BBVA USA Bancshares, Inc.

data from 31/03/2021

Capitalization

$ 2.102 B 8.35 %

Average holding period

19 ans

Performance

$ 1.030 B 12 571.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BBVA USA Bancshares, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/03/31 IWR BlackRock Fund Advisors 3.94% 82.845 M $ 1120587 2013/06/30 6.244 M $ 7.85 %
2021/03/31 IWF ISHARES/USA 3.28% 68.911 M $ 283542 2013/06/30 598.581 K $ 0.79 %
2021/03/31 EFA BlackRock Fund Advisors 3.12% 65.621 M $ 864907 2013/06/30 2.475 M $ 3.99 %
2021/03/31 MSFT MICROSOFT CORP 2.22% 46.573 M $ 197540 2013/06/30 2.698 M $ 6.00 %
2021/03/31 IWD ISHARES TRUST 2.16% 45.413 M $ 299655 2013/06/30 4.789 M $ 10.84 %
2021/03/31 AMZN Amazon.com Inc 1.97% 41.442 M $ 13394 2013/06/30 -2.271 M $ -5.00 %
2021/03/31 IWM ISHARES 1.86% 39.094 M $ 176948 2013/06/30 4.259 M $ 12.69 %
2021/03/31 VWO Vanguard ETF/USA 1.84% 38.765 M $ 744778 2013/06/30 1.342 M $ 3.87 %
2021/03/31 IWO BlackRock Fund Advisors 1.72% 36.120 M $ 120103 2013/06/30 1.718 M $ 4.90 %
2021/03/31 AAPL Apple Inc 1.60% 33.702 M $ 275903 2013/06/30 -3.022 M $ -7.94 %
2021/03/31 META Facebook Inc 1.57% 32.904 M $ 111718 2014/09/30 2.487 M $ 7.82 %
2021/03/31 GOOGL ALPHABET INC 1.35% 28.302 M $ 13722 2015/12/31 4.534 M $ 17.69 %
2021/03/31 SDY SSGA Funds Management Inc 1.34% 28.250 M $ 239343 2013/06/30 3.764 M $ 11.42 %
2021/03/31 V VISA INC 1.27% 26.733 M $ 126259 2013/09/30 -904.764 K $ -3.20 %
2021/03/31 XLK SELECT SECTOR SPDR 1.04% 21.809 M $ 164211 2013/06/30 260.881 K $ 2.15 %
2021/03/31 DIS Walt Disney Co/The 1.03% 21.718 M $ 117698 2013/06/30 392.433 K $ 1.84 %
2021/03/31 ABT Abbott Laboratories 0.98% 20.586 M $ 171773 2013/06/30 1.842 M $ 9.45 %
2021/03/31 BSV VANGUARD GROUP 0.89% 18.650 M $ 226914 2013/06/30 -146.085 K $ -0.86 %
2021/03/31 GOOG Alphabet Inc 0.88% 18.439 M $ 8914 2015/12/31 2.868 M $ 18.08 %
2021/03/31 IWN ISHARES 0.84% 17.712 M $ 111064 2013/06/30 3.088 M $ 21.04 %
2021/03/31 ADSK Autodesk Inc 0.84% 17.593 M $ 63480 2013/06/30 -1.921 M $ -9.23 %
2021/03/31 DE Deere & Co 0.83% 17.390 M $ 46479 2013/06/30 4.990 M $ 39.06 %
2021/03/31 VTI Vanguard ETF/USA 0.82% 17.331 M $ 83852 2013/06/30 444.223 K $ 6.19 %
2021/03/31 PG Procter & Gamble Co/The 0.82% 17.192 M $ 126946 2013/06/30 -496.735 K $ -2.67 %
2021/03/31 JPM JPMorgan Chase & Co 0.80% 16.867 M $ 110802 2013/06/30 2.809 M $ 19.80 %
2021/03/31 XLF SELECT SECTOR SPDR 0.79% 16.579 M $ 486906 2013/06/30 1.442 M $ 15.50 %
2021/03/31 XLI SSgA Funds Management Inc 0.78% 16.406 M $ 166644 2020/06/30 966.626 K $ 11.18 %
2021/03/31 NVDA NVIDIA Corp 0.76% 15.985 M $ 29940 2017/06/30 358.231 K $ 2.22 %
2021/03/31 XLC SSgA Funds Management Inc 0.75% 15.683 M $ 213896 2020/06/30 727.891 K $ 8.65 %
2021/03/31 XLV SELECT SECTOR SPDR 0.72% 15.174 M $ 129981 2019/12/31 248.179 K $ 2.91 %
2021/03/31 XLY SELECT SECTOR SPDR 0.72% 15.102 M $ 89861 2019/12/31 390.634 K $ 4.53 %
2021/03/31 BRK-B Berkshire Hathaway Inc 0.72% 15.053 M $ 58923 2013/06/30 1.464 M $ 10.18 %
2021/03/31 HON Honeywell International Inc 0.70% 14.805 M $ 68204 2013/06/30 309.955 K $ 2.05 %
2021/03/31 ORCL ORACLE CORP 0.69% 14.424 M $ 205565 2013/06/30 1.198 M $ 8.47 %
2021/03/31 BABA Alibaba Group Holding Ltd 0.66% 13.972 M $ 61622 2014/09/30 -398.358 K $ -2.58 %
2021/03/31 MGV VANGUARD WORLD FD 0.58% 12.230 M $ 128468 2021/03/31 0.000 $ 0.00 %
2021/03/31 MDT Medtronic PLC 0.58% 12.088 M $ 102334 2015/03/31 98.234 K $ 0.85 %
2021/03/31 CSCO CISCO SYSTEMS 0.55% 11.456 M $ 221556 2013/06/30 1.614 M $ 15.55 %
2021/03/31 VTEB Vanguard Group Inc/The 0.54% 11.397 M $ 208581 2016/12/31 -93.240 K $ -1.00 %
2021/03/31 CMCSA Comcast Corp 0.53% 11.155 M $ 206166 2013/06/30 358.882 K $ 3.26 %
2021/03/31 CVX Chevron Corp 0.53% 11.052 M $ 105461 2013/06/30 2.168 M $ 24.09 %
2021/03/31 ACN ACCENTURE 0.53% 11.049 M $ 39997 2013/06/30 596.155 K $ 5.76 %
2021/03/31 SCHW Charles Schwab Corp/The 0.52% 11.034 M $ 169296 2016/12/31 2.151 M $ 22.89 %
2021/03/31 BA BOEING CO 0.52% 10.853 M $ 42603 2013/09/30 1.604 M $ 19.00 %
2021/03/31 MNST Monster Beverage Corp 0.52% 10.833 M $ 118929 2015/06/30 -171.844 K $ -1.51 %
2021/03/31 AIG AMER INTL GRP 0.51% 10.750 M $ 232651 2013/06/30 1.977 M $ 22.05 %
2021/03/31 BAC BK OF AMERICA CORP 0.51% 10.670 M $ 275804 2013/06/30 2.026 M $ 27.65 %
2021/03/31 PEP PEPSICO INC 0.49% 10.270 M $ 72607 2013/06/30 -522.011 K $ -4.62 %
2021/03/31 JNJ Johnson & Johnson 0.49% 10.204 M $ 62094 2013/06/30 469.722 K $ 4.43 %
2021/03/31 EEM ISHARES TR 0.48% 10.141 M $ 190124 2013/06/30 138.621 K $ 3.23 %
2021/03/31 SBUX STARBUCKS CORP 0.46% 9.600 M $ 87849 2013/06/30 199.859 K $ 2.14 %
2021/03/31 LOW LOWE'S COS INC 0.45% 9.500 M $ 49955 2013/06/30 1.570 M $ 18.48 %
2021/03/31 VEU Vanguard ETF/USA 0.45% 9.497 M $ 156504 2019/09/30 193.242 K $ 3.98 %
2021/03/31 IVV ISHARES 0.45% 9.433 M $ 23711 2013/06/30 493.101 K $ 5.97 %
2021/03/31 MS MORGAN STANLEY 0.45% 9.380 M $ 120793 2016/03/31 1.048 M $ 13.32 %
2021/03/31 QCOM QUALCOMM INC 0.44% 9.308 M $ 70198 2013/06/30 -1.437 M $ -12.96 %
2021/03/31 SHM SSgA Funds Management Inc 0.44% 9.291 M $ 187463 2016/03/31 -35.852 K $ -0.46 %
2021/03/31 PFE Pfizer Inc 0.43% 9.122 M $ 251786 2013/06/30 -153.592 K $ -1.58 %
2021/03/31 BIV Vanguard ETF/USA 0.43% 9.079 M $ 102323 2013/06/30 -368.340 K $ -4.44 %
2021/03/31 TXN TEXAS INSTRUMENTS 0.43% 9.067 M $ 47979 2016/09/30 1.262 M $ 15.15 %
2021/03/31 EXPD EXPEDTRS INTL WASH 0.43% 9.056 M $ 84100 2014/09/30 1.107 M $ 13.23 %
2021/03/31 LIN Linde PLC 0.43% 8.948 M $ 31941 2018/12/31 558.102 K $ 6.31 %
2021/03/31 VCIT Vanguard ETF/USA 0.42% 8.776 M $ 94327 2019/12/31 -241.400 K $ -4.23 %
2021/03/31 IGSB BlackRock Fund Advisors 0.41% 8.690 M $ 158930 2016/12/31 -48.739 K $ -0.89 %
2021/03/31 UNH UnitedHealth Group Inc 0.41% 8.610 M $ 23138 2015/03/31 514.536 K $ 6.10 %
2021/03/31 CRM SALESFORCE.COM INC 0.41% 8.596 M $ 40572 2016/03/31 -440.695 K $ -4.79 %
2021/03/31 TMO Thermo Fisher Scientific Inc 0.40% 8.306 M $ 18200 2013/06/30 -182.021 K $ -2.02 %
2021/03/31 TJX TJX Cos Inc/The 0.39% 8.117 M $ 122701 2013/06/30 -272.753 K $ -3.13 %
2021/03/31 PFF BlackRock Fund Advisors 0.39% 8.110 M $ 211189 2013/06/30 -24.917 K $ -0.29 %
2021/03/31 KKR KKR & Co Inc 0.38% 8.006 M $ 163881 2018/09/30 1.408 M $ 20.65 %
2021/03/31 UNP Union Pacific Corp 0.37% 7.873 M $ 35722 2013/06/30 437.974 K $ 5.85 %
2021/03/31 MA MASTERCARD INC 0.37% 7.795 M $ 21893 2015/09/30 -19.702 K $ -0.25 %
2021/03/31 AXP AMER EXPRESS CO 0.37% 7.784 M $ 55030 2013/06/30 1.195 M $ 16.98 %
2021/03/31 HDV ISHARES TRUST 0.37% 7.752 M $ 81697 2013/06/30 994.143 K $ 8.24 %
2021/03/31 BKNG Booking Holdings Inc 0.37% 7.714 M $ 3311 2018/03/31 349.866 K $ 4.61 %
2021/03/31 GM General Motors Co 0.36% 7.650 M $ 133125 2018/12/31 2.162 M $ 38.00 %
2021/03/31 CHTR Charter Communications Inc 0.36% 7.631 M $ 12367 2016/06/30 -573.145 K $ -6.73 %
2021/03/31 PH PARKER-HANNIFIN 0.36% 7.602 M $ 24103 2016/03/31 1.114 M $ 15.79 %
2021/03/31 SMG SCOTTS MIRACLE-GRO CO/THE 0.35% 7.437 M $ 30358 2013/06/30 1.444 M $ 23.01 %
2021/03/31 C Citigroup Inc 0.35% 7.324 M $ 100667 2015/03/31 1.355 M $ 17.99 %
2021/03/31 IEI BlackRock Fund Advisors 0.35% 7.287 M $ 56104 2016/03/31 -306.716 K $ -2.32 %
2021/03/31 HD Home Depot Inc/The 0.34% 7.141 M $ 23394 2013/06/30 997.328 K $ 14.92 %
2021/03/31 MDLZ Kraft Foods Inc 0.33% 7.040 M $ 120275 2013/06/30 7.270 K $ 0.10 %
2021/03/31 MET MetLife Inc 0.33% 7.014 M $ 115387 2013/06/30 1.664 M $ 29.48 %
2021/03/31 REGN REGENERON PHARMACEUTICALS 0.32% 6.681 M $ 14122 2016/09/30 -153.707 K $ -2.06 %
2021/03/31 NVS Novartis AG 0.30% 6.361 M $ 74414 2013/06/30 -576.756 K $ -8.97 %
2021/03/31 FIS Fidelity National Information 0.30% 6.330 M $ 45011 2017/03/31 -36.220 K $ -0.60 %
2021/03/31 NVR NVR Inc 0.30% 6.307 M $ 1339 2018/09/30 851.944 K $ 15.47 %
2021/03/31 INTC Intel Corp 0.29% 6.171 M $ 96425 2013/06/30 1.470 M $ 28.46 %
2021/03/31 PYPL PayPal Holdings Inc 0.28% 5.908 M $ 24329 2015/09/30 220.734 K $ 3.69 %
2021/03/31 BWA BorgWarner Inc 0.28% 5.904 M $ 127346 2013/06/30 1.086 M $ 19.97 %
2021/03/31 XLE SELECT SECTOR SPDR 0.27% 5.752 M $ 117234 2019/12/31 832.558 K $ 29.45 %
2021/03/31 FRC First Republic Bank/CA 0.27% 5.692 M $ 34134 2017/06/30 713.579 K $ 13.49 %
2021/03/31 USIG ISHARES TR 0.27% 5.643 M $ 95575 2021/03/31 0.000 $ 0.00 %
2021/03/31 SPSB SPDR SER TR 0.26% 5.507 M $ 175900 2020/06/30 -10.232 K $ -0.29 %
2021/03/31 IWB BlackRock Fund Advisors 0.26% 5.431 M $ 24268 2013/06/30 307.543 K $ 5.66 %
2021/03/31 CARR CARRIER GLOBAL CORP 0.25% 5.302 M $ 125581 2020/06/30 594.846 K $ 11.93 %
2021/03/31 PM PHILIP MORRIS INTL 0.25% 5.262 M $ 59305 2013/06/30 415.071 K $ 7.19 %
2021/03/31 MMC MARSH & MCLENNAN 0.25% 5.245 M $ 43070 2016/03/31 213.926 K $ 4.10 %
2021/03/31 VFC VF Corp 0.25% 5.170 M $ 64691 2013/06/30 -361.445 K $ -6.43 %