SUFFOLK CAPITAL MANAGEMENT LLC

data from 31/12/2018

Capitalization

$ 521.045 M -25.85 %

Average holding period

6 ans

Performance

$ -15.540 B 145 736.62 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SUFFOLK CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/12/31 MSFT Microsoft Corp 4.74% 24.696 M $ 243138 2011/12/31 -3.081 M $ -12.28 %
2018/12/31 GOOG Alphabet Inc - Class C 3.83% 19.953 M $ 19267 2015/09/30 -3.219 M $ -13.39 %
2018/12/31 AMZN Amazon.com Inc. 3.32% 17.321 M $ 11532 2013/12/31 -9.192 M $ -25.08 %
2018/12/31 AAPL Apple Inc 3.32% 17.311 M $ 109746 2011/12/31 -8.341 M $ -30.80 %
2018/12/31 MRVL Marvell Technology Group, Ltd. 2.85% 14.828 M $ 915846 2017/03/31 -2.550 M $ -15.96 %
2018/12/31 AMAT Applied Materials Inc. 2.21% 11.532 M $ 352243 2018/09/30 -1.860 M $ -14.49 %
2018/12/31 BA Boeing Company 2.12% 11.059 M $ 34290 2017/09/30 -2.183 M $ -16.08 %
2018/12/31 KLAC Kla-Tencor Corp 2.11% 11.017 M $ 123110 2018/09/30 -1.363 M $ -11.08 %
2018/12/31 C Citigroup Inc. 2.11% 10.976 M $ 210836 2013/12/31 -3.724 M $ -27.70 %
2018/12/31 BX Blackstone Group LP/The 2.08% 10.859 M $ 364286 2018/03/31 -3.218 M $ -23.50 %
2018/12/31 CELG Celgene Corporation 2.08% 10.813 M $ 168718 2013/03/31 0.000 $ 0.00 %
2018/12/31 SAGE Sage Theraputics Inc 2.06% 10.720 M $ 111908 2016/12/31 -4.009 M $ -30.52 %
2018/12/31 DIS Walt Disney Co. 2.05% 10.699 M $ 97572 2017/12/31 -17.951 K $ -5.63 %
2018/12/31 T AT&T 2.01% 10.478 M $ 367118 2018/06/30 -51.244 K $ -14.77 %
2018/12/31 RCL Royal Caribbean Cruises Ltd. 2.00% 10.397 M $ 106319 2018/09/30 -3.031 M $ -24.51 %
2018/12/31 TMO Thermo Fisher Scientific 1.98% 10.307 M $ 46056 2018/12/31 0.000 $ 0.00 %
2018/12/31 DE Deere & Co. 1.98% 10.298 M $ 69038 2018/06/30 -151.205 K $ -1.12 %
2018/12/31 PEP Pepsico 1.92% 10.023 M $ 90726 2018/06/30 0.000 $ 0.00 %
2018/12/31 QCOM Qualcomm Inc. 1.92% 10.013 M $ 175936 2018/09/30 -3.586 M $ -21.78 %
2018/12/31 DAL Delta Airlines 1.90% 9.898 M $ 198357 2018/12/31 0.000 $ 0.00 %
2018/12/31 LGF-A Lions Gate Entertainment Corp 1.89% 9.865 M $ 612703 2018/09/30 -105.190 K $ -31.88 %
2018/12/31 DXC DXC Technology CO 1.89% 9.855 M $ 185351 2017/03/31 -5.795 M $ -43.54 %
2018/12/31 FMC F M C Corp 1.89% 9.847 M $ 133141 2018/12/31 0.000 $ 0.00 %
2018/12/31 ROK Rockwell Automation Inc 1.89% 9.844 M $ 65420 2017/12/31 0.000 $ 0.00 %
2018/12/31 TIF Tiffany & Co. 1.89% 9.828 M $ 122068 2018/09/30 -3.935 M $ -37.09 %
2018/12/31 PWR Quanta Services Inc 1.87% 9.758 M $ 324181 2017/09/30 -376.825 K $ -10.16 %
2018/12/31 BABA Alibaba Group Holding-SP ADR 1.86% 9.705 M $ 70800 2017/06/30 -1.742 M $ -15.13 %
2018/12/31 LOW Lowe's Companies 1.86% 9.677 M $ 104777 2018/12/31 0.000 $ 0.00 %
2018/12/31 XPO XPO Logistics, Inc. 1.85% 9.639 M $ 168995 2017/09/30 -6.575 M $ -49.25 %
2018/12/31 PVH PVH Corp. 1.83% 9.536 M $ 102589 2018/06/30 -4.617 M $ -33.50 %
2018/12/31 GM General Motors 1.81% 9.411 M $ 281334 2018/06/30 0.000 $ 0.00 %
2018/12/31 TPR Tapestry Inc 1.79% 9.350 M $ 277050 2017/12/31 -4.300 M $ -33.00 %
2018/12/31 RTN Raytheon Company 1.78% 9.273 M $ 60472 2018/12/31 0.000 $ 0.00 %
2018/12/31 GS Goldman Sachs Group Inc 1.76% 9.155 M $ 54803 2016/12/31 -3.848 M $ -25.99 %
2018/12/31 FDX FedEx Corp 1.74% 9.075 M $ 56252 2011/12/31 -4.266 M $ -32.64 %
2018/12/31 ACM Aecom 1.73% 9.013 M $ 340104 2018/12/31 0.000 $ 0.00 %
2018/12/31 LMT Lockheed Martin Corp 1.73% 8.995 M $ 34352 2018/12/31 0.000 $ 0.00 %
2018/12/31 MGM MGM Resorts International 1.68% 8.735 M $ 360068 2018/12/31 0.000 $ 0.00 %
2018/12/31 AERI Aerie Pharmaceuticals Inc. 1.59% 8.308 M $ 230149 2016/06/30 -4.809 M $ -37.66 %
2018/12/31 BAC Bank of America Corp 1.43% 7.476 M $ 303398 2014/06/30 -1.476 M $ -17.01 %
2018/12/31 JPM JPMorgan Chase& Co 1.22% 6.334 M $ 64886 2013/09/30 -834.001 K $ -14.07 %
2018/12/31 HIG Hartford Financial Services Gr 1.19% 6.219 M $ 139907 2018/09/30 -670.944 K $ -9.93 %
2018/12/31 AVGO Broadcom Inc 1.17% 6.103 M $ 24000 2018/06/30 252.854 K $ 1.95 %
2018/12/31 CAT Caterpillar Inc. 1.10% 5.730 M $ 45094 2017/12/31 -2.383 M $ -16.53 %
2018/12/31 MCHP Microchip Technology 1.09% 5.675 M $ 78906 2018/12/31 0.000 $ 0.00 %
2018/12/31 LNC Lincoln National Corp. 0.99% 5.167 M $ 100698 2016/06/30 -1.532 M $ -24.74 %
2018/12/31 NCLH Norweigan Cruise Line Holdings 0.95% 4.959 M $ 116988 2018/03/31 -1.617 M $ -25.02 %
2018/12/31 PXD Pioneer Natural Resources 0.94% 4.903 M $ 37278 2018/03/31 -1.658 M $ -26.81 %
2018/12/31 META Facebook Inc 0.58% 3.046 M $ 23239 2012/06/30 0.000 $ 0.00 %
2018/12/31 GOOGL Alphabet Inc - Class A 0.58% 3.017 M $ 2887 2015/09/30 -469.859 K $ -13.55 %
2018/12/31 KO Coca-Cola Co 0.47% 2.459 M $ 51929 2018/03/31 312.605 K $ 2.42 %
2018/12/31 WMT Wal-Mart Stores, Inc. 0.44% 2.281 M $ 24489 2017/12/31 -3.950 K $ -1.34 %
2018/12/31 CAG Conagra Foods, Inc 0.27% 1.403 M $ 65690 2018/03/31 -3.679 M $ -35.59 %
2018/12/31 FIVN Five9 Inc 0.08% 436.000 K $ 9967 2018/09/30 30.770 K $ 3.36 %
2018/12/31 CVA Covanta Holding Corp. 0.08% 430.000 K $ 32061 2017/09/30 -99.043 K $ -15.08 %
2018/12/31 MGPI MGP Ingredients Inc. 0.08% 425.000 K $ 7441 2016/06/30 -243.350 K $ -23.88 %
2018/12/31 ORBC Orbcomm Inc 0.08% 419.000 K $ 50734 2018/06/30 -238.307 K $ -24.12 %
2018/12/31 MWA Mueller Water Products Inc 0.08% 415.000 K $ 45657 2018/12/31 0.000 $ 0.00 %
2018/12/31 CUB Cubic Corp. 0.08% 413.000 K $ 7689 2018/12/31 0.000 $ 0.00 %
2018/12/31 VG Vonage Holdings Corp 0.08% 412.000 K $ 47155 2017/12/31 0.000 $ 0.00 %
2018/12/31 ATI Allegheny Technologies Inc 0.08% 410.000 K $ 18837 2018/06/30 -233.771 K $ -26.06 %
2018/12/31 HAE Haemonetics Corp/Mass 0.08% 408.000 K $ 4077 2018/03/31 -148.921 K $ -14.47 %
2018/12/31 QNST Quinstreet Inc 0.08% 406.000 K $ 24992 2018/09/30 133.366 K $ 21.76 %
2018/12/31 SIMO Silicon Motion Technol- ADR 0.08% 401.000 K $ 11612 2018/12/31 0.000 $ 0.00 %
2018/12/31 LPSN LivePerson Inc 0.08% 397.000 K $ 21025 2018/03/31 -240.596 K $ -24.13 %
2018/12/31 AXON Axon Enterprise, Inc. 0.08% 396.000 K $ 9054 2018/12/31 0.000 $ 0.00 %
2018/12/31 Tandem Diabetes Care Inc 0.07% 390.000 K $ 10272 2018/06/30 0.000 $ 0.00 %
2018/12/31 ASTE Astec Industries Inc 0.07% 390.000 K $ 12908 2018/06/30 -388.925 K $ -39.57 %
2018/12/31 CWST Casella Waste Systems Inc 0.07% 389.000 K $ 13661 2018/12/31 0.000 $ 0.00 %
2018/12/31 EGAN Egain Corp 0.07% 387.000 K $ 58906 2018/09/30 -58.259 K $ -21.34 %
2018/12/31 SMTC Semtech Corp 0.07% 386.000 K $ 8420 2016/12/31 -103.187 K $ -15.88 %
2018/12/31 POL Polyone Corp. 0.07% 385.000 K $ 13477 2012/09/30 0.000 $ 0.00 %
2018/12/31 VIAV Viavi Solutions 0.07% 384.000 K $ 38187 2018/09/30 -163.473 K $ -18.70 %
2018/12/31 POWI Power Integration Inc 0.07% 384.000 K $ 6291 2012/06/30 -6.337 K $ -0.76 %
2018/12/31 RPD Rapid7 Inc 0.07% 384.000 K $ 12331 2017/12/31 -120.324 K $ -14.06 %
2018/12/31 PRLB Proto Labs Inc 0.07% 382.000 K $ 3386 2017/12/31 -254.566 K $ -27.94 %
2018/12/31 CVLT Commvault Systems Inc. 0.07% 382.000 K $ 6465 2015/06/30 -126.292 K $ -12.49 %
2018/12/31 UCTT Ultra Clean Holdings Inc 0.07% 381.000 K $ 45005 2018/09/30 -246.631 K $ -31.30 %
2018/12/31 GTLS Chart Industries, Inc. 0.07% 380.000 K $ 5842 2018/06/30 -134.987 K $ -16.77 %
2018/12/31 RDWR Radware LTD 0.07% 377.000 K $ 16604 2015/12/31 -108.892 K $ -12.09 %
2018/12/31 VCRA Vocera Communications Inc 0.07% 376.000 K $ 9555 2018/03/31 95.369 K $ 11.08 %
2018/12/31 SXT Sensient Technologies Corp 0.07% 376.000 K $ 6727 2018/09/30 -234.319 K $ -27.53 %
2018/12/31 TRNO Terreno Realty Corp 0.07% 375.000 K $ 10657 2017/09/30 -49.692 K $ -5.04 %
2018/12/31 ABCB Ameris Bancorp 0.07% 374.000 K $ 11823 2016/06/30 -254.989 K $ -28.98 %
2018/12/31 CARB Carbonite Inc 0.07% 374.000 K $ 14803 2017/12/31 -220.558 K $ -28.17 %
2018/12/31 TPIC TPI Composites Inc 0.07% 373.000 K $ 15191 2018/06/30 -139.828 K $ -14.01 %
2018/12/31 VCEL Vericel Corp 0.07% 370.000 K $ 21261 2018/06/30 196.529 K $ 24.38 %
2018/12/31 HOMB Home Bancshares, Inc. 0.07% 370.000 K $ 22617 2016/12/31 -187.398 K $ -22.69 %
2018/12/31 LGND Ligand Pharmaceuticals Incorpo 0.07% 367.000 K $ 2704 2014/03/31 -754.943 K $ -79.64 %
2018/12/31 TENB Tenable Holdings Inc 0.07% 359.000 K $ 16185 2018/12/31 0.000 $ 0.00 %
2018/12/31 CRAY Cray Inc 0.07% 358.000 K $ 16560 2018/03/31 9.586 K $ 1.30 %
2018/12/31 Spartan Motors Inc 0.07% 340.000 K $ 47089 2018/03/31 -418.952 K $ -51.09 %
2018/12/31 PETQ PetIQ Inc 0.06% 336.000 K $ 14308 2018/03/31 -227.586 K $ -35.67 %
2018/12/31 CLDR Cloudera Inc 0.06% 336.000 K $ 30420 2017/12/31 -268.659 K $ -34.71 %
2018/12/31 JBT John Bean Technologies Corp 0.06% 335.000 K $ 4659 2018/03/31 -209.861 K $ -36.95 %
2018/12/31 ITRI Itron Inc 0.06% 333.000 K $ 7047 2018/03/31 -216.525 K $ -23.28 %
2018/12/31 Actuant Corp CL- A 0.06% 327.000 K $ 15561 2016/12/31 -192.127 K $ -24.70 %
2018/12/31 COUP Coupa Software Inc 0.06% 321.000 K $ 5114 2017/12/31 0.000 $ 0.00 %
2018/12/31 JJSF J & J Snack Foods Corp. 0.06% 316.000 K $ 2184 2012/09/30 -27.116 K $ -3.09 %
2018/12/31 EVOP Evo Payments Inc - Class A 0.06% 314.000 K $ 12729 2018/12/31 0.000 $ 0.00 %