SG
| |
SWARTHMORE GROUP INC13F | |
| SWARTHMORE GROUP INC | |
| Last update 2022-07-20 | 46 Stocks (1 new) |
| Value $249.00 Mil | Turnover 63 % |
| Portfolio Report | |
SWARTHMORE GROUP INC Top Holdings of 2022-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 373,601 | 141651.000 | +92.61% | 56.960 | +27.39% | 0.050 | +11.40% | +21.33% | 545905.122 | ||
SPY | S&P 500 ETF TRUST ETF | 236,832 | 89345.000 | New Holding | 35.930 | +35.93% | 0.030 | +11.47% | +21.33% | 596470.496 | ||
AAPL | Apple Inc | 10,787 | 1475.000 | -86.64% | 0.590 | -3.12% | 0.000 | +6.90% | +16.50% | 3377630.649 | Hardware | |
MSFT | Microsoft Corp | 4,784 | 1229.000 | -89.94% | 0.490 | -3.36% | 0.000 | +4.32% | +10.02% | 3059156.044 | Software | |
GOOGL | Alphabet Inc | 10,700 | 1166.000 | -89.55% | 0.470 | -3.26% | 0.000 | +6.73% | +21.81% | 2087029.120 | Interactive Media | |
HSY | The Hershey Co | 4,353 | 937.000 | -0.39% | 0.380 | 0% | 0.000 | -7.47% | -1.36% | 36434.053 | Consumer Packaged Goods | |
ABBV | AbbVie Inc | 4,076 | 624.000 | -92.63% | 0.250 | -2.12% | 0.000 | +10.27% | +34.90% | 356396.860 | Drug Manufacturers | |
AVGO | Broadcom Inc | 10,430 | 507.000 | -90.24% | 0.200 | -1.55% | 0.000 | +22.80% | +57.47% | 812213.181 | Semiconductors | |
PFE | Pfizer Inc | 9,181 | 481.000 | -92.51% | 0.190 | -1.50% | 0.000 | -5.88% | +1.59% | 158619.051 | Drug Manufacturers | |
TMO | Thermo Fisher Scientific Inc | 875 | 475.000 | -94.25% | 0.190 | -2.16% | 0.000 | -6.17% | +5.86% | 214502.324 | Medical Diagnostics & Research |
SWARTHMORE GROUP INC's Historical Top Holdings Breakdowns
SWARTHMORE GROUP INC Total Holding History ($B)
SWARTHMORE GROUP INC's Asset Allocation
SWARTHMORE GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SWARTHMORE GROUP INC's Hypothetical Growth since 2022-06-30
SWARTHMORE GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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SWARTHMORE GROUP INC's Holdings Heat Map
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SWARTHMORE GROUP INC's Holdings Bubble Chart
SWARTHMORE GROUP INC News
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