HIGHLAND CAPITAL MANAGEMENT, LLC 13F Holdings

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

Filed: 2020-05-05 (Q1 2020) | Holdings: 303 | Value: $1.1B | 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% $(614.4K)
5.86%
$62.2M
+135.76%
+19.15%
+38.55%
MRK - MERCK & CO INC
Reduce 1% $(294.8K)
3.52%
$37.4M
+81.73%
+4.27%
+2.48%
AAPL - APPLE INC
3.52%
$37.3M
+306.44%
+52.05%
+74.06%
IVV - CORE S&P 500
Reduce 2% $(610.1K)
3.07%
$32.6M
+179.93%
+16.64%
+47.96%
JPM - JP MORGAN CHASE & CO
Reduce 14% $(3.6M)
2.12%
$22.5M
+287.57%
+6.54%
+80.03%
AMZN - AMAZON COM INC
Add 7% ($1.3M)
1.88%
$19.9M
+128.23%
+38.45%
+41.94%
CSCO - CISCO SYS INC
Reduce 3% $(497.4K)
1.45%
$15.4M
+184.67%
+15.85%
+30.31%
PG - PROCTER & GAMBLE CO
Reduce 2% $(239.2K)
1.40%
$14.9M
+44.92%
+15.59%
+19.83%
PEP - PEPSICO INC
1.40%
$14.8M
+38.87%
+4.05%
+13.98%
GOOGL - ALPHABET INC
Add 1% ($97.6K)
1.38%
$14.6M
+475.19%
+10.82%
+72.12%
IEFA - iSHARES CORE MSCI EAFE ETF
Reduce 36% $(8.0M)
1.36%
$14.4M
+121.61%
+16.56%
+47.62%
JNJ - JOHNSON & JOHNSON
New Purchase
1.36%
$14.4M
+76.82%
-0.95%
+14.85%
V - VISA INC
Reduce 11% $(1.8M)
1.32%
$14.0M
+90.00%
+10.79%
+29.52%
VZ - VERIZON COMMUNICATIONS INC
Reduce 20% $(3.3M)
1.25%
$13.3M
+21.08%
+3.76%
+9.83%
COST - COSTCO WHOLESALE CORP
Reduce 7% $(844.9K)
1.14%
$12.1M
+260.08%
+11.01%
+27.78%
TMO - THERMO FISHER SCIENTIFIC INC
Add 2% ($238.2K)
1.14%
$12.1M
+38.24%
+23.25%
+39.60%
GOOG - ALPHABET INC
Add 1% ($67.4K)
1.12%
$11.9M
+468.37%
+10.16%
+74.88%
DIS - WALT DISNEY CO
Add 1% ($159.7K)
1.11%
$11.8M
+7.08%
+28.91%
+79.14%
META - FACEBOOK INC
Add 2% ($240.7K)
1.05%
$11.2M
+192.01%
+27.46%
+53.77%
CVX - CHEVRON CORP
1.05%
$11.2M
+161.23%
-4.41%
+24.37%
INTC - INTEL CORP
Reduce 3% $(385.6K)
1.02%
$10.8M
+129.15%
-17.18%
-0.56%
T - AT&T INC
Reduce 4% $(427.4K)
0.97%
$10.3M
+61.09%
+1.81%
+16.56%
BAC - BANK OF AMERICA CORP
Reduce 18% $(2.2M)
0.96%
$10.2M
+155.62%
+11.51%
+87.29%
UNH - UNITEDHEALTH GROUP INC
Add 28% ($2.2M)
0.93%
$9.9M
+48.64%
+6.88%
+42.82%
XOM - EXXON MOBIL CORP
Reduce 4% $(373.2K)
0.92%
$9.7M
+339.59%
-0.99%
+48.31%
LOW - LOWES COS INC
Add 22% ($1.7M)
0.89%
$9.4M
+126.91%
+37.61%
+89.30%
CI - CIGNA CORP
Reduce 27% $(3.4M)
0.88%
$9.4M
+70.62%
-9.99%
+34.19%
PFE - PFIZER INC
Add 1% ($132.6K)
0.88%
$9.3M
-4.76%
+0.15%
+11.66%
CMCSA - COMCAST CORP
Reduce 33% $(4.5M)
0.86%
$9.2M
-12.69%
+19.06%
+60.51%
IWF - RUSSELL 1000 GROWTH INDEX
Reduce 2% $(232.0K)
0.86%
$9.1M
+195.87%
+23.48%
+48.36%
CVS - CVS HEALTH CORPORATION
Reduce 3% $(292.1K)
0.84%
$8.9M
+82.33%
+1.88%
+35.90%
BRK.B - BERKSHIRE HATHAWAY INC
Reduce 37% $(5.2M)
0.83%
$8.8M
+174.08%
+15.87%
+63.73%
C - CITIGROUP INC
Add 1% ($64.9K)
0.83%
$8.8M
+250.92%
+15.54%
+74.56%
GS - GOLDMAN SACHS GROUP INC
Add 1% ($91.8K)
0.77%
$8.2M
+506.60%
+14.38%
+108.13%
VTI - VANGUARD US TOTAL EQUITY MARKE
Reduce 2% $(141.5K)
0.74%
$7.9M
+173.49%
+17.86%
+52.42%
HD - HOME DEPOT INC
Reduce 26% $(2.6M)
0.70%
$7.5M
+57.87%
+19.18%
+51.91%
MDLZ - MONDELEZ INTERNATIONAL INC
Reduce 1% $(76.9K)
0.70%
$7.5M
+41.38%
+9.94%
+24.28%
RTX - UNITED TECHNOLOGIES CORP
Add 9% ($625.7K)
0.70%
$7.5M
+247.53%
+1.86%
+47.09%
ELV - ANTHEM INC
New Purchase
0.66%
$7.0M
+54.78%
-1.42%
+42.54%
VOT - VANGUARD MID CAP GROWTH INDEX
Reduce 4% $(318.7K)
0.64%
$6.8M
+103.68%
+22.83%
+49.02%
BMY - BRISTOL-MYERS SQUIBB CO
Reduce 13% $(993.5K)
0.64%
$6.8M
+15.44%
+0.24%
+7.83%
VBR - VANGUARD SMALL CAP VALUE
Reduce 1% $(83.8K)
0.63%
$6.6M
+169.53%
+17.71%
+84.23%
MU - MICRON TECHNOLOGY INC
Add 2% ($112.4K)
0.61%
$6.5M
+1606.11%
+5.71%
+84.07%
FDX - FEDEX CORPORATION
New Purchase
0.61%
$6.5M
+253.44%
+45.57%
+164.84%
EL - ESTEE LAUDER COS INC
Reduce 19% $(1.4M)
0.60%
$6.3M
-46.10%
+16.86%
+76.66%
LMT - LOCKHEED MARTIN CORP
Reduce 23% $(1.9M)
0.58%
$6.1M
+56.68%
-2.26%
+1.78%
USB - US BANCORP
Reduce 6% $(367.2K)
0.56%
$5.9M
+108.13%
+9.97%
+88.94%
VBK - VANGUARD SMALL CAP GROWTH ETF
New Purchase
0.55%
$5.8M
+102.53%
+24.08%
+56.97%
QCOM - QUALCOMM INC
New Purchase
0.55%
$5.8M
+204.35%
+42.01%
+76.43%
WFC - WELLS FARGO CO
Reduce 1% $(37.3K)
0.53%
$5.7M
+231.62%
-6.14%
+82.35%
DAL - DELTA AIR LINES INC
Reduce 100%
0.00%
$0.00
+197.90%
+24.45%
+106.48%
AEP - AMERICAN ELEC PWR INC
Reduce 100%
0.00%
$0.00
+41.06%
+2.23%
+8.25%
VOE - VANGUARD MID CAP VALUE INDEX F
Reduce 100%
0.00%
$0.00
COP - CONOCOPHILLIPS
Reduce 100%
0.00%
$0.00
+215.14%
-5.52%
+41.29%
BA - BOEING CO
Reduce 100%
0.00%
$0.00
+23.56%
+36.88%
+82.68%