SC
| |
STRALEM & CO INC13F | |
| STRALEM & CO INC | |
| Last update 2020-07-22 | 118 Stocks (6 new) |
| Value $157.00 Mil | Turnover 9 % |
STRALEM & CO INC Top Holdings of 2020-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 29,907 | 6,791.0 | -1.08% | 4.320 | -0.04% | 0.000 | -16.40% | +2.02% | 1,500,575.6 | Interactive Media | |
ADBE | Adobe Inc | 14,868 | 6,472.0 | -9.71% | 4.120 | -0.38% | 0.000 | -11.11% | -13.43% | 164,074.2 | Software | |
DHR | Danaher Corp | 35,650 | 6,304.0 | -3.77% | 4.010 | -0.14% | 0.000 | -6.47% | -15.75% | 138,188.6 | Medical Diagnostics & Research | |
V | Visa Inc | 31,692 | 6,122.0 | -0.95% | 3.900 | -0.04% | 0.000 | +0.69% | +10.88% | 670,198.5 | Credit Services | |
MSFT | Microsoft Corp | 28,832 | 5,868.0 | -1.15% | 3.740 | -0.04% | 0.000 | +5.97% | +3.02% | 3,220,892.9 | Software | |
GOOGL | Alphabet Inc | 78,700 | 5,580.0 | -1.23% | 3.550 | -0.04% | 0.000 | -18.23% | -19.94% | 1,844,710.4 | Interactive Media | |
AVGO | Broadcom Inc | 169,100 | 5,337.0 | -3.89% | 3.400 | -0.12% | 0.000 | -8.65% | -11.39% | 963,006.1 | Semiconductors | |
DHI | D.R. Horton Inc | 93,610 | 5,191.0 | -6.19% | 3.310 | -0.16% | 0.030 | -4.53% | -11.65% | 37,712.6 | Homebuilding & Construction | |
ICE | Intercontinental Exchange Inc | 56,520 | 5,177.0 | -1.16% | 3.300 | -0.04% | 0.010 | +6.11% | +18.80% | 101,262.2 | Capital Markets | |
UNH | UnitedHealth Group Inc | 17,335 | 5,113.0 | -1.31% | 3.260 | -0.04% | 0.000 | -25.48% | -22.36% | 354,746.3 | Healthcare Plans |
STRALEM & CO INC's Historical Top Holdings Breakdowns
STRALEM & CO INC Total Holding History ($B)
STRALEM & CO INC's Asset Allocation
STRALEM & CO INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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