73.77% | |
| UNP - UNION PACIFIC CORP | Add 1% ($142.3K) | 1.04% | $10.6M | +36.28% | -17.12% | +22.98% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(62.0K) | 1.02% | $10.4M | +34.93% | -9.86% | +24.60% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 5% ($511.1K) | 1.01% | $10.3M | -9.96% | -37.76% | -20.65% | |
| BX - BLACKSTONE GROUP INC COM CL A | Add 22% ($1.6M) | 0.90% | $9.2M | +229.45% | -13.14% | +13.41% | |
| ORCL - ORACLE CORP | 0.89% | $9.1M | +467.25% | -1.51% | +18.15% | ||
| PWR - QUANTA SERVICES INC | Add 2% ($185.2K) | 0.88% | $9.0M | +997.36% | -17.47% | +85.82% | |
| CVX - CHEVRON CORP | Reduce 2% $(210.1K) | 0.88% | $9.0M | +70.97% | -27.46% | -17.69% | |
| META - FACEBOOK INC CL A | Add 2% ($171.8K) | 0.87% | $8.8M | +241.51% | -19.47% | +18.07% | |
| HON - HONEYWELL INTERNATIONAL | Add 6% ($463.6K) | 0.84% | $8.6M | +36.25% | -19.30% | +19.32% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.84% | $8.6M | -15.02% | -7.39% | +4.51% | |
| AXP - AMERICAN EXPRESS CO | 0.81% | $8.3M | +205.00% | -24.62% | -2.58% | ||
| XLY - CONS DISC SELECT SECTOR SPDR | Add 11% ($796.8K) | 0.81% | $8.2M | +96.57% | -15.61% | +31.86% | |
| PEP - PEPSICO INC | Add 3% ($215.2K) | 0.80% | $8.1M | +33.20% | -0.56% | +8.09% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 2% $(138.6K) | 0.73% | $7.4M | +30.34% | -5.61% | +31.08% | |
| N/A - FIDELITY CONTRAFUND | Add 2% ($147.1K) | 0.72% | $7.4M | ||||
| CRM - SALESFORCE.COM INC | Add 5% ($337.5K) | 0.72% | $7.4M | +43.99% | -13.58% | +22.04% | |
| CVS - CVS HEALTH CORP | Add 9% ($562.8K) | 0.69% | $7.0M | +36.16% | -16.61% | +7.52% | |
| COST - COSTCO WHOLESALE CORP | Add 1% ($98.8K) | 0.69% | $7.0M | +241.02% | +0.70% | +26.18% | |
| VZ - VERIZON COMMUNICATIONS | Add 4% ($290.2K) | 0.68% | $6.9M | -8.13% | -1.41% | +1.87% | |
| EMR - EMERSON ELECTRIC CO | 0.65% | $6.6M | +94.24% | -32.97% | +9.50% | ||
| AGN - ALLERGAN PLC SHS | Reduce 15% $(1.1M) | 0.62% | $6.3M | -4.45% | |||
| ADP - AUTOMATIC DATA PROCESSING | 0.62% | $6.3M | +86.17% | -15.83% | +1.31% | ||
| NKE - NIKE INC | Add 4% ($235.0K) | 0.60% | $6.1M | -26.97% | -14.63% | +45.63% | |
| ABBV - ABBVIE INC | New Purchase | 0.59% | $6.0M | +224.85% | -10.20% | +27.82% | |
| CELG - CELGENE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - NESTLE SPONSORED ADR | Reduce 100% | 0.00% | $0.00 | ||||