BEL AIR INVESTMENT ADVISORS LLC

data from 30/06/2021

Capitalization

$ 3.280 B 3.29 %

Average holding period

1 ans

Performance

$ 10.899 T 619 060 841.29 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BEL AIR INVESTMENT ADVISORS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/06/30 IVV ISHARES TR 8.87% 290.778 M $ 676353 2021/03/31 21.669 M $ 8.07 %
2021/06/30 MSFT MICROSOFT CORP 6.18% 202.703 M $ 748256 2021/03/31 26.408 M $ 14.90 %
2021/06/30 GOOGL ALPHABET INC 4.54% 148.827 M $ 60950 2021/03/31 25.635 M $ 18.39 %
2021/06/30 MCO MOODYS CORP 3.94% 129.347 M $ 356948 2021/03/31 22.594 M $ 21.35 %
2021/06/30 MA MASTERCARD INCORPORATED 2.94% 96.419 M $ 264096 2021/03/31 2.438 M $ 2.54 %
2021/06/30 AAPL APPLE INC 2.93% 96.165 M $ 702136 2021/03/31 9.477 M $ 12.12 %
2021/06/30 UNH UNITEDHEALTH GROUP INC 2.81% 92.097 M $ 229990 2021/03/31 6.353 M $ 7.62 %
2021/06/30 JNJ JOHNSON & JOHNSON 2.59% 84.996 M $ 515939 2021/03/31 191.248 K $ 0.24 %
2021/06/30 MSCI MSCI INC 2.54% 83.262 M $ 156191 2021/03/31 19.546 M $ 27.14 %
2021/06/30 SHW SHERWIN WILLIAMS CO 2.40% 78.804 M $ 289241 2021/03/31 7.774 M $ 10.75 %
2021/06/30 PEP PEPSICO INC 2.27% 74.311 M $ 501526 2021/03/31 2.932 M $ 4.75 %
2021/06/30 SPY SPDR S&P 500 ETF TR 2.26% 74.232 M $ 173414 2021/03/31 5.389 M $ 8.01 %
2021/06/30 AZO AUTOZONE INC 2.11% 69.088 M $ 46299 2021/03/31 3.908 M $ 6.26 %
2021/06/30 NKE NIKE INC 2.03% 66.607 M $ 431142 2021/03/31 9.284 M $ 16.25 %
2021/06/30 LOW LOWES COS INC 1.91% 62.600 M $ 322730 2021/03/31 1.353 M $ 1.99 %
2021/06/30 LIN LINDE PLC 1.83% 60.092 M $ 207859 2021/03/31 1.688 M $ 3.20 %
2021/06/30 ADI ANALOG DEVICES INC 1.82% 59.819 M $ 347460 2021/03/31 7.237 M $ 11.01 %
2021/06/30 ORCL ORACLE CORP 1.79% 58.711 M $ 754248 2021/03/31 6.128 M $ 10.93 %
2021/06/30 CARR CARRIER GLOBAL CORPORATION 1.72% 56.370 M $ 1159875 2021/03/31 7.325 M $ 15.11 %
2021/06/30 BDX BECTON DICKINSON & CO 1.69% 55.368 M $ 227672 2021/03/31 9.126 K $ 0.02 %
2021/06/30 MTD METTLER TOLEDO INTERNATIONAL 1.67% 54.661 M $ 39457 2021/03/31 9.042 M $ 19.87 %
2021/06/30 AMZN AMAZON COM INC 1.66% 54.571 M $ 15863 2021/03/31 5.213 M $ 11.19 %
2021/06/30 GGG GRACO INC 1.61% 52.696 M $ 696119 2021/03/31 2.886 M $ 5.70 %
2021/06/30 TJX TJX COS INC NEW 1.61% 52.661 M $ 781091 2021/03/31 950.131 K $ 1.92 %
2021/06/30 MIDD MIDDLEBY CORP 1.53% 50.210 M $ 289794 2021/03/31 2.146 M $ 4.53 %
2021/06/30 CME CME GROUP INC 1.43% 46.875 M $ 220401 2021/03/31 1.806 M $ 4.14 %
2021/06/30 OTIS OTIS WORLDWIDE CORP 1.33% 43.553 M $ 532630 2021/03/31 6.907 M $ 19.46 %
2021/06/30 USB US BANCORP DEL 1.25% 41.154 M $ 722372 2021/03/31 1.232 M $ 3.00 %
2021/06/30 CL COLGATE PALMOLIVE CO 1.20% 39.215 M $ 482057 2021/03/31 1.128 M $ 3.20 %
2021/06/30 FDS FACTSET RESH SYS INC 1.05% 34.354 M $ 102363 2021/03/31 2.708 M $ 8.76 %
2021/06/30 GOOG ALPHABET INC 1.02% 33.575 M $ 13396 2021/03/31 4.897 M $ 21.16 %
2021/06/30 ECL ECOLAB INC 0.91% 29.687 M $ 144134 2021/03/31 -1.257 M $ -3.78 %
2021/06/30 QQQ INVESCO QQQ TR 0.75% 24.518 M $ 69177 2021/03/31 2.418 M $ 11.06 %
2021/06/30 BABA ALIBABA GROUP HLDG LTD 0.70% 23.118 M $ 101940 2021/03/31 3.538 K $ 0.02 %
2021/06/30 XLF SELECT SECTOR SPDR TR 0.70% 22.883 M $ 623683 2021/03/31 746.116 K $ 7.75 %
2021/06/30 META FACEBOOK INC 0.65% 21.317 M $ 61308 2021/03/31 3.507 M $ 18.06 %
2021/06/30 DIS DISNEY WALT CO 0.61% 19.894 M $ 113181 2021/03/31 -878.176 K $ -4.74 %
2021/06/30 EFA ISHARES TR 0.55% 18.127 M $ 229805 2021/03/31 673.728 K $ 3.97 %
2021/06/30 VEA VANGUARD TAX-MANAGED INTL FD 0.49% 15.919 M $ 308990 2021/03/31 759.822 K $ 4.91 %
2021/06/30 VWO VANGUARD INTL EQUITY INDEX F 0.47% 15.541 M $ 286147 2021/03/31 650.843 K $ 4.34 %
2021/06/30 SKX SKECHERS U S A INC 0.44% 14.585 M $ 292698 2021/06/30 0.000 $ 0.00 %
2021/06/30 EEM ISHARES TR 0.42% 13.615 M $ 246880 2021/03/31 466.558 K $ 3.39 %
2021/06/30 VUG VANGUARD INDEX FDS 0.39% 12.827 M $ 44722 2021/03/31 1.466 M $ 11.58 %
2021/06/30 ASO ACADEMY SPORTS & OUTDOORS IN 0.38% 12.380 M $ 300200 2021/03/31 4.275 M $ 52.80 %
2021/06/30 TSLA TESLA INC 0.38% 12.353 M $ 18174 2021/03/31 202.953 K $ 1.77 %
2021/06/30 TTD THE TRADE DESK INC 0.35% 11.569 M $ 149550 2021/03/31 1.823 M $ 18.71 %
2021/06/30 SBUX STARBUCKS CORP 0.34% 11.285 M $ 100928 2021/03/31 155.285 K $ 2.32 %
2021/06/30 GLD SPDR GOLD TR 0.34% 11.217 M $ 67723 2021/03/31 370.551 K $ 3.54 %
2021/06/30 KRE SPDR SER TR 0.32% 10.522 M $ 160567 2021/03/31 -9.844 K $ -1.22 %
2021/06/30 JPM JPMORGAN CHASE & CO 0.32% 10.384 M $ 66763 2021/03/31 217.453 K $ 2.17 %
2021/06/30 NVDA NVIDIA CORPORATION 0.31% 10.027 M $ 12532 2021/03/31 3.365 M $ 49.82 %
2021/06/30 AAXJ ISHARES TR 0.30% 9.922 M $ 104993 2021/03/31 169.267 K $ 1.99 %
2021/06/30 V VISA INC 0.30% 9.708 M $ 41521 2021/03/31 1.646 M $ 10.43 %
2021/06/30 AMWL AMERICAN WELL CORP 0.29% 9.416 M $ 748457 2021/03/31 -3.585 M $ -27.58 %
2021/06/30 RSP INVESCO EXCHANGE TRADED FD T 0.29% 9.377 M $ 62209 2021/03/31 433.691 K $ 6.40 %
2021/06/30 VB VANGUARD INDEX FDS 0.28% 9.223 M $ 40938 2021/03/31 467.644 K $ 5.23 %
2021/06/30 NFLX NETFLIX INC 0.27% 8.720 M $ 16509 2021/03/31 104.197 K $ 1.26 %
2021/06/30 TMO THERMO FISHER SCIENTIFIC INC 0.26% 8.424 M $ 16699 2021/03/31 903.130 K $ 10.54 %
2021/06/30 Z ZILLOW GROUP INC 0.26% 8.416 M $ 68858 2021/03/31 -539.656 K $ -5.72 %
2021/06/30 AMGN AMGEN INC 0.25% 8.132 M $ 33363 2021/03/31 -175.172 K $ -2.03 %
2021/06/30 PYPL PAYPAL HLDGS INC 0.24% 7.890 M $ 27070 2021/03/31 1.124 M $ 20.03 %
2021/06/30 IWV ISHARES TR 0.23% 7.683 M $ 30023 2021/03/31 560.829 K $ 7.87 %
2021/06/30 IJH ISHARES TR 0.23% 7.380 M $ 27461 2021/03/31 242.920 K $ 3.25 %
2021/06/30 IWB ISHARES TR 0.22% 7.351 M $ 30366 2021/03/31 250.955 K $ 8.15 %
2021/06/30 AMEH APOLLO MED HLDGS INC 0.21% 6.939 M $ 110476 2021/03/31 2.565 M $ 131.88 %
2021/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.21% 6.877 M $ 24743 2021/03/31 644.584 K $ 8.79 %
2021/06/30 CROX CROCS INC 0.20% 6.409 M $ 55000 2021/03/31 1.803 M $ 44.83 %
2021/06/30 BAC BK OF AMERICA CORP 0.19% 6.265 M $ 151946 2021/03/31 249.877 K $ 6.57 %
2021/06/30 IWD ISHARES TR 0.19% 6.247 M $ 39383 2021/03/31 272.499 K $ 4.67 %
2021/06/30 VOO VANGUARD INDEX FDS 0.19% 6.118 M $ 15546 2021/03/31 403.703 K $ 8.02 %
2021/06/30 CROX CROCS INC 0.18% 5.826 M $ 50000 2021/06/30 0.000 $ 0.00 %
2021/06/30 TDOC TELADOC HEALTH INC 0.17% 5.633 M $ 33875 2021/03/31 -508.247 K $ -8.51 %
2021/06/30 XLK SELECT SECTOR SPDR TR 0.17% 5.536 M $ 37491 2021/03/31 546.569 K $ 11.18 %
2021/06/30 ACEL ACCEL ENTERTAINMENT INC 0.16% 5.112 M $ 430705 2021/03/31 404.862 K $ 8.60 %
2021/06/30 XLI SELECT SECTOR SPDR TR 0.15% 5.026 M $ 49083 2021/03/31 134.398 K $ 4.01 %
2021/06/30 CRM SALESFORCE COM INC 0.15% 5.001 M $ 20473 2021/03/31 708.879 K $ 15.29 %
2021/06/30 COST COSTCO WHSL CORP NEW 0.15% 4.888 M $ 12353 2021/03/31 175.826 K $ 12.25 %
2021/06/30 SNOW SNOWFLAKE INC 0.15% 4.770 M $ 19728 2021/06/30 0.000 $ 0.00 %
2021/06/30 VBR VANGUARD INDEX FDS 0.15% 4.766 M $ 27447 2021/03/31 221.109 K $ 4.86 %
2021/06/30 IWF ISHARES TR 0.14% 4.733 M $ 17435 2021/03/31 478.787 K $ 11.70 %
2021/06/30 VGT VANGUARD WORLD FDS 0.14% 4.638 M $ 11632 2021/03/31 487.468 K $ 11.24 %
2021/06/30 FOCS FOCUS FINL PARTNERS INC 0.13% 4.336 M $ 89392 2021/03/31 308.155 K $ 16.53 %
2021/06/30 ZTS ZOETIS INC 0.13% 4.316 M $ 23160 2021/03/31 593.628 K $ 18.34 %
2021/06/30 DASH DOORDASH INC 0.13% 4.272 M $ 23955 2021/03/31 108.276 K $ 35.97 %
2021/06/30 KWEB KRANESHARES TR 0.13% 4.186 M $ 59988 2021/03/31 -422.910 K $ -8.60 %
2021/06/30 UPS UNITED PARCEL SERVICE INC 0.13% 4.112 M $ 19772 2021/03/31 813.493 K $ 22.34 %
2021/06/30 ADBE ADOBE SYSTEMS INCORPORATED 0.12% 4.007 M $ 6842 2021/03/31 917.115 K $ 23.19 %
2021/06/30 VV VANGUARD INDEX FDS 0.12% 3.818 M $ 19017 2021/03/31 293.812 K $ 8.34 %
2021/06/30 VTV VANGUARD INDEX FDS 0.12% 3.817 M $ 27771 2021/03/31 132.498 K $ 4.56 %
2021/06/30 HD HOME DEPOT INC 0.12% 3.817 M $ 11970 2021/03/31 1.431 M $ 4.47 %
2021/06/30 VHT VANGUARD WORLD FDS 0.12% 3.790 M $ 15337 2021/03/31 287.040 K $ 8.04 %
2021/06/30 XLB SELECT SECTOR SPDR TR 0.11% 3.702 M $ 44976 2021/03/31 115.675 K $ 4.45 %
2021/06/30 XBI SPDR SER TR 0.11% 3.695 M $ 27291 2021/03/31 -8.343 K $ -0.18 %
2021/06/30 SNAP SNAP INC 0.11% 3.491 M $ 51234 2021/03/31 494.789 K $ 30.32 %
2021/06/30 SMAR SMARTSHEET INC 0.11% 3.464 M $ 47901 2021/03/31 40.336 K $ 13.14 %
2021/06/30 BABA ALIBABA GROUP HLDG LTD 0.10% 3.402 M $ 15000 2021/06/30 0.000 $ 0.00 %
2021/06/30 VTI VANGUARD INDEX FDS 0.10% 3.398 M $ 15250 2021/03/31 245.982 K $ 7.80 %
2021/06/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.10% 3.349 M $ 8 2021/03/31 263.192 K $ 8.53 %
2021/06/30 QCOM QUALCOMM INC 0.10% 3.250 M $ 22741 2021/03/31 239.898 K $ 7.80 %
2021/06/30 LULU LULULEMON ATHLETICA INC 0.10% 3.202 M $ 8772 2021/03/31 129.628 K $ 19.01 %