SG
| |
SWARTHMORE GROUP INC13F | |
| SWARTHMORE GROUP INC | |
| Last update 2022-07-20 | 46 Stocks (1 new) |
| Value $249.00 Mil | Turnover 63 % |
SWARTHMORE GROUP INC Top Holdings of 2022-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 373,601 | 141,651.0 | +92.61% | 56.960 | +27.39% | 0.050 | +17.02% | +7.08% | 622,054.4 | ||
SPY | S&P 500 ETF TRUST ETF | 236,832 | 89,345.0 | New Holding | 35.930 | +35.93% | 0.030 | +17.14% | +7.04% | 641,384.0 | ||
AAPL | Apple Inc | 10,787 | 1,475.0 | -86.64% | 0.590 | -3.12% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 4,784 | 1,229.0 | -89.94% | 0.490 | -3.36% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
GOOGL | Alphabet Inc | 10,700 | 1,166.0 | -89.55% | 0.470 | -3.26% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
HSY | The Hershey Co | 4,353 | 937.0 | -0.39% | 0.380 | 0% | 0.000 | +0.30% | -1.05% | 33,381.0 | Consumer Packaged Goods | |
ABBV | AbbVie Inc | 4,076 | 624.0 | -92.63% | 0.250 | -2.12% | 0.000 | +10.96% | +10.33% | 339,944.3 | Drug Manufacturers | |
AVGO | Broadcom Inc | 10,430 | 507.0 | -90.24% | 0.200 | -1.55% | 0.000 | +51.16% | +18.99% | 1,290,538.4 | Semiconductors | |
PFE | Pfizer Inc | 9,181 | 481.0 | -92.51% | 0.190 | -1.50% | 0.000 | +19.30% | +0.16% | 145,829.6 | Drug Manufacturers | |
TMO | Thermo Fisher Scientific Inc | 875 | 475.0 | -94.25% | 0.190 | -2.16% | 0.000 | -0.65% | -16.25% | 164,157.0 | Medical Diagnostics & Research |
SWARTHMORE GROUP INC's Historical Top Holdings Breakdowns
SWARTHMORE GROUP INC Total Holding History ($B)
SWARTHMORE GROUP INC's Asset Allocation
SWARTHMORE GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SWARTHMORE GROUP INC's Hypothetical Growth since 2022-06-30
SWARTHMORE GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SWARTHMORE GROUP INC's Holdings Heat Map
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SWARTHMORE GROUP INC's Holdings Bubble Chart
SWARTHMORE GROUP INC News
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