through: Apr 19, 2024

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 2023 2022 2021
AAPL Apple Inc. -1.2%
-14.2%
+49.0% -26.4% +34.6%
ABBV AbbVie Inc +1.1%
+9.4%
-0.2% +24.0% +32.4%
ABNB AirBNB -3.2%
+13.9%
+59.2% -48.6% +13.4%
ABT Abbott Laboratories +1.9%
-1.6%
+2.3% -20.7% +30.5%
ACN Accenture PLC A +0.3%
-9.0%
+33.6% -34.8% +60.7%
ADBE Adobe Inc -1.7%
-22.1%
+77.3% -40.7% +13.4%
ADI Analog Devices Inc -2.2%
-7.2%
+23.4% -4.9% +21.0%
ADP Automatic Data Processing Inc +0.5%
+5.0%
-0.2% -1.3% +42.6%
ADSK Autodesk +2.8%
-11.1%
+30.3% -33.5% -7.9%
AJG Arthur J Gallagher +1.1%
+5.5%
+20.5% +12.4% +39.0%
AMAT Applied Materials -2.3%
+17.3%
+68.0% -37.5% +83.6%
AMD Advanced Micro Devices Inc -5.4%
-0.5%
+127.6% -55.0% +56.9%
AMGN Amgen Inc +2.4%
-5.9%
+13.5% +20.4% +0.9%
AMT American Tower Corp +0.2%
-19.9%
+5.4% -25.6% +32.9%
AMZN Amazon.com -2.6%
+14.9%
+80.9% -49.6% +2.4%
ANET Arista Networks -4.3%
+4.5%
+94.1% -15.6% +97.9%
APH Amphenol Corp Cl A -0.6%
+11.4%
+31.5% -12.0% +34.9%
APO Apollo Global Management Inc +0.3%
+15.9%
+49.4% -9.6% +53.3%
APTV Aptiv PLC +0.4%
-22.4%
-3.7% -43.5% +26.6%
ARCC ARES Capital Corp BDC +0.8%
+5.3%
+19.9% -3.8% +36.2%
ARES ARES Management Corp -0.9%
+9.7%
+79.4% -12.8% +77.8%
ASML ASM Lithography -3.3%
+13.7%
+39.8% -30.6% +64.1%
AVGO Broadcom Inc -4.3%
+8.4%
+104.2% -13.3% +56.4%
AXP American Express Co +6.2%
+24.1%
+28.7% -8.5% +36.9%
AZN AstraZeneca PLC ADR +0.3%
+3.3%
+1.4% +19.2% +19.6%
AZO Autozone Inc +0.4%
+15.5%
+4.8% +17.6% +76.8%
BA Boeing Co -0.2%
-34.8%
+36.8% -5.4% -6.0%
BABA Alibaba Group Holding Ltd ADR +0.3%
-10.9%
-10.8% -25.8% -49.0%
BAC Bank of America +3.4%
+10.6%
+4.8% -23.8% +49.6%
BDX Becton Dickinson Co +0.4%
-3.6%
-2.7% +5.1% +1.9%
BIIB Biogen +2.0%
-24.9%
-6.6% +15.4% -2.0%
BKNG Booking Holdings Inc. (Priceline) -0.4%
-3.5%
+76.0% -16.0% +7.7%
BLK BlackRock Inc +0.4%
-7.0%
+17.9% -20.4% +29.4%
BMY Bristol-Myers Squibb +1.3%
-2.4%
-26.2% +19.0% +2.9%
BRKB Berkshire Hathaway B Shares +1.3%
+13.6%
+15.5% +3.3% +29.0%
BSX Boston Scientific -0.1%
+16.5%
+24.9% +8.9% +18.2%
BX Blackstone Inc -1.6%
-8.9%
+82.7% -40.0% +107.1%
BXSL Blackstone Secured Lending BDC +0.4%
+16.1%
+37.8% -26.0% N/A
BYON Beyond Inc -1.0%
-17.7%
+43.0% -67.2% +23.0%
C Citigroup Inc +1.4%
+16.1%
+18.9% -22.1% +1.0%
CAT Caterpillar Common Stock -0.6%
+20.9%
+26.0% +18.6% +16.0%
CCI Crown Castle +0.9%
-16.1%
-10.3% -32.5% +35.1%
CDNS Cadence Design Systems -2.0%
+2.9%
+69.6% -13.8% +36.6%
CHTR Charter Communications Inc A (Newco 2009) +2.0%
-31.8%
+14.6% -48.0% -1.4%
CLX Clorox Company +0.2%
+1.5%
+5.0% -17.0% -11.5%
CMCSA Comcast Common Stock +1.6%
-6.9%
+29.1% -28.7% -2.2%
CME CME Group Inc Class A +1.6%
+1.7%
+31.3% -22.9% +29.5%
CMG Chipotle Mexican Grill -1.3%
+25.5%
+64.8% -20.6% +26.1%
COF Capital One Financial +0.9%
+9.5%
+44.3% -34.6% +49.3%
COHR Coherent -3.4%
+13.2%
+24.0% -48.6% -10.0%
COIN Coinbase Global Inc -3.2%
+21.3%
+391.4% -86.0% N/A
COST Costco Wholesale Corp -0.2%
+7.6%
+49.0% -19.1% +51.8%
CRM Salesforce.com -0.6%
+2.9%
+98.5% -47.8% +14.2%
CRSP CRISPR Therapeutics -2.0%
-12.1%
+54.0% -46.4% -50.5%
CRWD Crowdstrike Holdings Inc Class A -3.9%
+10.7%
+142.5% -48.6% -3.3%
CSCO Cisco Systems +0.4%
-2.8%
+9.3% -22.5% +45.8%
CSX CSX Corp -0.1%
-0.6%
+13.5% -16.6% +25.7%
CTAS Cintas Corp -0.2%
+10.0%
+34.8% +3.0% +26.5%
CVX Chevron Corporation +1.5%
+8.4%
-13.6% +58.5% +46.3%
DASH DoorDash Inc Cl A -2.2%
+28.6%
+102.6% -67.2% +4.3%
DD DowDupont Inc +0.5%
-3.4%
+14.3% -13.4% +15.4%
DDOG DataDog -3.9%
-1.1%
+65.1% -58.7% +80.9%
DE Deere & Co -0.1%
+0.5%
-5.5% +26.6% +28.9%
DELL Dell Technologies -3.0%
+50.8%
+95.8% -26.7% +51.5%
DG Dollar General Corp -0.6%
+7.4%
-44.1% +5.6% +13.0%
DHR Danaher Corp -0.4%
+1.9%
-1.2% -19.0% +48.6%
DIS Disney Common Stock +0.2%
+24.7%
+4.3% -43.9% -14.5%
DLR Digital Realty Inc +0.1%
+2.5%
+39.9% -40.9% +30.7%
DLTR Dollar Tree Inc -0.2%
-14.1%
+0.4% +0.7% +30.1%
DOCU Docusign Inc -2.3%
-6.3%
+7.3% -63.6% -31.5%
DUK Duke Energy Corp +2.4%
+2.4%
-1.6% +2.0% +19.1%
DXCM Dexcom -2.7%
+5.3%
+9.6% -15.6% +45.2%
EA Electronic Arts Inc +1.3%
-6.8%
+12.7% -6.8% -7.7%
EBAY eBay Inc +0.9%
+16.1%
+7.7% -36.5% +33.8%
ENPH Enphase Energy Inc -2.5%
-19.4%
-50.1% +44.8% +4.3%
ENTG Entegris Inc -3.8%
+2.1%
+83.5% -52.5% +44.6%
EQIX Equinix Inc +1.1%
-6.7%
+25.4% -21.1% +20.3%
ETN Eaton Corp -1.9%
+26.2%
+56.2% -7.2% +46.7%
ETSY Etsy Inc -0.9%
-17.6%
-32.3% -45.3% +23.1%
EXC Exelon Corp +2.4%
+5.7%
-14.0% +8.3% +41.4%
EXPE Expedia Group Inc +0.5%
-15.0%
+73.3% -51.5% +36.5%
F Ford Motor Co +0.7%
+2.2%
+15.8% -42.2% +137.5%
FCX Freeport-McMoran Inc -1.1%
+17.3%
+13.7% -7.5% +61.4%
FDX FedEx Corp +1.4%
+6.1%
+49.1% -31.7% +0.7%
FI FISERV INC +1.2%
+11.9%
+31.4% -2.6% -8.8%
FIS Fidelity National Information Services +1.0%
+18.4%
-8.2% -36.5% -21.9%
FNV Franco-Nevada Corp -0.2%
+10.0%
-18.0% -0.4% +11.3%
FSK FS KKR Capital Corp BDC +1.2%
+1.0%
+32.4% -4.6% +41.8%
FSLR First Solar Inc +0.4%
+1.6%
+15.0% +71.9% -11.9%
FSLY Fastly - Class A -0.6%
-30.9%
+117.3% -76.9% -59.4%
FTNT Fortinet Inc -1.0%
+8.3%
+19.7% -32.0% +142.0%
GBDC Golub Capital BDC +1.3%
+14.6%
+27.7% -7.0% +17.8%
GE General Electric -3.2%
+45.7%
+95.8% -10.9% +9.7%
GILD Gilead Sciences Inc +0.9%
-16.7%
-2.0% +23.6% +30.0%
GM General Motors -0.2%
+18.3%
+7.9% -42.4% +40.8%
GO Grocery Outlet Holding Corp +1.9%
+0.0%
-7.6% +3.2% -27.9%
GOOG Alphabet Inc Class C -1.1%
+10.5%
+58.8% -38.7% +65.2%
GOOGL Alphabet Inc A -1.2%
+10.3%
+58.3% -39.1% +65.3%
GPN Global Payments Inc -0.1%
-3.7%
+29.0% -25.9% -36.9%
GS Goldman Sachs Group +0.2%
+5.5%
+15.9% -7.9% +47.6%
GSBD Goldman Sachs BDC +0.5%
+7.8%
+21.0% -20.0% +10.8%
HD Home Depot +0.7%
-2.7%
+12.8% -22.0% +59.5%
HON Honeywell International Inc +1.7%
-6.9%
+0.0% +4.9% -0.3%
HOOD Robinhood Markets Inc -2.6%
+30.5%
+56.5% -54.2% N/A
HSY Hershey Co +0.1%
-0.1%
-17.9% +21.9% +29.6%
HUBS Hubspot -2.8%
+8.7%
+100.8% -56.1% +66.3%
HUM Humana Inc +1.1%
-28.1%
-9.9% +11.2% +13.8%
IBM International Business Machines +0.1%
+12.0%
+21.9% +10.7% +17.0%
ICE Intercontinental Exchange +0.2%
+2.5%
+27.1% -23.9% +19.9%
ILMN Illumina Inc +0.6%
-15.7%
-31.1% -46.9% +2.8%
INTC Intel Corp -2.4%
-31.7%
+94.6% -46.7% +6.0%
INTU Intuit Inc -0.5%
-2.9%
+61.7% -39.1% +70.3%
ISRG Intuitive Surgical Inc -1.7%
+8.6%
+27.1% -26.1% +31.8%
JD JD.com Inc ADR +0.2%
-9.2%
-47.8% -18.0% -20.3%
JNJ Johnson & Johnson +1.5%
-4.9%
-8.6% +6.0% +11.4%
JPM J.P. Morgan Common Stock +2.5%
+10.5%
+30.6% -12.6% +27.7%
JWN Nordstrom Inc +1.0%
+3.7%
+19.9% -26.2% -27.5%
KDP Kueurig Dr Pepper Inc +1.2%
-4.2%
-4.2% -1.2% +17.5%
KHC The Kraft Heniz Co +1.8%
+3.3%
-5.0% +18.2% +8.0%
KKR KKR & Co Inc -0.8%
+12.0%
+80.5% -37.0% +85.8%
KLAC KLA Corp -2.5%
+8.3%
+56.0% -11.2% +68.0%
KMX CarMax, Inc +0.6%
-10.9%
+26.0% -53.2% +37.9%
KO Coca-Cola Co +2.1%
+2.9%
-4.5% +10.6% +11.4%
KR Kroger Co +1.8%
+24.5%
+5.0% +0.4% +45.4%
LHX L3Harris Technologies +1.7%
-1.9%
+3.7% -0.5% +15.0%
LIN Linde PLC +0.0%
+9.0%
+27.7% -4.4% +33.4%
LLY Eli Lilly and Co -2.6%
+24.8%
+60.9% +34.2% +66.1%
LMT Lockheed Martin +1.7%
+3.1%
-4.3% +40.4% +3.2%
LOW Lowe's Companies Inc +0.6%
+4.0%
+14.0% -21.5% +63.3%
LRCX Lam Research -2.1%
+11.3%
+88.6% -40.7% +53.7%
LULU Lululemon Athletica Inc +1.4%
-31.1%
+59.6% -18.2% +12.5%
LYFT Lyft Inc Class A -3.4%
+7.7%
+36.0% -74.2% -13.0%
MA Mastercard Inc A +0.2%
+7.1%
+23.4% -2.7% +1.2%
MAR Marriott International Cl A -0.1%
+4.9%
+53.0% -9.3% +25.3%
MCD McDonalds +0.4%
-7.7%
+15.0% +0.5% +27.8%
MCHP Microchip Technology Inc -3.0%
-8.9%
+30.9% -18.0% +27.5%
MCK McKesson Corp +1.2%
+13.5%
+24.1% +51.8% +44.2%
MCO Moody's Corporation +0.0%
-3.9%
+41.5% -28.0% +35.6%
MDB MongoDB -2.4%
-19.9%
+107.7% -62.8% +47.4%
MDLZ Mondelez Intl Inc Class A +1.4%
-5.4%
+11.2% +2.9% +15.9%
MDT Medtronic PLC +0.4%
-2.7%
+9.6% -22.5% -9.8%
MELI MERCADOLIBRE INC -1.0%
-13.7%
+85.7% -37.2% -19.5%
MET Metlife Inc +1.7%
+8.4%
-5.5% +19.2% +37.3%
META META Platforms Inc - Cl A -4.1%
+36.1%
+194.1% -64.2% +23.1%
MFIC MidCap Financial Investment Corporation +2.0%
+14.9%
+35.5% +0.3% +34.0%
MMC Marsh & McLennan Companies Inc +0.3%
+7.6%
+16.1% -3.4% +50.8%
MMM 3M Co +0.9%
+2.6%
-3.3% -29.6% +4.9%
MNST Monster Beverage Corp -0.6%
-7.8%
+13.5% +5.7% +3.8%
MO Altria Group Inc +1.9%
+6.7%
-3.6% +4.4% +24.3%
MRK Merck & Co Inc +0.4%
+16.1%
+1.0% +49.4% +1.9%
MRNA Moderna -0.6%
+2.0%
-44.6% -29.3% +143.1%
MRVL Marvell Technology, Inc. -4.8%
+3.2%
+63.7% -57.5% +84.6%
MS Morgan Stanley Common Stock +0.4%
-1.8%
+13.9% -10.4% +46.6%
MSFT Microsoft Corp -1.3%
+6.3%
+58.2% -28.0% +52.5%
MTCH Match Group Inc -0.1%
-11.8%
-12.0% -68.6% -12.5%
MU Micron Technology Inc -4.6%
+25.2%
+71.9% -45.9% +24.2%
NDAQ NASDAQ Inc +0.5%
+4.2%
-3.7% -11.2% +60.1%
NEE Next Era Energy +0.5%
+6.8%
-25.3% -8.6% +23.4%
NEM Newmont Corp +1.2%
-5.0%
-8.8% -20.8% +7.4%
NET Cloudflare Inc -3.0%
+1.0%
+84.2% -65.6% +73.0%
NFLX Netflix -9.1%
+14.0%
+65.1% -51.1% +11.4%
NKE Nike Inc B -1.3%
-12.6%
-6.0% -29.0% +18.7%
NOC Northrop Grumman Corp +2.2%
-0.8%
-12.8% +43.0% +29.3%
NOW ServiceNow Inc -2.4%
+1.1%
+82.0% -40.2% +17.9%
NTAP NETAPP Inc -2.2%
+12.3%
+51.1% -32.9% +42.4%
NVDA NVIDIA Corp -10.0%
+53.9%
+239.0% -50.3% +125.5%
NVO Novo-Nordisk ADR +0.0%
+19.2%
+54.8% +22.7% +63.4%
NVR NVR INC -0.2%
+9.8%
+51.8% -21.9% +44.8%
NVS Novartis AG ADR +1.9%
-3.0%
+22.9% +8.3% -3.6%
NXPI NXP Semiconductors NV -1.9%
-5.9%
+48.3% -29.2% +44.8%
OKTA Okta Inc -1.8%
+1.7%
+32.5% -69.5% -11.8%
ORCL Oracle Corp -1.0%
+9.7%
+30.9% -4.6% +36.9%
ORLY O'reilly Automotive Common Stock -0.9%
+14.8%
+12.6% +19.5% +56.0%
PANW Palo Alto Networks -1.2%
-5.8%
+111.3% -24.8% +56.7%
PEP Pepsico Inc +1.1%
+3.3%
-3.3% +6.8% +20.5%
PFE Pfizer Common Stock +2.4%
-8.3%
-41.2% -10.4% +66.7%
PG Procter & Gamble +0.5%
+9.3%
-0.8% -5.0% +20.5%
PGR Progressive Corp +2.4%
+35.5%
+23.2% +26.8% +10.8%
PINS Pinterest -1.5%
-12.5%
+52.6% -33.2% -44.8%
PLD Prologis Inc -1.1%
-21.8%
+21.6% -31.3% +72.3%
PLTR Palantir Technologies -3.1%
+19.2%
+167.4% -64.7% -22.7%
PM Phillip Morris International Inc +2.8%
+1.1%
-1.8% +12.4% +20.8%
PSTG Pure Storage Inc -4.6%
+38.7%
+33.3% -17.8% +44.0%
PTON Peloton Interactive Inc -1.0%
-50.2%
-23.3% -77.8% -76.4%
PYPL PayPal Holdings Inc +0.3%
+1.5%
-13.8% -62.2% -19.5%
QCOM Qualcomm Inc -2.4%
+9.5%
+35.1% -38.6% +22.3%
QRVO Qorvo Inc -2.7%
-6.9%
+24.2% -42.0% -5.9%
REGN Regeneron Pharmaceuticals Inc +0.3%
+2.1%
+21.7% +14.2% +30.7%
RIVN Rivian Automotive Inc A -2.3%
-63.2%
+27.3% -82.2% N/A
RNG Ringcentral Inc Cl A +0.4%
-13.5%
-4.1% -81.1% -50.6%
ROKU Roku -3.0%
-37.9%
+125.2% -82.2% -31.3%
RTX Raytheon Technologies +0.8%
+21.5%
-14.4% +20.0% +23.3%
RY Royal Bank of Canada ADR +1.0%
-2.2%
+12.2% -8.0% +34.1%
SBUX Starbucks +0.5%
-8.2%
-1.2% -13.2% +11.2%
SCHW Schwab (Charles) Corp +0.7%
+7.1%
-16.0% +0.1% +60.2%
SEDG Solaredge -2.8%
-40.4%
-67.0% +1.0% -12.1%
SHOP Shopify Inc A +0.2%
-10.6%
+124.4% -74.8% +21.7%
SMCI Super Micro Computer Inc -23.1%
+151.1%
+246.2% +86.8% +38.8%
SNAP Snap Inc (Snapchat) -4.0%
-34.1%
+89.2% -81.0% -6.1%
SNOW Snowflake Inc -2.0%
-26.9%
+38.6% -57.6% +20.4%
SNPS Synopsys -1.7%
-0.8%
+61.3% -13.4% +42.1%
SPG Simon Property Group REIT +0.0%
-0.3%
+29.3% -21.9% +95.8%
SPGI S&P Global Inc -0.2%
-6.2%
+32.8% -28.4% +44.7%
SPOT Spotify Technology SA -4.6%
+46.8%
+138.0% -66.3% -25.6%
SQ Square Inc A -2.3%
-9.0%
+23.1% -61.1% -25.8%
STT State Street Corp +0.5%
-4.4%
+3.5% -13.7% +31.1%
SYK Stryker Corp -0.6%
+8.9%
+23.8% -7.4% +10.2%
SYY Sysco Corp +1.4%
+6.3%
-1.7% -0.3% +8.3%
T AT&T Inc +1.1%
+1.6%
-2.7% +5.8% -8.1%
TCEHY Tencent Holding ADR +0.1%
+3.1%
-5.8% -25.3% -18.7%
TCPC Blackrock TCP Capital BDC +0.3%
-8.5%
+3.1% +5.6% +30.9%
TDOC Teladoc Health Inc -1.5%
-39.8%
-8.9% -74.2% -54.1%
TEAM Atlassian Corp PLC -1.1%
-19.5%
+84.8% -66.3% +63.0%
TER Teradyne Inc -4.2%
-11.5%
+24.8% -46.3% +36.8%
TGT Target Common Stock +1.0%
+19.0%
-1.4% -34.3% +32.9%
TJX TJX Companies Inc +0.8%
-0.1%
+19.7% +6.7% +12.8%
TM Toyota Motor ADR -1.3%
+24.7%
+38.2% -24.4% +23.2%
TMO Thermo Fisher Scientific +0.6%
+2.7%
-3.4% -17.3% +43.5%
TMUS T-Mobile US Inc +0.9%
+1.7%
+15.0% +20.7% -14.0%
TPG TPG INC -0.8%
-0.6%
+62.4% N/A N/A
TRV The Travelers Companies +1.7%
+12.9%
+3.9% +22.4% +14.0%
TSLA Tesla -1.9%
-40.8%
+101.7% -65.0% +49.8%
TSM Taiwan Semiconductor Mfg ADR -3.5%
+23.3%
+42.3% -36.8% +12.0%
TTD The Trade Desk Inc A -4.3%
+7.4%
+60.5% -51.1% +14.4%
TTWO Take-Two Interactive Software Inc +0.0%
-12.6%
+54.6% -41.4% -14.5%
TWLO Twilio Inc A -1.5%
-24.1%
+55.0% -81.4% -22.2%
TXN Texas Instruments Inc -2.4%
-5.6%
+6.4% -9.9% +17.5%
UAA Under Armour Inc A +1.8%
-23.4%
-13.5% -52.1% +23.4%
UBER UBER Technologies Inc -2.9%
+12.4%
+149.0% -41.0% -17.8%
UNH UnitedHealth Group Inc +1.6%
-4.4%
+0.8% +6.9% +45.2%
UNP Union Pacific Corp +1.0%
-5.0%
+21.5% -15.9% +23.3%
UPS UPS +0.0%
-8.2%
-5.9% -16.3% +30.0%
UPST Upstart Holdings Inc -2.0%
-46.5%
+209.1% -91.3% +271.3%
V Visa Inc Class A -0.6%
+3.8%
+26.3% -3.4% -0.3%
VRTX Vertex Pharmaceuticals +0.2%
-3.1%
+40.9% +31.5% -7.1%
VWAGY Volkswagen AG ADR -0.3%
+15.4%
-12.2% -37.9% +42.5%
VZ Verizon Communications Inc +0.9%
+11.0%
+2.8% -20.0% -7.5%
WBA Walgreens Boots Alliance Inc +3.7%
-29.3%
-25.1% -25.0% +35.8%
WDAY Workday Inc Class A -1.3%
-8.6%
+65.0% -38.7% +14.0%
WFC Wells Fargo Common Stock +2.7%
+23.5%
+22.9% -11.9% +61.1%
WM Waste Management Inc +1.0%
+16.0%
+16.2% -4.5% +43.8%
WMB Williams Cos +2.5%
+12.0%
+11.9% +32.9% +38.4%
WMT Wal-Mart +0.5%
+13.7%
+12.9% -0.5% +2.0%
WRB WR Berkley Corp +1.8%
+16.7%
+0.2% +33.9% +27.3%
WT WisdomTree Inc. -0.5%
+26.5%
+29.6% -8.9% +16.6%
WYNN Wynn Resorts Ltd -1.2%
+4.5%
+11.3% -3.0% -24.6%
XOM Exxon Mobil Corp +1.1%
+21.0%
-6.2% +87.4% +57.6%
YUMC Yum China Holdings Inc -0.3%
-12.2%
-21.6% +10.8% -12.0%
ZM ZOOM Video Communications -0.8%
-17.3%
+6.2% -63.2% -45.5%
ZS Zscaler Inc -2.2%
-23.6%
+98.0% -65.2% +60.9%
ZTS Zoetis Inc Cl A -4.3%
-25.4%
+35.9% -39.5% +48.3%