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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 % |
| Portfolio Report | |
Page Arthur B Top Holdings of 2024-03-31
View Full List
| 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 | 5937.200 | -4.55% | 6.130 | -0.27% | 0.000 | +4.17% | +13.11% | 3145177.615 | Software | |
AMD | Advanced Micro Devices Inc | 25,851 | 4665.850 | -11.85% | 4.820 | -0.54% | 0.000 | +5.02% | -2.56% | 233083.819 | Semiconductors | |
MA | Mastercard Inc | 9,629 | 4637.040 | -7.40% | 4.790 | -0.35% | 0.000 | +16.28% | +24.79% | 485688.645 | Credit Services | |
GOOGL | Alphabet Inc | 30,643 | 4624.950 | -6.07% | 4.770 | -0.29% | 0.000 | +12.06% | +30.34% | 2232618.220 | Interactive Media | |
AAPL | Apple Inc | 25,070 | 4299.010 | -5.30% | 4.440 | -0.29% | 0.000 | +3.19% | +17.04% | 3389420.991 | Hardware | |
FI | Fiserv Inc | 25,529 | 4080.050 | -5.97% | 4.210 | -0.23% | 0.000 | +32.87% | +61.14% | 121782.744 | Software | |
ADP | Automatic Data Processing Inc | 15,508 | 3872.970 | -6.44% | 4.000 | -0.26% | 0.000 | +19.43% | +34.37% | 125460.054 | Software | |
ADI | Analog Devices Inc | 17,890 | 3538.470 | -7.26% | 3.650 | -0.29% | 0.000 | +3.93% | +11.97% | 109005.138 | Semiconductors | |
ABT | Abbott Laboratories | 31,028 | 3526.650 | -5.04% | 3.640 | -0.19% | 0.000 | +8.52% | +7.90% | 201960.049 | Medical Devices & Instruments | |
NVDA | NVIDIA Corp | 38,530 | 3481.420 | -9.89% | 3.590 | -0.22% | 0.000 | +36.03% | +199.51% | 3637553.700 | Semiconductors |
Page Arthur B's Historical Top Holdings Breakdowns
Page Arthur B's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVS | Novartis AG | 2024-03-31 | Reduce | -1.05% | 95.27 ($102.53) 108.47 | $104.92 | 2.33% | Reduce -56.73% | 7,505 | -9,839 | |
CNI | Canadian National Railway Co | 2024-03-31 | Reduce | -0.86% | 122.76 ($127.83) 132.83 | $111.57 | -12.72% | Reduce -21.96% | 23,031 | -6,479 | |
BALL | Ball Corp | 2024-03-31 | New Buy | +0.58% | 54.63 ($60.79) 67.36 | $60.63 | -0.26% | New holding | 8,290 | 8,290 | |
AMD | Advanced Micro Devices Inc | 2024-03-31 | Reduce | -0.54% | 135.32 ($174.81) 211.38 | $143.63 | -17.84% | Reduce -11.85% | 25,851 | -3,476 | |
CARR | Carrier Global Corp | 2024-03-31 | New Buy | +0.51% | 53.43 ($56.18) 59.82 | $75.44 | 34.28% | New holding | 8,535 | 8,535 | |
SBGSY | Schneider Electric SE | 2024-03-31 | Add | +0.49% | 37.77 ($42.61) 47.36 | $50.72 | 19.03% | Add 27.74% | 48,567 | 10,546 | |
MA | Mastercard Inc | 2024-03-31 | Reduce | -0.35% | 418.77 ($457.15) 488.64 | $529.17 | 15.75% | Reduce -7.4% | 9,629 | -770 | |
VRTX | Vertex Pharmaceuticals Inc | 2024-03-31 | New Buy | +0.31% | 407.69 ($422.74) 446.08 | $490.00 | 15.91% | New holding | 716 | 716 | |
GOOGL | Alphabet Inc | 2024-03-31 | Reduce | -0.29% | 131.4 ($143.05) 153.51 | $181.62 | 26.96% | Reduce -6.07% | 30,643 | -1,980 | |
ADI | Analog Devices Inc | 2024-03-31 | Reduce | -0.29% | 184.69 ($192.27) 201.37 | $219.55 | 14.19% | Reduce -7.26% | 17,890 | -1,400 |
Page Arthur B Total Holding History ($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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