CS
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Connolly Sarah T.13F | |
| Connolly Sarah T. | |
| Last update 2024-02-10 | 4 Stocks (0 new) |
| Value $1.00 Mil | Turnover 0 % |
Connolly Sarah T. Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 1,035 | 389.2 | -96.76% | 35.150 | -6.45% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NEE | NextEra Energy Inc | 4,675 | 284.0 | -89.50% | 25.640 | -1.51% | 0.000 | +9.13% | +3.24% | 149,909.5 | Utilities - Regulated | |
PG | Procter & Gamble Co | 1,592 | 233.3 | -94.12% | 21.070 | -2.46% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
ABT | Abbott Laboratories | 1,825 | 200.9 | -89.25% | 18.140 | -0.97% | 0.000 | -2.65% | +12.85% | 218,923.7 | Medical Devices & Instruments | |
EFA | iShares MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -0.37% | 0.000 | +12.66% | +23.17% | 66,015.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.21% | 0.000 | +16.09% | +3.97% | 98,717.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.74% | 0.000 | +17.04% | -0.26% | 83,183.4 | ||
IWM | iShares Russell 2000 ETF | 0 | 0 | Sold Out | 0.000 | -0.24% | 0.000 | +19.48% | +3.10% | 65,690.6 | ||
MDY | S&P MidCap 400 ETF | 0 | 0 | Sold Out | 0.000 | -2.33% | 0.000 | +15.90% | +3.83% | 23,457.2 | ||
VXF | Vanguard Extended Market Index ETF | 0 | 0 | Sold Out | 0.000 | -0.27% | 0.000 | +21.75% | +6.38% | 21,512.8 |
Connolly Sarah T.'s Historical Top Holdings Breakdowns
Connolly Sarah T.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2023-12-31 | Reduce Reduce | -6.45% | 313.39 ($355.93) 382.7 | $505.87 | 42.13% | Reduce -96.76% | 1,035 | -30,928 | |
AAPL | Apple Inc | 2023-12-31 | Sold Out Sold Out | -5.75% | 166.89 ($184.64) 198.11 | $214.29 | 16.06% | Sold Out | 0 | -50,813 | |
TMO | Thermo Fisher Scientific Inc | 2023-12-31 | Sold Out Sold Out | -3.43% | 431.41 ($484.03) 532.94 | $466.71 | -3.58% | Sold Out | 0 | -10,254 | |
AMZN | Amazon.com Inc | 2023-12-31 | Sold Out Sold Out | -3.42% | 119.57 ($140.18) 154.07 | $228.29 | 62.85% | Sold Out | 0 | -40,643 | |
JNJ | Johnson & Johnson | 2023-12-31 | Sold Out Sold Out | -3.22% | 145.6 ($153.34) 158.88 | $169.10 | 10.28% | Sold Out | 0 | -31,230 | |
PEP | PepsiCo Inc | 2023-12-31 | Sold Out Sold Out | -2.95% | 158.08 ($165.85) 172.01 | $145.67 | -12.17% | Sold Out | 0 | -26,374 | |
XOM | Exxon Mobil Corp | 2023-12-31 | Sold Out Sold Out | -2.90% | 98.05 ($105.1) 115.83 | $109.93 | 4.60% | Sold Out | 0 | -37,315 | |
PG | Procter & Gamble Co | 2023-12-31 | Reduce Reduce | -2.46% | 143 ($148.11) 153.52 | $158.28 | 6.87% | Reduce -94.12% | 1,592 | -25,488 | |
MDY | S&P MidCap 400 ETF | 2023-12-31 | Sold Out Sold Out | -2.33% | 425.08 ($464.32) 512.6 | $588.03 | 26.64% | Sold Out | 0 | -7,711 | |
GOOGL | Alphabet Inc | 2023-12-31 | Sold Out Sold Out | -2.33% | 122.17 ($134.36) 141.52 | $190.23 | 41.58% | Sold Out | 0 | -26,884 |
Connolly Sarah T. Total Holding History ($B)
Connolly Sarah T.'s Asset Allocation
Connolly Sarah T. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Connolly Sarah T.'s Hypothetical Growth since 2023-12-31
Connolly Sarah T.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Connolly Sarah T.'s Holdings Heat Map
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Connolly Sarah T.'s Holdings Bubble Chart
Connolly Sarah T. News
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