through: Aug 12, 2022

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 2021 2020 2019
AAPL Apple Inc. +2.1%
-2.7%
+34.6% +82.3% +89.0%
ABBV AbbVie Inc +0.4%
+8.4%
+32.4% +27.6% +1.5%
ABNB AirBNB +2.5%
-25.2%
+13.4% N/A N/A
ABT Abbott Laboratories +0.9%
-19.8%
+30.5% +28.0% +22.1%
ACN Accenture PLC A +1.9%
-22.0%
+60.7% +26.1% +51.2%
ADBE Adobe Inc +2.5%
-21.4%
+13.4% +51.6% +45.8%
ADI Analog Devices Inc +2.7%
+2.9%
+21.0% +26.9% +41.3%
ADP Automatic Data Processing Inc +2.6%
+5.2%
+42.6% +6.0% +32.7%
ADSK Autodesk +2.5%
-17.1%
-7.9% +66.4% +42.6%
AMAT Applied Materials +4.6%
-29.6%
+83.6% +43.3% +89.9%
AMD Advanced Micro Devices Inc +2.8%
-29.9%
+56.9% +100.0% +148.4%
AMGN Amgen Inc +0.0%
+12.3%
+0.9% -2.0% +27.6%
AMT American Tower Corp +1.4%
-4.0%
+32.9% -0.5% +47.8%
AMZN Amazon.com +2.1%
-13.9%
+2.4% +76.3% +23.0%
ANET Arista Networks +0.7%
-11.7%
+97.9% +42.9% -3.5%
APH Amphenol Corp Cl A +2.0%
-8.6%
+34.9% +22.1% +34.9%
APTV Aptiv PLC +2.6%
-32.4%
+26.6% +37.5% +55.9%
ASML ASM Lithography +2.4%
-27.1%
+64.1% +66.3% +93.1%
ATVI Activision Blizzard Inc +0.3%
+22.2%
-28.0% +57.3% +28.6%
AVGO Broadcom Inc +2.3%
-14.8%
+56.4% +44.9% +29.1%
AXP American Express Co +1.7%
+2.3%
+36.9% -1.2% +32.5%
AYX Alteryx Inc - Class A +3.1%
+13.5%
-50.3% +21.7% +68.3%
AZN AstraZeneca PLC ADR +3.1%
+17.1%
+19.6% +3.2% +35.6%
BA Boeing Co +1.3%
-15.6%
-6.0% -33.9% +3.3%
BABA Alibaba Group Holding Ltd ADR -0.1%
-20.2%
-49.0% +9.7% +54.7%
BAC Bank of America +1.1%
-17.5%
+49.6% -11.6% +46.2%
BDX Becton Dickinson Co +1.7%
+8.3%
+1.9% -6.8% +22.2%
BIIB Biogen +1.3%
-7.9%
-2.0% -17.5% -1.4%
BKNG Booking Holdings Inc. (Priceline) +2.8%
-11.6%
+7.7% +8.4% +19.2%
BLK BlackRock Inc +3.2%
-16.7%
+29.4% +47.2% +31.8%
BMY Bristol-Myers Squibb +1.5%
+24.0%
+2.9% +0.4% +27.9%
BRKB Berkshire Hathaway B Shares +1.7%
+0.9%
+29.0% +2.4% +10.9%
BSX Boston Scientific +1.4%
-0.4%
+18.2% -20.5% +28.0%
BX Blackstone Inc +2.6%
-12.8%
+107.1% +19.9% +96.3%
BXSL Blackstone Secured Lending BDC -0.2%
-20.8%
N/A N/A N/A
C Citigroup Inc +0.7%
-7.4%
+1.0% -19.6% +57.8%
CAT Caterpillar Common Stock +1.5%
-3.2%
+16.0% +26.9% +19.5%
CCI Crown Castle +1.6%
-11.4%
+35.1% +15.6% +35.5%
CHTR Charter Communications Inc A (Newco 2009) +2.6%
-26.7%
-1.4% +36.4% +70.2%
CLX Clorox Company +1.2%
-14.1%
-11.5% +34.5% +2.2%
CMCSA Comcast Common Stock +1.5%
-19.1%
-2.2% +19.2% +34.0%
CME CME Group Inc Class A +1.8%
-10.5%
+29.5% -6.3% +9.7%
CMG Chipotle Mexican Grill +2.0%
-4.8%
+26.1% +65.7% +93.9%
COF Capital One Financial +0.4%
-19.1%
+49.3% -2.7% +38.6%
COIN Coinbase Global Inc +7.7%
-64.1%
N/A N/A N/A
COST Costco Wholesale Corp +0.9%
-4.9%
+51.8% +32.6% +45.7%
COUP Coupa Software Inc +3.6%
-52.2%
-53.4% +131.7% +132.7%
CRM Salesforce.com +1.7%
-25.3%
+14.2% +36.8% +18.7%
CRSP CRISPR Therapeutics +1.5%
+3.8%
-50.5% +151.4% +113.2%
CRWD Crowdstrike Holdings Inc Class A +1.4%
-1.9%
-3.3% +324.7% N/A
CSCO Cisco Systems +1.5%
-24.8%
+45.8% -3.5% +13.8%
CSX CSX Corp +0.6%
-8.1%
+25.7% +27.1% +18.0%
CVX Chevron Corporation +0.1%
+38.8%
+46.3% -26.0% +15.3%
DASH DoorDash Inc Cl A -0.7%
-48.0%
+4.3% N/A N/A
DD DowDupont Inc +0.8%
-21.2%
+15.4% +13.3% -14.0%
DDOG DataDog +0.8%
-35.0%
+80.9% +160.6% N/A
DHR Danaher Corp +2.3%
-9.3%
+48.6% +45.3% +49.6%
DIS Disney Common Stock +3.3%
-21.5%
-14.5% +25.3% +33.5%
DISH DISH Network Corp Class A +3.8%
-38.0%
+0.3% -8.8% +42.1%
DLR Digital Realty Inc +1.9%
-24.3%
+30.7% +20.5% +16.5%
DLTR Dollar Tree Inc +0.8%
+18.7%
+30.1% +14.9% +4.1%
DOCU Docusign Inc +2.8%
-51.2%
-31.5% +200.0% +84.9%
DUK Duke Energy Corp +1.6%
+8.1%
+19.1% +4.8% +10.3%
DXCM Dexcom +1.8%
-33.1%
+45.2% +69.0% +82.6%
EA Electronic Arts Inc +1.3%
-0.1%
-7.7% +33.7% +36.2%
EBAY eBay Inc +1.8%
-25.0%
+33.8% +41.1% +30.6%
EQIX Equinix Inc +2.2%
-15.9%
+20.3% +24.2% +68.8%
ETSY Etsy Inc +4.6%
-45.2%
+23.1% +301.6% -6.9%
EXC Exelon Corp +1.8%
+14.7%
+41.4% -3.9% +4.3%
EXPE Expedia Group Inc +3.1%
-37.2%
+36.5% +22.9% -2.9%
F Ford Motor Co +2.2%
-20.4%
+137.5% -3.9% +29.6%
FCX Freeport-McMoran Inc -0.2%
-23.4%
+61.4% +99.1% +29.5%
FDX FedEx Corp +0.6%
-10.1%
+0.7% +74.3% -4.8%
FIS Fidelity National Information Services +1.6%
-5.5%
-21.9% +2.8% +37.2%
FISV FISERV INC +1.3%
+5.4%
-8.8% -1.5% +57.3%
FRC First Republic Bank +1.8%
-17.8%
+41.2% +26.0% +36.2%
FSK FS KKR Capital Corp BDC +0.3%
+14.1%
+41.8% -20.5% +33.9%
FSLY Fastly - Class A +5.5%
-65.6%
-59.4% +335.3% N/A
FSR Fisker Inc +3.9%
-39.0%
+7.4% +44.1% +5.6%
FTNT Fortinet Inc +3.4%
-24.5%
+142.0% +39.1% +51.6%
GE General Electric +1.3%
-15.2%
+9.7% -2.7% +53.9%
GILD Gilead Sciences Inc +0.8%
-11.1%
+30.0% -6.6% +7.9%
GM General Motors +2.7%
-32.7%
+40.8% +15.2% +14.0%
GO Grocery Outlet Holding Corp -2.6%
+43.2%
-27.9% +21.0% N/A
GOOG Alphabet Inc Class C +2.4%
-15.2%
+65.2% +31.0% +29.1%
GOOGL Alphabet Inc A +2.4%
-16.0%
+65.3% +30.9% +28.2%
GPN Global Payments Inc +1.4%
+0.6%
-36.9% +18.5% +77.3%
GS Goldman Sachs Group +0.6%
-6.4%
+47.6% +17.5% +40.5%
GSBD Goldman Sachs BDC +1.2%
-1.1%
+10.8% +0.8% +26.4%
HD Home Depot +1.4%
-23.2%
+59.5% +24.5% +30.5%
HON Honeywell International Inc +1.2%
-2.2%
-0.3% +23.0% +36.7%
HOOD Robinhood Markets Inc +4.0%
-38.5%
N/A N/A N/A
HUM Humana Inc +2.6%
+7.5%
+13.8% +12.7% +28.9%
IBM International Business Machines +1.1%
+4.0%
+17.0% -1.0% +23.8%
ICE Intercontinental Exchange +2.9%
-19.3%
+19.9% +26.2% +24.5%
ILMN Illumina Inc -8.4%
-45.2%
+2.8% +11.5% +10.6%
INTC Intel Corp +1.5%
-28.0%
+6.0% -14.7% +30.7%
INTU Intuit Inc +1.6%
-24.0%
+70.3% +46.1% +34.1%
ISRG Intuitive Surgical Inc +1.0%
-33.7%
+31.8% +38.4% +23.4%
JD JD.com Inc ADR +0.2%
-16.7%
-20.3% +149.5% +68.3%
JNJ Johnson & Johnson -1.1%
-2.1%
+11.4% +10.9% +16.2%
JPM J.P. Morgan Common Stock +1.7%
-21.1%
+27.7% -5.5% +47.3%
JWN Nordstrom Inc +0.5%
+9.3%
-27.5% -22.7% -8.4%
KDP Kueurig Dr Pepper Inc +0.7%
+8.3%
+17.5% +13.0% +15.4%
KHC The Kraft Heniz Co -0.2%
+10.0%
+8.0% +14.1% -21.1%
KKR KKR & Co Inc +1.1%
-22.7%
+85.8% +41.1% +51.6%
KLAC KLA Corp +2.6%
-10.5%
+68.0% +48.0% +104.0%
KMX CarMax, Inc -0.1%
-22.0%
+37.9% +7.7% +39.8%
KO Coca-Cola Co +0.8%
+9.2%
+11.4% +2.4% +20.6%
KR Kroger Co +0.6%
+5.8%
+45.4% +11.9% +7.9%
LHX L3Harris Technologies +2.4%
+12.0%
+15.0% -2.7% +49.2%
LIN Linde PLC +1.9%
-9.4%
+33.4% +25.9% +39.1%
LLY Eli Lilly and Co +2.6%
+12.7%
+66.1% +31.1% +16.2%
LMT Lockheed Martin +1.3%
+23.8%
+3.2% -6.4% +52.5%
LOW Lowe's Companies Inc +2.1%
-19.1%
+63.3% +36.4% +32.2%
LRCX Lam Research +4.2%
-27.4%
+53.7% +64.0% +119.3%
LULU Lululemon Athletica Inc +1.5%
-17.8%
+12.5% +50.2% +90.5%
LYFT Lyft Inc Class A +2.6%
-54.6%
-13.0% +14.2% N/A
MA Mastercard Inc A +1.1%
-1.0%
+1.2% +20.2% +59.2%
MAR Marriott International Cl A +1.8%
-0.5%
+25.3% -12.5% +41.5%
MCD McDonalds +1.1%
-1.1%
+27.8% +11.3% +14.0%
MCHP Microchip Technology Inc +3.3%
-14.7%
+27.5% +33.7% +48.1%
MCK McKesson Corp +1.8%
+47.4%
+44.2% +27.1% +26.7%
MCO Moody's Corporation +1.7%
-16.9%
+35.6% +23.3% +71.3%
MDB MongoDB +2.8%
-28.4%
+47.4% +172.8% +57.2%
MDLZ Mondelez Intl Inc Class A -0.1%
-2.1%
+15.9% +8.5% +40.4%
MDT Medtronic PLC +0.8%
-7.1%
-9.8% +5.7% +27.3%
MELI MERCADOLIBRE INC +4.7%
-19.8%
-19.5% +192.9% +95.3%
MET Metlife Inc +1.7%
+11.0%
+37.3% -3.5% +28.8%
META META Platforms Inc - Cl A +1.7%
-46.3%
+23.1% +33.1% +56.6%
MFIC MidCap Financial Investment Corporation +0.6%
+13.4%
+34.0% -27.9% +57.0%
MMC Marsh & McLennan Companies Inc +1.5%
+0.4%
+50.8% +6.8% +42.3%
MMM 3M Co +1.7%
-12.6%
+4.9% +2.8% -4.3%
MNST Monster Beverage Corp +0.8%
-6.3%
+3.8% +45.5% +29.1%
MO Altria Group Inc +0.0%
-1.2%
+24.3% -10.4% +8.0%
MRK Merck & Co Inc +2.4%
+20.8%
+1.9% -7.1% +22.4%
MRNA Moderna -0.4%
-32.6%
+143.1% +434.1% +28.1%
MRVL Marvell Technology, Inc. +3.1%
-36.5%
+84.6% +80.2% +65.7%
MS Morgan Stanley Common Stock +1.6%
-4.3%
+46.6% +38.1% +32.7%
MSFT Microsoft Corp +1.7%
-12.8%
+52.5% +42.5% +57.6%
MTCH Match Group Inc +2.6%
-48.6%
-12.5% +84.1% +92.0%
MU Micron Technology Inc +4.4%
-29.9%
+24.2% +39.8% +69.5%
NEE Next Era Energy +1.2%
-2.0%
+23.4% +30.1% +42.7%
NEM Newmont Corp +2.8%
-23.8%
+7.4% +40.3% +30.6%
NFLX Netflix +2.7%
-58.6%
+11.4% +67.1% +20.9%
NKE Nike Inc B +1.7%
-30.0%
+18.7% +41.0% +38.1%
NOW ServiceNow Inc +1.4%
-22.0%
+17.9% +95.0% +58.6%
NTAP NETAPP Inc +1.7%
-17.0%
+42.4% +10.9% +7.4%
NVDA NVIDIA Corp +4.3%
-36.4%
+125.5% +122.3% +76.9%
NVS Novartis AG ADR +0.1%
+2.0%
-3.8% +3.4% +27.5%
NXPI NXP Semiconductors NV +3.9%
-16.9%
+44.8% +26.6% +75.7%
OKTA Okta Inc +1.6%
-53.5%
-11.8% +120.4% +80.8%
ORCL Oracle Corp +2.6%
-8.1%
+36.9% +24.2% +19.3%
OSTK Overstock.com Inc +2.1%
-46.3%
+23.0% +580.4% -48.1%
PANW Palo Alto Networks +2.0%
-5.4%
+56.7% +53.7% +22.8%
PEP Pepsico Inc +1.3%
+3.5%
+20.5% +11.7% +27.4%
PFE Pfizer Common Stock +3.8%
-13.1%
+66.7% +3.2% -6.9%
PG Procter & Gamble +1.0%
-8.8%
+20.5% +14.1% +39.7%
PGR Progressive Corp +1.1%
+18.9%
+10.8% +41.5% +25.1%
PINS Pinterest +2.5%
-35.5%
-44.8% +253.5% N/A
PLD Prologis Inc +2.2%
-17.5%
+72.3% +14.6% +55.9%
PLTR Palantir Technologies +5.2%
-45.6%
-22.7% N/A N/A
PM Phillip Morris International Inc -0.2%
+7.2%
+20.8% +3.9% +35.0%
PSTG Pure Storage Inc +0.5%
-6.7%
+44.0% +32.1% +6.4%
PTON Peloton Interactive Inc +13.6%
-62.2%
-76.4% +434.2% N/A
PYPL PayPal Holdings Inc +2.0%
-46.4%
-19.5% +116.5% +28.6%
QCOM Qualcomm Inc +2.3%
-16.5%
+22.3% +77.0% +60.7%
QRVO Qorvo Inc +2.2%
-29.0%
-5.9% +43.1% +91.4%
REGN Regeneron Pharmaceuticals Inc +0.8%
-0.4%
+30.7% +28.7% +0.5%
ROKU Roku +3.9%
-63.3%
-31.3% +148.0% +337.0%
RTX Raytheon Technologies +2.0%
+11.7%
+23.3% N/A N/A
RY Royal Bank of Canada ADR +0.9%
-2.9%
+34.1% +8.4% +20.2%
SBUX Starbucks +1.2%
-23.2%
+11.2% +24.2% +39.1%
SCHW Schwab (Charles) Corp +3.3%
-10.1%
+60.2% +13.6% +16.4%
SHOP Shopify Inc A +0.8%
-70.4%
+21.7% +184.7% +187.2%
SNAP Snap Inc (Snapchat) +4.6%
-75.3%
-6.1% +206.6% +196.4%
SNOW Snowflake Inc +0.5%
-50.2%
+20.4% N/A N/A
SPG Simon Property Group REIT +1.6%
-25.4%
+95.8% -38.6% -6.7%
SPGI S&P Global Inc +1.5%
-16.6%
+44.7% +21.4% +62.3%
SPLK Splunk Inc +3.1%
-0.8%
-31.9% +13.4% +42.8%
SPOT Spotify Technology SA +0.7%
-47.2%
-25.6% +110.4% +31.8%
SQ Square Inc A +2.3%
-45.5%
-25.8% +247.9% +11.5%
STT State Street Corp +1.9%
-18.2%
+31.1% -4.8% +29.3%
SYK Stryker Corp +2.3%
-16.1%
+10.2% +18.1% +35.3%
SYY Sysco Corp +3.1%
+9.8%
+8.3% -10.4% +39.6%
T AT&T Inc +1.3%
+3.1%
-8.1% -21.4% +45.6%
TCEHY Tencent Holding ADR -1.5%
-31.9%
-18.7% +50.2% +22.0%
TCPC Blackrock TCP Capital BDC +0.4%
+9.7%
+30.9% -8.1% +19.2%
TDOC Teladoc Health Inc +6.1%
-56.1%
-54.1% +138.8% +68.9%
TEAM Atlassian Corp PLC +2.7%
-25.7%
+63.0% +94.3% +35.2%
TER Teradyne Inc +4.4%
-36.1%
+36.8% +76.7% +118.9%
TGT Target Common Stock +1.7%
-24.8%
+32.9% +40.5% +100.2%
TJX TJX Companies Inc +1.6%
-12.6%
+12.8% +12.2% +38.8%
TM Toyota Motor ADR +1.7%
-12.9%
+23.2% +13.6% +25.0%
TMO Thermo Fisher Scientific +1.8%
-9.5%
+43.5% +43.7% +45.5%
TMUS T-Mobile US Inc +2.0%
+26.3%
-14.0% +72.0% +23.3%
TRV The Travelers Companies +1.6%
+10.8%
+14.0% +5.4% +17.0%
TSLA Tesla +4.7%
-14.8%
+49.8% +743.4% +25.7%
TSM Taiwan Semiconductor Mfg ADR +1.5%
-23.8%
+11.8% +92.5% +64.8%
TTD The Trade Desk Inc A +4.1%
-18.7%
+14.4% +208.3% +123.8%
TTWO Take-Two Interactive Software Inc +2.0%
-30.7%
-14.5% +69.7% +18.9%
TWLO Twilio Inc A +1.5%
-67.0%
-22.2% +244.4% +10.1%
TWTR Twitter Inc +0.7%
+2.4%
-20.2% +69.0% +11.5%
TXN Texas Instruments Inc +1.8%
+0.3%
+17.5% +31.7% +39.6%
UAA Under Armour Inc A +1.8%
-52.7%
+23.4% -20.5% +22.2%
UBER UBER Technologies Inc +0.7%
-22.6%
-17.8% +71.5% N/A
UNH UnitedHealth Group Inc +2.0%
+9.0%
+45.2% +21.2% +20.0%
UNP Union Pacific Corp +0.3%
-3.7%
+23.3% +17.7% +33.7%
UPS UPS +1.0%
-2.2%
+30.0% +48.7% +24.2%
UPST Upstart Holdings Inc +9.6%
-77.0%
+271.3% N/A N/A
V Visa Inc Class A +0.1%
-2.0%
-0.3% +17.1% +43.3%
VMW VMware Inc +1.5%
+5.2%
-0.6% -7.6% +10.7%
VRTX Vertex Pharmaceuticals +0.8%
+34.1%
-7.1% +7.9% +32.1%
VWAGY Volkswagen AG ADR +0.4%
-27.5%
+42.5% +11.7% +27.6%
VZ Verizon Communications Inc +0.8%
-9.9%
-7.5% -0.1% +13.9%
WBA Walgreens Boots Alliance Inc +1.3%
-20.5%
+35.8% -29.3% -11.0%
WDAY Workday Inc Class A +6.1%
-35.5%
+14.0% +45.7% +3.0%
WETF WisdomTree Investments Common Stock +0.9%
-10.6%
+16.6% +14.1% -25.7%
WFC Wells Fargo Common Stock +1.5%
-2.6%
+61.1% -41.7% +21.4%
WMT Wal-Mart Common Stock +1.8%
-7.5%
+2.0% +23.3% +30.2%
WYNN Wynn Resorts Ltd +1.7%
-19.2%
-24.6% -18.0% +45.0%
XOM Exxon Mobil Corp +0.9%
+58.4%
+57.6% -36.2% +7.3%
YUMC Yum China Holdings Inc -0.4%
-3.0%
-12.0% +19.5% +44.9%
ZM ZOOM Video Communications +1.4%
-40.4%
-45.5% +395.8% N/A
ZS Zscaler Inc +2.2%
-43.2%
+60.9% +329.5% +18.6%
ZTS Zoetis Inc Cl A +1.4%
-27.6%
+48.3% +25.8% +55.7%