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TREVOR STEWART BURTON & JACOBSEN INC13F | |
TREVOR STEWART BURTON & JACOBSEN INC | |
Last update 2016-02-12 | 56 Stocks (10 new) |
Value $80.00 Mil | Turnover 13 % |
Portfolio Report |
TREVOR STEWART BURTON & JACOBS... Top Holdings of 2015-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL | Aflac Inc | 137,546 | 4120.000 | -3.42% | 5.170 | -0.18% | 0.010 | +24.33% | +36.09% | 61731.700 | Insurance | |
GE | General Electric Co | 16,426 | 4093.000 | +0.81% | 5.130 | +0.04% | 0.010 | +16.14% | +83.61% | 201280.654 | Aerospace & Defense | |
IBM | International Business Machines Corp | 28,735 | 3954.000 | +9.61% | 4.960 | +0.43% | 0.000 | +30.50% | +39.76% | 205591.065 | Software | |
DIS | The Walt Disney Co | 35,800 | 3762.000 | +2.20% | 4.720 | +0.10% | 0.000 | -5.95% | +6.44% | 173224.798 | Media - Diversified | |
UPS | United Parcel Service Inc | 38,720 | 3726.000 | -1.40% | 4.670 | -0.07% | 0.000 | -2.49% | -12.40% | 114173.260 | Transportation | |
BXLT | Baxalta Inc | 88,788 | 3465.000 | +0.68% | 4.340 | +0.03% | 0.010 | +15.51% | +18.09% | 30916.510 | Biotechnology | |
GSK | GlaxoSmithKline PLC | 67,249 | 3392.000 | +19.40% | 4.250 | +0.69% | 0.000 | +5.89% | +13.09% | 83068.021 | Drug Manufacturers | |
DFS | Discover Financial Services | 58,435 | 3133.000 | -10.63% | 3.930 | -0.46% | 0.020 | +10.49% | +24.62% | 34494.717 | Credit Services | |
MSFT | Microsoft Corp | 55,614 | 3085.000 | -32.74% | 3.870 | -1.53% | 0.000 | -4.74% | +14.97% | 3197470.120 | Software | |
CAT | Caterpillar Inc | 45,375 | 3084.000 | +44.28% | 3.870 | +1.19% | 0.010 | +20.53% | +34.29% | 190240.078 | Farm & Heavy Construction Machinery |
TREVOR STEWART BURTON & JACOBSEN INC's Historical Top Holdings Breakdowns
TREVOR STEWART BURTON & JACOBSEN INC Total Holding History ($B)
TREVOR STEWART BURTON & JACOBSEN INC's Asset Allocation
TREVOR STEWART BURTON & JACOBSEN INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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TREVOR STEWART BURTON & JACOBSEN INC's Hypothetical Growth since 2015-12-31
TREVOR STEWART BURTON & JACOBSEN INC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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TREVOR STEWART BURTON & JACOBSEN INC's Holdings Heat Map
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TREVOR STEWART BURTON & JACOBSEN INC's Holdings Bubble Chart
TREVOR STEWART BURTON & JACOBSEN INC News
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