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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2020-10-01 (Q3 2020) | Holdings: 370 | Value: $1.1B | 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 290% ($68.0M) | 8.63% | $91.5M | +139.34% | +14.83% | +24.05% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(354.1K) | 4.22% | $44.8M | +33.55% | +8.71% | +31.31% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(380.5K) | 4.17% | $44.2M | -63.80% | +20.33% | +32.31% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(545.0K) | 3.99% | $42.3M | +162.55% | +4.93% | +37.36% | |
| JNJ - JOHNSON & JOHNSON | Add 16% ($5.3M) | 3.59% | $38.1M | +50.19% | +7.78% | +11.69% | |
| ZTS - ZOETIS INC CL A | Add 1% ($215.8K) | 2.38% | $25.3M | -6.20% | +0.87% | +19.95% | |
| GOOGL - ALPHABET CLASS A | Add 1% ($252.1K) | 2.33% | $24.7M | +258.60% | +18.26% | +83.14% | |
| V - VISA INC | 2.27% | $24.1M | +80.02% | +9.04% | +13.03% | ||
| DHR - DANAHER CORP | Add 1% ($197.0K) | 2.09% | $22.2M | +21.12% | +5.28% | +41.15% | |
| NEE - NEXTERA ENERGY INC | Reduce 3% $(738.3K) | 2.08% | $22.0M | +37.34% | +7.00% | +16.14% | |
| MRK - MERCK & COMPANY | Reduce 1% $(101.7K) | 1.79% | $19.0M | +33.01% | +0.99% | +11.60% | |
| AMZN - AMAZON.COM INC | Add 3% ($478.6K) | 1.72% | $18.3M | +42.19% | +1.05% | +1.15% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Add 4% ($671.7K) | 1.70% | $18.0M | +69.31% | +9.30% | +23.55% | |
| META - FACEBOOK INC CL A | Add 6% ($861.6K) | 1.54% | $16.3M | +184.41% | +2.96% | +24.89% | |
| GOOG - ALPHABET CLASS C | Reduce 2% $(395.3K) | 1.49% | $15.8M | +258.81% | +18.21% | +82.99% | |
| HD - HOME DEPOT | Add 3% ($416.6K) | 1.49% | $15.8M | +58.70% | -3.48% | +21.38% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 2% $(384.1K) | 1.43% | $15.2M | +48.85% | +12.18% | +20.53% | |
| QCOM - QUALCOMM INC | Add 8% ($1.1M) | 1.42% | $15.0M | +60.99% | +27.71% | +10.54% | |
| DIS - DISNEY (WALT) CO | 1.40% | $14.9M | -6.93% | +45.65% | +42.19% | ||
| XOM - EXXON MOBIL CORP | Reduce 2% $(294.3K) | 1.37% | $14.6M | +344.45% | +31.79% | +105.29% | |
| LRCX - LAM RESEARCH CORP | Add 8% ($917.7K) | 1.23% | $13.0M | +386.81% | +45.51% | +68.62% | |
| MCD - MCDONALDS CORP | 1.22% | $13.0M | +57.58% | -2.78% | +14.36% | ||
| UNP - UNION PACIFIC CORP | Add 8% ($876.1K) | 1.15% | $12.2M | +26.67% | +6.77% | +9.64% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Add 6% ($676.1K) | 1.15% | $12.2M | +134.51% | +8.87% | +30.40% | |
| JPM - J P MORGAN CHASE & CO | Add 3% ($342.2K) | 1.14% | $12.1M | +262.47% | +33.37% | +80.26% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(148.3K) | 1.14% | $12.1M | +25.98% | +0.47% | +3.09% | |
| CRM - SALESFORCE.COM INC | Add 2% ($282.7K) | 1.11% | $11.8M | +3.11% | -11.79% | +8.45% | |
| COST - COSTCO WHOLESALE CORP | Add 38% ($3.2M) | 1.09% | $11.6M | +185.14% | +10.19% | +28.34% | |
| UNH - UNITEDHEALTH GROUP INC | 1.03% | $10.9M | +25.62% | +12.39% | +25.79% | ||
| BX - BLACKSTONE GROUP INC | Reduce 2% $(209.7K) | 1.00% | $10.6M | +250.12% | +21.12% | +119.54% | |
| J - JACOBS ENGINEERING GROUP | Reduce 2% $(229.6K) | 0.98% | $10.4M | +121.26% | +17.09% | +45.66% | |
| ABBV - ABBVIE INC | Add 7% ($648.6K) | 0.96% | $10.2M | +224.67% | +23.52% | +31.92% | |
| PWR - QUANTA SERVICES INC | Reduce 1% $(84.6K) | 0.95% | $10.1M | +744.17% | +29.54% | +115.14% | |
| INTC - INTEL CORP | Reduce 2% $(186.9K) | 0.93% | $9.9M | -17.18% | -2.85% | +6.55% | |
| HON - HONEYWELL INTERNATIONAL | Add 11% ($916.8K) | 0.86% | $9.1M | +47.90% | +29.27% | +34.85% | |
| PEP - PEPSICO INC | Add 7% ($593.2K) | 0.84% | $8.9M | +26.62% | +4.32% | +11.03% | |
| ORCL - ORACLE CORP | 0.84% | $8.9M | +419.48% | +9.02% | +54.47% | ||
| N/A - FIDELITY CONTRAFUND | 0.79% | $8.4M | |||||
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 1% $(77.2K) | 0.75% | $7.9M | +16.63% | +11.73% | +15.79% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 2% $(152.8K) | 0.74% | $7.8M | -10.34% | +4.18% | +2.37% | |
| VZ - VERIZON COMMUNICATIONS | Reduce 1% $(64.3K) | 0.69% | $7.3M | -10.73% | +0.31% | -4.03% | |
| GDX - VANECK VECTORS GOLD MINERS ETF | Add 5% ($290.8K) | 0.62% | $6.5M | +99.09% | -1.02% | -23.74% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Reduce 17% $(1.3M) | 0.62% | $6.5M | +39.65% | +22.45% | +52.37% | |
| AXP - AMERICAN EXPRESS CO | 0.61% | $6.4M | +282.78% | +18.79% | +75.35% | ||
| N/A - NESTLE SPONSORED ADR | Reduce 2% $(148.8K) | 0.60% | $6.4M | ||||
| BP - BP P L C | 0.55% | $5.9M | +171.15% | +29.42% | +80.65% | ||
| EMR - EMERSON ELECTRIC CO | 0.53% | $5.7M | +132.82% | +23.92% | +51.18% | ||
| NKE - NIKE INC | New Purchase | 0.48% | $5.1M | -40.58% | +12.89% | +19.24% | |
| CVS - CVS HEALTH CORP | Reduce 18% $(1.2M) | 0.48% | $5.1M | +70.18% | +23.64% | +50.93% | |
| ADP - AUTOMATIC DATA PROCESSING | Reduce 100% | 0.00% | $0.00 | +146.47% | +25.66% | +50.88% | |
| CVX - CHEVRON CORP | Reduce 100% | 0.00% | $0.00 | +181.80% | +24.72% | +60.41% | |