through: Sep 18, 2020

Performance Summary: Stocks

All returns are Total Return: calculated using market prices and include any dividends
Symbol Stock 1-Day Rtn Year-To-Date Return 2019 2018 2017
AAPL Apple Inc. -3.2%
+46.5%
+89.0% -5.4% +48.5%
ABBV AbbVie Inc +0.5%
+5.9%
+1.5% -1.0% +60.1%
ABT Abbott Laboratories +0.2%
+24.5%
+22.1% +29.0% +52.0%
ACN Accenture PLC A -0.3%
+13.5%
+51.2% -6.2% +33.3%
ADBE Adobe Inc -1.4%
+41.8%
+45.8% +29.1% +70.2%
ADI Analog Devices Inc -0.5%
-1.7%
+41.3% -1.6% +25.3%
ADP Automatic Data Processing Inc -2.0%
-19.2%
+32.7% +14.2% +16.5%
AMAT Applied Materials -0.3%
-7.0%
+89.9% -34.9% +59.8%
AMD Advanced Micro Devices Inc -2.1%
+63.4%
+148.4% +79.6% -9.3%
AMGN Amgen Inc -0.1%
+4.9%
+27.6% +15.2% +22.2%
AMT American Tower Corp -2.1%
+7.7%
+47.8% +13.3% +37.7%
AMZN Amazon.com -1.8%
+59.9%
+23.0% +28.4% +56.0%
APH Amphenol Corp Cl A -0.9%
+1.5%
+34.9% -6.8% +31.8%
ATVI Activision Blizzard Inc +1.7%
+35.7%
+28.6% -26.1% +76.4%
AVGO Broadcom Inc -1.7%
+17.0%
+29.1% +2.2% +48.2%
AXP American Express Co -1.2%
-15.8%
+32.5% -2.6% +36.2%
AYX Alteryx Inc - Class A +0.7%
+7.9%
+68.3% +135.3% N/A
AZN AstraZeneca PLC ADR +0.9%
+16.5%
+35.6% +13.8% +33.2%
BA Boeing Co -3.8%
-50.2%
+3.3% +11.5% +94.8%
BABA Alibaba Group Holding Ltd ADR -1.2%
+28.4%
+54.7% -20.5% +96.4%
BAC Bank of America -0.6%
-26.9%
+46.2% -15.0% +35.7%
BDX Becton Dickinson Co +1.8%
-13.9%
+22.2% +6.6% +31.2%
BIIB Biogen -0.3%
-7.5%
-1.4% -5.5% +22.0%
BKNG Booking Holdings Inc. (Priceline) -3.1%
-15.7%
+19.2% -0.9% +18.5%
BLK BlackRock Inc +1.6%
+13.0%
+31.8% -21.6% +38.2%
BMY Bristol-Myers Squibb -0.2%
-5.5%
+27.9% -12.9% +7.7%
BRKB Berkshire Hathaway B Shares +0.1%
-3.7%
+10.9% +3.0% +21.6%
BST BlackRock Science & Technology Trust CEF -0.4%
+26.2%
+34.4% +8.9% +57.4%
BSX Boston Scientific -3.0%
-14.9%
+28.0% +42.6% +14.6%
C Citigroup Inc -1.5%
-42.2%
+57.8% -28.5% +27.0%
CAT Caterpillar Common Stock -1.0%
+5.6%
+19.5% -17.5% +75.0%
CCI Crown Castle -1.8%
+15.0%
+35.5% +1.7% +32.9%
CHL China Mobile Ltd ADR -0.6%
-15.2%
-8.1% -0.6% +3.4%
CHTR Charter Communications Inc A (Newco 2009) +0.8%
+28.9%
+70.2% -15.2% +16.7%
CLX Clorox Company +0.6%
+37.9%
+2.2% +6.5% +27.1%
CMCSA Comcast Common Stock -0.7%
+2.4%
+34.0% -12.7% +17.4%
CME CME Group Inc Class A -1.0%
-14.6%
+9.7% +32.1% +32.3%
CMG Chipotle Mexican Grill -0.8%
+45.2%
+93.9% +49.4% -23.4%
COST Costco Wholesale Corp -0.9%
+15.1%
+45.7% +10.6% +22.4%
CRM Salesforce.com -0.7%
+49.3%
+18.7% +34.0% +49.3%
CRWD Crowdstrike Holdings Inc Class A +2.2%
+163.5%
N/A N/A N/A
CSCO Cisco Systems -1.4%
-15.0%
+13.8% +16.6% +31.3%
CSX CSX Corp +0.4%
+11.5%
+18.0% +14.5% +55.4%
CVX Chevron Corporation -0.7%
-32.4%
+15.3% -9.8% +10.6%
DD DowDupont Inc -2.4%
-6.0%
-13.6% -23.2% +27.9%
DDOG DataDog -1.8%
+126.8%
N/A N/A N/A
DHR Danaher Corp -0.4%
+34.7%
+49.6% +11.8% +20.0%
DIS Disney Common Stock -1.2%
-11.1%
+33.5% +3.6% +4.8%
DISH DISH Network Corp Class A -3.1%
-12.4%
+42.1% -47.7% -17.6%
DLTR Dollar Tree Inc -0.6%
-6.4%
+4.1% -15.8% +39.0%
DOCU Docusign Inc +0.8%
+162.9%
+84.9% N/A N/A
DUK Duke Energy Corp -2.0%
-6.1%
+10.3% +7.4% +13.0%
DXCM Dexcom +0.8%
+78.0%
+82.6% +108.7% -3.9%
EA Electronic Arts Inc +0.5%
+17.1%
+36.2% -24.9% +33.4%
EBAY eBay Inc -0.1%
+36.1%
+30.6% -25.6% +27.1%
ETSY Etsy Inc +2.3%
+152.3%
-6.9% +132.6% +73.6%
FB Facebook -0.9%
+23.0%
+56.6% -25.7% +53.4%
FDX FedEx Corp -0.5%
+62.7%
-4.8% -34.7% +35.2%
FIS Fidelity National Information Services -1.5%
+6.3%
+37.2% +10.3% +26.0%
FRC First Republic Bank +0.5%
-7.2%
+36.2% +1.1% -5.3%
FSLY Fastly - Class A +1.7%
+317.4%
N/A N/A N/A
GE General Electric -2.4%
-38.2%
+53.9% -55.4% -42.9%
GILD Gilead Sciences Inc +0.0%
+3.1%
+7.9% -9.9% +3.0%
GO Grocery Outlet Holding Corp -4.6%
+17.5%
N/A N/A N/A
GOOG Alphabet Inc Class C -2.4%
+9.2%
+29.1% -1.0% +35.6%
GOOGL Alphabet Inc A (Former GOOG) -2.4%
+8.3%
+28.2% -0.8% +32.9%
GS Goldman Sachs Group +0.0%
-13.7%
+40.5% -33.5% +7.7%
HD Home Depot -1.7%
+28.3%
+30.5% -7.3% +44.6%
HON Honeywell International Inc -1.0%
-2.9%
+36.7% -9.2% +35.2%
HUM Humana Inc +1.3%
+10.3%
+28.9% +16.1% +22.6%
HYT BlackRock High Yield CEF -0.6%
+4.9%
+31.2% -7.8% +9.0%
IBM International Business Machines -1.7%
-5.0%
+23.6% -22.5% -4.0%
ICE Intercontinental Exchange -0.8%
+8.3%
+24.5% +8.1% +26.6%
ILMN Illumina Inc -0.8%
-10.9%
+10.6% +37.3% +70.6%
INFO IHS Markit Ltd +0.3%
+5.7%
+57.1% +6.2% +27.5%
INTC Intel Corp -0.9%
-15.2%
+30.7% +4.2% +30.8%
INTU Intuit Inc -2.3%
+15.2%
+34.1% +25.8% +39.2%
ISRG Intuitive Surgical Inc -3.7%
+10.9%
+23.4% +31.2% +72.6%
JD JD.com Inc ADR +0.2%
+111.5%
+68.3% -49.5% +62.8%
JNJ Johnson & Johnson +1.4%
+4.3%
+16.2% -5.1% +24.4%
JPM J.P. Morgan Common Stock -0.2%
-27.5%
+47.3% -6.6% +26.7%
JWN Nordstrom Inc -3.1%
-64.1%
-8.4% +1.1% +2.3%
KHC The Kraft Heniz Co -2.9%
-3.2%
-21.1% -42.3% -8.4%
KMX CarMax, Inc +0.1%
+17.6%
+39.8% -2.2% -0.4%
KO Coca-Cola Co -0.2%
-6.5%
+20.6% +6.8% +14.4%
LHX L3Harris Technologies -0.1%
-5.1%
+49.2% -3.4% +40.8%
LLY Eli Lilly and Co +1.1%
+19.0%
+16.2% +40.4% +17.8%
LMT Lockheed Martin -0.2%
+3.4%
+52.5% -16.3% +31.8%
LOW Lowe's Companies Inc -2.2%
+35.6%
+32.2% +1.2% +33.3%
LULU Lululemon Athletica Inc -2.8%
+27.2%
+90.5% +54.7% +20.9%
LYFT Lyft Inc Class A -2.1%
-28.9%
N/A N/A N/A
MA Mastercard Inc A -1.2%
+12.7%
+59.2% +25.3% +47.7%
MCD McDonalds -1.0%
+13.6%
+14.0% +5.8% +45.0%
MCHP Microchip Technology Inc -2.0%
-2.1%
+48.1% -16.7% +39.5%
MCO Moody's Corporation -0.7%
+19.0%
+71.3% -4.1% +58.5%
MDLZ Mondelez Intl Inc Class A -1.2%
+3.8%
+40.4% -4.3% -1.6%
MDT Medtronic PLC -0.2%
-4.0%
+27.3% +15.2% +15.9%
MMC Marsh & McLennan Companies Inc -0.2%
+7.0%
+42.3% -0.1% +22.7%
MMM 3M Co -1.6%
-1.1%
-4.3% -16.9% +34.9%
MNST Monster Beverage Corp -2.1%
+24.3%
+29.1% -22.2% +42.7%
MO Altria Group Inc -2.5%
-14.7%
+8.0% -27.1% +9.4%
MRK Merck & Co Inc +0.2%
-3.4%
+22.3% +40.0% -1.5%
MS Morgan Stanley Common Stock -0.3%
+0.2%
+32.7% -22.8% +26.6%
MSFT Microsoft Corp -1.2%
+28.1%
+57.6% +20.8% +40.7%
MTCH Match Group Inc +0.8%
+32.0%
+92.0% +43.7% +83.1%
MU Micron Technology Inc -0.5%
-5.7%
+69.5% -22.8% +87.6%
NEE Next Era Energy -0.9%
+16.2%
+42.7% +14.3% +34.4%
NFLX Netflix -0.1%
+45.2%
+20.9% +39.4% +55.1%
NKE Nike Inc B -1.5%
+14.0%
+38.1% +19.9% +24.7%
NOW ServiceNow Inc -0.2%
+60.5%
+58.6% +36.6% +75.4%
NVDA NVIDIA Corp -2.2%
+107.5%
+76.9% -30.8% +82.0%
NVS Novartis AG ADR +0.0%
-0.4%
+27.5% +5.9% +19.4%
NXPI NXP Semiconductors NV -1.3%
+0.1%
+75.7% -37.0% +19.5%
ORCL Oracle Corp -0.7%
+14.3%
+19.3% -3.0% +24.9%
OSTK Overstock.com Inc +4.0%
+964.4%
-48.1% -78.7% +265.1%
PANW Palo Alto Networks +0.1%
+4.5%
+22.8% +30.0% +15.9%
PEP Pepsico Inc -1.3%
-1.7%
+27.4% -4.8% +17.8%
PFE Pfizer Common Stock -0.5%
-3.6%
-6.9% +24.8% +15.9%
PG Procter & Gamble -0.1%
+12.1%
+39.7% +3.6% +12.7%
PGR Progressive Corp +1.5%
+38.5%
+25.1% +9.4% +61.6%
PINS Pinterest +0.8%
+97.9%
N/A N/A N/A
PLAN Anaplan Inc +0.7%
+10.8%
+97.4% N/A N/A
PM Phillip Morris International Inc -1.7%
-5.0%
+35.0% -33.2% +19.9%
PYPL PayPal Holdings Inc +0.2%
+62.8%
+28.6% +14.2% +86.5%
QCOM Qualcomm Inc -3.6%
+28.1%
+60.7% -7.6% +2.0%
REGN Regeneron Pharmaceuticals Inc -1.7%
+47.9%
+0.5% -0.7% +2.4%
ROKU Roku -2.6%
+19.8%
+337.0% -40.8% N/A
RTX Raytheon Technologies -0.7%
-30.0%
N/A N/A N/A
RY Royal Bank of Canada ADR -1.3%
-5.5%
+20.2% -12.8% +25.0%
SBUX Starbucks -2.1%
-1.9%
+39.1% +14.8% +5.4%
SCHW Schwab (Charles) Corp +0.6%
-23.2%
+16.4% -18.4% +31.2%
SHOP Shopify Inc A +3.5%
+126.7%
+187.2% +37.1% +135.6%
SNAP Snap Inc (Snapchat) -2.0%
+45.9%
+196.4% -62.3% N/A
SPG Simon Property Group REIT -2.9%
-51.4%
-6.7% +2.5% +1.0%
SPGI S&P Global Inc -0.2%
+29.4%
+62.3% +1.4% +59.3%
SPLK Splunk Inc -1.6%
+16.8%
+42.8% +26.6% +62.0%
SQ Square Inc A -0.4%
+131.8%
+11.5% +61.8% +154.4%
SYK Stryker Corp -2.5%
-1.0%
+35.3% +2.4% +30.8%
SYY Sysco Corp -1.1%
-19.0%
+39.6% +5.5% +12.5%
T AT&T Inc -0.5%
-22.3%
+45.6% -22.2% -3.9%
TCEHY Tencent Holding ADR +0.5%
+40.0%
+21.9% -23.8% +114.9%
TGT Target Common Stock +0.8%
+17.9%
+100.2% +4.8% -5.9%
TJX TJX Companies Inc +0.1%
-7.9%
+38.8% +18.9% +3.4%
TMO Thermo Fisher Scientific -0.9%
+32.3%
+45.5% +18.2% +35.0%
TMUS T-Mobile US Inc -1.1%
+41.2%
+23.3% +0.2% +10.4%
TRV The Travelers Companies -0.9%
-16.8%
+17.0% -9.6% +13.4%
TSLA Tesla +4.4%
+428.5%
+25.7% +6.9% +45.7%
TSM Taiwan Semiconductor Mfg ADR -2.1%
+41.0%
+64.8% -3.5% +42.3%
TTD The Trade Desk Inc A +1.6%
+67.7%
+123.8% +153.8% +65.3%
TTWO Take-Two Interactive Software Inc -0.6%
+29.5%
+18.9% -6.2% +122.7%
TWLO Twilio Inc A +1.6%
+129.3%
+10.1% +278.4% -18.2%
TWTR Twitter Inc +2.0%
+25.3%
+11.5% +19.7% +47.3%
TXN Texas Instruments Inc -1.2%
+10.5%
+39.6% -7.2% +46.8%
UAA Under Armour Inc A -3.8%
-46.7%
+22.2% +22.5% -50.3%
UBER UBER Technologies Inc +0.2%
+24.8%
N/A N/A N/A
UNH UnitedHealth Group Inc +1.0%
+6.1%
+20.0% +14.5% +39.8%
UNP Union Pacific Corp -0.9%
+12.4%
+33.7% +5.3% +32.2%
UPS UPS -0.1%
+40.1%
+24.2% -15.5% +7.1%
V Visa Inc Class A -1.3%
+8.3%
+43.3% +16.5% +47.2%
VMW VMware Inc -0.1%
-7.0%
+10.7% +30.8% +59.2%
VRTX Vertex Pharmaceuticals -2.2%
+21.2%
+32.1% +10.6% +103.4%
VZ Verizon Communications Inc -0.4%
+1.5%
+13.9% +11.3% +4.0%
WBA Walgreens Boots Alliance Inc -0.8%
-35.4%
-11.0% -3.7% -10.5%
WDAY Workday Inc Class A -1.3%
+21.9%
+3.0% +56.9% +53.9%
WETF WisdomTree Investments Common Stock +1.5%
-27.4%
-25.7% -46.3% +16.4%
WFC Wells Fargo Common Stock +0.1%
-51.6%
+21.4% -21.8% +13.2%
WMT Wal-Mart Common Stock -1.0%
+15.3%
+30.2% -3.4% +46.5%
XLNX Xilinx Inc -0.7%
+4.3%
+16.4% +28.8% +14.1%
XOM Exxon Mobil Corp -1.6%
-43.8%
+7.3% -15.1% -3.8%
YUMC Yum China Holdings Inc -1.4%
+7.1%
+44.9% -15.3% +53.6%
ZM ZOOM Video Communications +6.2%
+544.8%
N/A N/A N/A
ZS Zscaler Inc +1.5%
+177.6%
+18.6% N/A N/A
ZTS Zoetis Inc Cl A +0.2%
+22.1%
+55.7% +19.5% +35.5%