Dominick & Dominick LLC

data from 31/12/2014

Capitalization

$ 196.683 M -5.70 %

Average holding period

12 ans

Performance

$ 30.311 M 8 480.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Dominick & Dominick LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/12/31 XOM EXXON MOBIL CORP 4.25% 8.356 M $ 90385 2008/12/31 -148.675 K $ -1.70 %
2014/12/31 MRK MERCK & CO INC NEW 3.62% 7.123 M $ 125430 2009/12/31 -314.804 K $ -4.19 %
2014/12/31 JNJ JOHNSON & JOHNSON 3.15% 6.189 M $ 59183 2008/12/31 -120.559 K $ -1.90 %
2014/12/31 UNITED TECHNOLOGIES CORP 2.49% 4.905 M $ 42653 2008/12/31 392.290 K $ 8.90 %
2014/12/31 TIF TIFFANY & CO NEW 2.33% 4.577 M $ 42830 2008/12/31 451.856 K $ 10.95 %
2014/12/31 GE GENERAL ELECTRIC CO 2.24% 4.400 M $ 174110 2008/12/31 -43.416 K $ -0.85 %
2014/12/31 DIS DISNEY WALT CO 2.09% 4.116 M $ 43704 2008/12/31 209.645 K $ 5.80 %
2014/12/31 IBM INTERNATIONAL BUSINESS MACHS 2.08% 4.096 M $ 25529 2008/12/31 -782.476 K $ -15.47 %
2014/12/31 DD DU PONT E I DE NEMOURS & CO 1.94% 3.820 M $ 51661 2008/12/31 -356.225 K $ -9.52 %
2014/12/31 WBA WALGREENS BOOTS ALLIANCE INC 1.80% 3.543 M $ 46490 2014/12/31 0.000 $ 0.00 %
2014/12/31 CVX CHEVRON CORP NEW 1.77% 3.473 M $ 30959 2008/12/31 -203.454 K $ -5.98 %
2014/12/31 BA BOEING CO 1.62% 3.178 M $ 24448 2008/12/31 60.769 K $ 2.04 %
2014/12/31 SLB SCHLUMBERGER LTD 1.48% 2.919 M $ 34177 2008/12/31 -584.240 K $ -16.01 %
2014/12/31 ABBV ABBVIE INC 1.44% 2.828 M $ 43220 2013/03/31 335.385 K $ 13.30 %
2014/12/31 NVS NOVARTIS A G 1.39% 2.730 M $ 29460 2008/12/31 -40.439 K $ -1.46 %
2014/12/31 T AT&T INC 1.36% 2.675 M $ 79627 2008/12/31 -143.391 K $ -4.70 %
2014/12/31 PG PROCTER & GAMBLE CO 1.36% 2.667 M $ 29275 2008/12/31 250.385 K $ 8.78 %
2014/12/31 BAC BANK AMER CORP 1.29% 2.542 M $ 142109 2008/12/31 108.738 K $ 4.93 %
2014/12/31 CVS CVS HEALTH CORP 1.26% 2.469 M $ 25640 2008/12/31 424.855 K $ 21.01 %
2014/12/31 UPS UNITED PARCEL SERVICE INC 1.25% 2.467 M $ 22195 2009/12/31 289.735 K $ 13.10 %
2014/12/31 SPY SPDR S&P 500 ETF TR 1.12% 2.206 M $ 10732 2008/12/31 82.916 K $ 4.33 %
2014/12/31 ROYAL DUTCH SHELL PLC 1.10% 2.173 M $ 32455 2008/12/31 -344.736 K $ -12.06 %
2014/12/31 MMM 3M CO 0.98% 1.935 M $ 11774 2013/06/30 228.704 K $ 13.35 %
2014/12/31 BIV VANGUARD BD INDEX FD INC 0.92% 1.808 M $ 21350 2008/12/31 9.723 K $ 0.50 %
2014/12/31 HD HOME DEPOT INC 0.91% 1.798 M $ 17133 2008/12/31 230.638 K $ 14.42 %
2014/12/31 GILD GILEAD SCIENCES INC 0.87% 1.720 M $ 18250 2013/03/31 -293.596 K $ -11.45 %
2014/12/31 WMT WAL-MART STORES INC 0.87% 1.717 M $ 19990 2008/12/31 194.428 K $ 12.32 %
2014/12/31 NKE NIKE INC 0.87% 1.702 M $ 17700 2008/12/31 127.367 K $ 7.80 %
2014/12/31 JPM JPMORGAN CHASE & CO 0.83% 1.635 M $ 26125 2008/12/31 58.280 K $ 3.89 %
2014/12/31 VZ VERIZON COMMUNICATIONS INC 0.80% 1.579 M $ 33762 2008/12/31 -107.846 K $ -6.42 %
2014/12/31 GOOG GOOGLE INC 0.80% 1.573 M $ 2988 2014/06/30 -179.777 K $ -8.82 %
2014/12/31 ECL ECOLAB INC 0.79% 1.557 M $ 14900 2008/12/31 -153.619 K $ -8.98 %
2014/12/31 CSCO CISCO SYS INC 0.79% 1.556 M $ 55950 2008/12/31 164.962 K $ 10.53 %
2014/12/31 ABT ABBOTT LABS 0.77% 1.517 M $ 33700 2008/12/31 115.590 K $ 8.24 %
2014/12/31 BAX BAXTER INTL INC 0.76% 1.499 M $ 20450 2010/06/30 4.270 K $ 2.12 %
2014/12/31 PIMCO DYNAMIC CR INCOME FD 0.75% 1.483 M $ 71802 2013/03/31 -122.783 K $ -8.14 %
2014/12/31 RTN RAYTHEON CO 0.73% 1.432 M $ 13240 2014/03/31 86.066 K $ 6.45 %
2014/12/31 ALLERGAN INC 0.72% 1.424 M $ 6700 2013/09/30 244.027 K $ 19.29 %
2014/12/31 BSV VANGUARD BD INDEX FD INC 0.71% 1.395 M $ 17450 2009/09/30 -2.513 K $ -0.15 %
2014/12/31 TD TORONTO DOMINION BK ONT 0.69% 1.357 M $ 28400 2014/09/30 -17.226 K $ -3.26 %
2014/12/31 DEO DIAGEO P L C 0.64% 1.266 M $ 11100 2013/09/30 -19.519 K $ -1.14 %
2014/12/31 PFE PFIZER INC 0.64% 1.262 M $ 40503 2008/12/31 62.541 K $ 5.35 %
2014/12/31 SO SOUTHERN CO 0.64% 1.257 M $ 25600 2008/12/31 154.518 K $ 12.51 %
2014/12/31 ZBH ZIMMER HLDGS INC 0.62% 1.225 M $ 10800 2014/09/30 129.559 K $ 12.89 %
2014/12/31 SHW SHERWIN WILLIAMS CO 0.62% 1.223 M $ 4650 2008/12/31 204.786 K $ 20.12 %
2014/12/31 BABA ALIBABA GROUP HLDG LTD 0.62% 1.221 M $ 11749 2014/09/30 87.069 K $ 16.97 %
2014/12/31 FDX FEDEX CORP 0.61% 1.207 M $ 6950 2010/09/30 83.028 K $ 7.56 %
2014/12/31 AXP AMERICAN EXPRESS CO 0.61% 1.202 M $ 12915 2008/12/31 25.575 K $ 6.28 %
2014/12/31 AIG AMERICAN INTL GROUP INC 0.60% 1.181 M $ 21078 2012/09/30 41.384 K $ 3.69 %
2014/12/31 HSY HERSHEY CO 0.59% 1.164 M $ 11200 2014/09/30 51.000 K $ 8.90 %
2014/12/31 ARI APOLLO COML REAL EST FIN INC 0.59% 1.161 M $ 11800 2014/12/31 0.000 $ 0.00 %
2014/12/31 META FACEBOOK INC 0.59% 1.161 M $ 14877 2012/09/30 -15.467 K $ -1.29 %
2014/12/31 DHR DANAHER CORP DEL 0.58% 1.142 M $ 13325 2010/09/30 130.630 K $ 12.81 %
2014/12/31 AAPL APPLE INC 0.58% 1.137 M $ 10300 2008/12/31 1.310 M $ 9.57 %
2014/12/31 TMO THERMO FISHER SCIENTIFIC INC 0.57% 1.124 M $ 8970 2014/06/30 19.044 K $ 2.95 %
2014/12/31 DOW DOW CHEM CO 0.57% 1.119 M $ 24533 2012/03/31 0.000 $ 0.00 %
2014/12/31 AAL AMERICAN AIRLS GROUP INC 0.56% 1.102 M $ 20546 2014/09/30 349.550 K $ 51.18 %
2014/12/31 LMT LOCKHEED MARTIN CORP 0.55% 1.088 M $ 5650 2014/06/30 57.271 K $ 5.36 %
2014/12/31 PEP PEPSICO INC 0.55% 1.084 M $ 11458 2008/12/31 18.827 K $ 1.58 %
2014/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.53% 1.044 M $ 6955 2010/12/31 85.331 K $ 8.70 %
2014/12/31 TGT TARGET CORP 0.53% 1.040 M $ 13700 2008/12/31 243.431 K $ 21.11 %
2014/12/31 GSK GLAXOSMITHKLINE PLC 0.53% 1.035 M $ 24220 2009/12/31 -20.723 K $ -5.62 %
2014/12/31 EMR EMERSON ELEC CO 0.52% 1.031 M $ 16699 2010/09/30 -28.941 K $ -1.36 %
2014/12/31 MCD MCDONALDS CORP 0.52% 1.029 M $ 10980 2009/03/31 -9.860 K $ -1.17 %
2014/12/31 KO COCA COLA CO 0.52% 1.028 M $ 24346 2008/12/31 -18.638 K $ -1.03 %
2014/12/31 WPC W P CAREY INC 0.52% 1.023 M $ 14600 2012/12/31 92.420 K $ 9.93 %
2014/12/31 VIAB VIACOM INC NEW 0.52% 1.020 M $ 13550 2014/09/30 -14.195 K $ -2.20 %
2014/12/31 MARKET VECTORS ETF TR 0.51% 1.006 M $ 42500 2012/09/30 8.925 K $ 0.90 %
2014/12/31 GLD SPDR GOLD TRUST 0.51% 1.004 M $ 8840 2011/06/30 -19.751 K $ -2.26 %
2014/12/31 BX BLACKSTONE GROUP L P 0.51% 1.001 M $ 29591 2013/09/30 64.144 K $ 7.34 %
2014/12/31 CSX CSX CORP 0.50% 984.000 K $ 27160 2013/06/30 114.437 K $ 13.00 %
2014/12/31 MSFT MICROSOFT CORP 0.50% 977.000 K $ 21026 2008/12/31 3.210 K $ 0.19 %
2014/12/31 MS MORGAN STANLEY 0.50% 974.000 K $ 25095 2008/12/31 105.301 K $ 12.23 %
2014/12/31 PKI PERKINELMER INC 0.49% 971.000 K $ 22210 2013/09/30 755.000 $ 0.30 %
2014/12/31 CERN CERNER CORP 0.49% 970.000 K $ 15000 2008/12/31 76.349 K $ 8.54 %
2014/12/31 UNP UNION PAC CORP 0.49% 962.000 K $ 8079 2014/06/30 23.604 K $ 9.88 %
2014/12/31 M MACYS INC 0.47% 917.000 K $ 13952 2014/12/31 0.000 $ 0.00 %
2014/12/31 HILTON WORLDWIDE HLDGS INC 0.47% 917.000 K $ 35155 2014/06/30 49.386 K $ 5.84 %
2014/12/31 WFC WELLS FARGO & CO NEW 0.45% 889.000 K $ 16225 2008/12/31 47.347 K $ 5.68 %
2014/12/31 KKR & CO L P DEL 0.45% 880.000 K $ 37900 2014/09/30 27.573 K $ 4.08 %
2014/12/31 IJH ISHARES TR 0.44% 859.000 K $ 5935 2010/06/30 46.794 K $ 5.89 %
2014/12/31 DUK DUKE ENERGY CORP NEW 0.43% 849.000 K $ 10158 2012/09/30 109.861 K $ 11.72 %
2014/12/31 QCOM QUALCOMM INC 0.43% 838.000 K $ 11269 2011/12/31 -6.495 K $ -0.59 %
2014/12/31 AMGN AMGEN INC 0.42% 826.000 K $ 5185 2012/09/30 98.104 K $ 13.40 %
2014/12/31 KOF COCA COLA FEMSA S A B DE C V 0.42% 822.000 K $ 9500 2008/12/31 -168.980 K $ -14.09 %
2014/12/31 GLW CORNING INC 0.41% 803.000 K $ 35000 2008/12/31 128.522 K $ 18.57 %
2014/12/31 LQD ISHARES TR 0.40% 794.000 K $ 6650 2009/03/31 7.913 K $ 1.01 %
2014/12/31 NATIONAL GRID PLC 0.40% 777.000 K $ 11000 2014/06/30 -11.760 K $ -1.67 %
2014/12/31 MONSANTO CO NEW 0.39% 772.000 K $ 6465 2013/09/30 73.723 K $ 6.12 %
2014/12/31 SNY SANOFI 0.39% 761.000 K $ 16675 2009/03/31 -177.448 K $ -19.18 %
2014/12/31 MCK MCKESSON CORP 0.38% 747.000 K $ 3600 2014/06/30 43.894 K $ 6.63 %
2014/12/31 CL COLGATE PALMOLIVE CO 0.37% 733.000 K $ 10600 2014/03/31 47.639 K $ 6.08 %
2014/12/31 COST COSTCO WHSL CORP NEW 0.37% 723.000 K $ 5100 2008/12/31 83.793 K $ 13.11 %
2014/12/31 VGK VANGUARD INTL EQUITY INDEX F 0.37% 718.000 K $ 13700 2014/12/31 0.000 $ 0.00 %
2014/12/31 AFL AFLAC INC 0.36% 715.000 K $ 11700 2009/06/30 34.932 K $ 4.88 %
2014/12/31 CAT CATERPILLAR INC DEL 0.36% 711.000 K $ 7763 2008/12/31 -58.222 K $ -7.57 %
2014/12/31 JPI NUVEEN PFD & INCOME TERM FD 0.36% 710.000 K $ 31625 2012/09/30 -19.735 K $ -2.01 %
2014/12/31 MUNI PIMCO ETF TR 0.35% 687.000 K $ 12800 2012/09/30 7.784 K $ 0.52 %
2014/12/31 ORCL ORACLE CORP 0.35% 680.000 K $ 15125 2008/12/31 102.189 K $ 17.47 %
2014/12/31 BP BP PLC 0.34% 677.000 K $ 17766 2008/12/31 -43.742 K $ -13.26 %