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Page Arthur B13F | |
| Page Arthur B | |
| Last update 2024-04-29 | 43 Stocks (3 new) |
| Value $97.00 Mil | Turnover 2 % |
Page Arthur B Top Holdings of 2024-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 14,112 | 5,937.2 | -4.55% | 6.130 | -0.27% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMD | Advanced Micro Devices Inc | 25,851 | 4,665.9 | -11.85% | 4.820 | -0.54% | 0.000 | +47.03% | +14.17% | 223,607.9 | Semiconductors | |
MA | Mastercard Inc | 9,629 | 4,637.0 | -7.40% | 4.790 | -0.35% | 0.000 | +7.46% | +8.43% | 516,916.7 | Credit Services | |
GOOGL | Alphabet Inc | 30,643 | 4,624.9 | -6.07% | 4.770 | -0.29% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
AAPL | Apple Inc | 25,070 | 4,299.0 | -5.30% | 4.440 | -0.29% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
FI | Fiserv Inc | 25,529 | 4,080.1 | -5.97% | 4.210 | -0.23% | 0.000 | -19.06% | -14.54% | 97,330.9 | Software | |
ADP | Automatic Data Processing Inc | 15,508 | 3,873.0 | -6.44% | 4.000 | -0.26% | 0.000 | +1.75% | +6.72% | 125,511.3 | Software | |
ADI | Analog Devices Inc | 17,890 | 3,538.5 | -7.26% | 3.650 | -0.29% | 0.000 | +36.44% | +16.67% | 121,918.3 | Semiconductors | |
ABT | Abbott Laboratories | 31,028 | 3,526.7 | -5.04% | 3.640 | -0.19% | 0.000 | +2.61% | +20.03% | 233,903.7 | Medical Devices & Instruments | |
NVDA | NVIDIA Corp | 38,530 | 3,481.4 | -9.89% | 3.590 | -0.22% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors |
Page Arthur B's Historical Top Holdings Breakdowns
Page Arthur B's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVS | Novartis AG | 2024-03-31 | Reduce Reduce | -1.05% | 95.27 ($102.53) 108.47 | $121.90 | 18.89% | Reduce -56.73% | 7,505 | -9,839 | |
CNI | Canadian National Railway Co | 2024-03-31 | Reduce Reduce | -0.86% | 122.76 ($127.83) 132.83 | $106.46 | -16.72% | Reduce -21.96% | 23,031 | -6,479 | |
BALL | Ball Corp | 2024-03-31 | New Buy New Buy | +0.58% | 54.63 ($60.79) 67.36 | $58.73 | -3.39% | New holding | 8,290 | 8,290 | |
AMD | Advanced Micro Devices Inc | 2024-03-31 | Reduce Reduce | -0.54% | 135.32 ($174.81) 211.38 | $137.91 | -21.11% | Reduce -11.85% | 25,851 | -3,476 | |
CARR | Carrier Global Corp | 2024-03-31 | New Buy New Buy | +0.51% | 53.43 ($56.18) 59.82 | $75.65 | 34.66% | New holding | 8,535 | 8,535 | |
SBGSY | Schneider Electric SE | 2024-03-31 | Add Add | +0.49% | 37.77 ($42.61) 47.36 | $52.80 | 23.91% | Add 27.74% | 48,567 | 10,546 | |
MA | Mastercard Inc | 2024-03-31 | Reduce Reduce | -0.35% | 418.77 ($457.15) 488.64 | $569.24 | 24.52% | Reduce -7.4% | 9,629 | -770 | |
VRTX | Vertex Pharmaceuticals Inc | 2024-03-31 | New Buy New Buy | +0.31% | 407.69 ($422.74) 446.08 | $459.62 | 8.72% | New holding | 716 | 716 | |
GOOGL | Alphabet Inc | 2024-03-31 | Reduce Reduce | -0.29% | 131.4 ($143.05) 153.51 | $179.53 | 25.50% | Reduce -6.07% | 30,643 | -1,980 | |
ADI | Analog Devices Inc | 2024-03-31 | Reduce Reduce | -0.29% | 184.69 ($192.27) 201.37 | $245.68 | 27.78% | Reduce -7.26% | 17,890 | -1,400 |
Page Arthur B Total Holding History ($B)
Page Arthur B's Asset Allocation
Page Arthur B Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Page Arthur B's Hypothetical Growth since 2024-03-31
Page Arthur B's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Page Arthur B's Holdings Heat Map
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Page Arthur B's Holdings Bubble Chart
Page Arthur B News
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