Charles Carroll Financial Partners, LLC

data from 31/12/2023

Capitalization

$ 92.952 M 15.43 %

Average holding period

7 ans

Performance

$ -2.115 M 7.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Charles Carroll Financial Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/12/31 AAPL APPLE INC 10.74% 9.979 M $ 51833 2021/12/31 1.167 M $ 12.45 %
2023/12/31 URI UNITED RENTALS INC 8.57% 7.971 M $ 13900 2021/12/31 1.747 M $ 28.98 %
2023/12/31 GOOG ALPHABET INC 7.61% 7.078 M $ 50220 2021/12/31 452.138 K $ 6.89 %
2023/12/31 MSFT MICROSOFT CORP 7.25% 6.735 M $ 17910 2021/12/31 1.023 M $ 19.09 %
2023/12/31 BLK BLACKROCK INC 7.21% 6.701 M $ 8255 2022/06/30 1.365 M $ 25.57 %
2023/12/31 JPM JPMORGAN CHASE & CO 6.39% 5.937 M $ 34905 2021/12/31 825.257 K $ 17.29 %
2023/12/31 INTU INTUIT 5.59% 5.192 M $ 8307 2021/12/31 950.597 K $ 22.33 %
2023/12/31 V VISA INC 5.11% 4.751 M $ 18249 2021/12/31 541.538 K $ 13.19 %
2023/12/31 ADBE ADOBE INC 4.16% 3.866 M $ 6480 2021/12/31 561.816 K $ 17.00 %
2023/12/31 UNH UNITEDHEALTH GROUP INC 3.23% 3.004 M $ 5706 2021/12/31 121.559 K $ 4.42 %
2023/12/31 META META PLATFORMS INC 3.17% 2.947 M $ 8325 2023/03/31 391.031 K $ 17.90 %
2023/12/31 BA BOEING CO 2.85% 2.652 M $ 10175 2021/12/31 731.188 K $ 35.99 %
2023/12/31 NFLX NETFLIX INC 2.40% 2.233 M $ 4586 2023/06/30 561.808 K $ 28.94 %
2023/12/31 CRWD CROWDSTRIKE HLDGS INC 2.31% 2.146 M $ 8405 2023/06/30 432.664 K $ 52.54 %
2023/12/31 CRM SALESFORCE INC 2.15% 2.000 M $ 7600 2023/06/30 226.349 K $ 29.77 %
2023/12/31 AMG AFFILIATED MANAGERS GROUP IN 2.14% 1.991 M $ 13150 2023/09/30 170.747 K $ 16.17 %
2023/12/31 AMZN AMAZON COM INC 1.96% 1.822 M $ 11990 2021/12/31 281.458 K $ 19.52 %
2023/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.92% 1.783 M $ 5000 2022/12/31 31.164 K $ 1.82 %
2023/12/31 ICE INTERCONTINENTAL EXCHANGE IN 1.74% 1.614 M $ 12565 2021/12/31 157.681 K $ 16.73 %
2023/12/31 BAC BANK AMERICA CORP 1.64% 1.520 M $ 45139 2021/12/31 336.445 K $ 22.97 %
2023/12/31 AMD ADVANCED MICRO DEVICES INC 1.52% 1.412 M $ 9575 2022/03/31 415.801 K $ 43.36 %
2023/12/31 SYK STRYKER CORPORATION 1.46% 1.356 M $ 4530 2021/12/31 98.736 K $ 9.58 %
2023/12/31 RSP INVESCO EXCHANGE TRADED FD T 1.37% 1.274 M $ 8075 2023/06/30 348.781 K $ 11.37 %
2023/12/31 GD GENERAL DYNAMICS CORP 0.85% 785.660 K $ 3026 2021/12/31 117.106 K $ 17.52 %
2023/12/31 SONY SONY GROUP CORP 0.76% 710.175 K $ 7500 2021/12/31 92.250 K $ 14.93 %
2023/12/31 IWM ISHARES TR 0.74% 687.432 K $ 3425 2023/12/31 0.000 $ 0.00 %
2023/12/31 MS MORGAN STANLEY 0.73% 676.315 K $ 7253 2021/12/31 114.097 K $ 14.18 %
2023/12/31 NOW SERVICENOW INC 0.62% 572.257 K $ 810 2022/03/31 119.499 K $ 26.39 %
2023/12/31 GLP GLOBAL PARTNERS LP 0.61% 567.051 K $ 13402 2022/03/31 93.679 K $ 19.79 %
2023/12/31 CVX CHEVRON CORP NEW 0.55% 507.144 K $ 3400 2022/06/30 -132.328 K $ -11.54 %
2023/12/31 MDLZ MONDELEZ INTL INC 0.51% 472.049 K $ 6516 2021/12/31 19.743 K $ 4.37 %
2023/12/31 CHTR CHARTER COMMUNICATIONS INC N 0.44% 408.513 K $ 1051 2021/12/31 -79.318 K $ -11.63 %
2023/12/31 PNC PNC FINL SVCS GROUP INC 0.43% 395.468 K $ 2554 2021/12/31 81.932 K $ 26.13 %
2023/12/31 ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.41% 382.662 K $ 1400 2021/12/31 97.519 K $ 15.56 %
2023/12/31 HD HOME DEPOT INC 0.32% 294.568 K $ 850 2021/12/31 37.731 K $ 14.69 %
2023/12/31 CVS CVS HEALTH CORP 0.23% 218.324 K $ 2765 2023/06/30 40.810 K $ 13.09 %
2023/12/31 SYY SYSCO CORP 0.22% 201.239 K $ 2752 2021/12/31 0.000 $ 0.00 %
2023/12/31 BRKL BROOKLINE BANCORP INC DEL 0.12% 109.544 K $ 10041 2021/12/31 18.073 K $ 19.76 %
2023/12/31 MRK MERCK & CO INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2023/12/31 JNJ JOHNSON & JOHNSON 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2023/12/31 EMXC ISHARES INC 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %