HIGHLAND CAPITAL MANAGEMENT, LLC 13F Holdings

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

Filed: 2021-04-27 (Q1 2021) | Holdings: 343 | Value: $1.6B | 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 3% $(2.3M)
5.24%
$84.9M
+65.95%
+12.03%
+14.02%
AAPL - APPLE INC
Reduce 2% $(1.6M)
4.03%
$65.3M
+125.56%
+8.13%
+22.56%
IVV - CORE S&P 500
Reduce 25% $(12.5M)
2.32%
$37.6M
+89.78%
+5.38%
+3.82%
JPM - JP MORGAN CHASE & CO
Reduce 5% $(1.8M)
2.16%
$35.1M
+126.95%
+0.09%
-17.03%
AMZN - AMAZON COM INC
Reduce 1% $(222.8K)
2.07%
$33.6M
+54.78%
+5.69%
-15.80%
MRK - MERCK & CO INC
Reduce 1% $(357.3K)
1.97%
$31.9M
+77.72%
+6.76%
+24.06%
GOOGL - ALPHABET INC
Reduce 1% $(195.9K)
1.47%
$23.8M
+226.48%
+13.77%
-0.92%
META - FACEBOOK INC
Reduce 9% $(2.0M)
1.31%
$21.2M
+97.73%
+21.45%
-33.07%
DIS - WALT DISNEY CO
Reduce 7% $(1.4M)
1.25%
$20.3M
-41.20%
-3.08%
-37.61%
GS - GOLDMAN SACHS GROUP INC
Reduce 2% $(473.5K)
1.24%
$20.1M
+206.50%
+7.90%
-6.71%
V - VISA INC
1.24%
$20.1M
+46.94%
+7.08%
-3.86%
IWF - RUSSELL 1000 GROWTH INDEX
Add 46% ($6.3M)
1.23%
$19.9M
+94.72%
+8.11%
-1.86%
GOOG - ALPHABET INC
Reduce 3% $(630.9K)
1.13%
$18.4M
+221.52%
+13.31%
-0.79%
C - CITIGROUP INC
Reduce 2% $(366.4K)
1.13%
$18.3M
+106.32%
-6.54%
-29.79%
JNJ - JOHNSON & JOHNSON
Reduce 5% $(999.9K)
1.10%
$17.8M
+58.57%
+6.38%
+15.51%
PG - PROCTER & GAMBLE CO
Reduce 5% $(881.9K)
1.07%
$17.3M
+24.09%
+6.02%
+27.01%
MU - MICRON TECHNOLOGY INC
Reduce 1% $(130.6K)
1.06%
$17.2M
+796.61%
-13.82%
-19.64%
PEP - PEPSICO INC
Reduce 4% $(716.9K)
1.04%
$16.9M
+23.59%
+9.86%
+27.14%
BAC - BANK OF AMERICA CORP
Reduce 4% $(618.2K)
1.04%
$16.8M
+43.60%
-4.11%
-6.05%
IEFA - iSHARES CORE MSCI EAFE ETF
Add 2% ($375.9K)
1.04%
$16.8M
+51.24%
+2.03%
-9.59%
FDX - FEDEX CORPORATION
Add 2% ($305.4K)
1.03%
$16.7M
+44.77%
-1.44%
-26.99%
TMO - THERMO FISHER SCIENTIFIC INC
Reduce 17% $(3.3M)
1.01%
$16.4M
-4.90%
+7.97%
+14.39%
LOW - LOWES COS INC
Reduce 5% $(852.9K)
0.99%
$16.1M
+23.59%
-3.28%
+4.27%
AVGO - BROADCOM INC
Reduce 2% $(294.0K)
0.98%
$16.0M
+895.87%
+3.44%
+27.96%
COST - COSTCO WHOLESALE CORP
0.94%
$15.2M
+192.50%
+14.50%
+53.42%
CI - CIGNA CORP
Reduce 2% $(358.7K)
0.94%
$15.2M
+30.11%
-9.13%
+3.13%
CVX - CHEVRON CORP
Reduce 4% $(591.5K)
0.87%
$14.1M
+121.16%
-1.08%
+63.86%
HD - HOME DEPOT INC
Reduce 7% $(1.1M)
0.86%
$13.9M
+8.97%
+1.64%
-1.16%
EL - ESTEE LAUDER COS INC
0.80%
$13.0M
-71.10%
+4.89%
-13.20%
FCX - FREEPORT McMORAN COPPER & GOLD
New Purchase
0.79%
$12.8M
+86.02%
-3.32%
+11.23%
CMCSA - COMCAST CORP
Reduce 2% $(288.1K)
0.77%
$12.4M
-42.76%
+7.53%
-21.49%
VBR - VANGUARD SMALL CAP VALUE
Reduce 2% $(239.5K)
0.75%
$12.2M
+47.81%
-1.79%
-0.66%
IWD - RUSSELL 1000 VALUE INDEX
New Purchase
0.73%
$11.8M
+63.71%
+1.54%
+4.14%
VZ - VERIZON COMMUNICATIONS INC
Reduce 22% $(3.3M)
0.70%
$11.4M
+15.96%
-0.04%
-10.00%
CVS - CVS HEALTH CORPORATION
Reduce 3% $(404.5K)
0.69%
$11.3M
+48.92%
+11.13%
+36.76%
VTI - VANGUARD US TOTAL EQUITY MARKE
0.69%
$11.2M
+78.48%
+4.43%
-0.23%
QCOM - QUALCOMM INC
Reduce 3% $(329.2K)
0.68%
$11.0M
+69.80%
+3.62%
+9.16%
COP - CONOCOPHILLIPS
New Purchase
0.67%
$10.9M
+174.61%
+11.41%
+94.85%
SBUX - STARBUCKS CORP
Reduce 1% $(141.2K)
0.66%
$10.7M
+5.38%
+8.34%
-31.32%
BRK.B - BERKSHIRE HATHAWAY INC
Reduce 11% $(1.4M)
0.66%
$10.6M
+77.29%
+1.67%
+21.10%
CARR - CARRIER GLOBAL CORP
Reduce 2% $(163.2K)
0.64%
$10.4M
+56.86%
+15.37%
-11.05%
VBK - VANGUARD SMALL CAP GROWTH ETF
Reduce 4% $(432.3K)
0.64%
$10.3M
+21.24%
-1.86%
-21.55%
VOT - VANGUARD MID CAP GROWTH INDEX
Reduce 4% $(415.7K)
0.63%
$10.1M
+29.64%
+5.01%
-10.46%
TFC - TRUIST FINANCIAL CORP
Reduce 3% $(296.1K)
0.62%
$10.0M
+4.49%
-5.18%
-11.48%
EA - ELECTRONIC ARTS INC
Reduce 3% $(335.3K)
0.59%
$9.6M
+42.66%
-0.25%
-13.92%
FIS - FIDELITY NATIONAL INFORMATION
Reduce 3% $(340.7K)
0.59%
$9.6M
-68.39%
-2.50%
-31.14%
RTX - RAYTHEON TECHNOLOGIES CORP
Reduce 2% $(235.4K)
0.59%
$9.5M
+145.55%
+7.66%
+23.22%
VOE - VANGUARD MID CAP VALUE INDEX F
New Purchase
0.59%
$9.5M
+53.25%
+0.43%
+6.46%
NKE - NIKE INC
Reduce 1% $(123.6K)
0.58%
$9.4M
-65.46%
+25.35%
-3.19%
MDLZ - MONDELEZ INTERNATIONAL INC
0.54%
$8.8M
+16.16%
+5.42%
+11.98%
XLNX - XYLINX INC
Reduce 100%
0.00%
$0.00
PFE - PFIZER INC
Reduce 100%
0.00%
$0.00
-19.93%
+13.85%
+35.75%
CSCO - CISCO SYS INC
Reduce 100%
0.00%
$0.00
+27.78%
+6.97%
+0.82%
CRM - SALESFORCE.COM INC
Reduce 100%
0.00%
$0.00
+41.04%
+3.81%
-20.96%