through: Dec 01, 2021

Performance Summary: Stocks

All returns are Total Return: calculated using market prices and include any dividends
Symbol Stock IR 1-Day Rtn Year-To-Date Return 2020 2019 2018
AAPL Apple Inc. -0.3%
+24.9%
+82.3% +89.0% -5.4%
ABBV AbbVie Inc +0.5%
+13.3%
+27.6% +1.5% -1.0%
ABNB AirBNB -5.5%
+11.1%
N/A N/A N/A
ABT Abbott Laboratories +0.8%
+17.6%
+28.0% +22.1% +29.0%
ACN Accenture PLC A +0.8%
+39.6%
+26.1% +51.2% -6.2%
ADBE Adobe Inc -1.9%
+31.5%
+51.6% +45.8% +29.1%
ADI Analog Devices Inc +0.3%
+24.0%
+26.9% +41.3% -1.6%
ADP Automatic Data Processing Inc -1.7%
+30.6%
+6.0% +32.7% +14.2%
ADSK Autodesk -1.8%
-18.2%
+66.4% +42.6% +22.7%
AMAT Applied Materials +3.0%
+77.0%
+43.3% +89.9% -34.9%
AMD Advanced Micro Devices Inc -5.8%
+62.6%
+100.0% +148.4% +79.6%
AMGN Amgen Inc +1.0%
-10.0%
-2.0% +27.6% +15.2%
AMT American Tower Corp -1.3%
+17.1%
-0.5% +47.8% +13.3%
AMZN Amazon.com -1.8%
+5.7%
+76.3% +23.0% +28.4%
ANET Arista Networks -2.2%
+67.1%
+42.9% -3.5% -10.6%
APH Amphenol Corp Cl A -0.7%
+23.1%
+22.1% +34.9% -6.8%
APTV Aptiv PLC -0.2%
+22.8%
+37.5% +55.9% -26.7%
ASML ASM Lithography +1.6%
+65.7%
+66.3% +93.1% -9.7%
ATVI Activision Blizzard Inc -2.3%
-38.0%
+57.3% +28.6% -26.1%
AVGO Broadcom Inc +0.2%
+29.6%
+44.9% +29.1% +2.2%
AXP American Express Co -1.5%
+25.6%
-1.2% +32.5% -2.6%
AYX Alteryx Inc - Class A -6.1%
-48.8%
+21.7% +68.3% +135.3%
AZN AstraZeneca PLC ADR +0.1%
+12.7%
+3.2% +35.6% +13.8%
BA Boeing Co -4.9%
-12.1%
-33.9% +3.3% +11.5%
BABA Alibaba Group Holding Ltd ADR -4.0%
-47.4%
+9.7% +54.7% -20.5%
BAC Bank of America -1.4%
+46.7%
-11.6% +46.2% -15.0%
BDX Becton Dickinson Co +1.9%
-2.4%
-6.8% +22.2% +6.6%
BIIB Biogen -2.6%
-6.3%
-17.5% -1.4% -5.5%
BKNG Booking Holdings Inc. (Priceline) -1.7%
-7.2%
+8.4% +19.2% -0.9%
BLK BlackRock Inc -0.5%
+26.7%
+47.2% +31.8% -21.6%
BMY Bristol-Myers Squibb +2.5%
-9.3%
+0.4% +27.9% -12.9%
BRKB Berkshire Hathaway B Shares -0.6%
+18.6%
+2.4% +10.9% +3.0%
BSX Boston Scientific +0.2%
+6.1%
-20.5% +28.0% +42.6%
C Citigroup Inc -1.9%
+4.6%
-19.6% +57.8% -28.5%
CAT Caterpillar Common Stock -1.0%
+7.4%
+26.9% +19.5% -17.5%
CCI Crown Castle -0.6%
+16.0%
+15.6% +35.5% +1.7%
CHTR Charter Communications Inc A (Newco 2009) -1.9%
-4.1%
+36.4% +70.2% -15.2%
CLX Clorox Company +1.8%
-15.9%
+34.5% +2.2% +6.5%
CMCSA Comcast Common Stock -1.8%
-4.6%
+19.2% +34.0% -12.7%
CME CME Group Inc Class A -0.2%
+22.4%
-6.3% +9.7% +32.1%
CMG Chipotle Mexican Grill -2.5%
+15.5%
+65.7% +93.9% +49.4%
COF Capital One Financial -1.5%
+42.4%
-2.7% +38.6% -22.8%
COIN Coinbase Global Inc -6.5%
+25.3%
N/A N/A N/A
COST Costco Wholesale Corp -1.8%
+41.7%
+32.6% +45.7% +10.6%
COUP Coupa Software Inc -7.7%
-46.4%
+131.7% +132.7% +101.3%
CRM Salesforce.com -11.7%
+13.0%
+36.8% +18.7% +34.0%
CRSP CRISPR Therapeutics -5.8%
-50.8%
+151.4% +113.2% +21.7%
CRWD Crowdstrike Holdings Inc Class A -7.2%
-4.9%
+324.7% N/A N/A
CSCO Cisco Systems +0.3%
+26.6%
-3.5% +13.8% +16.6%
CSX CSX Corp -0.6%
+15.1%
+27.1% +18.0% +14.5%
CVX Chevron Corporation -0.7%
+39.8%
-26.0% +15.3% -9.8%
DASH DoorDash Inc Cl A -9.6%
+13.2%
N/A N/A N/A
DD DowDupont Inc -0.2%
+5.4%
+13.3% -13.6% -23.2%
DDOG DataDog -7.7%
+67.1%
+160.6% N/A N/A
DHR Danaher Corp -0.6%
+44.3%
+45.3% +49.6% +11.8%
DIS Disney Common Stock -1.9%
-21.5%
+25.3% +33.5% +3.6%
DISH DISH Network Corp Class A -2.2%
-5.5%
-8.8% +42.1% -47.7%
DLR Digital Realty Inc -2.9%
+19.5%
+20.5% +16.5% -3.0%
DLTR Dollar Tree Inc -0.9%
+22.7%
+14.9% +4.1% -15.8%
DOCU Docusign Inc -6.3%
+3.8%
+200.0% +84.9% N/A
DUK Duke Energy Corp -0.4%
+9.7%
+4.8% +10.3% +7.4%
DXCM Dexcom -2.5%
+48.3%
+69.0% +82.6% +108.7%
EA Electronic Arts Inc -3.2%
-16.0%
+33.7% +36.2% -24.9%
EBAY eBay Inc -1.0%
+34.4%
+41.1% +30.6% -25.6%
EQIX Equinix Inc -1.1%
+14.2%
+24.2% +68.8% -20.4%
ETSY Etsy Inc -5.6%
+45.7%
+301.6% -6.9% +132.6%
EXPE Expedia Group Inc -3.4%
+17.6%
+22.9% -2.9% -5.0%
F Ford Motor Co +2.0%
+123.9%
-3.9% +29.6% -34.3%
FB META Platforms Inc - Cl A -4.3%
+13.7%
+33.1% +56.6% -25.7%
FCX Freeport-McMoran Inc -2.3%
+40.1%
+99.1% +29.5% -45.1%
FDX FedEx Corp -1.1%
-11.6%
+74.3% -4.8% -34.7%
FIS Fidelity National Information Services -2.0%
-27.0%
+2.8% +37.2% +10.3%
FISV FISERV INC -1.0%
-16.1%
-1.5% +57.3% +12.1%
FRC First Republic Bank +0.1%
+43.5%
+26.0% +36.2% +1.1%
FSLY Fastly - Class A -11.5%
-58.7%
+335.3% N/A N/A
FSR Fisker Inc -7.6%
+34.9%
+44.1% +5.6% N/A
GE General Electric -2.1%
+7.9%
-2.7% +53.9% -55.4%
GILD Gilead Sciences Inc +0.0%
+22.1%
-6.6% +7.9% -9.9%
GM General Motors +0.3%
+39.4%
+15.2% +14.0% -15.0%
GO Grocery Outlet Holding Corp -4.6%
-29.6%
+21.0% N/A N/A
GOOG Alphabet Inc Class C -0.6%
+61.7%
+31.0% +29.1% -1.0%
GOOGL Alphabet Inc A -0.6%
+61.0%
+30.9% +28.2% -0.8%
GPN Global Payments Inc -1.0%
-45.1%
+18.5% +77.3% +2.9%
GS Goldman Sachs Group -0.7%
+45.2%
+17.5% +40.5% -33.5%
HD Home Depot +0.4%
+53.9%
+24.5% +30.5% -7.3%
HON Honeywell International Inc -1.4%
-4.6%
+23.0% +36.7% -9.2%
HOOD Robinhood Markets Inc -7.7%
-37.0%
N/A N/A N/A
HUM Humana Inc -0.5%
+2.3%
+12.7% +28.9% +16.1%
IBM International Business Machines -0.2%
-1.1%
-1.2% +23.6% -22.5%
ICE Intercontinental Exchange -1.3%
+12.9%
+26.2% +24.5% +8.1%
ILMN Illumina Inc -2.1%
-3.3%
+11.5% +10.6% +37.3%
INFO IHS Markit Ltd -1.6%
+41.1%
+20.3% +57.1% +6.2%
INTC Intel Corp -1.2%
+0.0%
-14.7% +30.7% +4.2%
INTU Intuit Inc +1.8%
+75.7%
+46.1% +34.1% +25.8%
ISRG Intuitive Surgical Inc -1.4%
+17.3%
+38.4% +23.4% +31.2%
JD JD.com Inc ADR +1.3%
-3.1%
+149.5% +68.3% -49.5%
JNJ Johnson & Johnson +1.4%
+3.0%
+10.9% +16.2% -5.1%
JPM J.P. Morgan Common Stock -0.6%
+27.4%
-5.5% +47.3% -6.6%
JWN Nordstrom Inc -5.4%
-35.8%
-22.7% -8.4% +1.1%
KHC The Kraft Heniz Co -2.2%
-1.1%
+14.1% -21.1% -42.3%
KLAC KLA Corp +1.0%
+61.0%
+48.0% +104.0% -12.5%
KMX CarMax, Inc -0.7%
+48.5%
+7.7% +39.8% -2.2%
KO Coca-Cola Co -0.3%
-1.6%
+2.4% +20.6% +6.8%
KR Kroger Co -3.2%
+29.2%
+11.9% +7.9% +2.1%
LHX L3Harris Technologies -0.8%
+11.8%
-2.7% +49.2% -3.4%
LLY Eli Lilly and Co +0.4%
+49.8%
+31.1% +16.2% +40.4%
LMT Lockheed Martin -1.5%
-4.6%
-6.4% +52.5% -16.3%
LOW Lowe's Companies Inc +0.3%
+55.0%
+36.4% +32.2% +1.2%
LRCX Lam Research +2.0%
+47.9%
+64.0% +119.3% -24.4%
LULU Lululemon Athletica Inc -1.3%
+28.8%
+50.2% +90.5% +54.7%
LYFT Lyft Inc Class A -5.9%
-22.2%
+14.2% N/A N/A
MA Mastercard Inc A -2.7%
-13.8%
+20.2% +59.2% +25.3%
MAR Marriott International Cl A -3.4%
+8.0%
-12.5% +41.5% -19.0%
MCD McDonalds -0.2%
+16.4%
+11.3% +14.0% +5.8%
MCHP Microchip Technology Inc +1.2%
+24.1%
+33.7% +48.1% -16.7%
MCK McKesson Corp -0.6%
+25.0%
+27.1% +26.7% -28.4%
MCO Moody's Corporation -2.7%
+32.0%
+23.3% +71.3% -4.1%
MDB MongoDB -8.3%
+27.3%
+172.8% +57.2% +182.1%
MDLZ Mondelez Intl Inc Class A -0.6%
+1.8%
+8.5% +40.4% -4.3%
MDT Medtronic PLC -1.2%
-8.6%
+5.7% +27.3% +15.2%
MELI MERCADOLIBRE INC -7.1%
-34.1%
+192.9% +95.3% -6.9%
MMC Marsh & McLennan Companies Inc -0.2%
+42.1%
+6.8% +42.3% -0.1%
MMM 3M Co +0.4%
+0.8%
+2.8% -4.3% -16.9%
MNST Monster Beverage Corp -3.2%
-12.3%
+45.5% +29.1% -22.2%
MO Altria Group Inc +0.8%
+10.6%
-10.4% +8.0% -27.1%
MRK Merck & Co Inc -0.6%
-2.0%
-7.1% +22.4% +40.2%
MRNA Moderna -11.9%
+197.3%
+434.1% +28.1% N/A
MS Morgan Stanley Common Stock +0.5%
+42.3%
+38.1% +32.7% -22.8%
MSFT Microsoft Corp -0.2%
+49.6%
+42.5% +57.6% +20.8%
MTCH Match Group Inc -1.9%
-15.7%
+84.1% +92.0% +43.7%
MU Micron Technology Inc +1.4%
+13.4%
+39.8% +69.5% -22.8%
NEE Next Era Energy +1.2%
+16.1%
+30.1% +42.7% +14.3%
NEM Newmont Corp -1.9%
-7.6%
+40.3% +30.6% -6.1%
NFLX Netflix -3.8%
+14.2%
+67.1% +20.9% +39.4%
NKE Nike Inc B -1.5%
+18.5%
+41.0% +38.1% +19.9%
NOW ServiceNow Inc -7.4%
+8.9%
+95.0% +58.6% +36.6%
NTAP NETAPP Inc +0.7%
+38.5%
+10.9% +7.4% +9.7%
NVDA NVIDIA Corp -3.8%
+141.0%
+122.3% +76.9% -30.8%
NVS Novartis AG ADR +0.2%
-12.1%
+3.4% +27.5% +5.9%
NXPI NXP Semiconductors NV -0.2%
+41.4%
+26.6% +75.7% -37.0%
OKTA Okta Inc -8.0%
-22.1%
+120.4% +80.8% +149.1%
ORCL Oracle Corp -1.1%
+40.9%
+24.2% +19.3% -3.0%
OSTK Overstock.com Inc -5.1%
+76.6%
+580.4% -48.1% -78.7%
PANW Palo Alto Networks -3.4%
+48.6%
+53.7% +22.8% +30.0%
PEP Pepsico Inc +0.2%
+10.4%
+11.7% +27.4% -4.8%
PFE Pfizer Common Stock +1.8%
+54.4%
+3.2% -6.9% +24.8%
PG Procter & Gamble +1.3%
+7.9%
+14.1% +39.7% +3.6%
PGR Progressive Corp +0.2%
-0.9%
+41.5% +25.1% +9.4%
PINS Pinterest -6.9%
-43.4%
+253.5% N/A N/A
PLAN Anaplan Inc -4.8%
-43.3%
+37.1% +97.4% N/A
PLD Prologis Inc +0.6%
+54.7%
+14.6% +55.9% -6.2%
PLTR Palantir Technologies -6.2%
-17.7%
N/A N/A N/A
PM Phillip Morris International Inc +1.1%
+9.0%
+3.9% +35.0% -33.2%
PSTG Pure Storage Inc -1.1%
+35.5%
+32.1% +6.4% +1.4%
PTON Peloton Interactive Inc -4.0%
-72.2%
+434.2% N/A N/A
PYPL PayPal Holdings Inc -3.0%
-23.4%
+116.5% +28.6% +14.2%
QCOM Qualcomm Inc -2.4%
+17.4%
+77.0% +60.7% -7.6%
QRVO Qorvo Inc -0.1%
-12.1%
+43.1% +91.4% -8.8%
REGN Regeneron Pharmaceuticals Inc -0.9%
+30.5%
+28.7% +0.5% -0.7%
ROKU Roku -8.7%
-37.4%
+148.0% +337.0% -40.8%
RTX Raytheon Technologies -2.3%
+13.3%
N/A N/A N/A
RY Royal Bank of Canada ADR -1.0%
+23.8%
+8.4% +20.2% -12.8%
SBUX Starbucks -0.9%
+3.3%
+24.2% +39.1% +14.8%
SCHW Schwab (Charles) Corp -1.1%
+45.8%
+13.6% +16.4% -18.4%
SHOP Shopify Inc A -4.1%
+29.0%
+184.7% +187.2% +37.1%
SNAP Snap Inc (Snapchat) -0.7%
-5.6%
+206.6% +196.4% -62.3%
SNOW Snowflake Inc -8.6%
+10.5%
N/A N/A N/A
SPG Simon Property Group REIT -3.3%
+79.1%
-38.6% -6.7% +2.5%
SPGI S&P Global Inc -1.5%
+37.7%
+21.4% +62.3% +1.4%
SPLK Splunk Inc -7.7%
-34.3%
+13.4% +42.8% +26.6%
SPOT Spotify Technology SA -5.6%
-28.5%
+110.4% +31.8% N/A
SQ Square Inc A -6.6%
-10.6%
+247.9% +11.5% +61.8%
STT State Street Corp -0.4%
+24.1%
-4.8% +29.3% -34.0%
SYK Stryker Corp +1.0%
-1.7%
+18.1% +35.3% +2.4%
SYY Sysco Corp -2.8%
-6.1%
-10.4% +39.6% +5.5%
T AT&T Inc -2.6%
-16.9%
-21.4% +45.6% -22.2%
TCEHY Tencent Holding ADR +1.3%
-17.4%
+50.1% +21.9% -23.8%
TDOC Teladoc Health Inc -7.7%
-53.3%
+138.8% +68.9% +42.2%
TER Teradyne Inc -0.3%
+27.5%
+76.7% +118.9% -24.4%
TGT Target Common Stock -1.4%
+38.1%
+40.5% +100.2% +4.8%
TJX TJX Companies Inc -2.0%
+1.1%
+12.2% +38.8% +18.9%
TM Toyota Motor ADR +0.2%
+17.2%
+13.6% +25.0% -5.9%
TMO Thermo Fisher Scientific -1.1%
+34.6%
+43.7% +45.5% +18.2%
TMUS T-Mobile US Inc -1.9%
-20.9%
+72.0% +23.3% +0.2%
TRV The Travelers Companies -1.0%
+5.4%
+5.4% +17.0% -9.6%
TSLA Tesla -4.3%
+55.2%
+743.4% +25.7% +6.9%
TSM Taiwan Semiconductor Mfg ADR +3.0%
+11.6%
+92.5% +64.8% -3.5%
TTD The Trade Desk Inc A -7.9%
+18.9%
+208.3% +123.8% +153.8%
TTWO Take-Two Interactive Software Inc -3.3%
-22.8%
+69.7% +18.9% -6.2%
TWLO Twilio Inc A -9.3%
-23.3%
+244.4% +10.1% +278.4%
TWTR Twitter Inc -2.5%
-20.9%
+69.0% +11.5% +19.7%
TXN Texas Instruments Inc -0.3%
+19.6%
+31.7% +39.6% -7.2%
UAA Under Armour Inc A -3.0%
+33.3%
-20.5% +22.2% +22.5%
UBER UBER Technologies Inc -5.2%
-29.4%
+71.5% N/A N/A
UNH UnitedHealth Group Inc +0.0%
+28.1%
+21.2% +20.0% +14.5%
UNP Union Pacific Corp -1.0%
+13.6%
+17.7% +33.7% +5.3%
UPS UPS -2.1%
+17.8%
+48.7% +24.2% -15.5%
UPST Upstart Holdings Inc -12.3%
+340.9%
N/A N/A N/A
V Visa Inc Class A -1.9%
-12.5%
+17.1% +43.3% +16.5%
VMW VMware Inc -2.3%
-2.2%
-7.6% +10.7% +30.8%
VRTX Vertex Pharmaceuticals +9.7%
-13.3%
+7.9% +32.1% +10.6%
VWAGY Volkswagen AG ADR +4.6%
+42.2%
+11.7% +27.6% N/A
VZ Verizon Communications Inc -1.0%
-11.4%
-0.1% +13.9% +11.3%
WBA Walgreens Boots Alliance Inc -2.4%
+13.8%
-29.3% -11.0% -3.7%
WDAY Workday Inc Class A -4.9%
+8.9%
+45.7% +3.0% +56.9%
WETF WisdomTree Investments Common Stock -2.4%
+14.1%
+14.1% -25.7% -46.3%
WFC Wells Fargo Common Stock -1.2%
+58.5%
-41.7% +21.4% -21.8%
WMT Wal-Mart Common Stock -2.5%
-3.7%
+23.3% +30.2% -3.4%
WYNN Wynn Resorts Ltd -6.1%
-32.6%
-18.0% +45.0% -40.2%
XLNX Xilinx Inc -4.1%
+54.9%
+47.2% +16.4% +28.8%
XOM Exxon Mobil Corp -0.1%
+54.0%
-36.2% +7.3% -15.1%
YUMC Yum China Holdings Inc -0.8%
-12.2%
+19.5% +44.9% -15.3%
ZM ZOOM Video Communications -6.5%
-41.4%
+395.8% N/A N/A
ZS Zscaler Inc -8.3%
+59.3%
+329.5% +18.6% N/A
ZTS Zoetis Inc Cl A -1.1%
+33.4%
+25.8% +55.7% +19.5%