KM

Kampmann Melissa S.

13F
Kampmann Melissa S.
Last update 2024-11-04 41 Stocks (1 new)
Value $141.00 Mil Turnover 1 %
Countries:
Top Holdings: LLY(6.11%)AAPL(5.14%)MSFT(4.78%)UBER(3.95%)GOOG(3.89%)
Portfolio Report
Summary Stock Picks Current Portfolio
Kampmann Melissa S. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LLY 		Eli Lilly and Co
9,746
8634.370
-2.40%
6.110
-0.16%
0.000
-7.08%
+41.46%
777356.650
Drug Manufacturers
AAPL 		Apple Inc
31,228
7276.120
-0.02%
5.140
0%
0.000
+3.37%
+17.23%
3389420.990
Hardware
MSFT 		Microsoft Corp
15,720
6764.320
-0.16%
4.780
-0.01%
0.000
+4.33%
+13.28%
3146664.593
Software
UBER 		Uber Technologies Inc
74,260
5581.380
-5.11%
3.950
-0.21%
0.000
+3.27%
+16.17%
150284.469
Software
GOOG 		Alphabet Inc
32,930
5505.560
-2.59%
3.890
-0.12%
0.000
+11.82%
+30.23%
2233226.439
Interactive Media
WMT 		Walmart Inc
68,157
5503.680
-0.62%
3.890
-0.02%
0.000
+24.22%
+63.51%
683170.968
Retail - Defensive
PG 		Procter & Gamble Co
29,704
5144.740
-2.87%
3.640
-0.11%
0.000
+0.21%
+16.22%
390560.122
Consumer Packaged Goods
SYK 		Stryker Corp
14,165
5117.250
-0.04%
3.620
0%
0.000
+19.06%
+29.89%
147572.440
Medical Devices & Instruments
JPM 		JPMorgan Chase & Co
22,051
4649.670
0%
3.290
0%
0.000
+17.01%
+44.34%
674442.952
Banks
ECL 		Ecolab Inc
17,849
4557.390
-6.42%
3.220
-0.21%
0.010
+4.85%
+26.02%
70311.908
Chemicals

Kampmann Melissa S.'s Historical Top Holdings Breakdowns

Kampmann Melissa S.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HD 		The Home Depot Inc2024-09-30Add
+0.44%
●
333.64 ($364.74) 405.2
$403.08
10.51%
Add 26.77%
7,270
1,535
GNRC 		Generac Holdings Inc2024-09-30Add
+0.30%
●
133.16 ($148.36) 159.78
$190.32
28.28%
Add 19.02%
16,865
2,695
ORCL 		Oracle Corp2024-09-30New Buy
+0.29%
●
125.9 ($144.85) 170.4
$189.58
30.88%
New holding
2,395
2,395
TOST 		Toast Inc2024-09-30Add
+0.25%
●
22.71 ($25.34) 28.31
$39.43
55.60%
Add 28.92%
56,120
12,590
ICE 		Intercontinental Exchange Inc2024-09-30Reduce
-0.22%
●
136.93 ($154.2) 162.81
$156.06
1.21%
Reduce -8.98%
22,565
-2,225
ECL 		Ecolab Inc2024-09-30Reduce
-0.21%
●
228.86 ($244.65) 255.76
$248.31
1.50%
Reduce -6.42%
17,849
-1,225
UBER 		Uber Technologies Inc2024-09-30Reduce
-0.21%
●
58.48 ($70.4) 77.44
$71.37
1.38%
Reduce -5.11%
74,260
-4,000
NKE 		Nike Inc2024-09-30Reduce
-0.18%
●
71.09 ($78.43) 89.44
$76.66
-2.26%
Reduce -18.58%
14,605
-3,332
CRM 		Salesforce Inc2024-09-30Reduce
-0.17%
●
238.42 ($256.15) 276.64
$341.15
33.18%
Reduce -8.87%
9,449
-920
LLY 		Eli Lilly and Co2024-09-30Reduce
-0.16%
●
772.14 ($899.05) 960.02
$818.86
-8.92%
Reduce -2.4%
9,746
-240

Kampmann Melissa S. Total Holding History ($B)

To

Kampmann Melissa S.'s Asset Allocation

To

Kampmann Melissa S. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kampmann Melissa S.'s Hypothetical Growth since 2024-09-30

Kampmann Melissa S.'s Yearly Returns

Year Portfolio % % Excess Gain %

Kampmann Melissa S.'s Holdings Heat Map

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Kampmann Melissa S.'s Holdings Bubble Chart

Kampmann Melissa S. News

  • 1

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