RAY GERALD L & ASSOCIATES LTD

data from 30/09/2017

Capitalization

$ 802.144 M 3.44 %

Average holding period

13 ans

Performance

$ 445.943 M 74 649.43 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in RAY GERALD L & ASSOCIATES LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/09/30 LUV SOUTHWEST AIRLS CO 6.07% 48.693 M $ 869830 2012/12/31 -5.433 M $ -9.91 %
2017/09/30 CELG CELGENE CORP 4.62% 37.027 M $ 253919 2012/12/31 4.101 M $ 12.28 %
2017/09/30 REGN REGENERON PHARMACEUTICALS 3.12% 24.994 M $ 55899 2013/06/30 -2.473 M $ -8.96 %
2017/09/30 AAPL APPLE INC 3.11% 24.912 M $ 161639 2012/12/31 1.647 M $ 7.00 %
2017/09/30 AMGN AMGEN INC 2.80% 22.458 M $ 120452 2012/12/31 1.719 M $ 8.26 %
2017/09/30 JPM JPMORGAN CHASE & CO 2.45% 19.673 M $ 205981 2013/06/30 850.198 K $ 4.50 %
2017/09/30 META FACEBOOK INC 1.83% 14.639 M $ 85672 2013/06/30 1.712 M $ 13.17 %
2017/09/30 V VISA INC 1.79% 14.398 M $ 136814 2013/06/30 1.570 M $ 12.22 %
2017/09/30 HON HONEYWELL INTL INC 1.46% 11.733 M $ 82779 2012/12/31 707.250 K $ 6.26 %
2017/09/30 BAC BANK AMER CORP 1.42% 11.380 M $ 449094 2012/12/31 495.713 K $ 4.45 %
2017/09/30 BMY BRISTOL MYERS SQUIBB CO 1.39% 11.142 M $ 174805 2012/12/31 1.377 M $ 14.39 %
2017/09/30 PEP PEPSICO INC 1.39% 11.130 M $ 99889 2012/12/31 -411.050 K $ -3.52 %
2017/09/30 JNJ JOHNSON & JOHNSON 1.39% 11.116 M $ 85500 2012/12/31 -197.448 K $ -1.72 %
2017/09/30 UNH UNITEDHEALTH GROUP INC 1.37% 10.986 M $ 56095 2013/06/30 586.896 K $ 5.62 %
2017/09/30 DOW DOWDUPONT INC 1.32% 10.575 M $ 152749 2017/09/30 0.000 $ 0.00 %
2017/09/30 C CITIGROUP INC 1.19% 9.533 M $ 131059 2012/12/31 762.731 K $ 8.76 %
2017/09/30 BA BOEING CO 1.17% 9.354 M $ 36798 2012/12/31 2.115 M $ 28.55 %
2017/09/30 DIS DISNEY WALT CO 1.16% 9.317 M $ 94527 2012/12/31 -716.021 K $ -7.23 %
2017/09/30 MSFT MICROSOFT CORP 1.15% 9.226 M $ 123858 2012/12/31 694.432 K $ 8.07 %
2017/09/30 CL COLGATE PALMOLIVE CO 1.14% 9.170 M $ 125873 2012/12/31 -164.061 K $ -1.73 %
2017/09/30 PG PROCTER AND GAMBLE CO 1.07% 8.579 M $ 94292 2012/12/31 363.731 K $ 4.39 %
2017/09/30 PM PHILIP MORRIS INTL INC 1.01% 8.067 M $ 72667 2012/12/31 -469.585 K $ -5.48 %
2017/09/30 INTC INTEL CORP 0.98% 7.862 M $ 206473 2012/12/31 891.679 K $ 12.86 %
2017/09/30 ACAD ACADIA PHARMACEUTICALS INC 0.94% 7.506 M $ 199260 2013/09/30 1.925 M $ 35.07 %
2017/09/30 KO COCA COLA CO 0.93% 7.426 M $ 164982 2012/12/31 26.397 K $ 0.36 %
2017/09/30 QQQ POWERSHARES QQQ TRUST 0.91% 7.322 M $ 50337 2013/06/30 407.205 K $ 5.67 %
2017/09/30 GE GENERAL ELECTRIC CO 0.90% 7.242 M $ 299504 2012/12/31 -557.521 K $ -6.52 %
2017/09/30 GILD GILEAD SCIENCES INC 0.82% 6.586 M $ 81292 2012/12/31 850.862 K $ 14.47 %
2017/09/30 MMP MAGELLAN MIDSTREAM PRTNRS LP 0.79% 6.373 M $ 89686 2012/12/31 -18.961 K $ -0.29 %
2017/09/30 NSC NORFOLK SOUTHERN CORP 0.79% 6.341 M $ 47948 2012/12/31 505.319 K $ 8.66 %
2017/09/30 WMT WAL-MART STORES INC 0.77% 6.153 M $ 78743 2012/12/31 198.012 K $ 3.25 %
2017/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.75% 6.026 M $ 31848 2012/12/31 474.644 K $ 8.44 %
2017/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.71% 5.698 M $ 39279 2012/12/31 -337.555 K $ -5.68 %
2017/09/30 UNITED TECHNOLOGIES CORP 0.69% 5.504 M $ 47416 2012/12/31 -280.678 K $ -4.94 %
2017/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.68% 5.423 M $ 35670 2013/06/30 858.911 K $ 17.98 %
2017/09/30 PFE PFIZER INC 0.67% 5.348 M $ 149808 2012/12/31 340.646 K $ 6.28 %
2017/09/30 XOM EXXON MOBIL CORP 0.66% 5.314 M $ 64828 2012/12/31 82.685 K $ 1.55 %
2017/09/30 MRK MERCK & CO INC 0.65% 5.220 M $ 81524 2013/06/30 -5.126 K $ -0.10 %
2017/09/30 NVDA NVIDIA CORP 0.63% 5.036 M $ 28170 2013/06/30 967.327 K $ 23.80 %
2017/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.62% 4.937 M $ 189393 2012/12/31 -193.634 K $ -3.73 %
2017/09/30 EL LAUDER ESTEE COS INC 0.61% 4.878 M $ 45234 2012/12/31 536.475 K $ 12.36 %
2017/09/30 IBB ISHARES TR 0.61% 4.863 M $ 14577 2012/12/31 346.802 K $ 7.59 %
2017/09/30 HYG ISHARES TR 0.59% 4.727 M $ 53256 2016/09/30 19.921 K $ 0.42 %
2017/09/30 CVX CHEVRON CORP NEW 0.59% 4.703 M $ 40030 2012/12/31 530.724 K $ 12.62 %
2017/09/30 KSU KANSAS CITY SOUTHERN 0.57% 4.600 M $ 42330 2012/12/31 170.589 K $ 3.85 %
2017/09/30 IYG ISHARES TR 0.57% 4.587 M $ 38272 2013/06/30 245.229 K $ 5.72 %
2017/09/30 FDX FEDEX CORP 0.57% 4.566 M $ 20239 2012/12/31 166.971 K $ 3.80 %
2017/09/30 CSCO CISCO SYS INC 0.55% 4.415 M $ 131271 2012/12/31 311.574 K $ 7.44 %
2017/09/30 EOG EOG RES INC 0.53% 4.258 M $ 44020 2012/12/31 274.737 K $ 6.87 %
2017/09/30 AMZN AMAZON COM INC 0.53% 4.232 M $ 4403 2012/12/31 -28.366 K $ -0.68 %
2017/09/30 T AT&T INC 0.52% 4.179 M $ 106680 2012/12/31 154.662 K $ 3.79 %
2017/09/30 QCOM QUALCOMM INC 0.50% 4.003 M $ 77215 2013/06/30 -221.474 K $ -6.12 %
2017/09/30 MO ALTRIA GROUP INC 0.50% 3.998 M $ 63037 2012/12/31 -696.558 K $ -14.84 %
2017/09/30 HAIN HAIN CELESTIAL GROUP INC 0.48% 3.881 M $ 94305 2013/06/30 222.643 K $ 6.00 %
2017/09/30 EFA ISHARES TR 0.48% 3.859 M $ 56349 2012/12/31 187.911 K $ 5.03 %
2017/09/30 HD HOME DEPOT INC 0.48% 3.859 M $ 23593 2012/12/31 242.244 K $ 6.62 %
2017/09/30 LOW LOWES COS INC 0.47% 3.748 M $ 46891 2012/12/31 129.154 K $ 3.11 %
2017/09/30 CBL & ASSOC PPTYS INC 0.46% 3.684 M $ 439106 2012/12/31 -17.564 K $ -0.47 %
2017/09/30 MAR MARRIOTT INTL INC NEW 0.46% 3.664 M $ 33233 2013/06/30 333.056 K $ 9.92 %
2017/09/30 SPG SIMON PPTY GROUP INC NEW 0.45% 3.599 M $ 22351 2012/12/31 -16.877 K $ -0.46 %
2017/09/30 IVW ISHARES TR 0.45% 3.582 M $ 24977 2012/12/31 168.867 K $ 4.79 %
2017/09/30 CAT CATERPILLAR INC DEL 0.44% 3.533 M $ 28333 2012/12/31 488.744 K $ 16.05 %
2017/09/30 CLVS CLOVIS ONCOLOGY INC 0.44% 3.513 M $ 42630 2017/09/30 0.000 $ 0.00 %
2017/09/30 WFC WELLS FARGO CO NEW 0.40% 3.190 M $ 57838 2012/12/31 -15.085 K $ -0.47 %
2017/09/30 LLY LILLY ELI & CO 0.39% 3.158 M $ 36921 2012/12/31 119.624 K $ 3.94 %
2017/09/30 IWR ISHARES TR 0.37% 2.967 M $ 15050 2012/12/31 78.004 K $ 2.62 %
2017/09/30 VO VANGUARD INDEX FDS 0.36% 2.891 M $ 19670 2012/12/31 76.473 K $ 3.14 %
2017/09/30 KHC KRAFT HEINZ CO 0.36% 2.871 M $ 37021 2015/09/30 -309.855 K $ -9.45 %
2017/09/30 CVS CVS HEALTH CORP 0.36% 2.855 M $ 35110 2012/12/31 31.903 K $ 1.07 %
2017/09/30 VB VANGUARD INDEX FDS 0.35% 2.801 M $ 19823 2012/12/31 98.970 K $ 4.26 %
2017/09/30 GM GENERAL MTRS CO 0.35% 2.786 M $ 68989 2012/12/31 383.620 K $ 15.60 %
2017/09/30 TXN TEXAS INSTRS INC 0.35% 2.775 M $ 30958 2012/12/31 394.581 K $ 16.52 %
2017/09/30 HEDJ WISDOMTREE TR 0.33% 2.681 M $ 41440 2014/06/30 97.267 K $ 3.79 %
2017/09/30 LVS LAS VEGAS SANDS CORP 0.33% 2.653 M $ 41350 2012/12/31 11.434 K $ 0.42 %
2017/09/30 ABBV ABBVIE INC 0.33% 2.615 M $ 29427 2013/06/30 486.036 K $ 22.54 %
2017/09/30 SPLK SPLUNK INC 0.32% 2.577 M $ 38789 2017/03/31 370.047 K $ 16.77 %
2017/09/30 SBUX STARBUCKS CORP 0.31% 2.490 M $ 46367 2012/12/31 -213.762 K $ -7.89 %
2017/09/30 EEM ISHARES TR 0.31% 2.451 M $ 54704 2012/12/31 180.353 K $ 8.26 %
2017/09/30 D DOMINION ENERGY INC 0.31% 2.449 M $ 31845 2012/12/31 9.658 K $ 0.39 %
2017/09/30 BND VANGUARD BD INDEX FD INC 0.30% 2.435 M $ 29709 2016/09/30 4.444 K $ 0.16 %
2017/09/30 GMF SPDR INDEX SHS FDS 0.30% 2.376 M $ 23954 2013/06/30 189.612 K $ 8.42 %
2017/09/30 AXP AMERICAN EXPRESS CO 0.30% 2.366 M $ 26152 2012/12/31 162.665 K $ 7.38 %
2017/09/30 KMB KIMBERLY CLARK CORP 0.29% 2.346 M $ 19936 2012/12/31 -230.725 K $ -8.85 %
2017/09/30 CI CIGNA CORPORATION 0.29% 2.341 M $ 12525 2012/12/31 244.863 K $ 11.68 %
2017/09/30 ESRX EXPRESS SCRIPTS HLDG CO 0.29% 2.338 M $ 36920 2012/12/31 -20.317 K $ -0.81 %
2017/09/30 AMT AMERICAN TOWER CORP NEW 0.29% 2.331 M $ 17055 2012/12/31 74.468 K $ 3.30 %
2017/09/30 AAL AMERICAN AIRLS GROUP INC 0.29% 2.319 M $ 48836 2014/06/30 -136.389 K $ -5.62 %
2017/09/30 GS GOLDMAN SACHS GROUP INC 0.29% 2.308 M $ 9730 2012/12/31 169.413 K $ 6.89 %
2017/09/30 MA MASTERCARD INCORPORATED 0.29% 2.303 M $ 16309 2013/06/30 322.102 K $ 16.26 %
2017/09/30 JCI JOHNSON CTLS INTL PLC 0.28% 2.272 M $ 56403 2016/09/30 -166.885 K $ -7.08 %
2017/09/30 BXP BOSTON PROPERTIES INC 0.28% 2.267 M $ 18450 2012/12/31 -2.618 K $ -0.11 %
2017/09/30 CRM SALESFORCE COM INC 0.28% 2.243 M $ 24005 2015/12/31 163.714 K $ 7.87 %
2017/09/30 MDLZ MONDELEZ INTL INC 0.26% 2.093 M $ 51476 2012/12/31 -131.246 K $ -5.86 %
2017/09/30 VEA VANGUARD TAX MANAGED INTL FD 0.25% 2.009 M $ 46280 2012/12/31 76.347 K $ 5.06 %
2017/09/30 LQD ISHARES TR 0.25% 2.000 M $ 16498 2016/09/30 12.217 K $ 0.60 %
2017/09/30 AGIO AGIOS PHARMACEUTICALS INC 0.25% 1.967 M $ 29465 2014/12/31 510.484 K $ 29.73 %
2017/09/30 AMD ADVANCED MICRO DEVICES INC 0.24% 1.958 M $ 153555 2017/09/30 0.000 $ 0.00 %
2017/09/30 AABA ALTABA INC 0.24% 1.957 M $ 29550 2017/06/30 348.095 K $ 21.58 %
2017/09/30 MET METLIFE INC 0.24% 1.955 M $ 37637 2013/06/30 126.263 K $ 6.11 %
2017/09/30 SLB SCHLUMBERGER LTD 0.24% 1.947 M $ 27915 2012/12/31 112.433 K $ 5.96 %