through: Mar 30, 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. +2.9%
-13.0%
+89.0% -5.4% +48.5%
ABBV AbbVie Inc +3.5%
-13.9%
+1.5% -1.0% +60.1%
ABT Abbott Laboratories +6.4%
-8.3%
+22.1% +29.0% +52.0%
ACN Accenture PLC A +4.3%
-19.0%
+51.2% -6.2% +33.3%
ADBE Adobe Inc +4.1%
-3.5%
+45.8% +29.1% +70.2%
ADI Analog Devices Inc +2.6%
-23.0%
+41.3% -1.6% +25.3%
ADP Automatic Data Processing Inc +4.9%
-18.6%
+32.7% +14.2% +16.5%
AMAT Applied Materials +5.0%
-22.3%
+89.9% -34.9% +59.8%
AMD Advanced Micro Devices Inc +2.7%
+4.4%
+148.4% +79.6% -9.3%
AMGN Amgen Inc +5.1%
-12.9%
+27.6% +15.2% +22.2%
AMZN Amazon.com +3.4%
+6.3%
+23.0% +28.4% +56.0%
ATVI Activision Blizzard Inc +2.7%
-1.6%
+28.6% -26.1% +76.4%
AVGO Broadcom Inc +4.1%
-22.7%
+29.1% +2.2% +48.2%
AXP American Express Co +1.7%
-27.2%
+32.5% -2.6% +36.2%
AZN AstraZeneca PLC ADR +4.9%
-8.8%
+35.6% +13.8% +33.2%
BA Boeing Co -6.0%
-53.0%
+3.3% +11.5% +94.8%
BABA Alibaba Group Holding Ltd ADR +1.4%
-9.8%
+54.7% -20.5% +96.4%
BAC Bank of America +2.0%
-37.0%
+46.2% -15.0% +35.7%
BDX Becton Dickinson Co +2.9%
-17.8%
+22.2% +6.6% +31.2%
BIIB Biogen +6.5%
+6.5%
-1.4% -5.5% +22.0%
BKNG Booking Holdings Inc. (Priceline) +4.2%
-36.3%
+19.2% -0.9% +18.5%
BLK BlackRock Inc +4.8%
-8.8%
+31.8% -21.6% +38.2%
BMY Bristol-Myers Squibb +3.0%
-14.7%
+27.9% -12.9% +7.7%
BRKB Berkshire Hathaway B Shares +2.0%
-19.1%
+10.9% +3.0% +21.6%
BSX Boston Scientific +3.4%
-30.0%
+28.0% +42.6% +14.6%
C Citigroup Inc +0.6%
-44.4%
+57.8% -28.5% +27.0%
CAT Caterpillar Common Stock +5.9%
-23.8%
+19.5% -17.5% +75.0%
CHL China Mobile Ltd ADR +3.0%
-12.9%
-8.1% -0.6% +3.4%
CHTR Charter Communications Inc A (Newco 2009) +2.5%
-7.1%
+70.2% -15.2% +16.7%
CLX Clorox Company +0.7%
+14.4%
+2.2% +6.5% +27.1%
CMCSA Comcast Common Stock +2.7%
-20.7%
+34.0% -12.7% +17.4%
CME CME Group Inc Class A +1.5%
-13.0%
+9.7% +32.1% +32.3%
COST Costco Wholesale Corp +2.4%
-0.7%
+45.7% +10.6% +22.4%
CRM Salesforce.com +2.6%
-7.9%
+18.7% +34.0% +49.3%
CRWD Crowdstrike Holdings Inc Class A -1.8%
+15.7%
N/A N/A N/A
CSCO Cisco Systems +3.9%
-15.3%
+13.8% +16.6% +31.3%
CSX CSX Corp +3.1%
-19.5%
+18.0% +14.5% +55.4%
CVX Chevron Corporation +4.6%
-39.6%
+15.3% -9.8% +10.6%
DD DowDupont Inc -0.6%
-47.3%
-13.6% -23.2% +27.9%
DHR Danaher Corp +1.6%
-8.1%
+49.6% +11.8% +20.0%
DIS Disney Common Stock +3.5%
-31.0%
+33.5% +3.6% +4.8%
DISH DISH Network Corp Class A -1.2%
-41.6%
+42.1% -47.7% -17.6%
DLTR Dollar Tree Inc +3.6%
-15.1%
+4.1% -15.8% +39.0%
DOCU Docusign Inc +6.7%
+18.9%
+84.9% N/A N/A
DUK Duke Energy Corp +4.1%
-7.6%
+10.3% +7.4% +13.0%
EA Electronic Arts Inc +2.4%
-9.1%
+36.2% -24.9% +33.4%
EBAY eBay Inc +3.3%
-13.2%
+30.6% -25.6% +27.1%
ETSY Etsy Inc +0.0%
-12.7%
-6.9% +132.6% +73.6%
FB Facebook +5.8%
-19.1%
+56.6% -25.7% +53.4%
FDX FedEx Corp +3.1%
-17.4%
-4.8% -34.7% +35.2%
FIS Fidelity National Information Services +4.3%
-9.7%
+37.2% +10.3% +26.0%
FRC First Republic Bank +4.9%
-26.3%
+36.2% +1.1% -5.3%
GE General Electric +3.5%
-29.2%
+53.9% -55.4% -42.9%
GILD Gilead Sciences Inc +4.2%
+18.0%
+7.9% -9.9% +3.0%
GO Grocery Outlet Holding Corp +0.0%
+4.2%
N/A N/A N/A
GOOG Alphabet Inc Class C +3.3%
-14.2%
+29.1% -1.0% +35.6%
GOOGL Alphabet Inc A (Former GOOG) +3.2%
-14.4%
+28.2% -0.8% +32.9%
GS Goldman Sachs Group +0.8%
-30.1%
+40.5% -33.5% +7.7%
HD Home Depot +2.9%
-9.6%
+30.5% -7.3% +44.6%
HON Honeywell International Inc +0.4%
-25.1%
+36.7% -9.2% +35.2%
HUM Humana Inc +5.0%
-14.9%
+28.9% +16.1% +22.6%
HYT BlackRock High Yield CEF +4.0%
-20.4%
+31.2% -7.8% +9.0%
IBM International Business Machines +4.5%
-14.9%
+23.6% -22.5% -4.0%
ICE Intercontinental Exchange +3.2%
-9.1%
+24.5% +8.1% +26.6%
INFO IHS Markit Ltd +4.8%
-17.7%
+57.1% +6.2% +27.5%
INTC Intel Corp +6.0%
-6.8%
+30.7% +4.2% +30.8%
INTU Intuit Inc +3.6%
-8.9%
+34.1% +25.8% +39.2%
ISRG Intuitive Surgical Inc +2.8%
-14.7%
+23.4% +31.2% +72.6%
JD JD.com Inc ADR +0.6%
+14.6%
+68.3% -49.5% +62.8%
JNJ Johnson & Johnson +8.0%
-8.2%
+16.2% -5.1% +24.4%
JPM J.P. Morgan Common Stock +2.6%
-32.5%
+47.3% -6.6% +26.7%
JWN Nordstrom Inc -1.4%
-60.9%
-8.4% +1.1% +2.3%
KHC The Kraft Heniz Co +3.8%
-20.1%
-21.1% -42.3% -8.4%
KMX CarMax, Inc -5.4%
-36.4%
+39.8% -2.2% -0.4%
KO Coca-Cola Co +5.1%
-18.0%
+20.6% +6.8% +14.4%
LHX L3Harris Technologies -1.6%
-7.6%
+49.2% -3.4% +40.8%
LK Luckin Coffee ADR (China) -0.1%
-35.0%
N/A N/A N/A
LLY Eli Lilly and Co +3.2%
+5.9%
+16.2% +40.4% +17.8%
LMT Lockheed Martin +0.1%
-9.8%
+52.5% -16.3% +31.8%
LOW Lowe's Companies Inc +2.0%
-25.6%
+32.2% +1.2% +33.3%
LULU Lululemon Athletica Inc +2.7%
-16.3%
+90.5% +54.7% +20.9%
LYFT Lyft Inc Class A -2.5%
-37.4%
N/A N/A N/A
MA Mastercard Inc A +2.3%
-15.1%
+59.2% +25.3% +47.7%
MCD McDonalds +2.5%
-14.4%
+14.0% +5.8% +45.0%
MCHP Microchip Technology Inc +1.2%
-33.9%
+48.1% -16.7% +39.5%
MCO Moody's Corporation +0.9%
-6.2%
+71.3% -4.1% +58.5%
MDLZ Mondelez Intl Inc Class A +7.4%
-6.7%
+40.4% -4.3% -1.6%
MDT Medtronic PLC +2.4%
-18.4%
+27.3% +15.2% +15.9%
MMC Marsh & McLennan Companies Inc +4.8%
-19.3%
+42.3% -0.1% +22.7%
MMM 3M Co +3.4%
-21.2%
-4.3% -16.9% +34.9%
MNST Monster Beverage Corp +2.9%
-8.7%
+29.1% -22.2% +42.7%
MO Altria Group Inc +1.8%
-23.3%
+8.0% -27.1% +9.4%
MRK Merck & Co Inc +7.3%
-14.7%
+22.3% +40.0% -1.5%
MS Morgan Stanley Common Stock +2.4%
-31.4%
+32.7% -22.8% +26.6%
MSFT Microsoft Corp +7.0%
+1.9%
+57.6% +20.8% +40.7%
MTCH Match Group Inc +6.7%
-18.8%
+92.0% +43.7% +83.1%
MU Micron Technology Inc +2.4%
-17.2%
+69.5% -22.8% +87.6%
NEE Next Era Energy +6.1%
+2.1%
+42.7% +14.3% +34.4%
NFLX Netflix +3.9%
+14.6%
+20.9% +39.4% +55.1%
NKE Nike Inc B +2.6%
-15.5%
+38.1% +19.9% +24.7%
NOW ServiceNow Inc +4.5%
+1.4%
+58.6% +36.6% +75.4%
NVDA NVIDIA Corp +5.1%
+12.9%
+76.9% -30.8% +82.0%
NVS Novartis AG ADR +3.3%
-10.3%
+27.5% +5.9% +19.4%
ORCL Oracle Corp +1.1%
-4.5%
+19.3% -3.0% +24.9%
OSTK Overstock.com Inc -7.8%
-39.7%
-48.1% -78.7% +265.1%
PANW Palo Alto Networks +2.4%
-28.0%
+22.8% +30.0% +15.9%
PEP Pepsico Inc +4.2%
-7.6%
+27.4% -4.8% +17.8%
PFE Pfizer Common Stock +5.7%
-15.8%
-6.9% +24.8% +15.9%
PG Procter & Gamble +4.4%
-7.4%
+39.7% +3.6% +12.7%
PGR Progressive Corp +3.6%
+8.6%
+25.1% +9.4% +61.6%
PINS Pinterest +3.2%
-17.3%
N/A N/A N/A
PM Phillip Morris International Inc +4.9%
-13.1%
+35.0% -33.2% +19.9%
PYPL PayPal Holdings Inc +3.8%
-10.3%
+28.6% +14.2% +86.5%
QCOM Qualcomm Inc +3.7%
-21.2%
+60.7% -7.6% +2.0%
REGN Regeneron Pharmaceuticals Inc +5.2%
+26.0%
+0.5% -0.7% +2.4%
RY Royal Bank of Canada ADR +1.5%
-23.7%
+20.2% -12.8% +25.0%
SBUX Starbucks +2.3%
-22.5%
+39.1% +14.8% +5.4%
SCHW Schwab (Charles) Corp +2.1%
-27.5%
+16.4% -18.4% +31.2%
SHOP Shopify Inc A +2.1%
+8.2%
+187.2% +37.1% +135.6%
SNAP Snap Inc (Snapchat) -2.7%
-27.4%
+196.4% -62.3% N/A
SPG Simon Property Group REIT -3.3%
-61.7%
-6.7% +2.5% +1.0%
SPLK Splunk Inc +2.0%
-15.1%
+42.8% +26.6% +62.0%
SQ Square Inc A +3.1%
-12.1%
+11.5% +61.8% +154.4%
SYK Stryker Corp +2.7%
-22.1%
+35.3% +2.4% +30.8%
SYY Sysco Corp -8.1%
-45.5%
+39.6% +5.5% +12.5%
T AT&T Inc +1.3%
-21.6%
+45.6% -22.2% -3.9%
TCEHY Tencent Holding ADR +2.2%
+3.4%
+21.9% -23.8% +114.9%
TGT Target Common Stock +1.3%
-24.7%
+100.2% +4.8% -5.9%
TJX TJX Companies Inc +1.6%
-21.8%
+38.8% +18.9% +3.4%
TMO Thermo Fisher Scientific +3.9%
-12.2%
+45.5% +18.2% +35.0%
TMUS T-Mobile US Inc +1.7%
+6.0%
+23.3% +0.2% +10.4%
TRV The Travelers Companies +2.6%
-24.6%
+17.0% -9.6% +13.4%
TSLA Tesla -2.4%
+20.0%
+25.7% +6.9% +45.7%
TSM Taiwan Semiconductor Mfg ADR +1.9%
-16.9%
+64.8% -3.5% +42.3%
TTD The Trade Desk Inc A -1.1%
-24.0%
+123.8% +153.8% +65.3%
TTWO Take-Two Interactive Software Inc +6.1%
-3.2%
+18.9% -6.2% +122.7%
TWLO Twilio Inc A +0.4%
-1.3%
+10.1% +278.4% -18.2%
TWTR Twitter Inc +1.2%
-20.2%
+11.5% +19.7% +47.3%
TXN Texas Instruments Inc +1.5%
-19.9%
+39.6% -7.2% +46.8%
UAA Under Armour Inc A +1.4%
-55.7%
+22.2% +22.5% -50.3%
UBER UBER Technologies Inc +2.0%
-6.4%
N/A N/A N/A
UNH UnitedHealth Group Inc +3.6%
-14.2%
+20.0% +14.5% +39.8%
UNP Union Pacific Corp +0.8%
-22.0%
+33.7% +5.3% +32.2%
UPS UPS +0.3%
-15.6%
+24.2% -15.5% +7.1%
UTX United Technologies Corp +1.4%
-33.9%
+43.8% -14.7% +19.1%
V Visa Inc Class A +2.5%
-11.8%
+43.3% +16.5% +47.2%
VMW VMware Inc +4.1%
-20.6%
+10.7% +30.8% +59.2%
VRTX Vertex Pharmaceuticals +6.8%
+5.9%
+32.1% +10.6% +103.4%
VZ Verizon Communications Inc +3.8%
-9.9%
+13.9% +11.3% +4.0%
WBA Walgreens Boots Alliance Inc +2.6%
-22.7%
-11.0% -3.7% -10.5%
WDAY Workday Inc Class A +0.8%
-16.5%
+3.0% +56.9% +53.9%
WETF WisdomTree Investments Common Stock -2.4%
-49.2%
-25.7% -46.3% +16.4%
WFC Wells Fargo Common Stock -1.2%
-43.8%
+21.4% -21.8% +13.2%
WMT Wal-Mart Common Stock +5.1%
-2.6%
+30.2% -3.4% +46.5%
XLNX Xilinx Inc +5.5%
-18.5%
+16.4% +28.8% +14.1%
XOM Exxon Mobil Corp +1.5%
-45.5%
+7.3% -15.1% -3.8%
YUMC Yum China Holdings Inc -0.6%
-11.6%
+44.9% -15.3% +53.6%
ZM ZOOM Video Communications -0.5%
+121.8%
N/A N/A N/A
ZS Zscaler Inc +0.4%
+26.5%
+18.6% N/A N/A
ZTS Zoetis Inc Cl A +4.4%
-11.7%
+55.7% +19.5% +35.5%