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Rikoon Group, LLC

13F
Rikoon Group, LLC
Last update 2021-05-17 228 Stocks (15 new)
Value $374.00 Mil Turnover 2 %
Countries:
Rikoon Group, LLC Top Holdings of 2021-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
165,115
20,249.0
+0.49%
5.420
+0.03%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
PG
Procter & Gamble Co
119,313
16,159.0
-0.01%
4.320
0%
0.000
-7.91%
-5.70%
363,638.5
Consumer Packaged Goods
JNJ
Johnson & Johnson
96,129
15,799.0
-1.76%
4.230
-0.08%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
NFLX
Netflix Inc
27,177
14,177.0
-0.04%
3.790
0%
0.010
+24.28%
+35.67%
514,617.8
Media - Diversified
MSFT
Microsoft Corp
51,825
12,219.0
+0.60%
3.270
+0.02%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ABBV
AbbVie Inc
97,466
10,548.0
+0.16%
2.820
0%
0.010
+10.35%
+9.44%
334,309.4
Drug Manufacturers
AMZN
Amazon.com Inc
61,280
9,480.0
+0.59%
2.540
+0.01%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
ABT
Abbott Laboratories
62,447
7,484.0
-1.21%
2.000
-0.02%
0.000
-5.16%
+10.91%
215,165.7
Medical Devices & Instruments
GPK
Graphic Packaging Holding Co
402,300
7,336.0
0%
1.960
0%
0.130
-7.90%
-16.57%
6,774.5
Packaging & Containers
HD
The Home Depot Inc
23,602
7,204.0
+0.31%
1.930
+0.01%
0.000
+1.85%
-6.44%
357,577.1
Retail - Cyclical

Rikoon Group, LLC's Historical Top Holdings Breakdowns

Rikoon Group, LLC Total Holding History ($B)

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Rikoon Group, LLC's Asset Allocation

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Rikoon Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Rikoon Group, LLC's Hypothetical Growth since 2021-03-31

Rikoon Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Rikoon Group, LLC's Holdings Heat Map

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