PC
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Palo Capital, Inc.13F | |
| Palo Capital, Inc. | |
| Last update 2019-01-30 | 133 Stocks (12 new) |
| Value $227.00 Mil | Turnover 11 % |
Palo Capital, Inc. Top Holdings of 2018-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VZ | Verizon Communications Inc | 106,368 | 5,980.0 | -0.33% | 2.630 | -0.01% | 0.000 | +0.57% | +11.64% | 179,148.7 | Telecommunication Services | |
ELV | Anthem Inc | 21,965 | 5,769.0 | -0.97% | 2.540 | -0.02% | 0.010 | -31.72% | -24.41% | 62,250.5 | Healthcare Plans | |
NEE | NextEra Energy Inc | 121,792 | 5,292.0 | +0.13% | 2.330 | 0% | 0.000 | +18.72% | +7.99% | 156,805.9 | Utilities - Regulated | |
BAH | Booz Allen Hamilton Holding Corp | 115,811 | 5,220.0 | -0.75% | 2.300 | -0.02% | 0.090 | -1.81% | -14.19% | 13,564.6 | Business Services | |
UPS | United Parcel Service Inc | 50,019 | 4,878.0 | +54.65% | 2.150 | +0.76% | 0.010 | +4.44% | -19.14% | 83,748.3 | Transportation | |
JNJ | Johnson & Johnson | 35,857 | 4,627.0 | +0.67% | 2.040 | +0.01% | 0.000 | +5.64% | +15.54% | 395,462.2 | Drug Manufacturers | |
XLV | Health Care Select Sector SPDR | 50,014 | 4,327.0 | +213.41% | 1.910 | +1.30% | 0.020 | -1.12% | -4.71% | 32,387.8 | ||
AAPL | Apple Inc | 108,652 | 4,285.0 | -1.37% | 1.890 | -0.03% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 20,916 | 4,271.0 | -1.60% | 1.880 | -0.03% | 0.000 | -6.41% | +4.66% | 1,023,127.5 | Insurance | |
WMT | Walmart Inc | 137,220 | 4,261.0 | -1.29% | 1.880 | -0.02% | 0.000 | +3.78% | +6.44% | 763,486.6 | Retail - Defensive |
Palo Capital, Inc.'s Historical Top Holdings Breakdowns
Palo Capital, Inc. Total Holding History ($B)
Palo Capital, Inc.'s Asset Allocation
Palo Capital, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Palo Capital, Inc.'s Hypothetical Growth since 2018-12-31
Palo Capital, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Palo Capital, Inc.'s Holdings Heat Map
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Palo Capital, Inc.'s Holdings Bubble Chart
Palo Capital, Inc. News
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