SC

STRALEM & CO INC

13F
STRALEM & CO INC
Last update 2020-07-22 118 Stocks (6 new)
Value $157.00 Mil Turnover 9 %
Countries:
Top Holdings: ADBE(4.12%)DHR(4.01%)V(3.90%)MSFT(3.74%)GOOGL(3.55%)
Summary Stock Picks Current Portfolio
STRALEM & CO INC Top Holdings of 2020-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META
Meta Platforms Inc
29,907
6,791.0
-1.08%
4.320
-0.04%
0.000
+40.04%
+20.25%
1,767,345.8
Interactive Media
ADBE
Adobe Inc
14,868
6,472.0
-9.71%
4.120
-0.38%
0.000
+5.11%
-18.64%
153,462.8
Software
DHR
Danaher Corp
35,650
6,304.0
-3.77%
4.010
-0.14%
0.000
+1.55%
-15.53%
138,338.9
Medical Diagnostics & Research
V
Visa Inc
31,692
6,122.0
-0.95%
3.900
-0.04%
0.000
+5.78%
+11.08%
683,529.8
Credit Services
MSFT
Microsoft Corp
28,832
5,868.0
-1.15%
3.740
-0.04%
0.000
+36.31%
+20.42%
3,758,042.8
Software
GOOGL
Alphabet Inc
78,700
5,580.0
-1.23%
3.550
-0.04%
0.000
+19.48%
-3.12%
2,224,662.6
Interactive Media
AVGO
Broadcom Inc
169,100
5,337.0
-3.89%
3.400
-0.12%
0.000
+61.20%
+21.77%
1,320,781.7
Semiconductors
DHI
D.R. Horton Inc
93,610
5,191.0
-6.19%
3.310
-0.16%
0.030
+12.24%
-5.36%
40,397.4
Homebuilding & Construction
ICE
Intercontinental Exchange Inc
56,520
5,177.0
-1.16%
3.300
-0.04%
0.010
+14.42%
+22.00%
103,711.6
Capital Markets
UNH
UnitedHealth Group Inc
17,335
5,113.0
-1.31%
3.260
-0.04%
0.000
-49.65%
-41.52%
265,329.5
Healthcare Plans

STRALEM & CO INC's Historical Top Holdings Breakdowns

STRALEM & CO INC Total Holding History ($B)

To

STRALEM & CO INC's Asset Allocation

To

STRALEM & CO INC Past Portfolios

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

Top Ranked Articles

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STRALEM & CO INC's Hypothetical Growth since 2020-06-30

STRALEM & CO INC's Yearly Returns

Year Portfolio % % Excess Gain %

STRALEM & CO INC's Holdings Heat Map

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STRALEM & CO INC's Holdings Bubble Chart

STRALEM & CO INC News

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