through: Dec 08, 2023

Return 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 2022 2021 2020
AAPL Apple Inc. +0.7%
+51.5%
-26.4% +34.6% +82.3%
ABBV AbbVie Inc +0.9%
-3.9%
+24.0% +32.4% +27.6%
ABNB AirBNB +0.6%
+64.5%
-48.6% +13.4% N/A
ABT Abbott Laboratories +0.4%
-2.9%
-20.7% +30.5% +28.0%
ACN Accenture PLC A +0.6%
+28.4%
-34.8% +60.7% +26.1%
ADBE Adobe Inc +0.2%
+81.3%
-40.7% +13.4% +51.6%
ADI Analog Devices Inc +0.3%
+14.9%
-4.9% +21.0% +26.9%
ADP Automatic Data Processing Inc -0.3%
-1.8%
-1.3% +42.6% +6.0%
ADSK Autodesk +0.1%
+19.9%
-33.5% -7.9% +66.4%
AJG Arthur J Gallagher +0.0%
+29.1%
+12.4% +39.0% +32.2%
AMAT Applied Materials -0.5%
+53.1%
-37.5% +83.6% +43.3%
AMD Advanced Micro Devices Inc +0.4%
+99.0%
-55.0% +56.9% +100.0%
AMGN Amgen Inc -0.8%
+6.0%
+20.4% +0.9% -2.0%
AMT American Tower Corp -2.0%
+0.0%
-25.6% +32.9% -0.5%
AMZN Amazon.com +0.4%
+75.5%
-49.6% +2.4% +76.3%
ANET Arista Networks +4.1%
+84.6%
-15.6% +97.9% +42.9%
APH Amphenol Corp Cl A +0.8%
+23.4%
-12.0% +34.9% +22.1%
APO Apollo Global Management Inc +1.4%
+47.7%
-9.6% +53.3% +8.0%
APTV Aptiv PLC -1.3%
-14.3%
-43.5% +26.6% +37.5%
ARCC ARES Capital Corp BDC +0.7%
+17.4%
-3.8% +36.2% +0.6%
ARES ARES Management Corp +2.2%
+65.8%
-12.8% +77.8% +37.6%
ASML ASM Lithography -0.5%
+28.6%
-30.6% +64.1% +66.3%
AVGO Broadcom Inc +2.4%
+72.0%
-13.3% +56.4% +44.9%
AXP American Express Co -0.1%
+15.7%
-8.5% +36.9% -1.2%
AYX Alteryx Inc - Class A +3.8%
-14.3%
-16.2% -50.3% +21.7%
AZN AstraZeneca PLC ADR -0.4%
-4.8%
+19.2% +19.6% +3.2%
BA Boeing Co +3.1%
+28.5%
-5.4% -6.0% -33.9%
BABA Alibaba Group Holding Ltd ADR -0.3%
-18.1%
-25.8% -49.0% +9.7%
BAC Bank of America +1.0%
-3.6%
-23.8% +49.6% -11.6%
BDX Becton Dickinson Co -0.5%
-7.3%
+5.1% +1.9% -6.8%
BIIB Biogen +0.1%
-13.6%
+15.4% -2.0% -17.5%
BKNG Booking Holdings Inc. (Priceline) +1.1%
+62.5%
-16.0% +7.7% +8.4%
BLK BlackRock Inc -0.1%
+8.1%
-20.4% +29.4% +47.2%
BMY Bristol-Myers Squibb +0.3%
-27.6%
+19.0% +2.9% +0.4%
BRKB Berkshire Hathaway B Shares +0.1%
+14.3%
+3.3% +29.0% +2.4%
BSX Boston Scientific -0.1%
+18.8%
+8.9% +18.2% -20.5%
BX Blackstone Inc -1.1%
+57.1%
-40.0% +107.1% +19.9%
BXSL Blackstone Secured Lending BDC +0.9%
+35.0%
-26.0% N/A N/A
BYON Beyond Inc +2.2%
+20.5%
-67.2% +23.0% +580.4%
C Citigroup Inc +0.8%
+13.0%
-22.1% +1.0% -19.6%
CAT Caterpillar Common Stock +0.8%
+10.6%
+18.6% +16.0% +26.9%
CCI Crown Castle -1.3%
-10.8%
-32.5% +35.1% +15.6%
CDNS Cadence Design Systems +0.2%
+61.8%
-13.8% +36.6% +96.7%
CHTR Charter Communications Inc A (Newco 2009) -0.3%
+8.4%
-48.0% -1.4% +36.4%
CLX Clorox Company -1.5%
+4.2%
-17.0% -11.5% +34.5%
CMCSA Comcast Common Stock -0.2%
+23.9%
-28.7% -2.2% +19.2%
CME CME Group Inc Class A +0.4%
+28.7%
-22.9% +29.5% -6.3%
CMG Chipotle Mexican Grill +0.8%
+61.7%
-20.6% +26.1% +65.7%
COF Capital One Financial +2.3%
+30.0%
-34.6% +49.3% -2.7%
COIN Coinbase Global Inc +7.7%
+314.3%
-86.0% N/A N/A
COST Costco Wholesale Corp +0.0%
+34.8%
-19.1% +51.8% +32.6%
CRM Salesforce.com +0.8%
+89.2%
-47.8% +14.2% +36.8%
CRSP CRISPR Therapeutics -8.1%
+58.8%
-46.4% -50.5% +151.4%
CRWD Crowdstrike Holdings Inc Class A +1.0%
+130.4%
-48.6% -3.3% +324.7%
CSCO Cisco Systems +0.2%
+4.7%
-22.5% +45.8% -3.5%
CSX CSX Corp -1.6%
+7.9%
-16.6% +25.7% +27.1%
CTAS Cintas Corp -0.1%
+23.8%
+3.0% +26.5% +32.7%
CVX Chevron Corporation +1.3%
-16.4%
+58.5% +46.3% -26.0%
DASH DoorDash Inc Cl A +1.0%
+104.8%
-67.2% +4.3% N/A
DD DowDupont Inc +0.2%
+5.4%
-13.4% +15.4% +13.3%
DDOG DataDog -1.0%
+54.9%
-58.7% +80.9% +160.6%
DG Dollar General Corp -3.8%
-47.7%
+5.6% +13.0% +35.9%
DHR Danaher Corp -0.7%
-17.8%
-19.0% +48.6% +45.3%
DIS Disney Common Stock +0.8%
+7.2%
-43.9% -14.5% +25.3%
DISH DISH Network Corp Class A +5.1%
-67.5%
-56.7% +0.3% -8.8%
DLR Digital Realty Inc +0.6%
+38.9%
-40.9% +30.7% +20.5%
DLTR Dollar Tree Inc -1.8%
-12.0%
+0.7% +30.1% +14.9%
DOCU Docusign Inc +4.8%
-10.3%
-63.6% -31.5% +200.0%
DUK Duke Energy Corp -0.1%
-4.3%
+2.0% +19.1% +4.8%
DXCM Dexcom -1.6%
+3.3%
-15.6% +45.2% +69.0%
EA Electronic Arts Inc +1.2%
+12.9%
-6.8% -7.7% +33.7%
EBAY eBay Inc -0.5%
+1.9%
-36.5% +33.8% +41.1%
ENPH Enphase Energy Inc -3.9%
-61.1%
+44.8% +4.3% +571.5%
EQIX Equinix Inc -1.0%
+24.8%
-21.1% +20.3% +24.2%
ETSY Etsy Inc +1.4%
-33.1%
-45.3% +23.1% +301.6%
EXC Exelon Corp -0.3%
-6.0%
+8.3% +41.4% -3.9%
EXPE Expedia Group Inc +1.3%
+66.1%
-51.5% +36.5% +22.9%
F Ford Motor Co +1.8%
+4.6%
-42.2% +137.5% -3.9%
FCX Freeport-McMoran Inc +4.9%
+1.9%
-7.5% +61.4% +99.1%
FDX FedEx Corp +2.2%
+60.5%
-31.7% +0.7% +74.3%
FI FISERV INC +0.7%
+31.0%
-2.6% -8.8% -1.5%
FIS Fidelity National Information Services +0.0%
-9.9%
-36.5% -21.9% +2.8%
FSK FS KKR Capital Corp BDC +1.3%
+31.1%
-4.6% +41.8% -20.5%
FSLY Fastly - Class A +2.6%
+110.9%
-76.9% -59.4% +335.3%
FSR Fisker Inc +11.6%
-77.4%
-53.8% +7.4% +44.1%
FTNT Fortinet Inc +1.6%
+6.7%
-32.0% +142.0% +39.1%
GBDC Golub Capital BDC +0.5%
+23.7%
-7.0% +17.8% -14.8%
GE General Electric +0.9%
+84.9%
-10.9% +9.7% -2.7%
GILD Gilead Sciences Inc +1.2%
-5.3%
+23.6% +30.0% -6.6%
GM General Motors +0.7%
+1.4%
-42.4% +40.8% +15.2%
GO Grocery Outlet Holding Corp -1.0%
+0.2%
+3.2% -27.9% +21.0%
GOOG Alphabet Inc Class C -1.3%
+54.0%
-38.7% +65.2% +31.0%
GOOGL Alphabet Inc A -1.4%
+53.0%
-39.1% +65.3% +30.9%
GPN Global Payments Inc +0.2%
+21.8%
-25.9% -36.9% +18.5%
GS Goldman Sachs Group +1.8%
+5.4%
-7.9% +47.6% +17.5%
GSBD Goldman Sachs BDC +0.9%
+19.7%
-20.0% +10.8% +0.8%
HD Home Depot +0.1%
+6.2%
-22.0% +59.5% +24.5%
HON Honeywell International Inc -1.6%
-7.2%
+4.9% -0.3% +23.0%
HOOD Robinhood Markets Inc +2.2%
+44.1%
-54.2% N/A N/A
HSY Hershey Co -1.8%
-18.2%
+21.9% +29.6% +5.9%
HUBS Hubspot +2.0%
+73.6%
-56.1% +66.3% +150.1%
HUM Humana Inc +0.3%
-5.4%
+11.2% +13.8% +12.7%
IBM International Business Machines +1.1%
+20.7%
+10.7% +17.0% -1.0%
ICE Intercontinental Exchange +0.7%
+11.8%
-23.9% +19.9% +26.2%
ILMN Illumina Inc -3.6%
-44.1%
-46.9% +2.8% +11.5%
INTC Intel Corp +1.3%
+65.4%
-46.7% +6.0% -14.7%
INTU Intuit Inc +0.4%
+48.5%
-39.1% +70.3% +46.1%
ISRG Intuitive Surgical Inc -0.4%
+17.0%
-26.1% +31.8% +38.4%
JD JD.com Inc ADR -1.8%
-52.2%
-18.0% -20.3% +149.5%
JNJ Johnson & Johnson -0.6%
-10.0%
+6.0% +11.4% +10.9%
JPM J.P. Morgan Common Stock +1.1%
+21.7%
-12.6% +27.7% -5.5%
JWN Nordstrom Inc +2.5%
+6.2%
-26.2% -27.5% -22.7%
KDP Kueurig Dr Pepper Inc -0.8%
-7.7%
-1.2% +17.5% +13.0%
KHC The Kraft Heniz Co -0.7%
-7.0%
+18.2% +8.0% +14.1%
KKR KKR & Co Inc +1.9%
+67.6%
-37.0% +85.8% +41.1%
KLAC KLA Corp -1.3%
+43.4%
-11.2% +68.0% +48.0%
KMX CarMax, Inc +0.5%
+10.4%
-53.2% +37.9% +7.7%
KO Coca-Cola Co -0.2%
-5.0%
+10.6% +11.4% +2.4%
KR Kroger Co -0.5%
+2.4%
+0.4% +45.4% +11.9%
LHX L3Harris Technologies -0.4%
-3.6%
-0.5% +15.0% -2.7%
LIN Linde PLC +0.7%
+24.7%
-4.4% +33.4% +25.9%
LLY Eli Lilly and Co +1.7%
+65.1%
+34.2% +66.1% +31.1%
LMT Lockheed Martin +0.2%
-5.4%
+40.4% +3.2% -6.4%
LOW Lowe's Companies Inc -0.2%
+6.5%
-21.5% +63.3% +36.4%
LRCX Lam Research -0.7%
+68.9%
-40.7% +53.7% +64.0%
LULU Lululemon Athletica Inc +5.4%
+52.8%
-18.2% +12.5% +50.2%
LYFT Lyft Inc Class A +6.3%
+19.9%
-74.2% -13.0% +14.2%
MA Mastercard Inc A -0.2%
+19.2%
-2.7% +1.2% +20.2%
MAR Marriott International Cl A +0.7%
+42.1%
-9.3% +25.3% -12.5%
MCD McDonalds -0.4%
+10.8%
+0.5% +27.8% +11.3%
MCHP Microchip Technology Inc +0.3%
+25.0%
-18.0% +27.5% +33.7%
MCK McKesson Corp +0.5%
+22.8%
+51.8% +44.2% +27.1%
MCO Moody's Corporation +0.5%
+35.7%
-28.0% +35.6% +23.3%
MDB MongoDB -0.6%
+94.0%
-62.8% +47.4% +172.8%
MDLZ Mondelez Intl Inc Class A -0.7%
+8.5%
+2.9% +15.9% +8.5%
MDT Medtronic PLC -0.3%
+4.7%
-22.5% -9.8% +5.7%
MELI MERCADOLIBRE INC -0.8%
+86.5%
-37.2% -19.5% +192.9%
MET Metlife Inc +1.0%
-8.4%
+19.2% +37.3% -3.5%
META META Platforms Inc - Cl A +1.9%
+176.5%
-64.2% +23.1% +33.1%
MFIC MidCap Financial Investment Corporation +0.8%
+33.4%
+0.3% +34.0% -27.9%
MMC Marsh & McLennan Companies Inc +0.1%
+19.9%
-3.4% +50.8% +6.8%
MMM 3M Co +0.1%
-8.6%
-29.6% +4.9% +2.8%
MNST Monster Beverage Corp -0.7%
+6.2%
+5.7% +3.8% +45.5%
MO Altria Group Inc +0.0%
-3.6%
+4.4% +24.3% -10.4%
MRK Merck & Co Inc -0.1%
-4.6%
+49.4% +1.9% -7.1%
MRNA Moderna +0.5%
-55.3%
-29.3% +143.1% +434.1%
MRVL Marvell Technology, Inc. +1.3%
+43.5%
-57.5% +84.6% +80.2%
MS Morgan Stanley Common Stock +2.4%
+0.5%
-10.4% +46.6% +38.1%
MSFT Microsoft Corp +0.9%
+57.4%
-28.0% +52.5% +42.5%
MTCH Match Group Inc -0.4%
-22.6%
-68.6% -12.5% +84.1%
MU Micron Technology Inc +1.8%
+50.8%
-45.9% +24.2% +39.8%
NEE Next Era Energy -0.3%
-26.6%
-8.6% +23.4% +30.1%
NEM Newmont Corp -1.6%
-13.9%
-20.8% +7.4% +40.3%
NFLX Netflix +0.4%
+53.9%
-51.1% +11.4% +67.1%
NKE Nike Inc B +1.0%
+0.3%
-29.0% +18.7% +41.0%
NOC Northrop Grumman Corp -0.3%
-11.3%
+43.0% +29.3% -9.9%
NOW ServiceNow Inc +1.7%
+80.0%
-40.2% +17.9% +95.0%
NTAP NETAPP Inc +0.3%
+53.2%
-32.9% +42.4% +10.9%
NVDA NVIDIA Corp +2.0%
+225.2%
-50.3% +125.5% +122.3%
NVO Novo-Nordisk ADR -0.2%
+44.6%
+22.7% +63.4% +23.3%
NVS Novartis AG ADR +0.4%
+10.8%
+8.0% -3.8% +3.4%
NXPI NXP Semiconductors NV +1.8%
+38.6%
-29.2% +44.8% +26.6%
OKTA Okta Inc +0.0%
+5.4%
-69.5% -11.8% +120.4%
ORCL Oracle Corp +0.7%
+41.1%
-4.6% +36.9% +24.2%
ORLY O'reilly Automotive Common Stock -0.8%
+12.1%
+19.5% +56.0% +3.3%
PANW Palo Alto Networks +1.6%
+113.9%
-24.8% +56.7% +53.7%
PEP Pepsico Inc -1.1%
-5.7%
+6.8% +20.5% +11.7%
PFE Pfizer Common Stock +0.5%
-41.2%
-10.4% +66.7% +3.2%
PG Procter & Gamble -0.9%
-1.8%
-5.0% +20.5% +14.1%
PGR Progressive Corp -0.3%
+24.6%
+26.8% +10.8% +41.5%
PINS Pinterest +2.6%
+43.8%
-33.2% -44.8% +253.5%
PLD Prologis Inc +0.8%
+8.6%
-31.3% +72.3% +14.6%
PLTR Palantir Technologies +3.2%
+176.8%
-64.7% -22.7% N/A
PM Phillip Morris International Inc +0.2%
-6.0%
+12.4% +20.8% +3.9%
PSTG Pure Storage Inc +2.0%
+24.0%
-17.8% +44.0% +32.1%
PTON Peloton Interactive Inc +0.3%
-24.9%
-77.8% -76.4% +434.2%
PYPL PayPal Holdings Inc +0.8%
-17.2%
-62.2% -19.5% +116.5%
QCOM Qualcomm Inc +0.0%
+24.2%
-38.6% +22.3% +77.0%
QRVO Qorvo Inc +3.6%
+14.7%
-42.0% -5.9% +43.1%
REGN Regeneron Pharmaceuticals Inc -1.1%
+16.4%
+14.2% +30.7% +28.7%
RIVN Rivian Automotive Inc A -0.8%
+3.3%
-82.2% N/A N/A
RNG Ringcentral Inc Cl A +4.2%
-3.6%
-81.1% -50.6% +124.7%
ROKU Roku +2.7%
+154.0%
-82.2% -31.3% +148.0%
RTX Raytheon Technologies -0.2%
-17.3%
+20.0% +23.3% N/A
RY Royal Bank of Canada ADR +0.8%
+2.3%
-8.0% +34.1% +8.4%
SBUX Starbucks +0.2%
-0.6%
-13.2% +11.2% +24.2%
SCHW Schwab (Charles) Corp +1.8%
-21.7%
+0.1% +60.2% +13.6%
SEDG Solaredge -2.2%
-72.3%
+1.0% -12.1% +235.6%
SHOP Shopify Inc A +0.9%
+108.9%
-74.8% +21.7% +184.7%
SNAP Snap Inc (Snapchat) +2.2%
+68.6%
-81.0% -6.1% +206.6%
SNOW Snowflake Inc +1.8%
+32.8%
-57.6% +20.4% N/A
SPG Simon Property Group REIT +1.2%
+20.4%
-21.9% +95.8% -38.6%
SPGI S&P Global Inc -0.5%
+25.2%
-28.4% +44.7% +21.4%
SPLK Splunk Inc +0.0%
+75.3%
-25.6% -31.9% +13.4%
SPOT Spotify Technology SA +1.1%
+150.9%
-66.3% -25.6% +110.4%
SQ Square Inc A +1.0%
+10.1%
-61.1% -25.8% +247.9%
STT State Street Corp +1.1%
-2.0%
-13.7% +31.1% -4.8%
SYK Stryker Corp -0.1%
+19.2%
-7.4% +10.2% +18.1%
SYY Sysco Corp -0.5%
-0.8%
-0.3% +8.3% -10.4%
T AT&T Inc -1.0%
-1.9%
+5.8% -8.1% -21.4%
TCEHY Tencent Holding ADR -1.6%
-3.0%
-25.3% -18.7% +50.2%
TCPC Blackrock TCP Capital BDC -0.1%
+3.3%
+5.6% +30.9% -8.1%
TDOC Teladoc Health Inc +0.1%
-18.8%
-74.2% -54.1% +138.8%
TEAM Atlassian Corp PLC +2.4%
+49.5%
-66.3% +63.0% +94.3%
TER Teradyne Inc -0.3%
+6.1%
-46.3% +36.8% +76.7%
TGT Target Common Stock +0.0%
-6.4%
-34.3% +32.9% +40.5%
TJX TJX Companies Inc +0.3%
+13.7%
+6.7% +12.8% +12.2%
TM Toyota Motor ADR -1.6%
+39.6%
-24.4% +23.2% +13.6%
TMO Thermo Fisher Scientific -0.9%
-10.9%
-17.3% +43.5% +43.7%
TMUS T-Mobile US Inc +0.0%
+12.2%
+20.7% -14.0% +72.0%
TRV The Travelers Companies -0.4%
-1.1%
+22.4% +14.0% +5.4%
TSLA Tesla +0.5%
+98.0%
-65.0% +49.8% +743.4%
TSM Taiwan Semiconductor Mfg ADR +1.1%
+36.7%
-37.2% +11.8% +92.5%
TTD The Trade Desk Inc A +2.7%
+57.6%
-51.1% +14.4% +208.3%
TTWO Take-Two Interactive Software Inc +0.7%
+49.2%
-41.4% -14.5% +69.7%
TWLO Twilio Inc A +2.7%
+44.2%
-81.4% -22.2% +244.4%
TXN Texas Instruments Inc -0.4%
-2.0%
-9.9% +17.5% +31.7%
UAA Under Armour Inc A +0.1%
-16.7%
-52.1% +23.4% -20.5%
UBER UBER Technologies Inc +1.2%
+149.5%
-41.0% -17.8% +71.5%
UNH UnitedHealth Group Inc +0.3%
+5.3%
+6.9% +45.2% +21.2%
UNP Union Pacific Corp -0.7%
+13.7%
-15.9% +23.3% +17.7%
UPS UPS -0.1%
-6.5%
-16.3% +30.0% +48.7%
UPST Upstart Holdings Inc +9.0%
+179.3%
-91.3% +271.3% N/A
V Visa Inc Class A +0.0%
+24.1%
-3.4% -0.3% +17.1%
VRTX Vertex Pharmaceuticals -1.1%
+21.3%
+31.5% -7.1% +7.9%
VWAGY Volkswagen AG ADR +0.4%
-9.6%
-37.9% +42.5% +11.7%
VZ Verizon Communications Inc -1.0%
+4.3%
-20.0% -7.5% -0.1%
WBA Walgreens Boots Alliance Inc +1.1%
-33.5%
-25.0% +35.8% -29.3%
WDAY Workday Inc Class A +0.4%
+63.4%
-38.7% +14.0% +45.7%
WFC Wells Fargo Common Stock +1.5%
+15.1%
-11.9% +61.1% -41.7%
WM Waste Management Inc -0.2%
+11.9%
-4.5% +43.8% +5.5%
WMT Wal-Mart -1.0%
+8.0%
-0.5% +2.0% +23.3%
WT WisdomTree Inc. -1.1%
+21.2%
-8.9% +16.6% +14.1%
WYNN Wynn Resorts Ltd +2.0%
+2.9%
-3.0% -24.6% -18.0%
XOM Exxon Mobil Corp +1.1%
-6.6%
+87.4% +57.6% -36.2%
YUMC Yum China Holdings Inc -0.1%
-26.3%
+10.8% -12.0% +19.5%
ZM ZOOM Video Communications +1.6%
+7.9%
-63.2% -45.5% +395.8%
ZS Zscaler Inc -0.6%
+77.7%
-65.2% +60.9% +329.5%
ZTS Zoetis Inc Cl A +1.5%
+27.1%
-39.5% +48.3% +25.8%