HIGHLAND CAPITAL MANAGEMENT, LLC 13F Holdings

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

Filed: 2019-11-20 (Q3 2019) | Holdings: 308 | 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 7% $(4.0M)
4.19%
$56.4M
+188.12%
+19.86%
+42.13%
MRK - MERCK AND CO INC
Add 9% ($3.5M)
3.18%
$42.8M
+68.66%
-3.26%
-3.45%
IVV - CORE S&P 500
Add 2% ($615.8K)
2.82%
$38.0M
+162.09%
+7.85%
+17.23%
JPM - J P MORGAN CHASE AND CO
Reduce 3% $(914.0K)
2.58%
$34.8M
+179.40%
+5.14%
-6.04%
AAPL - APPLE INC
Reduce 1% $(392.8K)
2.51%
$33.8M
+364.22%
+19.00%
+74.19%
IEFA - iSHARES CORE MSCI EAFE ETF
Add 5% ($1.4M)
2.00%
$27.0M
+84.23%
+1.89%
+6.81%
BA - BOEING CO
Add 6% ($1.2M)
1.62%
$21.8M
-35.56%
-10.12%
-42.45%
CSCO - CISCO SYSTEMS INC
Reduce 20% $(5.2M)
1.52%
$20.5M
+166.58%
+3.34%
-4.56%
XOM - EXXON MOBIL CORP
Reduce 2% $(359.1K)
1.43%
$19.2M
+194.54%
-11.82%
-37.51%
CVX - CHEVRON CORP
Reduce 6% $(1.1M)
1.37%
$18.5M
+108.64%
-6.23%
-18.21%
CMCSA - COMCAST CORP CL A
Add 12% ($1.9M)
1.34%
$18.1M
-27.79%
+3.94%
+14.98%
PG - PROCTER AND GAMBLE CO
Reduce 15% $(3.2M)
1.31%
$17.6M
+39.24%
+4.66%
+16.76%
BAC - BANK OF AMERICA CORP
Reduce 5% $(873.6K)
1.28%
$17.2M
+81.49%
+5.39%
-14.27%
PEP - PEPSICO INC
Reduce 17% $(3.4M)
1.27%
$17.0M
+38.83%
+10.07%
+10.30%
VZ - VERIZON COMMUNICATIONS
Reduce 1% $(114.3K)
1.27%
$17.0M
+16.92%
-1.35%
+5.46%
V - VISA INC CL A
Add 11% ($1.7M)
1.26%
$16.9M
+88.75%
+15.42%
+15.60%
BRK.B - BERKSHIRE HATHAWAY INC
Reduce 3% $(438.9K)
1.21%
$16.3M
+123.18%
+5.54%
+5.63%
AMZN - AMAZON.COM INC
Add 6% ($890.5K)
1.20%
$16.1M
+205.01%
+20.25%
+77.76%
DIS - WALT DISNEY CO
Reduce 3% $(555.3K)
1.18%
$15.8M
-25.72%
-5.00%
-0.21%
GOOGL - ALPHABET INC CL A
Add 1% ($192.9K)
1.15%
$15.5M
+501.20%
+14.18%
+32.97%
C - CITIGROUP INC
Reduce 1% $(76.0K)
1.06%
$14.2M
+114.40%
+3.87%
-25.15%
T - AT&T INC
Reduce 2% $(280.4K)
1.05%
$14.2M
+33.77%
+5.50%
-17.42%
DAL - DELTA AIR LINES INC DEL
Add 55% ($4.5M)
0.95%
$12.8M
+31.65%
+4.54%
-29.93%
GOOG - ALPHABET INC CLASS C
Reduce 1% $(74.4K)
0.94%
$12.6M
+494.66%
+14.11%
+33.30%
COST - COSTCO WHOLESALE CORP
0.94%
$12.6M
+272.76%
+7.30%
+28.02%
TMO - THERMO FISHER SCIENTIFIC INC
Add 16% ($1.7M)
0.93%
$12.6M
+52.42%
+9.33%
+45.87%
HD - HOME DEPOT INC
New Purchase
0.89%
$12.0M
+63.85%
+11.25%
+25.29%
META - FACEBOOK INC CL A
Reduce 1% $(144.4K)
0.88%
$11.9M
+207.84%
+6.46%
+35.97%
INTC - INTEL CORP
Reduce 2% $(268.2K)
0.81%
$10.9M
+137.83%
+12.47%
-17.89%
GS - GOLDMAN SACHS GROUP INC
Add 5% ($493.0K)
0.80%
$10.8M
+404.47%
+6.09%
+7.22%
USB - US BANCORP DEL COM NEW
Reduce 1% $(127.7K)
0.76%
$10.3M
+20.91%
-7.48%
-24.30%
WFC - WELLS FARGO AND CO NEW
Reduce 2% $(209.7K)
0.76%
$10.2M
+64.71%
-10.46%
-49.19%
IWF - RUSSELL 1000 GROWTH INDEX
Reduce 3% $(316.5K)
0.76%
$10.2M
+204.36%
+11.43%
+34.54%
RTX - UNITED TECHNOLOGIES CORP
New Purchase
0.74%
$10.0M
+139.41%
+3.82%
-13.61%
LOW - LOWES COS INC
Reduce 16% $(1.9M)
0.74%
$9.9M
+112.50%
+5.79%
+31.43%
EL - ESTEE LAUDER COS INC CL A
Add 2% ($178.1K)
0.72%
$9.7M
-52.51%
+7.88%
+24.15%
CVS - CVS HEALTH CORP
0.72%
$9.6M
+56.82%
-3.84%
-7.97%
VBR - VANGUARD SMALL CAP VALUE
Add 22% ($1.7M)
0.70%
$9.4M
+98.92%
+3.21%
+3.74%
VTI - VANGUARD US TOTAL EQUITY MARKE
New Purchase
0.70%
$9.4M
+152.49%
+7.92%
+18.96%
LMT - LOCKHEED MARTIN CORP
Reduce 44% $(7.3M)
0.69%
$9.3M
+58.65%
+10.12%
-2.77%
COP - CONOCOPHILLIPS
New Purchase
0.68%
$9.2M
+150.26%
-1.17%
-25.40%
AEP - AMERICAN ELECTRIC POWER INC
Reduce 2% $(221.4K)
0.68%
$9.1M
+81.76%
+12.05%
-5.76%
JNJ - JOHNSON AND JOHNSON CO
Reduce 11% $(1.1M)
0.66%
$8.9M
+97.72%
+11.06%
+9.46%
CI - CIGNA CORP
Reduce 1% $(90.2K)
0.64%
$8.6M
+63.85%
+8.45%
+3.35%
PFE - PFIZER INC
Reduce 3% $(277.7K)
0.63%
$8.5M
+0.76%
-3.02%
+7.84%
MDLZ - MONDELEZ INTERNATIONAL INC
Reduce 1% $(81.3K)
0.61%
$8.3M
+38.86%
+13.00%
+12.22%
VOT - VANGUARD MID CAP GROWTH INDEX
Add 12% ($867.4K)
0.61%
$8.3M
+94.26%
+8.96%
+29.17%
FDX - FEDEX CORPORATION
Reduce 4% $(369.4K)
0.60%
$8.1M
+178.10%
+7.50%
+90.97%
VOE - VANGUARD MID CAP VALUE INDEX F
New Purchase
0.60%
$8.0M
+92.96%
+4.50%
+2.99%
AVGO - BROADCOM LTD
New Purchase
0.57%
$7.6M
+1485.63%
-1.14%
+30.27%
XLNX - XYLINX INC
Reduce 100%
0.00%
$0.00
AMGN - AMGEN INC
Reduce 100%
0.00%
$0.00
+45.09%
-1.21%
+0.55%
NEE - NEXTERA ENERGY INC
Reduce 100%
0.00%
$0.00
+50.94%
+18.39%
+29.23%
CSX - CSX CORP
Reduce 100%
0.00%
$0.00
QCOM - QUALCOMM INC
Reduce 100%
0.00%
$0.00
+109.41%
+3.44%
+74.56%
UNH - UNITEDHEALTH GROUP INC
Reduce 100%
0.00%
$0.00
+138.62%
+9.94%
+23.78%