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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2021-10-06 (Q3 2021) | Holdings: 379 | Value: $1.3B | 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 1% $(661.2K) | 7.87% | $101.3M | +87.66% | +20.52% | -1.53% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(273.1K) | 4.02% | $51.8M | -0.21% | +4.72% | -9.52% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(434.4K) | 3.99% | $51.4M | +83.33% | +6.59% | -19.98% | |
| PYPL - PAYPAL HLDGS INC | Reduce 2% $(811.1K) | 3.88% | $50.0M | -73.77% | -29.46% | -66.10% | |
| GOOGL - ALPHABET CLASS A | Reduce 2% $(708.5K) | 3.43% | $44.1M | +88.43% | -1.35% | -28.95% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(463.3K) | 2.65% | $34.1M | +33.80% | +9.42% | +2.75% | |
| DHR - DANAHER CORP | Reduce 1% $(185.1K) | 2.18% | $28.1M | -15.39% | -2.29% | -11.02% | |
| ZTS - ZOETIS INC CL A | Reduce 2% $(433.9K) | 2.12% | $27.2M | -23.09% | +7.31% | -24.69% | |
| V - VISA INC | Reduce 2% $(423.0K) | 1.98% | $25.5M | +56.36% | -5.05% | -19.12% | |
| GOOG - ALPHABET CLASS C | Reduce 2% $(415.8K) | 1.96% | $25.2M | +88.89% | -1.34% | -28.30% | |
| BX - BLACKSTONE GROUP INC | Reduce 1% $(268.3K) | 1.79% | $23.1M | +53.57% | +2.04% | -21.70% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(509.6K) | 1.72% | $22.1M | +15.18% | +6.52% | -3.88% | |
| LRCX - LAM RESEARCH CORP | Reduce 1% $(317.6K) | 1.67% | $21.5M | +181.60% | +18.92% | -32.70% | |
| JPM - J P MORGAN CHASE & CO | Add 2% ($336.4K) | 1.63% | $21.0M | +94.92% | -1.77% | -36.14% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Reduce 3% $(584.1K) | 1.60% | $20.6M | +34.90% | +9.64% | -22.24% | |
| DIS - DISNEY (WALT) CO | Reduce 2% $(303.3K) | 1.54% | $19.8M | -36.10% | -11.18% | -45.32% | |
| AMZN - AMAZON.COM INC | Add 1% ($207.0K) | 1.52% | $19.6M | +36.23% | -1.23% | -30.39% | |
| PWR - QUANTA SERVICES INC | Reduce 2% $(419.3K) | 1.44% | $18.5M | +295.77% | -4.83% | +14.85% | |
| HD - HOME DEPOT | Add 1% ($125.1K) | 1.41% | $18.1M | +27.99% | +18.51% | -12.77% | |
| XOM - EXXON MOBIL CORP | Reduce 23% $(5.4M) | 1.36% | $17.5M | +120.46% | +15.17% | +74.23% | |
| META - FACEBOOK INC CL A | Reduce 2% $(288.1K) | 1.26% | $16.2M | +120.45% | -1.55% | -60.40% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(103.4K) | 1.20% | $15.5M | +74.42% | +13.34% | -4.64% | |
| NSC - NORFOLK SOUTHERN CORP | 1.20% | $15.4M | +15.62% | +12.53% | -17.50% | ||
| COST - COSTCO WHOLESALE CORP | 1.20% | $15.4M | +114.23% | +17.65% | +3.23% | ||
| QCOM - QUALCOMM INC | Reduce 2% $(377.1K) | 1.18% | $15.2M | +42.73% | +40.09% | -4.69% | |
| UNP - UNION PACIFIC CORP | Reduce 7% $(1.1M) | 1.18% | $15.1M | +10.67% | +19.32% | -6.87% | |
| MCD - MCDONALDS CORP | 1.11% | $14.3M | +35.06% | +8.28% | -3.87% | ||
| J - JACOBS ENGINEERING GROUP | 1.07% | $13.8M | +49.54% | +2.97% | -15.01% | ||
| CRM - SALESFORCE.COM INC | 1.05% | $13.6M | -7.00% | -17.55% | -45.72% | ||
| MRK - MERCK & COMPANY | Reduce 13% $(2.0M) | 1.04% | $13.4M | +21.46% | -0.59% | +11.20% | |
| HON - HONEYWELL INTERNATIONAL | Reduce 3% $(392.5K) | 1.04% | $13.4M | +7.77% | -0.60% | -19.79% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(224.3K) | 1.03% | $13.2M | -2.59% | +15.96% | +28.90% | |
| ORCL - ORACLE CORP | Reduce 1% $(100.9K) | 0.93% | $12.0M | +227.33% | -3.89% | -29.91% | |
| ABBV - ABBVIE INC | 0.90% | $11.6M | +143.75% | +24.35% | +31.58% | ||
| PG - PROCTER & GAMBLE CO | 0.84% | $10.8M | +19.66% | +15.52% | -10.24% | ||
| N/A - FIDELITY CONTRAFUND | 0.79% | $10.2M | |||||
| ON - ON SEMICONDUCTOR CORP | Reduce 10% $(1.1M) | 0.76% | $9.7M | +12.14% | +42.77% | +43.37% | |
| INTC - INTEL CORP | 0.69% | $8.9M | -23.49% | -0.94% | -51.09% | ||
| PEP - PEPSICO INC | Reduce 3% $(247.7K) | 0.69% | $8.8M | +10.14% | +12.69% | +6.75% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | 0.68% | $8.8M | +1.16% | -9.30% | -23.12% | ||
| BXMT - BLACKSTONE MTG TR INC CL A | Add 3% ($258.9K) | 0.66% | $8.5M | -10.68% | +1.37% | -21.77% | |
| EMR - EMERSON ELECTRIC CO | 0.63% | $8.1M | +48.56% | -0.90% | -17.98% | ||
| AXP - AMERICAN EXPRESS CO | 0.61% | $7.9M | +114.22% | -0.39% | -20.08% | ||
| VZ - VERIZON COMMUNICATIONS | Add 2% ($180.6K) | 0.58% | $7.5M | -7.28% | +1.58% | -28.08% | |
| CVS - CVS HEALTH CORP | 0.57% | $7.4M | +13.37% | +25.71% | +8.23% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Add 1% ($48.0K) | 0.57% | $7.4M | -12.15% | +7.88% | +22.32% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | Reduce 1% $(68.9K) | 0.55% | $7.1M | +118.04% | +1.20% | -4.35% | |
| LIN - LINDE PLC | Reduce 1% $(99.7K) | 0.55% | $7.0M | +58.25% | +13.41% | -6.77% | |
| ADP - AUTOMATIC DATA PROCESSING | New Purchase | 0.51% | $6.5M | +47.80% | +16.17% | +12.03% | |
| NKE - NIKE INC | New Purchase | 0.47% | $6.1M | -51.21% | +4.63% | -41.46% | |
| BP - BP P L C | Reduce 100% | 0.00% | $0.00 | +22.05% | +7.31% | +16.10% | |
| CVX - CHEVRON CORP | Reduce 100% | 0.00% | $0.00 | +74.20% | +19.76% | +57.58% | |