GOFEN & GLOSSBERG LLC /IL/

données du 31/12/2022

Capitalisation

$ 3.891 B 9.92 %

Période de détention moyenne

22 ans

Performance

$ 2.569 B 31 906.99 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans GOFEN & GLOSSBERG LLC /IL/

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2022/12/31 MSFT Microsoft 4.96% 193.173 M $ 805490 2012/09/30 5.584 M $ 2.97 %
2022/12/31 AAPL Apple 4.67% 181.708 M $ 1398504 2012/12/31 -11.574 M $ -5.98 %
2022/12/31 TMO Thermo Fisher Scientific 3.69% 143.431 M $ 260457 2012/09/30 11.439 M $ 8.58 %
2022/12/31 PG Procter & Gamble 2.66% 103.434 M $ 682462 2012/09/30 17.222 M $ 20.05 %
2022/12/31 JPM JPMorgan Chase & Co 2.63% 102.161 M $ 761830 2012/09/30 22.569 M $ 28.33 %
2022/12/31 JNJ Johnson & Johnson 2.47% 95.992 M $ 543403 2012/09/30 7.265 M $ 8.14 %
2022/12/31 SPY SPDR 500 ETF Trust Ser 1 2.15% 83.488 M $ 218310 2012/09/30 5.555 M $ 7.07 %
2022/12/31 GOOG Alphabet Cl C 1.98% 77.174 M $ 869757 2015/12/31 -6.507 M $ -7.72 %
2022/12/31 PEP PepsiCo 1.82% 70.808 M $ 391941 2012/09/30 6.856 M $ 10.66 %
2022/12/31 DHR Danaher 1.72% 66.734 M $ 251429 2012/09/30 1.779 M $ 2.76 %
2022/12/31 ASML ASML Hldgs NV ADR 1.71% 66.678 M $ 122031 2013/03/31 15.963 M $ 31.55 %
2022/12/31 AVGO Broadcom Ltd 1.58% 61.434 M $ 109875 2018/03/31 12.636 M $ 25.92 %
2022/12/31 MCD McDonalds 1.52% 59.245 M $ 224812 2012/09/30 7.447 M $ 14.21 %
2022/12/31 ABT Abbott Laboratories 1.49% 57.980 M $ 528104 2012/09/30 6.848 M $ 13.47 %
2022/12/31 AXP American Express 1.44% 56.185 M $ 380273 2012/12/31 4.904 M $ 9.52 %
2022/12/31 CVX Chevron 1.42% 55.356 M $ 308409 2012/09/30 11.082 M $ 24.93 %
2022/12/31 MA Mastercard Cl A 1.36% 52.828 M $ 151922 2014/12/31 9.575 M $ 22.29 %
2022/12/31 ABBV AbbVie 1.35% 52.635 M $ 325692 2013/03/31 8.981 M $ 20.42 %
2022/12/31 HON Honeywell International 1.27% 49.366 M $ 230360 2012/09/30 10.992 M $ 28.35 %
2022/12/31 MRK Merck 1.17% 45.492 M $ 410024 2012/09/30 10.271 M $ 28.83 %
2022/12/31 CMCSA Comcast Cl A 1.16% 45.260 M $ 1294254 2012/09/30 7.461 M $ 19.23 %
2022/12/31 RTX Raytheon Technologies 1.11% 43.099 M $ 427058 2020/06/30 8.145 M $ 23.28 %
2022/12/31 SBUX Starbucks 1.09% 42.511 M $ 428533 2012/09/30 6.427 M $ 17.73 %
2022/12/31 AMZN Amazon.com 1.09% 42.492 M $ 505861 2012/09/30 -14.996 M $ -25.66 %
2022/12/31 NKE Nike Cl B 1.01% 39.355 M $ 336336 2012/09/30 11.428 M $ 40.77 %
2022/12/31 NSRGY Nestle SA Sponsored ADR 1.00% 39.085 M $ 338866 2012/09/30 2.624 M $ 7.18 %
2022/12/31 XOM Exxon Mobil 0.97% 37.818 M $ 342867 2012/12/31 7.887 M $ 26.33 %
2022/12/31 BRK-B Berkshire Hathaway Cl B 0.95% 37.137 M $ 120222 2012/09/30 4.997 M $ 15.68 %
2022/12/31 ZTS Zoetis 0.95% 36.880 M $ 251656 2013/06/30 -435.937 K $ -1.17 %
2022/12/31 DE Deere & Co 0.91% 35.336 M $ 82414 2012/09/30 7.764 M $ 28.41 %
2022/12/31 MDLZ Mondelez Intl 0.87% 33.902 M $ 508651 2012/12/31 6.099 M $ 21.56 %
2022/12/31 DIS Disney Walt 0.84% 32.828 M $ 377855 2012/09/30 -2.803 M $ -7.90 %
2022/12/31 APD Air Products & Chemicals 0.84% 32.523 M $ 105506 2020/03/31 8.116 M $ 32.45 %
2022/12/31 COST Costco Wholesale 0.82% 31.924 M $ 69932 2012/09/30 -1.089 M $ -3.34 %
2022/12/31 BA Boeing 0.80% 31.261 M $ 164109 2012/09/30 11.833 M $ 57.33 %
2022/12/31 ECL Ecolab 0.77% 30.136 M $ 207034 2012/09/30 232.620 K $ 0.79 %
2022/12/31 GOOGL Alphabet Cl A 0.73% 28.487 M $ 322867 2015/12/31 -2.384 M $ -7.76 %
2022/12/31 CRM Salesforce.com 0.71% 27.814 M $ 209776 2012/09/30 -2.432 M $ -7.82 %
2022/12/31 MDY S&P Mid-Cap 400 ETF Trust 0.71% 27.533 M $ 62181 2012/09/30 2.531 M $ 10.24 %
2022/12/31 KO Coca-Cola 0.67% 26.197 M $ 411835 2012/09/30 3.133 M $ 13.55 %
2022/12/31 LMT Lockheed Martin 0.67% 25.956 M $ 53354 2012/09/30 5.408 M $ 25.94 %
2022/12/31 HD Home Depot 0.64% 24.904 M $ 78846 2012/09/30 3.146 M $ 14.47 %
2022/12/31 CP Canadian Pacific Railway Ltd 0.61% 23.677 M $ 317430 2012/03/31 2.546 M $ 11.80 %
2022/12/31 ALL Allstate 0.60% 23.158 M $ 170781 2012/12/31 1.928 M $ 8.89 %
2022/12/31 MKC McCormick Non-Voting 0.55% 21.576 M $ 260293 2012/09/30 2.995 M $ 16.30 %
2022/12/31 IFF International Flavors & Fragra 0.54% 20.926 M $ 199599 2020/12/31 2.913 M $ 15.42 %
2022/12/31 FISV Fiserv 0.54% 20.835 M $ 206145 2012/09/30 1.757 M $ 8.02 %
2022/12/31 NVS Novartis AG ADR 0.53% 20.644 M $ 227555 2012/09/30 3.229 M $ 18.31 %
2022/12/31 SCHW Charles Schwab 0.51% 19.797 M $ 237770 2012/09/30 2.759 M $ 15.85 %
2022/12/31 SLB Schlumberger Ltd 0.50% 19.467 M $ 364148 2012/09/30 6.462 M $ 48.91 %
2022/12/31 CSCO Cisco Systems 0.50% 19.414 M $ 407517 2012/09/30 3.038 M $ 19.10 %
2022/12/31 BDX Becton Dickinson 0.50% 19.349 M $ 76086 2012/09/30 2.436 M $ 14.12 %
2022/12/31 PFE Pfizer 0.49% 19.257 M $ 375818 2012/09/30 2.830 M $ 17.09 %
2022/12/31 IShares S&P 500 Index-K 0.49% 19.174 M $ 42612 2020/03/31 1.335 M $ 7.03 %
2022/12/31 IJR iShares Core S&P SmallCap ETF 0.49% 19.092 M $ 201730 2012/12/31 1.525 M $ 8.54 %
2022/12/31 BRK-A Berkshire Hathaway Cl A 0.48% 18.748 M $ 40 2012/12/31 2.490 M $ 15.31 %
2022/12/31 IJH iShares Core S&P MidCap ETF 0.45% 17.520 M $ 72431 2012/09/30 1.652 M $ 10.33 %
2022/12/31 KEYS Keysight Technologies 0.42% 16.281 M $ 95171 2020/09/30 1.286 M $ 8.71 %
2022/12/31 QCOM QUALCOMM 0.42% 16.261 M $ 147912 2012/09/30 -453.397 K $ -2.69 %
2022/12/31 META Meta Platforms Inc 0.42% 16.251 M $ 135039 2014/12/31 -2.270 M $ -11.31 %
2022/12/31 UL Unilever PLC Spon ADR 0.41% 16.071 M $ 319183 2020/03/31 2.148 M $ 14.85 %
2022/12/31 TJX TJX Companies 0.39% 15.210 M $ 191075 2012/09/30 3.342 M $ 28.14 %
2022/12/31 GILD Gilead Sciences 0.39% 15.007 M $ 174810 2012/09/30 4.347 M $ 39.16 %
2022/12/31 CAT Caterpillar 0.38% 14.754 M $ 61590 2012/09/30 4.520 M $ 46.00 %
2022/12/31 SHW Sherwin Williams 0.37% 14.542 M $ 61273 2012/09/30 2.005 M $ 15.91 %
2022/12/31 UNP Union Pacific 0.37% 14.338 M $ 69244 2012/09/30 837.348 K $ 6.29 %
2022/12/31 STZ Constellation Brands Cl A 0.37% 14.306 M $ 61732 2020/12/31 132.484 K $ 0.90 %
2022/12/31 NOW ServiceNow 0.36% 13.954 M $ 35938 2019/09/30 377.161 K $ 2.82 %
2022/12/31 ICSH iShares Ultra Short-Term Bd 0.36% 13.855 M $ 276880 2019/12/31 9.413 K $ 0.06 %
2022/12/31 ACN Accenture Plc Cl A 0.35% 13.795 M $ 51696 2012/09/30 483.382 K $ 3.71 %
2022/12/31 EL Estee Lauder Cl A 0.34% 13.150 M $ 53002 2012/09/30 1.525 M $ 14.92 %
2022/12/31 IWR iShares Russell Midcap Index F 0.33% 12.914 M $ 191458 2012/09/30 1.018 M $ 8.53 %
2022/12/31 CB Chubb Ltd 0.33% 12.848 M $ 58241 2016/03/31 2.266 M $ 21.29 %
2022/12/31 VWO Vanguard FTSE Emerging Mkts 0.33% 12.820 M $ 328885 2012/09/30 806.732 K $ 6.82 %
2022/12/31 DD DuPont de Nemours 0.33% 12.682 M $ 184789 2019/06/30 3.488 M $ 36.17 %
2022/12/31 ALC Alcon 0.32% 12.623 M $ 184147 2019/06/30 1.953 M $ 17.82 %
2022/12/31 NTRS Northern Trust 0.31% 12.238 M $ 138300 2012/09/30 413.074 K $ 3.42 %
2022/12/31 IFNNY Infineon Technologies ADR 0.31% 12.082 M $ 400736 2021/03/31 3.493 M $ 37.30 %
2022/12/31 CCI Crown Castle 0.30% 11.716 M $ 86373 2014/12/31 -879.523 K $ -6.16 %
2022/12/31 VZ Verizon Communications 0.30% 11.672 M $ 296240 2012/09/30 475.399 K $ 3.77 %
2022/12/31 C Citigroup 0.29% 11.434 M $ 252791 2012/06/30 1.024 M $ 8.54 %
2022/12/31 EFA iShares MSCI EAFE Index Fd 0.29% 11.427 M $ 174089 2012/09/30 1.682 M $ 17.19 %
2022/12/31 BX Blackstone Group 0.29% 11.316 M $ 152533 2019/06/30 -1.421 M $ -11.36 %
2022/12/31 APO Apollo Global Management 0.28% 10.752 M $ 168550 2022/03/31 2.846 M $ 37.18 %
2022/12/31 IBM International Business Machine 0.27% 10.530 M $ 74736 2012/09/30 1.677 M $ 18.58 %
2022/12/31 TRV Travelers Companies 0.27% 10.340 M $ 55151 2012/09/30 1.884 M $ 22.38 %
2022/12/31 NVDA Nvidia 0.26% 10.263 M $ 70229 2015/03/31 1.802 M $ 20.35 %
2022/12/31 MMM 3M Company 0.26% 10.226 M $ 85277 2013/06/30 737.096 K $ 7.12 %
2022/12/31 IVV ishares Core S&P 500 ETF 0.26% 10.122 M $ 26345 2012/09/30 684.113 K $ 7.13 %
2022/12/31 ADBE Adobe 0.26% 10.047 M $ 29854 2012/09/30 1.839 M $ 22.28 %
2022/12/31 PANW Palo Alto Networks 0.25% 9.856 M $ 70633 2021/09/30 -1.653 M $ -14.81 %
2022/12/31 PYPL PayPal Hldgs 0.25% 9.732 M $ 136653 2015/09/30 -2.408 M $ -17.25 %
2022/12/31 TFC Truist Financial 0.25% 9.666 M $ 224641 2019/12/31 -115.293 K $ -1.17 %
2022/12/31 SPLK Splunk 0.24% 9.491 M $ 110240 2014/06/30 1.092 M $ 14.48 %
2022/12/31 CL Colgate-Palmolive 0.24% 9.477 M $ 120286 2012/09/30 1.019 M $ 12.16 %
2022/12/31 ICE IntercontinentalExchange Grp 0.24% 9.405 M $ 91677 2013/12/31 1.122 M $ 13.55 %
2022/12/31 PM Philip Morris International 0.24% 9.347 M $ 92355 2012/09/30 1.680 M $ 21.93 %
2022/12/31 GWW Grainger W W 0.24% 9.184 M $ 16511 2012/09/30 1.095 M $ 13.71 %
2022/12/31 IEFA iShares Core MSCI EAFE ETF 0.24% 9.146 M $ 148376 2013/09/30 1.361 M $ 17.03 %
2022/12/31 ROBO Robo Global Robotics & Automat 0.23% 9.131 M $ 197080 2019/06/30 985.405 K $ 12.10 %