STRALEM & CO INC

data from 30/06/2020

Capitalization

$ 157.060 M 16.64 %

Average holding period

6 ans

Performance

$ 177.481 B 41 657.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in STRALEM & CO INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/06/30 META FACEBOOK INC 4.32% 6.791 M $ 29907 2016/09/30 1.822 M $ 36.13 %
2020/06/30 ADBE ADOBE INC 4.12% 6.472 M $ 14868 2015/06/30 1.928 M $ 36.79 %
2020/06/30 DHR DANAHER CORPORATION 4.01% 6.304 M $ 35650 2012/09/30 1.423 M $ 27.75 %
2020/06/30 V VISA INC 3.90% 6.122 M $ 31692 2013/06/30 1.025 M $ 19.89 %
2020/06/30 MSFT MICROSOFT CORP 3.74% 5.868 M $ 28832 2012/09/30 1.336 M $ 29.04 %
2020/06/30 GOOGL ALPHABET INC 3.55% 5.580 M $ 3935 2015/09/30 1.020 M $ 22.03 %
2020/06/30 AVGO BROADCOM INC 3.40% 5.337 M $ 16910 2018/06/30 1.381 M $ 33.11 %
2020/06/30 DHI D R HORTON INC 3.31% 5.191 M $ 93610 2018/06/30 2.140 M $ 63.08 %
2020/06/30 ICE INTERCONTINENTAL EXCHANGE IN 3.30% 5.177 M $ 56520 2015/12/31 620.457 K $ 13.44 %
2020/06/30 UNH UNITEDHEALTH GROUP INC 3.26% 5.113 M $ 17335 2012/09/30 800.437 K $ 18.27 %
2020/06/30 ORCL ORACLE CORP 3.21% 5.049 M $ 91344 2012/09/30 641.616 K $ 14.36 %
2020/06/30 ATVI ACTIVISION BLIZZARD INC 3.17% 4.984 M $ 65664 2020/06/30 0.000 $ 0.00 %
2020/06/30 CSCO CISCO SYS INC 3.11% 4.890 M $ 104845 2019/03/31 776.833 K $ 18.65 %
2020/06/30 FDX FEDEX CORP 3.10% 4.865 M $ 34695 2012/09/30 664.908 K $ 15.64 %
2020/06/30 COST COSTCO WHSL CORP NEW 3.07% 4.824 M $ 15910 2020/06/30 0.000 $ 0.00 %
2020/06/30 PGR PROGRESSIVE CORP OHIO 3.01% 4.733 M $ 59076 2019/03/31 374.262 K $ 8.49 %
2020/06/30 D DOMINION ENERGY INC 3.01% 4.723 M $ 58175 2012/09/30 528.800 K $ 12.45 %
2020/06/30 DUK DUKE ENERGY CORP NEW 2.79% 4.380 M $ 54821 2015/09/30 -54.858 K $ -1.22 %
2020/06/30 MRK MERCK & CO. INC 2.69% 4.222 M $ 54596 2012/09/30 21.989 K $ 0.52 %
2020/06/30 AEP AMERICAN ELEC PWR CO INC 2.66% 4.174 M $ 52408 2018/06/30 -18.028 K $ -0.43 %
2020/06/30 ABT ABBOTT LABS 2.65% 4.168 M $ 45590 2012/09/30 581.353 K $ 15.87 %
2020/06/30 PFE PFIZER INC 2.59% 4.071 M $ 124487 2012/09/30 7.961 K $ 0.19 %
2020/06/30 ABBV ABBVIE INC 2.57% 4.031 M $ 41055 2018/03/31 913.926 K $ 28.86 %
2020/06/30 TMO THERMO FISHER SCIENTIFIC INC 2.53% 3.968 M $ 10950 2012/09/30 871.888 K $ 27.77 %
2020/06/30 RTX RAYTHEON TECHNOLOGIES CORP 2.52% 3.956 M $ 64197 2020/06/30 0.000 $ 0.00 %
2020/06/30 ALXN ALEXION PHARMACEUTICALS INC 2.52% 3.954 M $ 35225 2018/03/31 800.005 K $ 25.00 %
2020/06/30 T AT&T INC 2.40% 3.768 M $ 124630 2012/09/30 136.829 K $ 3.73 %
2020/06/30 KO COCA COLA CO 2.31% 3.628 M $ 81205 2019/12/31 35.270 K $ 0.97 %
2020/06/30 JNJ JOHNSON & JOHNSON 2.27% 3.568 M $ 25375 2015/03/31 244.387 K $ 7.25 %
2020/06/30 CVX CHEVRON CORP NEW 2.21% 3.470 M $ 38893 2012/09/30 659.547 K $ 23.14 %
2020/06/30 KEYS KEYSIGHT TECHNOLOGIES INC 2.18% 3.425 M $ 33980 2019/12/31 613.034 K $ 20.43 %
2020/06/30 TSN TYSON FOODS INC 2.05% 3.221 M $ 53948 2019/12/31 100.294 K $ 3.18 %
2020/06/30 KMI KINDER MORGAN INC DEL 1.99% 3.123 M $ 205885 2018/03/31 260.181 K $ 8.98 %
2020/06/30 AMZN AMAZON COM INC 0.55% 858.000 K $ 311 2020/03/31 251.599 K $ 41.52 %
2020/06/30 SPY SPDR S&P 500 ETF TR 0.28% 432.000 K $ 1400 2020/06/30 0.000 $ 0.00 %
2020/06/30 QQQ INVESCO QQQ TR 0.18% 280.000 K $ 1130 2020/03/31 64.635 K $ 30.06 %
2020/06/30 VB VANGUARD INDEX FDS 0.11% 165.000 K $ 1130 2020/03/31 34.216 K $ 26.32 %
2020/06/30 VEA VANGUARD TAX-MANAGED FDS 0.10% 159.000 K $ 4100 2020/03/31 22.344 K $ 16.31 %
2020/06/30 BND VANGUARD BD INDEX FDS 0.10% 158.000 K $ 1783 2020/03/31 5.331 K $ 3.51 %
2020/06/30 VV VANGUARD INDEX FDS 0.10% 157.000 K $ 1099 2020/03/31 19.852 K $ 20.68 %
2020/06/30 VEU VANGUARD INTL EQUITY INDEX F 0.08% 125.000 K $ 2636 2020/03/31 17.371 K $ 16.08 %
2020/06/30 SHM SPDR SER TR 0.08% 124.000 K $ 2490 2020/03/31 2.415 K $ 1.98 %
2020/06/30 IWD ISHARES TR 0.08% 122.000 K $ 1081 2020/03/31 14.528 K $ 13.58 %
2020/06/30 IVW ISHARES TR 0.08% 121.000 K $ 584 2020/03/31 24.784 K $ 25.82 %
2020/06/30 EFA ISHARES TR 0.07% 112.000 K $ 1838 2020/06/30 0.000 $ 0.00 %
2020/06/30 BIV VANGUARD BD INDEX FDS 0.06% 87.000 K $ 932 2020/03/31 3.597 K $ 4.33 %
2020/06/30 IWS ISHARES TR 0.05% 85.000 K $ 1107 2020/03/31 13.771 K $ 19.40 %
2020/06/30 AGG ISHARES TR 0.05% 85.000 K $ 715 2020/03/31 2.030 K $ 2.48 %
2020/06/30 QCOM QUALCOMM INC 0.05% 84.000 K $ 925 2020/03/31 21.792 K $ 34.59 %
2020/06/30 EFV ISHARES TR 0.05% 82.000 K $ 2053 2020/03/31 7.113 K $ 12.06 %
2020/06/30 ALLO ALLOGENE THERAPEUTICS INC 0.05% 71.000 K $ 1650 2020/03/31 38.577 K $ 120.55 %
2020/06/30 IWM ISHARES TR 0.04% 56.000 K $ 390 2020/03/31 18.122 K $ 25.17 %
2020/06/30 AAPL APPLE INC 0.04% 56.000 K $ 153 2020/03/31 16.909 K $ 43.36 %
2020/06/30 VTV VANGUARD INDEX FDS 0.03% 53.000 K $ 535 2020/03/31 5.633 K $ 11.74 %
2020/06/30 IWP ISHARES TR 0.03% 46.000 K $ 294 2020/03/31 10.736 K $ 29.82 %
2020/06/30 EFG ISHARES TR 0.03% 44.000 K $ 529 2020/03/31 10.080 K $ 16.80 %
2020/06/30 TWTR TWITTER INC 0.02% 37.000 K $ 1250 2020/03/31 6.537 K $ 21.09 %
2020/06/30 SCZ ISHARES TR 0.02% 29.000 K $ 532 2020/03/31 4.676 K $ 19.48 %
2020/06/30 BIIB BIOGEN INC 0.02% 27.000 K $ 101 2020/03/31 -4.931 K $ -15.41 %
2020/06/30 BIDU BAIDU INC 0.02% 27.000 K $ 225 2020/03/31 4.297 K $ 18.68 %
2020/06/30 CPRX CATALYST PHARMACEUTICALS INC 0.01% 13.000 K $ 2900 2020/03/31 2.233 K $ 20.30 %
2020/06/30 TMUS T-MOBILE US INC 0.01% 12.000 K $ 117 2020/03/31 2.369 K $ 23.69 %
2020/06/30 BFAM BRIGHT HORIZONS FAM SOL IN D 0.01% 12.000 K $ 100 2020/03/31 1.520 K $ 15.20 %
2020/06/30 BAC BK OF AMERICA CORP 0.01% 10.000 K $ 436 2020/03/31 1.098 K $ 12.21 %
2020/06/30 INTC INTEL CORP 0.01% 8.000 K $ 129 2020/03/31 736.000 $ 10.52 %
2020/06/30 UA UNDER ARMOUR INC 0.00% 7.000 K $ 743 2020/03/31 579.000 $ 9.66 %
2020/06/30 RE EVEREST RE GROUP LTD 0.00% 6.000 K $ 27 2020/03/31 372.000 $ 7.44 %
2020/06/30 WFC WELLS FARGO CO NEW 0.00% 6.000 K $ 246 2020/03/31 -762.000 $ -10.89 %
2020/06/30 MCK MCKESSON CORP 0.00% 6.000 K $ 39 2020/03/31 708.000 $ 14.16 %
2020/06/30 PEP PEPSICO INC 0.00% 6.000 K $ 45 2020/03/31 547.000 $ 10.94 %
2020/06/30 CMCSA COMCAST CORP NEW 0.00% 6.000 K $ 164 2020/03/31 754.000 $ 12.57 %
2020/06/30 CI CIGNA CORP NEW 0.00% 6.000 K $ 34 2020/03/31 355.000 $ 5.93 %
2020/06/30 GILD GILEAD SCIENCES INC 0.00% 6.000 K $ 78 2020/03/31 170.000 $ 2.83 %
2020/06/30 AZN ASTRAZENECA PLC 0.00% 6.000 K $ 112 2020/03/31 921.000 $ 18.44 %
2020/06/30 SYF SYNCHRONY FINANCIAL 0.00% 5.000 K $ 220 2020/03/31 1.335 K $ 33.39 %
2020/06/30 PM PHILIP MORRIS INTL INC 0.00% 5.000 K $ 78 2020/03/31 -226.000 $ -3.77 %
2020/06/30 AIG AMERICAN INTL GROUP INC 0.00% 5.000 K $ 153 2020/03/31 1.060 K $ 26.51 %
2020/06/30 EOG EOG RES INC 0.00% 5.000 K $ 90 2014/09/30 1.326 K $ 44.22 %
2020/06/30 JNPR JUNIPER NETWORKS INC 0.00% 5.000 K $ 207 2020/03/31 770.000 $ 19.25 %
2020/06/30 CHTR CHARTER COMMUNICATIONS INC N 0.00% 5.000 K $ 10 2020/03/31 737.000 $ 18.43 %
2020/06/30 HES HESS CORP 0.00% 5.000 K $ 103 2020/03/31 1.906 K $ 63.55 %
2020/06/30 FNF FIDELITY NATIONAL FINANCIAL 0.00% 5.000 K $ 148 2020/03/31 854.000 $ 21.36 %
2020/06/30 MGA MAGNA INTL INC 0.00% 4.000 K $ 90 2020/03/31 1.134 K $ 37.83 %
2020/06/30 NOK NOKIA CORP 0.00% 4.000 K $ 977 2020/03/31 1.270 K $ 42.34 %
2020/06/30 SUI SUN CMNTYS INC 0.00% 4.000 K $ 30 2020/03/31 324.000 $ 8.12 %
2020/06/30 FOXA FOX CORP 0.00% 4.000 K $ 134 2020/03/31 427.000 $ 14.25 %
2020/06/30 NI NISOURCE INC 0.00% 4.000 K $ 161 2020/03/31 -359.000 $ -8.98 %
2020/06/30 PG PROCTER AND GAMBLE CO 0.00% 4.000 K $ 30 2020/03/31 287.000 $ 9.57 %
2020/06/30 GS GOLDMAN SACHS GROUP INC 0.00% 4.000 K $ 20 2020/03/31 860.000 $ 28.69 %
2020/06/30 HPQ HP INC 0.00% 4.000 K $ 252 2020/03/31 17.000 $ 0.44 %
2020/06/30 COF CAPITAL ONE FINL CORP 0.00% 3.000 K $ 48 2020/03/31 584.000 $ 29.21 %
2020/06/30 MPC MARATHON PETE CORP 0.00% 3.000 K $ 85 2020/03/31 1.169 K $ 58.48 %
2020/06/30 MAA MID-AMER APT CMNTYS INC 0.00% 3.000 K $ 25 2020/03/31 291.000 $ 9.70 %
2020/06/30 OSK OSHKOSH CORP 0.00% 3.000 K $ 44 2020/03/31 320.000 $ 10.69 %
2020/06/30 BAH BOOZ ALLEN HAMILTON HLDG COR 0.00% 3.000 K $ 34 2020/03/31 311.000 $ 15.56 %
2020/06/30 EIX EDISON INTL 0.00% 3.000 K $ 49 2020/03/31 -23.000 $ -0.78 %
2020/06/30 LEA LEAR CORP 0.00% 2.000 K $ 15 2020/03/31 416.000 $ 41.66 %
2020/06/30 JBLU JETBLUE AWYS CORP 0.00% 2.000 K $ 149 2020/03/31 290.000 $ 29.06 %
2020/06/30 CF CF INDS HLDGS INC 0.00% 2.000 K $ 57 2020/03/31 53.000 $ 2.68 %
2020/06/30 OMF ONEMAIN HLDGS INC 0.00% 2.000 K $ 78 2020/03/31 422.000 $ 42.28 %