HIGHLAND CAPITAL MANAGEMENT, LLC 13F Holdings

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

Filed: 2019-07-29 (Q2 2019) | Holdings: 306 | 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.

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 CORP
Reduce 1% $(542.5K)
4.33%
$58.2M
+209.23%
+3.53%
+47.29%
MRK - MERCK AND CO INC
Reduce 1% $(197.1K)
2.92%
$39.2M
+73.24%
+3.34%
-3.13%
IVV - CORE S&P 500
Reduce 1% $(228.4K)
2.75%
$36.9M
+172.97%
+1.90%
+10.20%
JPM - J P MORGAN CHASE AND CO
Reduce 2% $(533.2K)
2.52%
$33.9M
+217.84%
+10.02%
-12.83%
AAPL - APPLE INC
Reduce 1% $(235.5K)
2.25%
$30.2M
+490.36%
+16.97%
+86.51%
CSCO - CISCO SYSTEMS INC
Reduce 3% $(840.9K)
2.12%
$28.4M
+113.23%
-15.71%
-15.64%
IEFA - iSHARES CORE MSCI EAFE ETF
Reduce 1% $(220.1K)
1.91%
$25.7M
+93.36%
+4.38%
+0.77%
XOM - EXXON MOBIL CORP
Reduce 2% $(407.0K)
1.58%
$21.2M
+173.49%
-8.66%
-40.90%
CVX - CHEVRON CORP
Add 8% ($1.5M)
1.53%
$20.5M
+101.73%
-5.27%
-27.19%
BA - BOEING CO
Reduce 5% $(983.2K)
1.47%
$19.7M
-29.04%
+2.47%
-51.48%
PEP - PEPSICO INC
Add 9% ($1.6M)
1.46%
$19.6M
+42.02%
+4.95%
+7.85%
PG - PROCTER AND GAMBLE CO
Reduce 2% $(333.7K)
1.37%
$18.4M
+42.42%
+4.94%
+12.48%
BAC - BANK OF AMERICA CORP
Add 8% ($1.3M)
1.34%
$18.0M
+98.22%
+5.36%
-15.67%
DIS - WALT DISNEY CO
Add 7% ($1.2M)
1.31%
$17.6M
-25.01%
-11.09%
-20.17%
BRK.B - BERKSHIRE HATHAWAY INC
Reduce 10% $(2.0M)
1.28%
$17.2M
+133.28%
+2.58%
-6.54%
AMZN - AMAZON.COM INC
Add 4% ($634.4K)
1.24%
$16.6M
+181.13%
-5.88%
+61.38%
VZ - VERIZON COMMUNICATIONS
Reduce 1% $(244.7K)
1.21%
$16.2M
+22.88%
+7.23%
+4.33%
LMT - LOCKHEED MARTIN CORP
New Purchase
1.15%
$15.5M
+69.18%
+3.31%
+6.08%
V - VISA INC CL A
Reduce 1% $(176.0K)
1.15%
$15.4M
+87.92%
-1.66%
+6.98%
CMCSA - COMCAST CORP CL A
Add 16% ($2.1M)
1.13%
$15.2M
-27.04%
+1.95%
+1.35%
C - CITIGROUP INC
Reduce 21% $(3.8M)
1.08%
$14.5M
+126.90%
+3.50%
-26.07%
CSX - CSX CORP
Reduce 4% $(535.6K)
1.05%
$14.1M
+111.86%
+3.28%
+3.16%
GOOGL - ALPHABET INC CL A
1.01%
$13.6M
+536.60%
+2.75%
+25.38%
META - FACEBOOK INC CL A
Reduce 4% $(502.6K)
0.97%
$13.1M
+211.04%
-3.65%
+20.02%
T - ATANDT INC
Reduce 1% $(97.9K)
0.95%
$12.8M
+45.82%
+12.45%
-8.68%
COST - COSTCO WHOLESALE CORP
Reduce 8% $(967.2K)
0.86%
$11.6M
+301.68%
+7.22%
+17.17%
GOOG - ALPHABET INC CLASS C
Reduce 1% $(112.4K)
0.84%
$11.3M
+531.58%
+2.93%
+24.97%
TMO - THERMO FISHER SCIENTIFIC INC
0.81%
$10.9M
+63.50%
+5.63%
+43.96%
LOW - LOWES COS INC
0.81%
$10.8M
+145.75%
+8.15%
+47.07%
JNJ - JOHNSON AND JOHNSON CO
Reduce 2% $(231.4K)
0.80%
$10.7M
+104.41%
+1.03%
+13.95%
PFE - PFIZER INC
Reduce 2% $(165.1K)
0.79%
$10.6M
-4.07%
-2.49%
+2.12%
IWF - RUSSELL 1000 GROWTH INDEX
0.77%
$10.4M
+217.46%
+1.38%
+26.46%
INTC - INTEL CORP
Reduce 5% $(593.8K)
0.77%
$10.4M
+167.66%
+10.20%
-5.06%
GS - GOLDMAN SACHS GROUP INC
0.76%
$10.2M
+407.90%
-0.61%
-6.44%
USB - US BANCORP DEL COM NEW
Reduce 1% $(135.9K)
0.73%
$9.9M
+27.41%
+1.36%
-32.47%
WFC - WELLS FARGO AND CO NEW
Reduce 3% $(277.0K)
0.73%
$9.8M
+88.58%
+9.59%
-45.95%
FDX - FEDEX CORPORATION
Reduce 10% $(1.1M)
0.71%
$9.5M
+148.22%
-8.79%
+2.51%
CI - CIGNA CORP
Reduce 1% $(55.6K)
0.67%
$9.1M
+92.38%
+3.44%
+4.65%
QCOM - QUALCOMM INC
New Purchase
0.67%
$9.0M
+229.28%
+10.07%
+48.29%
AEP - AMERICAN ELECTRIC POWER INC
Reduce 3% $(239.7K)
0.65%
$8.8M
+88.19%
+5.79%
-0.94%
EL - ESTEE LAUDER COS INC CL A
Add 10% ($822.7K)
0.65%
$8.8M
-51.96%
+0.52%
+0.90%
AMGN - AMGEN INC
New Purchase
0.62%
$8.3M
+136.06%
+21.41%
+44.64%
CVS - CVS HEALTH CORP
Reduce 11% $(1.1M)
0.62%
$8.3M
+111.59%
+20.83%
+18.00%
UNH - UNITEDHEALTH GROUP INC
Reduce 1% $(89.8K)
0.61%
$8.2M
+75.85%
+1.32%
+22.90%
MDLZ - MONDELEZ INTERNATIONAL INC
0.61%
$8.1M
+32.69%
-4.86%
+3.71%
DAL - DELTA AIR LINES INC DEL
New Purchase
0.61%
$8.1M
+18.64%
-10.56%
-59.40%
NEE - NEXTERA ENERGY INC
Reduce 1% $(81.1K)
0.58%
$7.8M
+111.30%
+12.01%
+36.48%
VBR - VANGUARD SMALL CAP VALUE
Add 4% ($328.3K)
0.58%
$7.8M
+103.10%
+1.20%
-13.42%
VOT - VANGUARD MID CAP GROWTH INDEX
New Purchase
0.56%
$7.5M
+97.88%
-0.11%
+16.81%
XLNX - XYLINX INC
Add 3% ($216.5K)
0.54%
$7.2M
-23.58%
-5.13%
MU - MICRON TECHNOLOGY INC
Reduce 100%
0.00%
$0.00
+113.17%
+2.13%
+8.23%
EXC - EXELON CORP
Reduce 100%
0.00%
$0.00
+46.35%
+2.12%
-13.54%
CMS - CMS ENERGY CORP
Reduce 100%
0.00%
$0.00
RTX - UNITED TECHNOLOGIES CORP
Reduce 100%
0.00%
$0.00
+74.69%
+6.88%
-26.26%
COP - CONOCOPHILLIPS
Reduce 100%
0.00%
$0.00
+130.11%
-2.88%
-31.75%