ARMSTRONG SHAW ASSOCIATES INC/CT

data from 30/09/2023

Capitalization

$ 95.180 M -3.15 %

Average holding period

24 ans

Performance

$ 1.410 B 5 773.93 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARMSTRONG SHAW ASSOCIATES INC/CT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/09/30 MSFT Microsoft Corp. 12.26% 11.670 M $ 36960 2013/12/31 -916.238 K $ -7.28 %
2023/09/30 BRK-A Berkshire Hathaway Inc. Class 11.17% 10.630 M $ 20 2008/06/30 273.340 K $ 2.64 %
2023/09/30 AAPL Apple Computer 8.52% 8.107 M $ 47351 2011/03/31 -1.078 M $ -11.73 %
2023/09/30 GOOG Alphabet Inc-CL C 6.84% 6.508 M $ 49360 2016/03/31 537.036 K $ 8.99 %
2023/09/30 UNH UnitedHealth Group Inc. 6.51% 6.194 M $ 12286 2009/12/31 289.335 K $ 4.90 %
2023/09/30 APD Air Products & Chemical 4.41% 4.197 M $ 14810 2014/09/30 -238.885 K $ -5.39 %
2023/09/30 ELV Elevance Health 4.05% 3.851 M $ 8845 2014/12/31 -78.455 K $ -2.00 %
2023/09/30 ABBV AbbVie Inc. 3.80% 3.615 M $ 24253 2013/03/31 347.545 K $ 10.64 %
2023/09/30 STZ Constellation Brands CL A 3.31% 3.149 M $ 12531 2019/03/31 65.161 K $ 2.11 %
2023/09/30 ICE Intercontinental Exchange Inc. 3.27% 3.112 M $ 28290 2014/12/31 -86.567 K $ -2.71 %
2023/09/30 AMZN Amazon.com 3.27% 3.109 M $ 24460 2019/06/30 -79.250 K $ -2.49 %
2023/09/30 CVX Chevron Corp. 3.26% 3.104 M $ 18409 2008/06/30 207.469 K $ 7.16 %
2023/09/30 HON Honeywell International Inc. 3.21% 3.057 M $ 16550 2012/06/30 -376.677 K $ -10.97 %
2023/09/30 CVS CVS Health Corp. 3.05% 2.899 M $ 41518 2008/06/30 28.647 K $ 1.00 %
2023/09/30 WMB Williams Company Inc. 2.41% 2.297 M $ 68187 2017/03/31 72.278 K $ 3.25 %
2023/09/30 CMCSA Comcast Corp. Cl A 2.12% 2.019 M $ 45533 2015/12/31 127.037 K $ 6.71 %
2023/09/30 CB Chubb Corp. 2.12% 2.018 M $ 9693 2016/03/31 151.404 K $ 8.11 %
2023/09/30 COF Capital One Financial Corp. 1.85% 1.760 M $ 18137 2013/03/31 -235.767 K $ -11.26 %
2023/09/30 CZR Caesars Entertainment Inc 1.72% 1.633 M $ 35241 2020/09/30 -162.813 K $ -9.06 %
2023/09/30 NXPI NXP Semiconductors NV 1.68% 1.599 M $ 7997 2016/06/30 -38.065 K $ -2.33 %
2023/09/30 C Citigroup Inc. 1.08% 1.023 M $ 24884 2014/12/31 -162.138 K $ -10.66 %
2023/09/30 WH Wyndham Hotels & Resorts Inc. 1.02% 968.692 K $ 13930 2018/06/30 13.512 K $ 1.41 %
2023/09/30 DELL Dell Technologies Class C 0.77% 729.995 K $ 10595 2018/12/31 156.700 K $ 27.33 %
2023/09/30 AEE Ameren Corporation 0.75% 710.885 K $ 9500 2016/09/30 -64.980 K $ -8.38 %
2023/09/30 AMP Ameriprise Financial 0.70% 665.954 K $ 2020 2016/09/30 -5.009 K $ -0.75 %
2023/09/30 BN Brookfield Corp. Class A 0.67% 640.253 K $ 20475 2022/12/31 -48.730 K $ -7.07 %
2023/09/30 GOOGL Alphabet Inc Cl A 0.62% 588.870 K $ 4500 2017/06/30 50.220 K $ 9.32 %
2023/09/30 EEM iShares MSCI Emerging Market E 0.62% 588.225 K $ 15500 2019/06/30 -24.954 K $ -4.07 %
2023/09/30 DD Dupont De Nemours 0.48% 455.148 K $ 6102 2019/06/30 19.971 K $ 4.41 %
2023/09/30 PYPL Paypal Holdings, Inc. 0.42% 403.374 K $ 6900 2016/09/30 -57.063 K $ -12.39 %
2023/09/30 DVN Devon Energy Corp. 0.39% 372.060 K $ 7800 2023/03/31 -4.992 K $ -1.32 %
2023/09/30 TNL Travel Plus Leisure Co. 0.38% 359.366 K $ 9784 2021/03/31 -35.320 K $ -8.95 %
2023/09/30 DOW Dow Inc. 0.35% 332.614 K $ 6451 2019/06/30 -11.371 K $ -3.19 %
2023/09/30 BRK-B Berkshire Hathaway Inc. Class 0.33% 315.270 K $ 900 2020/12/31 8.370 K $ 2.73 %
2023/09/30 PNR Pentair PLC 0.32% 307.498 K $ 4749 2017/06/30 712.000 $ 0.23 %
2023/09/30 CTVA Corteva Inc. 0.32% 302.253 K $ 5908 2019/06/30 -37.736 K $ -10.72 %
2023/09/30 MAR Marriott International, Inc. 0.31% 294.840 K $ 1500 2021/03/31 19.305 K $ 7.01 %
2023/09/30 GS Goldman Sachs Group Inc. 0.27% 258.856 K $ 800 2021/03/31 823.000 $ 0.32 %
2023/09/30 BA Boeing 0.26% 249.184 K $ 1300 2020/12/31 -25.323 K $ -9.23 %
2023/09/30 AXP American Express Co. 0.24% 228.857 K $ 1534 2021/03/31 -38.365 K $ -14.36 %
2023/09/30 GILD Gilead Sciences Inc 0.23% 221.073 K $ 2950 2022/12/31 -6.283 K $ -2.76 %
2023/09/30 ZBH Zimmer Biomet Holdings, Inc. 0.22% 213.218 K $ 1900 2022/12/31 -63.421 K $ -22.93 %
2023/09/30 DIS The Walt Disney Co. 0.22% 211.540 K $ 2610 2021/12/31 -21.480 K $ -9.22 %
2023/09/30 GE General Electric 0.22% 207.281 K $ 1875 2023/06/30 1.050 K $ 0.51 %
2023/09/30 RTX Raytheon Technologies Corporat 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2023/09/30 VMW VMware, Inc. Class A 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2023/09/30 UAL United Air Lines Holdings, Inc 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %