HIGHLAND CAPITAL MANAGEMENT, LLC 13F Holdings

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

Filed: 2020-02-05 (Q4 2019) | Holdings: 315 | Value: $1.4B | 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 2% $(1.1M)
4.36%
$62.9M
+137.86%
+1.14%
+35.40%
MRK - MERCK & CO INC
Reduce 4% $(1.7M)
3.09%
$44.6M
+66.89%
-9.61%
-9.99%
AAPL - APPLE INC
Reduce 3% $(1.2M)
3.00%
$43.2M
+279.48%
-6.58%
+71.50%
IVV - CORE S&P 500
Add 1% ($434.8K)
2.88%
$41.6M
+142.61%
-14.46%
+19.11%
JPM - JP MORGAN CHASE & CO
Reduce 2% $(777.3K)
2.80%
$40.4M
+161.07%
-34.02%
+5.14%
IEFA - iSHARES CORE MSCI EAFE ETF
Add 2% ($473.1K)
2.03%
$29.3M
+77.22%
-21.15%
+11.57%
BAC - BANK OF AMERICA CORP
Reduce 1% $(272.5K)
1.42%
$20.5M
+69.34%
-35.63%
-2.75%
CSCO - CISCO SYS INC
Reduce 2% $(413.4K)
1.35%
$19.4M
+145.29%
-14.68%
+4.05%
VZ - VERIZON COMMUNICATIONS INC
Add 9% ($1.6M)
1.31%
$18.9M
+16.52%
-5.00%
-2.92%
XOM - EXXON MOBIL CORP
Reduce 2% $(453.4K)
1.29%
$18.5M
+218.36%
-29.09%
-10.60%
CVX - CHEVRON CORP
Reduce 1% $(258.9K)
1.28%
$18.5M
+121.81%
-17.65%
-12.62%
BA - BOEING CO
Reduce 1% $(161.3K)
1.28%
$18.5M
-27.99%
-62.96%
-35.57%
V - VISA INC
1.28%
$18.5M
+68.42%
-11.83%
+2.52%
CMCSA - COMCAST CORP
Reduce 1% $(172.3K)
1.24%
$17.8M
-28.89%
-20.98%
+18.42%
AMZN - AMAZON COM INC
Add 3% ($471.2K)
1.23%
$17.7M
+160.48%
+15.20%
+62.81%
BRK.B - BERKSHIRE HATHAWAY INC
Reduce 2% $(401.3K)
1.21%
$17.4M
+111.26%
-24.91%
+3.42%
DIS - WALT DISNEY CO
Reduce 1% $(218.0K)
1.20%
$17.4M
-23.44%
-28.92%
+33.88%
PG - PROCTER & GAMBLE CO
Reduce 3% $(521.8K)
1.19%
$17.2M
+32.83%
-10.28%
+4.31%
PEP - PEPSICO INC
Reduce 1% $(119.5K)
1.17%
$16.9M
+27.18%
-8.97%
-0.10%
GOOGL - ALPHABET INC
Reduce 2% $(285.3K)
1.16%
$16.7M
+437.96%
-7.34%
+43.56%
C - CITIGROUP INC
1.15%
$16.5M
+97.72%
-45.61%
-16.86%
CI - CIGNA CORP
Add 27% ($3.1M)
1.02%
$14.8M
+56.07%
-12.74%
-1.98%
T - AT&T INC
Reduce 2% $(259.0K)
1.00%
$14.4M
+29.11%
-22.62%
-18.47%
TMO - THERMO FISHER SCIENTIFIC INC
Reduce 3% $(435.6K)
0.94%
$13.6M
+40.12%
+0.65%
+49.12%
GOOG - ALPHABET INC
Reduce 2% $(304.8K)
0.94%
$13.6M
+433.63%
-7.10%
+44.31%
META - FACEBOOK INC
Reduce 2% $(251.0K)
0.94%
$13.5M
+188.75%
-0.95%
+26.66%
COST - COSTCO WHOLESALE CORP
Add 4% ($508.8K)
0.93%
$13.4M
+261.57%
+0.08%
+20.36%
INTC - INTEL CORP
Reduce 2% $(278.0K)
0.86%
$12.4M
+102.16%
-11.57%
-9.81%
GS - GOLDMAN SACHS GROUP INC
Add 1% ($116.8K)
0.84%
$12.1M
+346.95%
-27.45%
+25.28%
DAL - DELTA AIR LINES INC
Reduce 9% $(1.1M)
0.82%
$11.8M
+22.71%
-64.64%
-27.19%
HD - HOME DEPOT INC
Add 5% ($531.8K)
0.82%
$11.8M
+51.83%
-5.29%
+20.44%
CVS - CVS HEALTH CORPORATION
Add 1% ($121.9K)
0.80%
$11.5M
+64.26%
-14.20%
+6.05%
PFE - PFIZER INC
Add 19% ($1.8M)
0.77%
$11.1M
-3.45%
+0.18%
-0.41%
IWF - RUSSELL 1000 GROWTH INDEX
Reduce 3% $(375.4K)
0.76%
$10.9M
+174.59%
-7.72%
+36.35%
RTX - UNITED TECHNOLOGIES CORP
Reduce 1% $(105.1K)
0.75%
$10.9M
+124.51%
-36.90%
-19.15%
USB - US BANCORP
Reduce 2% $(231.0K)
0.75%
$10.8M
+28.40%
-39.47%
-10.75%
LOW - LOWES COS INC
Reduce 1% $(70.4K)
0.75%
$10.7M
+105.58%
-9.95%
+48.78%
WFC - WELLS FARGO CO
Reduce 2% $(230.4K)
0.74%
$10.7M
+81.14%
-47.13%
-28.81%
COP - CONOCOPHILLIPS
Add 1% ($72.1K)
0.73%
$10.6M
+152.29%
-30.97%
-17.63%
VBR - VANGUARD SMALL CAP VALUE
Add 3% ($328.8K)
0.72%
$10.4M
+90.80%
-30.96%
+16.12%
VTI - VANGUARD US TOTAL EQUITY MARKE
0.71%
$10.2M
+134.13%
-15.42%
+23.47%
EL - ESTEE LAUDER COS INC
0.70%
$10.1M
-56.33%
-19.45%
+33.89%
LMT - LOCKHEED MARTIN CORP
Reduce 2% $(158.1K)
0.64%
$9.2M
+41.50%
-12.54%
-20.44%
UNH - UNITEDHEALTH GROUP INC
New Purchase
0.63%
$9.1M
+48.32%
-2.35%
+11.00%
VOT - VANGUARD MID CAP GROWTH INDEX
Add 1% ($113.2K)
0.62%
$9.0M
+80.75%
-11.77%
+36.74%
AEP - AMERICAN ELEC PWR INC
Reduce 2% $(226.3K)
0.62%
$9.0M
+62.90%
-22.18%
-17.99%
BMY - BRISTOL-MYERS SQUIBB CO
New Purchase
0.62%
$8.9M
+7.11%
-8.01%
-7.25%
VOE - VANGUARD MID CAP VALUE INDEX F
Add 1% ($83.0K)
0.59%
$8.5M
+82.96%
-27.79%
+6.87%
MDLZ - MONDELEZ INTERNATIONAL INC
Add 1% ($69.7K)
0.58%
$8.3M
+25.49%
-12.32%
-0.40%
MU - MICRON TECHNOLOGY INC
New Purchase
0.57%
$8.2M
+1253.31%
-20.66%
+44.65%
AVGO - BROADCOM LTD
Reduce 100%
0.00%
$0.00
+484.03%
-15.73%
+55.03%
JNJ - JOHNSON AND JOHNSON CO
Reduce 100%
0.00%
$0.00
FDX - FEDEX CORPORATION
Reduce 100%
0.00%
$0.00
+117.18%
-23.57%
+72.62%