SG
| |
SWARTHMORE GROUP INC13F | |
| SWARTHMORE GROUP INC | |
| Last update 2022-07-20 | 46 Stocks (1 new) |
| Value $249.00 Mil | Turnover 63 % |
SWARTHMORE GROUP INC Top Holdings of 2022-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 373,601 | 141,651.0 | +92.61% | 56.960 | +27.39% | 0.050 | +14.79% | +6.51% | 622,640.3 | ||
SPY | S&P 500 ETF TRUST ETF | 236,832 | 89,345.0 | New Holding | 35.930 | +35.93% | 0.030 | +13.75% | +6.48% | 641,836.6 | ||
AAPL | Apple Inc | 10,787 | 1,475.0 | -86.64% | 0.590 | -3.12% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
MSFT | Microsoft Corp | 4,784 | 1,229.0 | -89.94% | 0.490 | -3.36% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
GOOGL | Alphabet Inc | 10,700 | 1,166.0 | -89.55% | 0.470 | -3.26% | 0.000 | +11.42% | -6.48% | 2,148,917.1 | Interactive Media | |
HSY | The Hershey Co | 4,353 | 937.0 | -0.39% | 0.380 | 0% | 0.000 | -0.51% | -2.73% | 32,811.7 | Consumer Packaged Goods | |
ABBV | AbbVie Inc | 4,076 | 624.0 | -92.63% | 0.250 | -2.12% | 0.000 | +6.97% | +9.28% | 336,711.7 | Drug Manufacturers | |
AVGO | Broadcom Inc | 10,430 | 507.0 | -90.24% | 0.200 | -1.55% | 0.000 | +50.45% | +20.51% | 1,307,094.6 | Semiconductors | |
PFE | Pfizer Inc | 9,181 | 481.0 | -92.51% | 0.190 | -1.50% | 0.000 | +15.82% | -0.20% | 145,317.9 | Drug Manufacturers | |
TMO | Thermo Fisher Scientific Inc | 875 | 475.0 | -94.25% | 0.190 | -2.16% | 0.000 | -7.33% | -19.14% | 158,502.1 | Medical Diagnostics & Research |
SWARTHMORE GROUP INC's Historical Top Holdings Breakdowns
SWARTHMORE GROUP INC Total Holding History ($B)
SWARTHMORE GROUP INC's Asset Allocation
SWARTHMORE GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SWARTHMORE GROUP INC's Hypothetical Growth since 2022-06-30
SWARTHMORE GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SWARTHMORE GROUP INC's Holdings Heat Map
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SWARTHMORE GROUP INC's Holdings Bubble Chart
SWARTHMORE GROUP INC News
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