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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2021-03-04 (Q4 2020) | Holdings: 374 | Value: $1.2B | 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 4% $(3.7M) | 8.75% | $101.1M | +122.62% | +4.24% | +32.46% | |
| PYPL - PAYPAL HLDGS INC | Reduce 5% $(2.8M) | 4.31% | $49.8M | -71.30% | +7.19% | -61.50% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 4% $(1.8M) | 3.93% | $45.4M | +30.25% | -0.07% | +20.41% | |
| MSFT - MICROSOFT CORP | Reduce 5% $(2.1M) | 3.69% | $42.6M | +136.77% | +10.84% | +22.51% | |
| JNJ - JOHNSON & JOHNSON | Reduce 16% $(6.3M) | 2.94% | $34.0M | +40.75% | +7.72% | +14.68% | |
| GOOGL - ALPHABET CLASS A | 2.55% | $29.4M | +153.95% | +16.55% | +22.63% | ||
| V - VISA INC | Reduce 1% $(156.6K) | 2.27% | $26.2M | +67.94% | +8.39% | -10.22% | |
| ZTS - ZOETIS INC CL A | Reduce 4% $(1.1M) | 2.09% | $24.2M | +4.57% | +20.73% | +30.21% | |
| NEE - NEXTERA ENERGY INC | Add 280% ($17.2M) | 2.02% | $23.3M | +32.35% | +1.74% | +19.90% | |
| DHR - DANAHER CORP | Reduce 5% $(1.3M) | 1.87% | $21.6M | +18.90% | +11.33% | +22.14% | |
| DIS - DISNEY (WALT) CO | Reduce 1% $(130.8K) | 1.87% | $21.6M | -39.97% | -6.43% | -29.42% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Add 3% ($635.6K) | 1.76% | $20.4M | +57.27% | +9.10% | +4.57% | |
| QCOM - QUALCOMM INC | Add 2% ($388.5K) | 1.72% | $19.9M | +42.31% | +2.35% | +16.69% | |
| AMZN - AMAZON.COM INC | 1.64% | $19.0M | +49.22% | +6.42% | -8.52% | ||
| LRCX - LAM RESEARCH CORP | Reduce 2% $(316.4K) | 1.58% | $18.2M | +194.70% | +19.99% | -9.04% | |
| GOOG - ALPHABET CLASS C | Reduce 5% $(930.2K) | 1.55% | $17.9M | +153.04% | +18.96% | +22.00% | |
| MRK - MERCK & COMPANY | Reduce 4% $(798.4K) | 1.55% | $17.9M | +47.05% | +6.22% | +16.51% | |
| UNP - UNION PACIFIC CORP | Add 36% ($4.6M) | 1.51% | $17.5M | +18.10% | +10.36% | +31.31% | |
| META - FACEBOOK INC CL A | Reduce 4% $(693.8K) | 1.41% | $16.3M | +185.00% | +29.12% | -28.08% | |
| XOM - EXXON MOBIL CORP | Reduce 7% $(1.3M) | 1.41% | $16.2M | +130.02% | +3.53% | +53.67% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(649.4K) | 1.40% | $16.2M | +24.78% | +11.54% | +14.38% | |
| JPM - J P MORGAN CHASE & CO | Reduce 4% $(700.3K) | 1.32% | $15.3M | +121.67% | +8.76% | -13.65% | |
| HD - HOME DEPOT | Reduce 1% $(180.6K) | 1.29% | $14.9M | +72.03% | +24.29% | +30.62% | |
| HON - HONEYWELL INTERNATIONAL | Add 18% ($2.2M) | 1.21% | $14.0M | +15.81% | +12.04% | -9.32% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Add 1% ($87.4K) | 1.16% | $13.3M | +97.72% | +16.30% | +29.66% | |
| MCD - MCDONALDS CORP | 1.10% | $12.7M | +64.59% | +13.23% | +11.46% | ||
| COST - COSTCO WHOLESALE CORP | Add 2% ($206.1K) | 1.08% | $12.5M | +211.37% | +20.89% | +68.81% | |
| BX - BLACKSTONE GROUP INC | Reduce 5% $(696.8K) | 1.08% | $12.5M | +167.74% | +41.99% | +68.11% | |
| PWR - QUANTA SERVICES INC | Reduce 10% $(1.3M) | 1.07% | $12.4M | +437.99% | +11.65% | +30.97% | |
| UNH - UNITEDHEALTH GROUP INC | 1.06% | $12.3M | +16.60% | +19.89% | +47.36% | ||
| ABBV - ABBVIE INC | Reduce 5% $(599.8K) | 1.03% | $11.9M | +158.33% | +7.90% | +47.55% | |
| J - JACOBS ENGINEERING GROUP | Reduce 3% $(375.4K) | 1.02% | $11.8M | +76.29% | +24.97% | +8.92% | |
| CRM - SALESFORCE.COM INC | Add 9% ($986.9K) | 0.99% | $11.4M | +22.62% | +13.39% | -6.56% | |
| PG - PROCTER & GAMBLE CO | Reduce 8% $(944.2K) | 0.96% | $11.1M | +39.92% | +11.84% | +27.55% | |
| PEP - PEPSICO INC | Reduce 6% $(532.4K) | 0.78% | $9.0M | +34.00% | +14.80% | +28.79% | |
| N/A - FIDELITY CONTRAFUND | Add 6% ($514.0K) | 0.77% | $8.9M | ||||
| ORCL - ORACLE CORP | Reduce 8% $(792.2K) | 0.77% | $8.9M | +349.56% | +25.25% | +12.10% | |
| INTC - INTEL CORP | Reduce 7% $(652.0K) | 0.77% | $8.8M | -28.98% | -3.07% | -17.33% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 4% $(369.6K) | 0.74% | $8.5M | +5.80% | +6.70% | -18.59% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 7% $(569.1K) | 0.65% | $7.5M | -11.23% | +9.69% | +19.31% | |
| EMR - EMERSON ELECTRIC CO | 0.60% | $6.9M | +62.26% | +9.59% | +4.21% | ||
| VZ - VERIZON COMMUNICATIONS | Reduce 4% $(299.8K) | 0.60% | $6.9M | -5.70% | +5.21% | +4.16% | |
| BP - BP P L C | 0.59% | $6.9M | +60.52% | +2.79% | +11.18% | ||
| BXMT - BLACKSTONE MTG TR INC CL A | Reduce 16% $(1.3M) | 0.59% | $6.8M | -2.19% | +10.94% | +11.15% | |
| AXP - AMERICAN EXPRESS CO | Reduce 15% $(1.2M) | 0.57% | $6.5M | +162.00% | +15.04% | +11.17% | |
| N/A - NESTLE SPONSORED ADR | Reduce 2% $(95.8K) | 0.54% | $6.2M | ||||
| NKE - NIKE INC | Add 8% ($459.8K) | 0.54% | $6.2M | -44.89% | +0.51% | -6.09% | |
| ADP - AUTOMATIC DATA PROCESSING | New Purchase | 0.52% | $6.1M | +80.21% | +15.07% | +23.58% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | New Purchase | 0.52% | $6.0M | +163.67% | +18.98% | +33.61% | |
| GDX - VANECK VECTORS GOLD MINERS ETF | Reduce 1% $(87.8K) | 0.51% | $5.9M | +146.69% | +23.09% | +24.30% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | -3.40% | +25.21% | +54.28% | |