FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

data from 31/12/2022

Capitalization

$ 449.205 M 6.26 %

Average holding period

9 ans

Performance

$ 127.680 M 217 418.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/12/31 PM PHILIP MORRIS INTL INC 4.66% 20.946 M $ 206959 2020/03/31 3.766 M $ 21.93 %
2022/12/31 MSFT MICROSOFT CORP 3.95% 17.740 M $ 73971 2020/03/31 520.335 K $ 2.97 %
2022/12/31 PG PROCTER AND GAMBLE CO 3.73% 16.769 M $ 110644 2020/03/31 2.872 M $ 20.05 %
2022/12/31 JPM JPMORGAN CHASE & CO 3.59% 16.110 M $ 120133 2020/03/31 3.563 M $ 28.33 %
2022/12/31 GS GOLDMAN SACHS GROUP INC 3.53% 15.861 M $ 46191 2020/03/31 2.339 M $ 17.17 %
2022/12/31 MDY SPDR S&P MIDCAP 400 ETF TR 3.24% 14.537 M $ 32830 2020/03/31 1.351 M $ 10.24 %
2022/12/31 CVX CHEVRON CORP NEW 3.17% 14.223 M $ 79240 2020/03/31 2.858 M $ 24.93 %
2022/12/31 MRK MERCK & CO INC 3.15% 14.148 M $ 127515 2020/03/31 3.180 M $ 28.83 %
2022/12/31 PFE PFIZER INC 2.90% 13.047 M $ 254633 2020/03/31 1.901 M $ 17.09 %
2022/12/31 IQV IQVIA HLDGS INC 2.86% 12.840 M $ 62668 2020/03/31 1.502 M $ 13.11 %
2022/12/31 XLE SELECT SECTOR SPDR TR 2.60% 11.677 M $ 133493 2020/12/31 2.091 M $ 21.45 %
2022/12/31 C CITIGROUP INC 2.47% 11.117 M $ 245797 2020/03/31 899.280 K $ 8.54 %
2022/12/31 ZBH ZIMMER BIOMET HOLDINGS INC 2.47% 11.098 M $ 87042 2020/03/31 2.007 M $ 21.95 %
2022/12/31 IBB ISHARES TR 2.15% 9.652 M $ 73514 2020/03/31 1.078 M $ 12.25 %
2022/12/31 SPY SPDR S&P 500 ETF TR 2.14% 9.596 M $ 25092 2020/03/31 542.799 K $ 7.07 %
2022/12/31 AAPL APPLE INC 2.09% 9.382 M $ 72211 2020/03/31 -608.862 K $ -5.98 %
2022/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.96% 8.783 M $ 28433 2020/03/31 1.247 M $ 15.68 %
2022/12/31 DVN DEVON ENERGY CORP NEW 1.93% 8.652 M $ 140657 2021/03/31 182.300 K $ 2.30 %
2022/12/31 GOOG ALPHABET INC 1.84% 8.273 M $ 93235 2020/03/31 -694.957 K $ -7.72 %
2022/12/31 GOOGL ALPHABET INC 1.83% 8.229 M $ 93265 2020/03/31 -671.732 K $ -7.76 %
2022/12/31 IAU ISHARES GOLD TR 1.74% 7.814 M $ 225905 2021/06/30 732.860 K $ 9.71 %
2022/12/31 SPG SIMON PPTY GROUP INC NEW 1.70% 7.646 M $ 65085 2021/03/31 1.789 M $ 30.90 %
2022/12/31 AMZN AMAZON COM INC 1.68% 7.553 M $ 89919 2020/03/31 -2.479 M $ -25.66 %
2022/12/31 PYPL PAYPAL HLDGS INC 1.53% 6.882 M $ 96629 2020/03/31 -1.565 M $ -17.25 %
2022/12/31 KMI KINDER MORGAN INC DEL 1.37% 6.163 M $ 340868 2020/03/31 484.345 K $ 8.65 %
2022/12/31 HLT HILTON WORLDWIDE HLDGS INC 1.34% 6.003 M $ 47506 2020/09/30 274.262 K $ 4.76 %
2022/12/31 LMT LOCKHEED MARTIN CORP 1.28% 5.771 M $ 11864 2021/03/31 1.146 M $ 25.94 %
2022/12/31 VZ VERIZON COMMUNICATIONS INC 1.25% 5.624 M $ 142739 2020/03/31 285.063 K $ 3.77 %
2022/12/31 CAG CONAGRA BRANDS INC 1.19% 5.348 M $ 138200 2020/03/31 822.485 K $ 18.60 %
2022/12/31 GBIL GOLDMAN SACHS ETF TR 1.12% 5.042 M $ 50570 2020/03/31 -5.906 K $ -0.14 %
2022/12/31 BXP BOSTON PROPERTIES INC 1.11% 5.002 M $ 74020 2021/12/31 -333.000 K $ -9.86 %
2022/12/31 ZTS ZOETIS INC 1.08% 4.833 M $ 32980 2020/03/31 -58.611 K $ -1.17 %
2022/12/31 V VISA INC 1.04% 4.654 M $ 22403 2020/03/31 712.733 K $ 16.95 %
2022/12/31 AIA ISHARES TR 0.93% 4.171 M $ 73509 2020/06/30 627.508 K $ 13.66 %
2022/12/31 META META PLATFORMS INC 0.91% 4.098 M $ 34054 2020/03/31 -530.150 K $ -11.31 %
2022/12/31 CRM SALESFORCE INC 0.87% 3.893 M $ 29359 2022/03/31 -344.913 K $ -7.82 %
2022/12/31 GIS GENERAL MLS INC 0.87% 3.887 M $ 46358 2021/03/31 322.165 K $ 9.45 %
2022/12/31 VOO VANGUARD INDEX FDS 0.84% 3.778 M $ 10752 2020/03/31 210.216 K $ 7.02 %
2022/12/31 SCHD SCHWAB STRATEGIC TR 0.75% 3.372 M $ 44632 2021/06/30 382.255 K $ 13.73 %
2022/12/31 AXP AMERICAN EXPRESS CO 0.72% 3.245 M $ 21965 2020/03/31 315.992 K $ 9.52 %
2022/12/31 UL UNILEVER PLC 0.70% 3.138 M $ 62326 2021/03/31 383.933 K $ 14.85 %
2022/12/31 EA ELECTRONIC ARTS INC 0.64% 2.855 M $ 23366 2022/03/31 152.536 K $ 5.59 %
2022/12/31 SO SOUTHERN CO 0.63% 2.826 M $ 39577 2020/12/31 131.240 K $ 5.01 %
2022/12/31 MAA MID-AMER APT CMNTYS INC 0.63% 2.824 M $ 17991 2020/12/31 33.525 K $ 1.24 %
2022/12/31 BIL SPDR SER TR 0.62% 2.779 M $ 30381 2020/03/31 -4.599 K $ -0.14 %
2022/12/31 T AT&T INC 0.59% 2.657 M $ 144347 2022/12/31 0.000 $ 0.00 %
2022/12/31 BKNG BOOKING HOLDINGS INC 0.55% 2.481 M $ 1231 2021/09/30 473.273 K $ 22.64 %
2022/12/31 CPT CAMDEN PPTY TR 0.53% 2.373 M $ 21210 2020/09/30 -158.553 K $ -6.34 %
2022/12/31 HR HEALTHCARE RLTY TR 0.52% 2.345 M $ 121713 2022/09/30 -198.002 K $ -7.58 %
2022/12/31 K KELLOGG CO 0.49% 2.201 M $ 30902 2020/12/31 48.917 K $ 2.28 %
2022/12/31 VGSH VANGUARD SCOTTSDALE FDS 0.48% 2.163 M $ 37404 2020/03/31 989.000 $ 0.05 %
2022/12/31 MO ALTRIA GROUP INC 0.47% 2.129 M $ 46568 2020/03/31 257.375 K $ 13.20 %
2022/12/31 VEU VANGUARD INTL EQUITY INDEX F 0.46% 2.045 M $ 40779 2020/06/30 254.776 K $ 13.03 %
2022/12/31 PEP PEPSICO INC 0.46% 2.044 M $ 11313 2020/03/31 196.846 K $ 10.66 %
2022/12/31 ISTB ISHARES TR 0.45% 2.010 M $ 43284 2020/03/31 8.587 K $ 0.74 %
2022/12/31 BCO BRINKS CO 0.44% 1.959 M $ 36472 2020/03/31 190.721 K $ 10.88 %
2022/12/31 WMT WALMART INC 0.44% 1.956 M $ 13793 2020/03/31 165.427 K $ 9.32 %
2022/12/31 VEA VANGUARD TAX-MANAGED FDS 0.42% 1.891 M $ 45055 2020/09/30 139.128 K $ 15.43 %
2022/12/31 BBJP J P MORGAN EXCHANGE TRADED F 0.41% 1.863 M $ 41483 2021/12/31 294.313 K $ 9.97 %
2022/12/31 PLTR PALANTIR TECHNOLOGIES INC 0.41% 1.851 M $ 288275 2020/12/31 -533.152 K $ -21.03 %
2022/12/31 XOM EXXON MOBIL CORP 0.41% 1.831 M $ 16604 2020/03/31 387.703 K $ 26.33 %
2022/12/31 GLPI GAMING & LEISURE PPTYS INC 0.41% 1.823 M $ 34993 2021/09/30 266.491 K $ 17.74 %
2022/12/31 BABA ALIBABA GROUP HLDG LTD 0.40% 1.791 M $ 20335 2020/03/31 186.777 K $ 10.13 %
2022/12/31 VWO VANGUARD INTL EQUITY INDEX F 0.39% 1.766 M $ 45300 2021/09/30 19.471 K $ 6.82 %
2022/12/31 AA ALCOA CORP 0.38% 1.727 M $ 37981 2022/06/30 451.449 K $ 35.09 %
2022/12/31 DEO DIAGEO PLC 0.37% 1.666 M $ 9349 2020/03/31 75.461 K $ 4.94 %
2022/12/31 XLF SELECT SECTOR SPDR TR 0.37% 1.662 M $ 48595 2020/03/31 159.360 K $ 12.65 %
2022/12/31 D DOMINION ENERGY INC 0.35% 1.593 M $ 25972 2021/03/31 -220.978 K $ -11.27 %
2022/12/31 IBM INTERNATIONAL BUSINESS MACHS 0.35% 1.562 M $ 11089 2020/03/31 244.845 K $ 18.58 %
2022/12/31 FLYW FLYWIRE CORPORATION 0.34% 1.527 M $ 62421 2021/12/31 94.255 K $ 6.58 %
2022/12/31 MDLZ MONDELEZ INTL INC 0.33% 1.483 M $ 22249 2020/03/31 262.983 K $ 21.56 %
2022/12/31 AMP AMERIPRISE FINL INC 0.32% 1.432 M $ 4600 2020/03/31 273.332 K $ 23.58 %
2022/12/31 MTB M & T BK CORP 0.29% 1.308 M $ 9020 2020/03/31 -277.432 K $ -17.73 %
2022/12/31 DUK DUKE ENERGY CORP NEW 0.29% 1.287 M $ 12499 2020/12/31 123.917 K $ 10.72 %
2022/12/31 UNP UNION PAC CORP 0.26% 1.188 M $ 5736 2020/03/31 64.263 K $ 6.29 %
2022/12/31 VHT VANGUARD WORLD FDS 0.25% 1.118 M $ 4506 2020/03/31 107.651 K $ 10.89 %
2022/12/31 BSV VANGUARD BD INDEX FDS 0.25% 1.104 M $ 14665 2020/03/31 6.748 K $ 0.61 %
2022/12/31 FCX FREEPORT-MCMORAN INC 0.23% 1.046 M $ 27522 2022/06/30 277.644 K $ 39.04 %
2022/12/31 MMM 3M CO 0.23% 1.036 M $ 8640 2020/03/31 66.619 K $ 7.12 %
2022/12/31 BAC BANK AMERICA CORP 0.23% 1.014 M $ 30604 2020/03/31 90.420 K $ 9.67 %
2022/12/31 TTE TOTALENERGIES SE 0.22% 984.589 K $ 15860 2021/06/30 255.728 K $ 33.45 %
2022/12/31 JNJ JOHNSON & JOHNSON 0.21% 936.775 K $ 5303 2020/03/31 70.476 K $ 8.14 %
2022/12/31 MINT PIMCO ETF TR 0.21% 921.687 K $ 9343 2020/03/31 -1.951 K $ -0.21 %
2022/12/31 CL COLGATE PALMOLIVE CO 0.20% 886.388 K $ 11250 2020/03/31 96.075 K $ 12.16 %
2022/12/31 ABT ABBOTT LABS 0.19% 831.001 K $ 7569 2020/03/31 98.624 K $ 13.47 %
2022/12/31 XLP SELECT SECTOR SPDR TR 0.18% 823.703 K $ 11049 2020/06/30 86.559 K $ 11.72 %
2022/12/31 CDNS CADENCE DESIGN SYSTEM INC 0.18% 801.112 K $ 4987 2020/03/31 -13.913 K $ -1.71 %
2022/12/31 INFL LISTED FD TR 0.15% 687.429 K $ 21837 2022/06/30 107.408 K $ 13.12 %
2022/12/31 QQQ INVESCO QQQ TR 0.15% 687.269 K $ 2581 2020/03/31 -3.075 K $ -0.37 %
2022/12/31 VDC VANGUARD WORLD FDS 0.15% 652.679 K $ 3407 2022/06/30 82.640 K $ 11.51 %
2022/12/31 IWM ISHARES TR 0.14% 618.125 K $ 3545 2020/03/31 32.520 K $ 5.72 %
2022/12/31 DIS DISNEY WALT CO 0.12% 560.886 K $ 6456 2020/03/31 -56.158 K $ -7.90 %
2022/12/31 ABBV ABBVIE INC 0.12% 539.131 K $ 3336 2020/06/30 91.406 K $ 20.42 %
2022/12/31 PLD PROLOGIS INC. 0.12% 520.136 K $ 4614 2020/09/30 51.353 K $ 10.95 %
2022/12/31 IGIB ISHARES TR 0.11% 490.941 K $ 9916 2020/06/30 40.357 K $ 2.55 %
2022/12/31 PARA PARAMOUNT GLOBAL 0.11% 489.406 K $ 28993 2020/03/31 -82.624 K $ -11.34 %
2022/12/31 GE GENERAL ELECTRIC CO 0.09% 420.835 K $ 5023 2021/09/30 70.960 K $ 22.00 %
2022/12/31 UBER UBER TECHNOLOGIES INC 0.09% 416.404 K $ 16838 2022/03/31 -29.803 K $ -6.68 %
2022/12/31 KO COCA COLA CO 0.09% 415.882 K $ 6538 2020/03/31 49.623 K $ 13.55 %
2022/12/31 CSCO CISCO SYS INC 0.09% 383.502 K $ 8050 2020/03/31 61.502 K $ 19.10 %