CL
| |
COHEN LAWRENCE B13F | |
| COHEN LAWRENCE B | |
| Last update 2024-02-10 | 6 Stocks (1 new) |
| Value $2.00 Mil | Turnover 13 % |
| Portfolio Report | |
COHEN LAWRENCE B Top Holdings of 2023-12-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 1,570 | 590.380 | -95.65% | 28.720 | -7.36% | 0.000 | +4.17% | +13.11% | 3145177.615 | Software | |
AAPL | Apple Inc | 1,885 | 362.920 | -97.61% | 17.660 | -8.90% | 0.000 | +3.19% | +17.04% | 3389420.991 | Hardware | |
AMZN | Amazon.com Inc | 2,265 | 344.140 | -95.22% | 16.740 | -3.88% | 0.000 | +25.25% | +37.50% | 2196690.950 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 1,910 | 266.810 | -88.05% | 12.980 | -1.24% | 0.000 | +12.06% | +30.34% | 2232618.220 | Interactive Media | |
AVLV | Avantis U.S. Large Cap Value ETF | 4,465 | 257.900 | New Holding | 12.550 | +12.55% | 0.020 | +12.50% | +20.17% | 4669.905 | ||
SPY | S&P 500 ETF TRUST ETF | 491 | 233.380 | -91.50% | 11.350 | -1.53% | 0.000 | +11.93% | +25.58% | 617362.995 | ||
EFA | iShares MSCI EAFE ETF | 0 | 0.000 | Sold Out | 0.000 | -1.62% | 0.000 | +0.52% | +3.13% | 54180.273 | ||
ACIU | AC Immune SA | 0 | 0.000 | Sold Out | 0.000 | -0.02% | 0.000 | -9.73% | -38.80% | 302.766 | Biotechnology | |
ALNY | Alnylam Pharmaceuticals Inc | 0 | 0.000 | Sold Out | 0.000 | -0.22% | 0.000 | -0.46% | +40.51% | 34689.418 | Biotechnology | |
CMCSA | Comcast Corp | 0 | 0.000 | Sold Out | 0.000 | -1.50% | 0.000 | +15.16% | +3.45% | 168520.822 | Telecommunication Services |
COHEN LAWRENCE B's Historical Top Holdings Breakdowns
COHEN LAWRENCE 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVLV | Avantis U.S. Large Cap Value ETF | 2023-12-31 | New Buy | +12.55% | 49.96 ($53.78) 58.08 | $69.41 | 29.06% | New holding | 4,465 | 4,465 | |
AAPL | Apple Inc | 2023-12-31 | Reduce | -8.90% | 166.89 ($184.64) 198.11 | $224.23 | 21.44% | Reduce -97.61% | 1,885 | -76,896 | |
MSFT | Microsoft Corp | 2023-12-31 | Reduce | -7.36% | 313.39 ($355.93) 382.7 | $423.03 | 18.85% | Reduce -95.65% | 1,570 | -34,491 | |
AMZN | Amazon.com Inc | 2023-12-31 | Reduce | -3.88% | 119.57 ($140.18) 154.07 | $208.91 | 49.03% | Reduce -95.22% | 2,265 | -45,080 | |
GOOG | Alphabet Inc | 2023-12-31 | Sold Out | -3.80% | 123.4 ($135.69) 142.82 | $183.32 | 35.10% | Sold Out | 0 | -42,683 | |
MA | Mastercard Inc | 2023-12-31 | Sold Out | -2.60% | 364.08 ($401.73) 426.51 | $529.17 | 31.72% | Sold Out | 0 | -9,705 | |
| VMW | VMware Inc | 2023-12-31 | Sold Out | -2.45% | 142.2 ($155.85) 178.88 | $142.48 | -8.58% | Sold Out | 0 | -21,783 | |
TJX | TJX Companies Inc | 2023-12-31 | Sold Out | -2.43% | 87.19 ($89.71) 93.81 | $119.85 | 33.60% | Sold Out | 0 | -40,410 | |
NVDA | NVIDIA Corp | 2023-12-31 | Sold Out | -2.41% | 40.33 ($46.34) 50.41 | $148.29 | 220.00% | Sold Out | 0 | -8,184 | |
CRM | Salesforce Inc | 2023-12-31 | Sold Out | -2.30% | 196.25 ($226.32) 267.25 | $341.15 | 50.74% | Sold Out | 0 | -16,777 |
COHEN LAWRENCE B Total Holding History ($B)
COHEN LAWRENCE B's Asset Allocation
COHEN LAWRENCE B Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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COHEN LAWRENCE B's Hypothetical Growth since 2023-12-31
COHEN LAWRENCE B's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
COHEN LAWRENCE B's Holdings Heat Map
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COHEN LAWRENCE B's Holdings Bubble Chart
COHEN LAWRENCE B News
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