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Shapiro Robert N13F | |
Shapiro Robert N | |
Last update 2015-02-19 | 877 Stocks (77 new) |
Value $499.00 Mil | Turnover 5 % |
Shapiro Robert N Top Holdings of 2014-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 181,094 | 16,742.0 | +0.01% | 3.350 | 0% | 0.000 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
EFA | iShares MSCI EAFE ETF | 205,758 | 12,520.0 | -4.43% | 2.510 | -0.12% | 0.030 | +10.37% | +20.18% | 64,414.9 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 173,620 | 11,936.0 | -20.21% | 2.390 | -0.56% | 0.040 | +12.64% | +7.58% | 59,244.6 | ||
GE | General Electric Co | 53,776 | 10,871.0 | -3.62% | 2.180 | -0.08% | 0.040 | +37.11% | +55.80% | 274,653.8 | Aerospace & Defense | |
MSFT | Microsoft Corp | 207,474 | 9,636.0 | -4.07% | 1.930 | -0.08% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
PG | Procter & Gamble Co | 99,012 | 9,019.0 | -4.69% | 1.810 | -0.08% | 0.000 | -5.05% | -3.74% | 371,187.9 | Consumer Packaged Goods | |
VOO | Vanguard S&P 500 ETF | 47,566 | 8,961.0 | +92.00% | 1.790 | +0.86% | 0.010 | +19.71% | +7.97% | 658,032.1 | ||
IBM |
International Business Machines Corp
International Business Machines Corp
| 53,450 | 8,576.0 | -3.16% | 1.720 | -0.06% | 0.010 | +17.82% | +29.98% | 262,052.7 | Software | |
JNJ | Johnson & Johnson | 79,826 | 8,348.0 | -4.45% | 1.670 | -0.08% | 0.000 | +7.37% | +18.05% | 404,051.9 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 118,155 | 7,394.0 | -10.55% | 1.480 | -0.16% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks |
Shapiro Robert N's Historical Top Holdings Breakdowns
Shapiro Robert N Total Holding History ($B)
Shapiro Robert N's Asset Allocation
Shapiro Robert N Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Shapiro Robert N's Hypothetical Growth since 2014-12-31
Shapiro Robert N's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Shapiro Robert N's Holdings Heat Map
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Shapiro Robert N's Holdings Bubble Chart
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