BC
| |
Berman Capital Advisors, LLC13F | |
| Berman Capital Advisors, LLC | |
| Last update 2021-10-07 | 2242 Stocks (293 new) |
| Value $636.00 Mil | Turnover 12 % |
Berman Capital Advisors, LLC Top Holdings of 2021-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 539,852 | 108,467.0 | +8.43% | 17.060 | +1.33% | 0.410 | +19.83% | +8.10% | 40,679.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,013,910 | 75,282.0 | +14.53% | 11.840 | +1.50% | 0.070 | +11.52% | +19.59% | 141,328.0 | ||
VO | Vanguard Mid-Cap ETF | 115,865 | 27,431.0 | +2.51% | 4.320 | +0.11% | 0.050 | +16.32% | +8.70% | 80,548.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 192,967 | 25,419.0 | -0.03% | 4.000 | 0% | 0.110 | +14.25% | +3.80% | 53,112.1 | ||
IWF | iShares Russell 1000 Growth ETF | 89,128 | 24,424.0 | +0.13% | 3.840 | +0.01% | 0.040 | +27.24% | +8.36% | 113,776.0 | ||
AAPL | Apple Inc | 103,480 | 14,640.0 | +7.03% | 2.300 | +0.15% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 43,528 | 12,269.0 | +26.87% | 1.930 | +0.41% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VT | Vanguard Total World Stock ETF | 118,518 | 12,068.0 | -7.34% | 1.900 | -0.15% | 0.050 | +17.37% | +11.44% | 45,977.1 | ||
AMZN | Amazon.com Inc | 72,660 | 11,932.0 | +11.92% | 1.880 | +0.20% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
VXUS | Vanguard Total International Stock | 180,449 | 11,415.0 | -26.94% | 1.800 | -0.69% | 0.020 | +13.52% | +18.48% | 92,038.5 |
Berman Capital Advisors, LLC's Historical Top Holdings Breakdowns
Berman Capital Advisors, LLC Total Holding History ($B)
Berman Capital Advisors, LLC's Asset Allocation
Berman Capital Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Berman Capital Advisors, LLC's Hypothetical Growth since 2021-09-30
Berman Capital Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Berman Capital Advisors, LLC's Holdings Heat Map
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Berman Capital Advisors, LLC's Holdings Bubble Chart
Berman Capital Advisors, LLC News
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