LW
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Li Winifred I13F | |
| Li Winifred I | |
| Last update 2015-02-19 | 550 Stocks (90 new) |
| Value $105.00 Mil | Turnover 5 % |
Li Winifred I Top Holdings of 2014-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 85,430 | 5,198.0 | -22.75% | 4.930 | -1.56% | 0.010 | +10.84% | +18.89% | 63,725.9 | ||
AAPL | Apple Inc | 89,028 | 2,456.0 | +0.17% | 2.330 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
JNJ | Johnson & Johnson | 23,442 | 2,451.0 | +2.01% | 2.330 | +0.05% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
DELISTED:DD | E.I. du Pont de Nemours & Co | 32,763 | 2,423.0 | 0% | 2.300 | 0% | 0.000 | +6.83% | +15.90% | 63,540.7 | Agriculture | |
XOM | Exxon Mobil Corp | 21,909 | 2,026.0 | -1.92% | 1.920 | -0.04% | 0.000 | +1.72% | +2.01% | 464,449.8 | Oil & Gas | |
SLB | Schlumberger Ltd | 21,101 | 1,801.0 | -1.12% | 1.710 | -0.02% | 0.000 | -4.30% | -11.75% | 49,702.4 | Oil & Gas | |
AXP | American Express Co | 18,251 | 1,698.0 | -0.81% | 1.610 | -0.01% | 0.000 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 10,936 | 1,642.0 | +3.46% | 1.560 | +0.05% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
MSFT | Microsoft Corp | 32,164 | 1,495.0 | -0.84% | 1.420 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NTR | Nutrien Ltd | 15,654 | 1,383.0 | 0% | 1.310 | 0% | 0.010 | +15.39% | +36.86% | 29,218.1 | Agriculture |
Li Winifred I's Historical Top Holdings Breakdowns
Li Winifred I Total Holding History ($B)
Li Winifred I's Asset Allocation
Li Winifred I Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Li Winifred I's Hypothetical Growth since 2014-12-31
Li Winifred I's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Li Winifred I's Holdings Heat Map
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Li Winifred I's Holdings Bubble Chart
Li Winifred I News
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