PRIVATE ASSET MANAGEMENT INC

data from 30/09/2023

Capitalization

$ 425.792 M -18.14 %

Average holding period

26 ans

Performance

$ 391.154 M 77.16 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PRIVATE ASSET MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/09/30 QCOM Qualcomm Inc. 8.12% 34.555 M $ 311134 2013/06/30 -2.793 M $ -6.70 %
2023/09/30 AAPL Apple Inc 6.38% 27.158 M $ 158625 2013/06/30 -4.243 M $ -11.73 %
2023/09/30 MSFT Microsoft Corp 5.39% 22.949 M $ 72679 2013/06/30 -2.158 M $ -7.28 %
2023/09/30 GOOG Alphabet Inc C 5.14% 21.865 M $ 165833 2015/09/30 1.911 M $ 8.99 %
2023/09/30 COST Costco Wholesale Corp 4.28% 18.239 M $ 32283 2013/06/30 1.013 M $ 4.94 %
2023/09/30 V Visa Inc Class A 3.78% 16.087 M $ 69942 2013/06/30 -637.340 K $ -3.15 %
2023/09/30 AMZN Amazon.com Inc 3.42% 14.574 M $ 114647 2014/06/30 -431.409 K $ -2.49 %
2023/09/30 MRK Merck & Co Inc 3.39% 14.452 M $ 140380 2013/06/30 -2.035 M $ -10.78 %
2023/09/30 JPM JPMorgan Chase & Co 3.29% 13.994 M $ 96494 2013/06/30 -47.020 K $ -0.29 %
2023/09/30 HD The Home Depot Inc 3.13% 13.339 M $ 44144 2013/06/30 -445.632 K $ -2.73 %
2023/09/30 CVX Chevron Corp 2.98% 12.682 M $ 75208 2013/06/30 965.974 K $ 7.16 %
2023/09/30 MU Micron Technology Inc 2.92% 12.422 M $ 182600 2015/03/31 1.042 M $ 7.80 %
2023/09/30 BAC Bank of America Corporation 2.50% 10.624 M $ 388006 2013/06/30 -601.671 K $ -4.57 %
2023/09/30 JNJ Johnson & Johnson 2.32% 9.863 M $ 63326 2013/06/30 -749.759 K $ -5.90 %
2023/09/30 BRK-B Berkshire Hathaway Inc B 2.04% 8.704 M $ 24846 2013/06/30 272.145 K $ 2.73 %
2023/09/30 PFE Pfizer Inc 2.01% 8.576 M $ 258550 2013/06/30 -987.984 K $ -9.57 %
2023/09/30 ORCL Oracle Corp 1.74% 7.390 M $ 69766 2013/06/30 -1.085 M $ -11.06 %
2023/09/30 EMR Emerson Electric Co 1.50% 6.405 M $ 66326 2013/06/30 419.294 K $ 6.84 %
2023/09/30 PEP PepsiCo Inc 1.44% 6.128 M $ 36164 2013/06/30 -647.011 K $ -8.52 %
2023/09/30 ETN Eaton Corp PLC 1.35% 5.747 M $ 26945 2018/06/30 337.264 K $ 6.06 %
2023/09/30 RTX Raytheon Technologies Ord 1.32% 5.605 M $ 77876 2020/06/30 -3.109 M $ -26.53 %
2023/09/30 BMY Bristol-Myers Squibb Company 1.29% 5.511 M $ 94957 2013/06/30 -652.529 K $ -9.24 %
2023/09/30 SBUX Starbucks Corp 1.19% 5.059 M $ 55425 2013/06/30 -518.541 K $ -7.86 %
2023/09/30 CRM Salesforce.com Inc 1.10% 4.672 M $ 23042 2016/12/31 -267.798 K $ -4.01 %
2023/09/30 SPY SPDR S&P 500 ETF 1.07% 4.543 M $ 10625 2018/06/30 -182.173 K $ -3.56 %
2023/09/30 PG Procter & Gamble Co 1.06% 4.519 M $ 30984 2013/06/30 -216.248 K $ -3.88 %
2023/09/30 CSCO Cisco Systems Inc 1.00% 4.269 M $ 79403 2013/06/30 188.037 K $ 3.90 %
2023/09/30 NEE NextEra Energy Inc 0.99% 4.217 M $ 73601 2020/06/30 -1.499 M $ -22.79 %
2023/09/30 GILD Gilead Sciences Inc 0.95% 4.042 M $ 53939 2013/06/30 -123.889 K $ -2.76 %
2023/09/30 WELL Welltower Inc Com 0.83% 3.527 M $ 43053 2015/09/30 42.587 K $ 1.27 %
2023/09/30 DIS Walt Disney Co 0.83% 3.515 M $ 43370 2013/06/30 -319.233 K $ -9.22 %
2023/09/30 UBER Uber Technologies Inc 0.82% 3.508 M $ 76281 2019/12/31 244.406 K $ 6.53 %
2023/09/30 IJH iShares Core S&P Mid-Cap 0.82% 3.505 M $ 14055 2018/06/30 -179.419 K $ -4.65 %
2023/09/30 C Citigroup Inc 0.78% 3.328 M $ 80909 2013/06/30 -427.115 K $ -10.66 %
2023/09/30 STZ Constellation Brands Inc 0.76% 3.217 M $ 12797 2018/12/31 75.420 K $ 2.11 %
2023/09/30 ADSK Autodesk Inc 0.72% 3.079 M $ 14881 2016/06/30 40.298 K $ 1.12 %
2023/09/30 CL Colgate-Palmolive Co 0.70% 2.965 M $ 41700 2013/06/30 -304.564 K $ -7.70 %
2023/09/30 ALL Allstate Corp 0.66% 2.799 M $ 25120 2013/06/30 69.791 K $ 2.17 %
2023/09/30 GOOGL Alphabet Inc A 0.58% 2.449 M $ 18712 2015/09/30 219.706 K $ 9.32 %
2023/09/30 SLB Schlumberger Ltd 0.57% 2.410 M $ 41330 2022/06/30 470.245 K $ 18.69 %
2023/09/30 CTVA Corteva Inc 0.55% 2.351 M $ 45948 2019/06/30 -329.613 K $ -10.72 %
2023/09/30 O Realty Income Corp 0.51% 2.171 M $ 43464 2013/06/30 -487.171 K $ -16.47 %
2023/09/30 SO Southern Co 0.48% 2.043 M $ 31570 2013/06/30 -200.213 K $ -7.87 %
2023/09/30 BLK BlackRock Inc 0.47% 1.998 M $ 3090 2013/06/30 -159.177 K $ -6.46 %
2023/09/30 AXP American Express Co 0.46% 1.969 M $ 13200 2013/06/30 -330.131 K $ -14.36 %
2023/09/30 NXPI NXP Semiconductors NV 0.46% 1.957 M $ 9789 2018/06/30 -52.569 K $ -2.33 %
2023/09/30 NVS Novartis Ag 0.45% 1.918 M $ 18825 2013/06/30 20.181 K $ 0.89 %
2023/09/30 XOM Exxon Mobil Corp 0.44% 1.859 M $ 15813 2013/06/30 179.204 K $ 9.63 %
2023/09/30 VOO Vanguard S&P 500 Etf 0.43% 1.844 M $ 4696 2018/12/31 -67.622 K $ -3.58 %
2023/09/30 ASML A S M L Holding Nv 0.41% 1.744 M $ 2963 2021/06/30 -504.757 K $ -18.78 %
2023/09/30 ABNB Airbnb Inc 0.37% 1.576 M $ 11487 2021/03/31 128.437 K $ 7.06 %
2023/09/30 UNP Union Pacific Corp 0.36% 1.545 M $ 7587 2013/06/30 -8.496 K $ -0.48 %
2023/09/30 EFA iShares MSCI EAFE 0.35% 1.507 M $ 21870 2018/06/30 -77.972 K $ -4.94 %
2023/09/30 INTC Intel Corp 0.34% 1.442 M $ 40554 2013/06/30 140.198 K $ 6.31 %
2023/09/30 SRE Sempra Energy 0.34% 1.429 M $ 21000 2013/06/30 -100.169 K $ -6.55 %
2023/09/30 DUK Duke Energy Corp 0.33% 1.396 M $ 15813 2013/06/30 -20.833 K $ -1.65 %
2023/09/30 MDY SPDR S&P MidCap 400 ETF 0.32% 1.354 M $ 2966 2018/06/30 -73.401 K $ -4.65 %
2023/09/30 WFC Wells Fargo & Co 0.31% 1.339 M $ 32770 2013/06/30 -74.419 K $ -4.26 %
2023/09/30 IWM iShares Russell 2000 0.29% 1.233 M $ 6977 2018/06/30 -79.785 K $ -5.62 %
2023/09/30 IBM International Business Machines Corp 0.28% 1.197 M $ 8532 2013/06/30 64.101 K $ 4.85 %
2023/09/30 XLK Technology Select Sector SPDR ETF 0.27% 1.170 M $ 7139 2018/06/30 -73.859 K $ -5.71 %
2023/09/30 FCX Freeport-McMoRan Inc 0.26% 1.108 M $ 29703 2013/06/30 -92.500 K $ -6.78 %
2023/09/30 COF-PI CAP ONE FIN 40 DS REP PRF SRS I 0.24% 1.026 M $ 54815 2019/12/31 -41.368 K $ -3.65 %
2023/09/30 CAT Caterpillar Inc 0.24% 1.007 M $ 3689 2018/12/31 124.967 K $ 10.95 %
2023/09/30 BP BP PLC ADR 0.24% 1.002 M $ 25873 2013/06/30 103.411 K $ 9.72 %
2023/09/30 BAC-PP Bank of America 4.125 Pfd 0.23% 967.253 K $ 57712 2021/06/30 -91.590 K $ -8.52 %
2023/09/30 AMP Ameriprise Financial Inc 0.22% 939.588 K $ 2850 2013/06/30 -7.068 K $ -0.75 %
2023/09/30 CMF iShares California Muni Bond ETF 0.21% 904.860 K $ 16500 2021/09/30 -35.658 K $ -3.71 %
2023/09/30 NYCB-PU New York Community Capital Trust V 0.21% 874.551 K $ 23980 2019/06/30 -99.022 K $ -9.84 %
2023/09/30 T AT&T Inc 0.19% 815.571 K $ 54299 2013/06/30 -91.325 K $ -5.83 %
2023/09/30 T-PC AT&T DS REP 1000 SRS C PRF 0.17% 726.903 K $ 37899 2021/03/31 -74.668 K $ -9.01 %
2023/09/30 SREA Sempra Energy Fxd Nt 79 0.17% 722.078 K $ 31684 2020/12/31 -28.229 K $ -5.44 %
2023/09/30 TSLA Tesla Motors Inc 0.17% 719.883 K $ 2877 2020/06/30 -56.883 K $ -4.41 %
2023/09/30 SYF-PA SYNCHRONY FINL 40 DS REP SRS A PRF 0.17% 711.779 K $ 44320 2019/12/31 -32.177 K $ -4.06 %
2023/09/30 QQQ Invesco QQQ ETF 0.16% 660.714 K $ 1844 2018/06/30 -34.074 K $ -3.02 %
2023/09/30 KEY-PJ Keycorp New Dep Shs Pfd F 0.16% 659.792 K $ 34400 2019/03/31 36.329 K $ 3.79 %
2023/09/30 SYK Stryker Corp 0.15% 655.848 K $ 2400 2013/06/30 -74.617 K $ -10.43 %
2023/09/30 ABBV AbbVie Inc 0.15% 643.194 K $ 4315 2013/06/30 68.998 K $ 10.64 %
2023/09/30 NKE Nike Inc B 0.15% 631.570 K $ 6605 2013/06/30 -100.373 K $ -13.36 %
2023/09/30 IJR iShares Core S&P Small-Cap 0.13% 550.982 K $ 5841 2020/06/30 -29.807 K $ -5.34 %
2023/09/30 XLV Select Sector Spdr Trust The Health Care Select Se 0.13% 546.888 K $ 4248 2018/06/30 -18.186 K $ -3.01 %
2023/09/30 ABT Abbott Laboratories 0.13% 533.282 K $ 5506 2013/06/30 -71.839 K $ -11.16 %
2023/09/30 Berkshire Hat A 100th 0.12% 531.477 K $ 100 2018/06/30 13.667 K $ 2.64 %
2023/09/30 XLF Financial Select Sector SPDR ETF 0.12% 502.293 K $ 15143 2018/06/30 -7.830 K $ -1.60 %
2023/09/30 CFG-PE Citizens Financial DS REP 1 40 SRS E PRF 0.11% 488.260 K $ 25550 2019/12/31 18.324 K $ 3.63 %
2023/09/30 SYY Sysco Corp 0.11% 470.012 K $ 7116 2022/12/31 -57.253 K $ -10.98 %
2023/09/30 SOUTHERN 2020 SRS C 4 20 JNR SUB NTS 0.11% 469.500 K $ 24114 2021/03/31 -39.693 K $ -7.24 %
2023/09/30 CRWD CrowdStrike Holdings Inc 0.11% 461.969 K $ 2760 2022/03/31 78.450 K $ 13.96 %
2023/09/30 VWO Vanguard FTSE Emerging Markets ETF 0.11% 456.836 K $ 11651 2018/06/30 -17.126 K $ -3.61 %
2023/09/30 XLY Select Sector Spdr Fund Shs Ben Consumer Discretio 0.11% 449.295 K $ 2791 2018/06/30 -23.567 K $ -5.20 %
2023/09/30 DHI Dr Horton Inc 0.10% 424.506 K $ 3950 2020/12/31 -61.430 K $ -11.69 %
2023/09/30 NSRGY Nestle SA ADR 0.10% 421.332 K $ 3723 2013/06/30 -54.733 K $ -5.97 %
2023/09/30 COP ConocoPhillips 0.10% 410.195 K $ 3424 2021/06/30 56.244 K $ 15.63 %
2023/09/30 BROOKFIELD FINANCE 4 625 SUBORD NTS 0.09% 402.027 K $ 25954 2021/03/31 -23.618 K $ -5.55 %
2023/09/30 VZ Verizon Communications Inc 0.09% 383.559 K $ 11833 2013/06/30 -61.953 K $ -12.85 %
2023/09/30 PEG Public Service Enterprise Group Inc 0.09% 372.078 K $ 6538 2013/06/30 -37.266 K $ -9.10 %
2023/09/30 TD Toronto Dominion Bk Ont Com New 0.09% 372.045 K $ 6174 2015/12/31 -10.804 K $ -2.82 %
2023/09/30 AMGN Amgen Inc 0.09% 365.782 K $ 1361 2016/06/30 95.723 K $ 21.05 %
2023/09/30 MCK McKesson Corp 0.08% 344.836 K $ 793 2022/03/31 5.979 K $ 1.76 %
2023/09/30 XLC Communication Services Sel Sect SPDR ETF 0.08% 327.653 K $ 4997 2020/06/30 2.329 K $ 0.75 %