HIGHLAND CAPITAL MANAGEMENT, LLC 13F Holdings

Holdings from the most recent 13F from HIGHLAND CAPITAL MANAGEMENT, LLC

Filed: 2019-01-16 (Q4 2018) | Holdings: 313 | 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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
MSFT - MICROSOFT CORPORATION
3.79%
$44.7M
+316.01%
+16.47%
+61.50%
MRK - MERCK & COMPANY
Reduce 15% $(6.5M)
3.07%
$36.1M
+98.46%
+0.15%
+25.75%
IVV - CORE S&P 500
Add 2% ($478.3K)
2.61%
$30.8M
+217.93%
+11.81%
+30.24%
JPM - JP MORGAN CHASE & CO
2.60%
$30.7M
+263.86%
+12.79%
+39.33%
AAPL - APPLE COMPUTER
Reduce 13% $(4.2M)
2.46%
$28.9M
+705.76%
+32.30%
+109.80%
CSCO - CISCO SYSTEMS INC
1.97%
$23.2M
+179.82%
+29.17%
+14.85%
IEFA - iSHARES CORE MSCI EAFE ETF
Reduce 1% $(125.7K)
1.93%
$22.7M
+110.39%
+9.81%
+20.02%
XOM - EXXON MOBIL CORPORATION
Add 6% ($1.0M)
1.65%
$19.5M
+194.90%
+15.65%
+0.92%
BA - BOEING COMPANY
Reduce 1% $(214.5K)
1.59%
$18.7M
-30.50%
+8.17%
-5.45%
BRK.B - BERKSHIRE HATHAWAY INC-CL B
1.58%
$18.6M
+145.30%
+6.41%
+16.44%
BAC - BANK OF AMERICA CORPORATION
Reduce 1% $(100.7K)
1.53%
$18.0M
+113.53%
+6.50%
+25.26%
CVX - CHEVRON CORP
Add 7% ($1.2M)
1.42%
$16.7M
+130.57%
+9.69%
+8.60%
PFE - PFIZER INC
1.37%
$16.1M
-7.31%
-4.10%
+0.15%
PEP - PEPSICO INC
Reduce 1% $(176.1K)
1.36%
$16.0M
+75.15%
+18.40%
+34.50%
PG - PROCTER & GAMBLE COMPANY
Reduce 13% $(2.2M)
1.25%
$14.7M
+90.68%
+17.51%
+42.15%
VZ - VERIZON COMMUNICATIONS
1.24%
$14.6M
+25.78%
+2.13%
+9.64%
CSX - CSX CORPORATION
Reduce 1% $(209.9K)
1.17%
$13.8M
+130.22%
+23.83%
+21.08%
C - CITIGROUP INC
1.13%
$13.3M
+165.04%
+14.95%
+35.37%
GOOGL - ALPHABET INC CL A
1.11%
$13.1M
+617.93%
+13.98%
+35.99%
AMZN - AMAZON.COM INC
Add 34% ($3.2M)
1.07%
$12.7M
+216.45%
+11.00%
+11.00%
CI - CIGNA CORPORATION
New Purchase
1.00%
$11.8M
+67.96%
-25.53%
+8.78%
V - VISA INC
Reduce 2% $(228.4K)
1.00%
$11.7M
+151.27%
+17.34%
+50.41%
DIS - WALT DISNEY COMPANY
0.93%
$11.0M
-0.66%
+18.99%
+31.95%
GOOG - ALPHABET INC CL C
Reduce 1% $(159.5K)
0.93%
$10.9M
+616.97%
+14.53%
+37.14%
INTC - INTEL CORPORATION
0.90%
$10.6M
+191.95%
+22.77%
+27.26%
CMCSA - COMCAST CORP CL A
New Purchase
0.87%
$10.2M
-9.33%
+19.53%
+35.30%
JNJ - JOHNSON & JOHNSON
Reduce 48% $(9.6M)
0.87%
$10.2M
+114.90%
+9.18%
+20.10%
T - AT&T INC
Reduce 1% $(137.2K)
0.85%
$10.1M
+69.54%
+6.26%
+33.11%
WFC - WELLS FARGO COMPANY
0.84%
$10.0M
+89.64%
-1.35%
+5.17%
LOW - LOWE'S COMPANIES INC
Reduce 9% $(921.5K)
0.84%
$9.9M
+178.38%
+27.08%
+34.71%
MDLZ - MONDELEZ INTERNATIONAL INC
0.82%
$9.6M
+72.70%
+18.37%
+31.96%
COST - COSTCO WHOLESALE CORPORATION
Reduce 5% $(469.1K)
0.78%
$9.2M
+439.32%
+17.32%
+46.60%
USB - US BANCORP
0.74%
$8.7M
+49.94%
+4.27%
+16.41%
IWF - RUSSELL 1000 GROWTH INDEX
Reduce 1% $(117.8K)
0.74%
$8.7M
+280.33%
+14.08%
+36.63%
FDX - FEDEX CORPORATION
Reduce 2% $(214.7K)
0.73%
$8.7M
+150.97%
+16.29%
-4.93%
UNH - UNITEDHEALTH GROUP INC
Reduce 4% $(352.3K)
0.73%
$8.6M
+71.64%
-16.60%
+16.29%
KEY - KEYCORP
Reduce 5% $(404.4K)
0.72%
$8.5M
+81.94%
+5.02%
+23.66%
TMO - THERMO FISHER SCIENTIFIC INC
Reduce 12% $(1.2M)
0.71%
$8.4M
+99.97%
+10.07%
+45.25%
PYPL - PAYPAL HOLDINGS INC
Reduce 5% $(407.9K)
0.71%
$8.3M
-49.38%
+20.57%
+28.58%
META - FACEBOOK INC
Reduce 1% $(115.0K)
0.69%
$8.2M
+313.56%
+21.66%
+51.17%
CVS - CVS CORPORATION
Add 4% ($295.7K)
0.67%
$7.9M
+89.81%
-17.24%
+22.90%
SYF - SYNCHRONY FINANCIAL
Reduce 9% $(711.4K)
0.63%
$7.5M
+224.80%
+27.67%
+39.93%
AXP - AMERICAN EXPRESS
New Purchase
0.63%
$7.4M
+247.80%
+12.82%
+34.16%
GS - GOLDMAN SACHS GROUP
Reduce 10% $(807.0K)
0.61%
$7.2M
+471.17%
+6.53%
+29.93%
COP - CONOCOPHILLIPS
Reduce 19% $(1.7M)
0.61%
$7.1M
+134.19%
+1.57%
+2.25%
EXC - EXELON CORP
New Purchase
0.59%
$7.0M
+77.41%
+7.48%
+6.66%
AMGN - AMGEN INC
Reduce 8% $(588.9K)
0.54%
$6.4M
+111.56%
-7.31%
+25.43%
CMS - CMS ENERGY CORP
New Purchase
0.53%
$6.3M
+81.66%
+8.17%
+33.88%
DVY - iSHARES DJ SELECT DIVIDEND IND
New Purchase
0.53%
$6.3M
+117.17%
+10.22%
+21.00%
VBR - VANGUARD SMALL CAP VALUE
Add 1% ($56.0K)
0.53%
$6.2M
+119.78%
+8.86%
+15.89%
RF - REGIONS FINANCIAL CORP
Reduce 100%
0.00%
$0.00
+125.10%
+3.93%
+11.38%
DAL - DELTA AIR LINES INC
Reduce 100%
0.00%
$0.00
+41.32%
+24.03%
+34.30%
LYB - LYONDELLBASELL INDUSTRIES NV
Reduce 100%
0.00%
$0.00
SLB - SCHLUMBERGER LTD
Reduce 100%
0.00%
$0.00
+25.97%
+17.29%
-0.85%
RTX - UNITED TECHNOLOGIES CORP
Reduce 100%
0.00%
$0.00
+116.74%
+23.76%
+43.05%
CI - CIGNA CORPORATION
Reduce 100%
0.00%
$0.00
+84.46%
-25.53%
+8.78%