PRIVATE CAPITAL MANAGEMENT INC

data from 30/09/2017

Capitalization

$ 89.049 M -1.08 %

Average holding period

6 ans

Performance

$ 19.242 M 19.71 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PRIVATE CAPITAL MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/09/30 AMZN AMAZON COM INC COM 2.23% 1.985 M $ 2065 2015/12/31 -11.780 K $ -0.68 %
2017/09/30 META FACEBOOK INC CL A 1.95% 1.739 M $ 10175 2015/12/31 202.380 K $ 13.18 %
2017/09/30 WFC WELLS FARGO & CO COM 1.77% 1.580 M $ 28650 2015/12/31 -7.435 K $ -0.47 %
2017/09/30 BAC BANK OF AMERICA CORP 1.70% 1.510 M $ 59600 2015/12/31 66.743 K $ 4.45 %
2017/09/30 CITIGROUP INC COM 1.63% 1.448 M $ 19900 2015/12/31 138.825 K $ 8.78 %
2017/09/30 JPM JP MORGAN CHASE & CO 1.55% 1.380 M $ 14450 2015/12/31 68.020 K $ 4.50 %
2017/09/30 AAPL APPLE COMPUTER INC COM 1.53% 1.364 M $ 8850 2015/12/31 89.208 K $ 7.00 %
2017/09/30 GOOGL ALPHABET INC CL A 1.50% 1.334 M $ 1370 2015/12/31 56.355 K $ 4.76 %
2017/09/30 SLB SCHLUMBERGER LTD COM 1.34% 1.196 M $ 17150 2015/12/31 67.228 K $ 5.95 %
2017/09/30 GOOG ALPHABET INC CL C 1.32% 1.175 M $ 1225 2015/12/31 61.740 K $ 5.55 %
2017/09/30 PEP PEPSICO INC COM 1.31% 1.164 M $ 10450 2015/12/31 -42.426 K $ -3.52 %
2017/09/30 CVX CHEVRON CORP 1.29% 1.146 M $ 9750 2015/12/31 150.796 K $ 12.62 %
2017/09/30 UNH UNITED HEALTHCARE CORP COM 1.21% 1.077 M $ 5500 2015/12/31 60.494 K $ 5.63 %
2017/09/30 PG PROCTER & GAMBLE CO COM 1.18% 1.055 M $ 11600 2015/12/31 49.981 K $ 4.40 %
2017/09/30 TGT TARGET CORP 1.18% 1.053 M $ 17850 2015/12/31 145.823 K $ 12.85 %
2017/09/30 SPG SIMON PPTY GROUP NEW COM 1.15% 1.022 M $ 6350 2015/12/31 -5.175 K $ -0.46 %
2017/09/30 PFE PFIZER INC COM 1.11% 989.000 K $ 27700 2015/12/31 62.186 K $ 6.28 %
2017/09/30 UNITED TECHNOLOGIES CP COM 1.09% 975.000 K $ 8400 2015/12/31 -48.032 K $ -4.98 %
2017/09/30 AMGN AMGEN INC COM 1.08% 960.000 K $ 5150 2015/12/31 95.273 K $ 8.26 %
2017/09/30 CSCO CISCO SYS INC COM 1.06% 945.000 K $ 28100 2015/12/31 63.026 K $ 7.44 %
2017/09/30 MDT MEDTRONIC INC COM 0.98% 871.000 K $ 11200 2015/12/31 -92.781 K $ -12.37 %
2017/09/30 SBNY SIGNATURE BK NEW YORK COM 0.96% 858.000 K $ 6700 2017/03/31 -88.293 K $ -10.79 %
2017/09/30 POWERSHS DB US DOLLAR DOLL IND 0.94% 834.000 K $ 34500 2017/06/30 -10.979 K $ -2.46 %
2017/09/30 CVS CVS CORP COM 0.93% 825.000 K $ 10150 2015/12/31 9.975 K $ 1.07 %
2017/09/30 JNJ JOHNSON & JOHNSON COM 0.92% 819.000 K $ 6300 2015/12/31 -14.364 K $ -1.72 %
2017/09/30 PRICELINE COM INC COM NEW 0.89% 796.000 K $ 435 2015/12/31 -12.734 K $ -2.20 %
2017/09/30 DHR DANAHER CORP DEL COM 0.89% 789.000 K $ 9200 2015/12/31 10.140 K $ 1.66 %
2017/09/30 KHC KRAFT HEINZ CO COM 0.87% 776.000 K $ 10000 2015/12/31 -64.720 K $ -9.45 %
2017/09/30 V VISA INC COM CL A 0.87% 774.000 K $ 7350 2015/12/31 84.230 K $ 12.23 %
2017/09/30 MRK MERCK & CO INC COM 0.85% 756.000 K $ 11800 2015/12/31 -741.000 $ -0.10 %
2017/09/30 LOW LOWES COS INC COM 0.83% 735.000 K $ 9200 2015/12/31 16.749 K $ 3.11 %
2017/09/30 CELG CELGENE CORP COM 0.82% 729.000 K $ 5000 2015/12/31 87.724 K $ 12.29 %
2017/09/30 MONSANTO CO NEW COM 0.81% 725.000 K $ 6050 2015/12/31 8.954 K $ 1.25 %
2017/09/30 ANADARKO PETE CORP COM 0.81% 718.000 K $ 14700 2015/12/31 51.891 K $ 7.79 %
2017/09/30 GE GENERAL ELEC CO COM 0.81% 718.000 K $ 29700 2015/12/31 -49.057 K $ -6.52 %
2017/09/30 XOM EXXON MOBIL CORP COM 0.79% 701.000 K $ 8550 2015/12/31 10.687 K $ 1.55 %
2017/09/30 KRE SPDR SERIES TRUST S&P REGL BKG 0.78% 698.000 K $ 12300 2017/03/31 22.262 K $ 3.29 %
2017/09/30 XLF SELECT SECTOR SPDR TR SBI INT- 0.78% 693.000 K $ 26800 2015/12/31 37.127 K $ 4.82 %
2017/09/30 FIS FIDELITY NATL INFORMAT COM 0.78% 691.000 K $ 7400 2015/12/31 81.497 K $ 9.36 %
2017/09/30 MSFT MICROSOFT CORP COM 0.77% 689.000 K $ 9250 2015/12/31 50.039 K $ 8.07 %
2017/09/30 CRM SALESFORCE COM INC COM 0.77% 687.000 K $ 7350 2016/03/31 50.127 K $ 7.87 %
2017/09/30 ETP ENERGY TRANSFER PRTNRS UNIT LT 0.76% 680.000 K $ 37200 2015/12/31 -72.870 K $ -10.29 %
2017/09/30 HD HOME DEPOT INC COM 0.76% 679.000 K $ 4150 2015/12/31 42.163 K $ 6.62 %
2017/09/30 ROYAL DUTCH SHELL PLC SPONS AD 0.75% 672.000 K $ 11100 2015/12/31 101.475 K $ 13.88 %
2017/09/30 NKE NIKE INC CL B 0.75% 669.000 K $ 12900 2015/12/31 -102.959 K $ -12.11 %
2017/09/30 COST COSTCO WHSL CORP COM 0.75% 669.000 K $ 4075 2016/03/31 15.586 K $ 2.73 %
2017/09/30 EPD ENTERPRISE PRODS PARTN COM 0.74% 662.000 K $ 25400 2015/12/31 -23.936 K $ -3.73 %
2017/09/30 IWM ISHARES TR RUSSELL 2000 ETF 0.74% 659.000 K $ 4450 2017/09/30 0.000 $ 0.00 %
2017/09/30 HON HONEYWELL INTL INC COM 0.74% 659.000 K $ 4650 2015/12/31 38.822 K $ 6.26 %
2017/09/30 BRK-B BERKSHIRE HATHAWAY INC CL B NE 0.72% 642.000 K $ 3500 2015/12/31 58.590 K $ 8.24 %
2017/09/30 DIS DISNEY WALT CO COM 0.71% 636.000 K $ 6450 2015/12/31 -39.168 K $ -7.23 %
2017/09/30 TJX TJX COS INC NEW COM 0.70% 627.000 K $ 8500 2015/12/31 12.479 K $ 2.16 %
2017/09/30 PRLB PROTO LABS INC COM 0.70% 622.000 K $ 7750 2015/12/31 105.704 K $ 19.40 %
2017/09/30 MET METLIFE INC COM 0.69% 613.000 K $ 11800 2015/12/31 46.966 K $ 6.11 %
2017/09/30 JCI JOHNSON CONTROLS INTERNATIONAL 0.67% 596.000 K $ 14800 2015/12/31 -40.063 K $ -7.08 %
2017/09/30 MDLZ MONDELEZ INTL INC CL A 0.66% 590.000 K $ 14500 2015/12/31 -32.510 K $ -5.86 %
2017/09/30 SBUX STARBUCKS CORP COM 0.66% 585.000 K $ 10900 2016/06/30 -43.010 K $ -7.89 %
2017/09/30 NWL NEWELL RUBBERMAID INC COM 0.65% 578.000 K $ 13550 2015/12/31 -122.092 K $ -20.42 %
2017/09/30 GS GOLDMAN SACHS GROUP COM 0.64% 569.000 K $ 2400 2015/12/31 50.839 K $ 6.89 %
2017/09/30 SPH SUBURBAN PROPANE L P UNIT LTD 0.64% 566.000 K $ 21700 2015/12/31 49.910 K $ 9.67 %
2017/09/30 FDX FEDEX CORP COM 0.63% 564.000 K $ 2500 2015/12/31 23.100 K $ 3.79 %
2017/09/30 WALGREENS BOOTS ALLIAN COM 0.62% 556.000 K $ 7200 2016/09/30 -7.991 K $ -1.42 %
2017/09/30 BPL BUCKEYE PARTNERS L P UNIT LTD 0.62% 550.000 K $ 9650 2015/12/31 -54.747 K $ -10.84 %
2017/09/30 ACCENTURE PLC IRELAND SHS CLAS 0.61% 540.000 K $ 4000 2015/12/31 50.489 K $ 9.06 %
2017/09/30 CTSH COGNIZANT TECH SOLUTNS CL A 0.60% 533.000 K $ 7350 2015/12/31 45.129 K $ 9.25 %
2017/09/30 INTC INTEL CORP COM 0.60% 533.000 K $ 14000 2015/12/31 65.967 K $ 12.86 %
2017/09/30 SCHW SCHWAB CHARLES CP NEW COM 0.60% 531.000 K $ 12150 2017/06/30 7.800 K $ 1.81 %
2017/09/30 LB L BRANDS INC COM 0.59% 528.000 K $ 12700 2015/12/31 0.000 $ 0.00 %
2017/09/30 MMM 3M CO 0.59% 525.000 K $ 2500 2015/12/31 3.575 K $ 0.69 %
2017/09/30 DAL DELTA AIR LINES DEL COM NEW 0.59% 523.000 K $ 10850 2015/12/31 -43.056 K $ -10.28 %
2017/09/30 SJM SMUCKER J M CO COM NEW 0.59% 522.000 K $ 4975 2015/12/31 -56.949 K $ -11.32 %
2017/09/30 PAA PLAINS ALL AM PIPELINE UNIT LT 0.58% 519.000 K $ 24500 2015/12/31 -93.979 K $ -19.34 %
2017/09/30 KEY KEYCORP NEW COM 0.58% 518.000 K $ 27500 2017/03/31 1.696 K $ 0.43 %
2017/09/30 COP CONOCOPHILLIPS COM 0.56% 501.000 K $ 10000 2015/12/31 66.380 K $ 13.86 %
2017/09/30 AZO AUTOZONE INC COM 0.56% 497.000 K $ 835 2016/06/30 22.431 K $ 4.32 %
2017/09/30 IBM INTERNATIONAL BUS MACH COM 0.56% 497.000 K $ 3425 2017/06/30 -17.468 K $ -5.67 %
2017/09/30 SL GREEN RLTY CORP COM 0.56% 497.000 K $ 4900 2017/06/30 -12.072 K $ -4.15 %
2017/09/30 MIC MACQUARIE INFRA CO LLC MEMBERS 0.55% 491.000 K $ 6800 2015/12/31 -36.697 K $ -7.93 %
2017/09/30 PANW PALO ALTO NETWORKS INC COM 0.55% 490.000 K $ 3400 2016/12/31 41.279 K $ 7.72 %
2017/09/30 EVHC ENVISION HEALTHCARE CO COM 0.54% 481.000 K $ 10700 2017/06/30 -138.216 K $ -28.27 %
2017/09/30 ETN EATON CORP PLC 0.54% 480.000 K $ 6250 2015/12/31 -3.639 K $ -1.34 %
2017/09/30 INGERSOLL-RAND CO COM 0.54% 477.000 K $ 5350 2016/09/30 -4.840 K $ -2.41 %
2017/09/30 SRLN SSGA ACTIVE ETF TR BLKSTN GSOS 0.53% 474.000 K $ 10000 2017/09/30 0.000 $ 0.00 %
2017/09/30 MPLX MPLX LP COM UNIT REP LTD 0.53% 469.000 K $ 13400 2015/12/31 22.700 K $ 4.82 %
2017/09/30 AYI ACUITY BRANDS INC COM 0.52% 467.000 K $ 2725 2017/03/31 -86.400 K $ -15.74 %
2017/09/30 BABA ALIBABA GROUP HLDG LTD SPONSOR 0.52% 466.000 K $ 2700 2015/12/31 85.887 K $ 22.60 %
2017/09/30 GEL GENESIS ENERGY L P UNIT LTD PA 0.52% 461.000 K $ 17500 2015/12/31 -83.389 K $ -16.95 %
2017/09/30 AIG AMERICAN INTL GROUP COM 0.52% 460.000 K $ 7500 2017/03/31 -10.226 K $ -1.81 %
2017/09/30 VZ VERIZON COMMUNICATIONS COM 0.52% 460.000 K $ 9300 2015/12/31 61.341 K $ 10.82 %
2017/09/30 TEVA TEVA PHARMACEUTCL INDS ADR 0.52% 459.000 K $ 26100 2016/06/30 -269.444 K $ -47.02 %
2017/09/30 KO COCA COLA CO COM 0.51% 457.000 K $ 10150 2015/12/31 1.623 K $ 0.36 %
2017/09/30 EOG EOG RES INC COM 0.51% 450.000 K $ 4650 2017/03/31 34.209 K $ 6.87 %
2017/09/30 ABBV ABBVIE INC. COM 0.50% 449.000 K $ 5050 2015/12/31 104.639 K $ 22.55 %
2017/09/30 BLK BLACKROCK INC COM 0.49% 436.000 K $ 975 2017/03/31 24.062 K $ 5.84 %
2017/09/30 BX BLACKSTONE GROUP L P COM UNIT 0.48% 427.000 K $ 12800 2017/03/31 199.000 $ 0.06 %
2017/09/30 DOV DOVER CORP COM 0.48% 425.000 K $ 4650 2017/06/30 71.388 K $ 13.92 %
2017/09/30 ECL ECOLAB INC COM 0.48% 424.000 K $ 3300 2015/12/31 -13.661 K $ -3.12 %
2017/09/30 QCOM QUALCOMM INC COM 0.47% 415.000 K $ 8000 2015/12/31 -24.335 K $ -6.11 %
2017/09/30 PSX PHILLIPS 66 COM 0.46% 412.000 K $ 4500 2015/12/31 73.144 K $ 10.79 %
2017/09/30 T AT&T INC 0.46% 411.000 K $ 10500 2015/12/31 16.241 K $ 3.79 %