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TREVOR STEWART BURTON & JACOBSEN INC13F | |
| TREVOR STEWART BURTON & JACOBSEN INC | |
| Last update 2016-02-12 | 56 Stocks (10 new) |
| Value $80.00 Mil | Turnover 13 % |
TREVOR STEWART BURTON & JACOBS... Top Holdings of 2015-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL | Aflac Inc | 137,546 | 4,120.0 | -3.42% | 5.170 | -0.18% | 0.010 | +3.55% | +0.67% | 55,675.6 | Insurance | |
GE | General Electric Co | 16,426 | 4,093.0 | +0.81% | 5.130 | +0.04% | 0.010 | +47.88% | +48.97% | 264,080.0 | Aerospace & Defense | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 28,735 | 3,954.0 | +9.61% | 4.960 | +0.43% | 0.000 | +30.01% | +34.42% | 271,012.0 | Software | |
DIS | The Walt Disney Co | 35,800 | 3,762.0 | +2.20% | 4.720 | +0.10% | 0.000 | +48.30% | +10.94% | 221,140.8 | Media - Diversified | |
UPS | United Parcel Service Inc | 38,720 | 3,726.0 | -1.40% | 4.670 | -0.07% | 0.000 | +7.81% | -17.13% | 85,827.2 | Transportation | |
BXLT | Baxalta Inc | 88,788 | 3,465.0 | +0.68% | 4.340 | +0.03% | 0.010 | +15.51% | +18.09% | 30,916.5 | Biotechnology | |
GSK | GlaxoSmithKline PLC | 67,249 | 3,392.0 | +19.40% | 4.250 | +0.69% | 0.000 | +10.72% | +15.31% | 77,121.2 | Drug Manufacturers | |
DFS | Discover Financial Services | 58,435 | 3,133.0 | -10.63% | 3.930 | -0.46% | 0.020 | +2.43% | +15.88% | 50,343.3 | Credit Services | |
MSFT | Microsoft Corp | 55,614 | 3,085.0 | -32.74% | 3.870 | -1.53% | 0.000 | +39.04% | +18.28% | 3,691,410.1 | Software | |
CAT | Caterpillar Inc | 45,375 | 3,084.0 | +44.28% | 3.870 | +1.19% | 0.010 | +39.98% | +8.46% | 183,488.7 | Farm & Heavy Construction Machinery |
TREVOR STEWART BURTON & JACOBSEN INC's Historical Top Holdings Breakdowns
TREVOR STEWART BURTON & JACOBSEN INC Total Holding History ($B)
TREVOR STEWART BURTON & JACOBSEN INC's Asset Allocation
TREVOR STEWART BURTON & JACOBSEN INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TREVOR STEWART BURTON & JACOBSEN INC's Hypothetical Growth since 2015-12-31
TREVOR STEWART BURTON & JACOBSEN INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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TREVOR STEWART BURTON & JACOBSEN INC's Holdings Heat Map
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TREVOR STEWART BURTON & JACOBSEN INC's Holdings Bubble Chart
TREVOR STEWART BURTON & JACOBSEN INC News
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