Point View Wealth Management, Inc.
data from 31/12/2020
Capitalization
$ 246.464 M
16.48 %
Performance
$ 71.099 M
47.96 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2020/12/31 | MSFT | Microsoft Corp | 3.35% | 8.257 M $ | 37122 | 2013/12/31 | 498.627 K $ | 5.75 % |
| 2020/12/31 | ASA | ASA Gold And Preciou | 2.01% | 4.951 M $ | 226397 | 2013/12/31 | 133.708 K $ | 2.77 % |
| 2020/12/31 | DE | Deere and Co | 1.98% | 4.877 M $ | 18126 | 2013/12/31 | 880.257 K $ | 21.40 % |
| 2020/12/31 | PFE | Pfizer | 1.48% | 3.648 M $ | 99109 | 2013/12/31 | 212.969 K $ | 5.80 % |
| 2020/12/31 | CVS | CVS Health Corporati | 1.31% | 3.227 M $ | 47249 | 2013/12/31 | 470.447 K $ | 16.95 % |
| 2020/12/31 | XOM | Exxon Mobil | 1.30% | 3.193 M $ | 77474 | 2013/12/31 | 609.516 K $ | 20.07 % |
| 2020/12/31 | PGC | Peapack-Gladstone Fi | 1.27% | 3.142 M $ | 138035 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2020/12/31 | ELV | Anthem | 1.22% | 2.999 M $ | 9339 | 2014/12/31 | 550.042 K $ | 19.55 % |
| 2020/12/31 | QCOM | Qualcomm | 1.20% | 2.969 M $ | 19490 | 2015/12/31 | 670.324 K $ | 29.45 % |
| 2020/12/31 | TSN | Tyson Foods Inc Cl A | 1.20% | 2.954 M $ | 45849 | 2013/12/31 | 222.862 K $ | 8.34 % |
| 2020/12/31 | AMAT | Applied Materials Co | 1.14% | 2.814 M $ | 32605 | 2013/12/31 | 922.619 K $ | 45.16 % |
| 2020/12/31 | VWAGY | Volkswagen Ag Unspon | 1.14% | 2.803 M $ | 134678 | 2018/09/30 | 425.886 K $ | 17.77 % |
| 2020/12/31 | AES | AES Corp | 1.13% | 2.793 M $ | 118841 | 2013/12/31 | 666.813 K $ | 29.77 % |
| 2020/12/31 | NOC | Northrop Grumman | 1.10% | 2.717 M $ | 8916 | 2013/12/31 | -93.494 K $ | -3.41 % |
| 2020/12/31 | JPM | JPMorganChase | 1.05% | 2.584 M $ | 20338 | 2013/12/31 | 609.193 K $ | 32.00 % |
| 2020/12/31 | CVX | ChevronTexaco | 1.04% | 2.559 M $ | 30308 | 2013/12/31 | 417.971 K $ | 17.29 % |
| 2020/12/31 | LockheedMartin | 1.03% | 2.527 M $ | 7120 | 2013/12/31 | -197.337 K $ | -7.38 % | |
| 2020/12/31 | INTC | Intel | 0.99% | 2.446 M $ | 49093 | 2013/12/31 | -85.442 K $ | -3.79 % |
| 2020/12/31 | WMT | Walmart | 0.98% | 2.418 M $ | 16777 | 2013/12/31 | 67.358 K $ | 3.02 % |
| 2020/12/31 | HBI | Hanesbrands Inc Com | 0.96% | 2.370 M $ | 162573 | 2013/12/31 | -188.355 K $ | -7.43 % |
| 2020/12/31 | WIW | Western Asset | 0.96% | 2.366 M $ | 190667 | 2013/12/31 | 228.057 K $ | 10.41 % |
| 2020/12/31 | GE | General Electric | 0.95% | 2.350 M $ | 217570 | 2013/12/31 | 597.312 K $ | 45.63 % |
| 2020/12/31 | MRK | Merck | 0.93% | 2.284 M $ | 27921 | 2013/12/31 | -33.111 K $ | -1.38 % |
| 2020/12/31 | GS | Goldman Sachs Co | 0.90% | 2.211 M $ | 8382 | 2013/12/31 | 551.170 K $ | 31.21 % |
| 2020/12/31 | SAM | Boston Beer Company | 0.89% | 2.187 M $ | 2200 | 2017/03/31 | 251.367 K $ | 12.56 % |
| 2020/12/31 | VZ | Verizon Communicatio | 0.88% | 2.176 M $ | 37042 | 2013/12/31 | -27.047 K $ | -1.24 % |
| 2020/12/31 | SLB | Schlumberger | 0.88% | 2.168 M $ | 99322 | 2019/09/30 | 633.796 K $ | 40.29 % |
| 2020/12/31 | Citigroup | 0.88% | 2.166 M $ | 35129 | 2013/12/31 | 642.565 K $ | 43.07 % | |
| 2020/12/31 | CSCO | CiscoSystems | 0.88% | 2.157 M $ | 48208 | 2013/12/31 | 229.708 K $ | 13.61 % |
| 2020/12/31 | HPQ | HP Inc | 0.87% | 2.132 M $ | 86718 | 2013/12/31 | 487.362 K $ | 29.48 % |
| 2020/12/31 | IBM | International Busine | 0.86% | 2.128 M $ | 16905 | 2013/12/31 | 73.541 K $ | 3.46 % |
| 2020/12/31 | CAT | Caterpillar | 0.83% | 2.045 M $ | 11233 | 2013/12/31 | 380.831 K $ | 22.04 % |
| 2020/12/31 | FedEx Corp | 0.82% | 2.019 M $ | 7775 | 2018/12/31 | 69.421 K $ | 3.26 % | |
| 2020/12/31 | BA | Boeing Corp | 0.82% | 2.014 M $ | 9410 | 2013/12/31 | 476.092 K $ | 29.53 % |
| 2020/12/31 | VIAC | Viacomcbs Inc Cl B | 0.80% | 1.964 M $ | 52700 | 2019/12/31 | 510.683 K $ | 33.03 % |
| 2020/12/31 | BAC | Bank of America | 0.79% | 1.948 M $ | 64267 | 2013/12/31 | 395.318 K $ | 25.82 % |
| 2020/12/31 | KR | Kroger Company | 0.79% | 1.943 M $ | 61167 | 2013/12/31 | -129.079 K $ | -6.34 % |
| 2020/12/31 | VTR | Ventas Inc | 0.78% | 1.919 M $ | 39137 | 2018/06/30 | 304.114 K $ | 16.88 % |
| 2020/12/31 | TRV | Travelers Group | 0.75% | 1.838 M $ | 13097 | 2013/12/31 | 430.150 K $ | 29.75 % |
| 2020/12/31 | MET | Metlife Inc | 0.74% | 1.826 M $ | 38901 | 2013/12/31 | 374.397 K $ | 26.31 % |
| 2020/12/31 | UNH | United Healthcare Co | 0.73% | 1.806 M $ | 5150 | 2013/12/31 | 201.475 K $ | 12.48 % |
| 2020/12/31 | Seagate Technology | 0.73% | 1.804 M $ | 29024 | 2013/12/31 | 377.522 K $ | 26.16 % | |
| 2020/12/31 | EMN | Eastman Chemical Co | 0.69% | 1.709 M $ | 17042 | 2015/03/31 | 385.318 K $ | 28.37 % |
| 2020/12/31 | FE | Firstenergy Corp | 0.68% | 1.673 M $ | 54666 | 2013/12/31 | 103.348 K $ | 6.62 % |
| 2020/12/31 | BHP | BHP Group | 0.67% | 1.639 M $ | 25080 | 2015/06/30 | 348.690 K $ | 26.36 % |
| 2020/12/31 | AAPL | Apple | 0.65% | 1.594 M $ | 12013 | 2013/12/31 | 199.808 K $ | 14.57 % |
| 2020/12/31 | EXC | Exelon Corp | 0.62% | 1.519 M $ | 35981 | 2013/12/31 | 233.944 K $ | 18.05 % |
| 2020/12/31 | GOLD | Barrick Gold | 0.59% | 1.455 M $ | 63893 | 2013/12/31 | -368.931 K $ | -18.96 % |
| 2020/12/31 | URI | United Rentals Inc | 0.58% | 1.433 M $ | 6178 | 2018/12/31 | 382.178 K $ | 32.89 % |
| 2020/12/31 | PG | Procter and Gamble | 0.57% | 1.417 M $ | 10185 | 2014/12/31 | 1.500 K $ | 0.11 % |
| 2020/12/31 | KHC | Kraft Heinz Co Com | 0.57% | 1.415 M $ | 40827 | 2019/06/30 | 188.823 K $ | 15.72 % |
| 2020/12/31 | EMR | Emerson Electric Co | 0.57% | 1.405 M $ | 17484 | 2015/12/31 | 257.978 K $ | 22.57 % |
| 2020/12/31 | WFC | Wells Fargo Co | 0.56% | 1.387 M $ | 45955 | 2013/12/31 | 279.006 K $ | 28.38 % |
| 2020/12/31 | COF | Capital One Financia | 0.56% | 1.381 M $ | 13969 | 2016/12/31 | 421.529 K $ | 37.57 % |
| 2020/12/31 | JLL | Jones Lang LaSalle I | 0.55% | 1.355 M $ | 9131 | 2016/12/31 | 486.513 K $ | 55.10 % |
| 2020/12/31 | ETN | Eaton Corp | 0.55% | 1.349 M $ | 11230 | 2015/06/30 | 190.698 K $ | 17.76 % |
| 2020/12/31 | COP | Conocophillips | 0.52% | 1.286 M $ | 32170 | 2013/12/31 | 224.345 K $ | 21.78 % |
| 2020/12/31 | ABBV | Abbvie Inc Com | 0.52% | 1.281 M $ | 11959 | 2016/03/31 | 225.233 K $ | 22.32 % |
| 2020/12/31 | TAP | Molson Coors | 0.52% | 1.270 M $ | 28109 | 2013/12/31 | 274.747 K $ | 34.65 % |
| 2020/12/31 | MO | Altria Group | 0.51% | 1.250 M $ | 30494 | 2013/12/31 | 62.077 K $ | 6.11 % |
| 2020/12/31 | JNJ | Johnson and Johnson | 0.50% | 1.223 M $ | 7773 | 2013/12/31 | 67.753 K $ | 5.71 % |
| 2020/12/31 | BASFY | BASF AG ADRs | 0.49% | 1.200 M $ | 60609 | 2018/12/31 | 274.765 K $ | 28.80 % |
| 2020/12/31 | WSM | Williams Sonoma Inc | 0.48% | 1.190 M $ | 11683 | 2016/09/30 | 137.848 K $ | 12.60 % |
| 2020/12/31 | MCK | McKesson Corp | 0.48% | 1.177 M $ | 6765 | 2013/12/31 | 201.194 K $ | 16.78 % |
| 2020/12/31 | AMX | America Movil Sab De | 0.47% | 1.166 M $ | 80202 | 2013/12/31 | 170.195 K $ | 16.41 % |
| 2020/12/31 | BP | BritishPetroleum | 0.47% | 1.159 M $ | 56460 | 2013/12/31 | 172.746 K $ | 17.52 % |
| 2020/12/31 | IGR | CBRE Clarion Global | 0.45% | 1.121 M $ | 162905 | 2019/09/30 | 143.780 K $ | 15.70 % |
| 2020/12/31 | T | AT and T Inc | 0.45% | 1.112 M $ | 38655 | 2013/12/31 | 13.043 K $ | 0.88 % |
| 2020/12/31 | SAFM | Sanderson Farms Inc | 0.45% | 1.107 M $ | 8377 | 2015/09/30 | 119.432 K $ | 12.06 % |
| 2020/12/31 | NSRGY | Nestle SA ADRs | 0.45% | 1.100 M $ | 9330 | 2016/03/31 | -13.675 K $ | -1.23 % |
| 2020/12/31 | Wells Fargo Adv Mult | 0.44% | 1.093 M $ | 90058 | 2014/09/30 | 128.802 K $ | 12.93 % | |
| 2020/12/31 | CB | Chubb | 0.44% | 1.087 M $ | 7064 | 2015/12/31 | 267.019 K $ | 32.56 % |
| 2020/12/31 | Companhia Vale Do | 0.43% | 1.061 M $ | 63332 | 2014/03/31 | 413.587 K $ | 58.33 % | |
| 2020/12/31 | ADM | Archer Daniels Midla | 0.43% | 1.052 M $ | 20874 | 2013/12/31 | 83.652 K $ | 8.43 % |
| 2020/12/31 | RIO | Rio Tinto Plc | 0.42% | 1.042 M $ | 13850 | 2013/12/31 | 212.647 K $ | 24.56 % |
| 2020/12/31 | CI | CIGNA | 0.42% | 1.037 M $ | 4982 | 2018/12/31 | 190.128 K $ | 22.88 % |
| 2020/12/31 | Royal Dutch Shell | 0.42% | 1.031 M $ | 29352 | 2013/12/31 | 284.955 K $ | 39.58 % | |
| 2020/12/31 | CMCSA | Comcast Corp Voting | 0.41% | 1.010 M $ | 19267 | 2016/06/30 | 128.332 K $ | 13.27 % |
| 2020/12/31 | GILD | Gilead Sciences | 0.41% | 1.004 M $ | 17226 | 2016/03/31 | -76.572 K $ | -7.81 % |
| 2020/12/31 | NTTYY | Nippon Tel and Tel C | 0.41% | 1.000 M $ | 39023 | 2013/12/31 | 197.452 K $ | 24.74 % |
| 2020/12/31 | NTR | Nutrien Ltd Com Npv | 0.40% | 992.000 K $ | 20595 | 2018/03/31 | 181.439 K $ | 22.77 % |
| 2020/12/31 | BBY | Best Buy Inc | 0.39% | 973.000 K $ | 9753 | 2013/12/31 | -116.104 K $ | -10.33 % |
| 2020/12/31 | HD | HomeDepot | 0.39% | 965.000 K $ | 3633 | 2013/12/31 | -72.854 K $ | -4.35 % |
| 2020/12/31 | CAH | Cardinal Health | 0.39% | 953.000 K $ | 17800 | 2018/09/30 | 115.370 K $ | 14.09 % |
| 2020/12/31 | Vodafone Group ADR | 0.38% | 945.000 K $ | 57341 | 2013/12/31 | 187.659 K $ | 22.89 % | |
| 2020/12/31 | DOW | Dow Inc | 0.38% | 939.000 K $ | 16913 | 2019/06/30 | 151.576 K $ | 17.96 % |
| 2020/12/31 | AIG | American Internation | 0.37% | 920.000 K $ | 24311 | 2013/12/31 | 243.126 K $ | 37.52 % |
| 2020/12/31 | DXC | Dxc Technology Co Co | 0.37% | 910.000 K $ | 35327 | 2017/06/30 | 269.571 K $ | 44.26 % |
| 2020/12/31 | AZN | Astrazeneca PLC | 0.37% | 910.000 K $ | 18204 | 2013/12/31 | -90.144 K $ | -8.78 % |
| 2020/12/31 | BHC | Bausch Health Cos In | 0.37% | 901.000 K $ | 43301 | 2018/06/30 | 228.862 K $ | 33.86 % |
| 2020/12/31 | CUK | Carnival Plc Ads Eac | 0.36% | 882.000 K $ | 47091 | 2019/12/31 | 286.378 K $ | 45.03 % |
| 2020/12/31 | BTZ | Blackrock Credit All | 0.36% | 878.000 K $ | 59719 | 2015/09/30 | 29.226 K $ | 3.45 % |
| 2020/12/31 | WBA | Walgreens Boots Alli | 0.35% | 874.000 K $ | 21910 | 2019/06/30 | 87.860 K $ | 11.02 % |
| 2020/12/31 | MGM | Mgm Resorts Internat | 0.35% | 870.000 K $ | 27623 | 2020/03/31 | 303.770 K $ | 44.87 % |
| 2020/12/31 | WHR | Whirlpool Corp | 0.35% | 866.000 K $ | 4796 | 2013/12/31 | -16.476 K $ | -1.85 % |
| 2020/12/31 | UL | Unilever PLC | 0.35% | 854.000 K $ | 14141 | 2015/03/31 | -18.648 K $ | -2.14 % |
| 2020/12/31 | WDC | Western Digital Corp | 0.35% | 853.000 K $ | 15395 | 2013/12/31 | 292.340 K $ | 51.56 % |
| 2020/12/31 | CSX | CSX Inc | 0.35% | 851.000 K $ | 9377 | 2013/12/31 | 116.621 K $ | 16.83 % |
| 2020/12/31 | MCR | Mfs Charter Income T | 0.34% | 848.000 K $ | 96679 | 2013/12/31 | 76.841 K $ | 9.49 % |
| 2020/12/31 | MDLZ | Mondelez Intl Inc Co | 0.34% | 844.000 K $ | 14431 | 2015/06/30 | 14.882 K $ | 1.78 % |