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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2021-04-08 (Q1 2021) | Holdings: 376 | 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 5% $(4.3M) | 7.35% | $88.7M | +107.49% | +11.98% | +28.46% | |
| PYPL - PAYPAL HLDGS INC | Reduce 8% $(3.9M) | 3.95% | $47.7M | -73.47% | +14.16% | -58.24% | |
| MSFT - MICROSOFT CORP | Reduce 4% $(1.6M) | 3.61% | $43.6M | +114.90% | +10.17% | +13.73% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 6% $(2.7M) | 3.46% | $41.7M | +22.61% | +9.54% | +24.21% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(310.3K) | 2.91% | $35.2M | +33.68% | +5.36% | +13.75% | |
| GOOGL - ALPHABET CLASS A | 2.85% | $34.5M | +133.11% | +11.80% | +14.74% | ||
| V - VISA INC | Reduce 2% $(522.1K) | 2.05% | $24.8M | +62.42% | +8.06% | -2.22% | |
| LRCX - LAM RESEARCH CORP | Reduce 1% $(193.5K) | 1.89% | $22.8M | +139.85% | -7.68% | -27.77% | |
| ZTS - ZOETIS INC CL A | Reduce 2% $(461.7K) | 1.87% | $22.5M | -5.14% | +23.54% | +20.90% | |
| NEE - NEXTERA ENERGY INC | Reduce 3% $(716.3K) | 1.83% | $22.1M | +21.66% | -3.23% | +10.74% | |
| DIS - DISNEY (WALT) CO | 1.83% | $22.1M | -39.66% | -5.91% | -30.57% | ||
| XOM - EXXON MOBIL CORP | 1.81% | $21.9M | +145.75% | +10.93% | +58.02% | ||
| DHR - DANAHER CORP | Reduce 2% $(445.2K) | 1.78% | $21.5M | +11.49% | +20.66% | +26.88% | |
| XLY - CONS DISC SELECT SECTOR SPDR | 1.76% | $21.3M | +41.56% | +4.94% | +1.75% | ||
| GOOG - ALPHABET CLASS C | Reduce 5% $(1.1M) | 1.66% | $20.0M | +132.46% | +14.84% | +15.03% | |
| JPM - J P MORGAN CHASE & CO | Add 6% ($1.0M) | 1.60% | $19.4M | +116.70% | +0.55% | -12.47% | |
| UNP - UNION PACIFIC CORP | 1.53% | $18.5M | +8.63% | +0.94% | +12.30% | ||
| AMZN - AMAZON.COM INC | Add 1% ($207.3K) | 1.51% | $18.2M | +35.69% | +12.55% | -8.54% | |
| QCOM - QUALCOMM INC | Add 1% ($193.4K) | 1.45% | $17.5M | +33.17% | +1.61% | -1.52% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(821.7K) | 1.45% | $17.5M | +14.74% | -1.61% | -3.33% | |
| MRK - MERCK & COMPANY | Reduce 1% $(181.9K) | 1.38% | $16.7M | +39.98% | +9.25% | +24.70% | |
| HD - HOME DEPOT | Reduce 3% $(474.7K) | 1.38% | $16.7M | +36.75% | +2.67% | -0.73% | |
| BX - BLACKSTONE GROUP INC | Add 4% ($640.2K) | 1.24% | $15.0M | +134.08% | +31.14% | +52.05% | |
| PWR - QUANTA SERVICES INC | Reduce 2% $(373.0K) | 1.22% | $14.8M | +383.58% | -2.24% | +45.08% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | 1.21% | $14.6M | +86.25% | +6.16% | +33.23% | ||
| HON - HONEYWELL INTERNATIONAL | 1.18% | $14.3M | +4.12% | -0.97% | -15.29% | ||
| META - FACEBOOK INC CL A | Reduce 19% $(3.3M) | 1.18% | $14.2M | +138.57% | +12.53% | -30.49% | |
| J - JACOBS ENGINEERING GROUP | Reduce 2% $(223.6K) | 1.14% | $13.8M | +49.91% | +1.00% | +7.57% | |
| MCD - MCDONALDS CORP | 1.10% | $13.2M | +47.12% | +2.95% | +11.23% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(200.9K) | 1.06% | $12.8M | +5.68% | +12.29% | +47.87% | |
| COST - COSTCO WHOLESALE CORP | Add 2% ($253.8K) | 0.99% | $11.9M | +172.04% | +14.50% | +63.16% | |
| ABBV - ABBVIE INC | Reduce 2% $(262.3K) | 0.97% | $11.8M | +157.41% | +10.91% | +67.07% | |
| CRM - SALESFORCE.COM INC | Reduce 1% $(58.3K) | 0.90% | $10.8M | +14.79% | +9.24% | -12.87% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(106.3K) | 0.89% | $10.7M | +25.83% | +1.02% | +19.70% | |
| INTC - INTEL CORP | Reduce 6% $(656.0K) | 0.89% | $10.7M | -36.99% | -15.66% | -28.37% | |
| ORCL - ORACLE CORP | Add 1% ($107.0K) | 0.80% | $9.7M | +299.86% | +16.47% | +7.43% | |
| N/A - FIDELITY CONTRAFUND | Add 2% ($139.0K) | 0.75% | $9.1M | ||||
| ON - ON SEMICONDUCTOR CORP | New Purchase | 0.73% | $8.8M | +19.40% | -11.11% | +23.22% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 11% ($822.3K) | 0.71% | $8.5M | -7.13% | +1.48% | +8.14% | |
| PEP - PEPSICO INC | Reduce 3% $(220.8K) | 0.69% | $8.4M | +22.13% | +5.86% | +24.72% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 3% $(228.4K) | 0.68% | $8.2M | +5.35% | +9.53% | -12.38% | |
| BP - BP P L C | 0.68% | $8.2M | +75.21% | +7.06% | +27.61% | ||
| VZ - VERIZON COMMUNICATIONS | Add 14% ($971.1K) | 0.65% | $7.8M | -10.99% | -1.56% | -1.92% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 3% ($206.1K) | 0.65% | $7.8M | -15.18% | +9.48% | +27.75% | |
| EMR - EMERSON ELECTRIC CO | 0.65% | $7.8M | +59.28% | +7.29% | +4.01% | ||
| CVX - CHEVRON CORP | New Purchase | 0.56% | $6.7M | +81.94% | +2.16% | +68.36% | |
| AXP - AMERICAN EXPRESS CO | Reduce 12% $(954.4K) | 0.56% | $6.7M | +154.96% | +16.31% | +21.07% | |
| LIN - LINDE PLC | New Purchase | 0.55% | $6.6M | +67.06% | +3.51% | +13.36% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.54% | $6.6M | +29.32% | +10.61% | +44.53% | |
| ADP - AUTOMATIC DATA PROCESSING | 0.54% | $6.5M | +63.78% | +8.81% | +25.09% | ||
| N/A - NESTLE SPONSORED ADR | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | -38.73% | +20.45% | -5.96% | |
| GDX - VANECK VECTORS GOLD MINERS ETF | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP COM | Reduce 100% | 0.00% | $0.00 | +69.75% | +10.64% | +33.09% | |