through: Feb 14, 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. +0.0%
+10.9%
+89.0% -5.4% +48.5%
ABBV AbbVie Inc -1.4%
+7.6%
+1.5% -1.0% +60.1%
ABT Abbott Laboratories +1.1%
+3.7%
+22.1% +29.0% +52.0%
ACN Accenture PLC A +0.0%
+1.2%
+51.2% -6.2% +33.3%
ADBE Adobe Inc +1.3%
+15.1%
+45.8% +29.1% +70.2%
ADI Analog Devices Inc -1.0%
-1.0%
+41.3% -1.6% +25.3%
ADP Automatic Data Processing Inc +0.6%
+6.3%
+32.7% +14.2% +16.5%
AMAT Applied Materials -0.8%
+9.5%
+89.9% -34.9% +59.8%
AMD Advanced Micro Devices Inc +1.4%
+20.6%
+148.4% +79.6% -9.3%
AMGN Amgen Inc +0.2%
-6.6%
+27.6% +15.2% +22.2%
AMZN Amazon.com -0.7%
+15.5%
+23.0% +28.4% +56.0%
ATVI Activision Blizzard Inc +1.5%
+6.9%
+28.6% -26.1% +76.4%
AVGO Broadcom Inc -1.9%
+0.6%
+29.1% +2.2% +48.2%
AXP American Express Co +1.0%
+9.5%
+32.5% -2.6% +36.2%
AZN AstraZeneca PLC ADR -3.0%
-4.0%
+35.6% +13.8% +33.2%
BA Boeing Co -0.7%
+5.1%
+3.3% +11.5% +94.8%
BABA Alibaba Group Holding Ltd ADR -0.3%
+3.6%
+54.7% -20.5% +96.4%
BAC Bank of America -0.2%
-1.1%
+46.2% -15.0% +35.7%
BDX Becton Dickinson Co +2.3%
-4.3%
+22.2% +6.6% +31.2%
BIIB Biogen -0.4%
+12.2%
-1.4% -5.5% +22.0%
BKNG Booking Holdings Inc. (Priceline) +1.6%
-3.1%
+19.2% -0.9% +18.5%
BLK BlackRock Inc -0.5%
+12.6%
+31.8% -21.6% +38.2%
BMY Bristol-Myers Squibb +0.5%
+4.1%
+27.9% -12.9% +7.7%
BRKB Berkshire Hathaway B Shares +0.1%
+0.1%
+10.9% +3.0% +21.6%
BSX Boston Scientific +0.3%
-6.4%
+28.0% +42.6% +14.6%
C Citigroup Inc -0.3%
-0.7%
+57.8% -28.5% +27.0%
CAT Caterpillar Common Stock -1.2%
-5.9%
+19.5% -17.5% +75.0%
CHL China Mobile Ltd ADR -0.8%
-0.4%
-8.1% -0.6% +3.4%
CHTR Charter Communications Inc A (Newco 2009) +0.0%
+10.3%
+70.2% -15.2% +16.7%
CMCSA Comcast Common Stock +0.0%
+3.0%
+34.0% -12.7% +17.4%
CME CME Group Inc Class A +2.3%
+6.2%
+9.7% +32.1% +32.3%
COST Costco Wholesale Corp +0.0%
+8.5%
+45.7% +10.6% +22.4%
CRM Salesforce.com +0.7%
+16.8%
+18.7% +34.0% +49.3%
CRWD Crowdstrike Holdings Inc Class A -0.7%
+30.0%
N/A N/A N/A
CSCO Cisco Systems -0.7%
-1.4%
+13.8% +16.6% +31.3%
CSX CSX Corp -0.3%
+10.0%
+18.0% +14.5% +55.4%
CVX Chevron Corporation -0.3%
-7.6%
+15.3% -9.8% +10.6%
DD DowDupont Inc -0.3%
-17.3%
-13.6% -23.2% +27.9%
DHR Danaher Corp +1.5%
+8.1%
+49.6% +11.8% +20.0%
DIS Disney Common Stock -1.0%
-3.5%
+33.5% +3.6% +4.8%
DISH DISH Network Corp Class A -0.5%
+12.7%
+42.1% -47.7% -17.6%
DLTR Dollar Tree Inc -0.7%
-5.7%
+4.1% -15.8% +39.0%
DOCU Docusign Inc +1.6%
+20.6%
+84.9% N/A N/A
DUK Duke Energy Corp +1.2%
+12.1%
+10.3% +7.4% +13.0%
EA Electronic Arts Inc +0.8%
+2.0%
+36.2% -24.9% +33.4%
EBAY eBay Inc +2.6%
+5.6%
+30.6% -25.6% +27.1%
ETSY Etsy Inc +0.4%
+20.0%
-6.9% +132.6% +73.6%
FB Facebook +0.5%
+4.4%
+56.6% -25.7% +53.4%
FDX FedEx Corp -1.8%
+4.9%
-4.8% -34.7% +35.2%
FIS Fidelity National Information Services +2.0%
+13.2%
+37.2% +10.3% +26.0%
FRC First Republic Bank -0.3%
+0.4%
+36.2% +1.1% -5.3%
GE General Electric -0.9%
+15.0%
+53.9% -55.4% -42.9%
GILD Gilead Sciences Inc +1.1%
+4.0%
+7.9% -9.9% +3.0%
GO Grocery Outlet Holding Corp +2.2%
+1.4%
N/A N/A N/A
GOOG Alphabet Inc Class C +0.4%
+13.7%
+29.1% -1.0% +35.6%
GOOGL Alphabet Inc A (Former GOOG) +0.4%
+13.4%
+28.2% -0.8% +32.9%
GS Goldman Sachs Group -0.5%
+3.1%
+40.5% -33.5% +7.7%
HD Home Depot +1.1%
+12.2%
+30.5% -7.3% +44.6%
HON Honeywell International Inc +0.4%
+2.2%
+36.7% -9.2% +35.2%
HUM Humana Inc -1.1%
+2.5%
+28.9% +16.1% +22.6%
HYT BlackRock High Yield CEF +0.3%
+4.1%
+31.2% -7.8% +9.0%
IBM International Business Machines -2.3%
+13.6%
+23.6% -22.5% -4.0%
ICE Intercontinental Exchange +2.8%
+4.7%
+24.5% +8.1% +26.6%
INFO IHS Markit Ltd +0.6%
+7.4%
+57.1% +6.2% +27.5%
INTC Intel Corp -0.3%
+13.0%
+30.7% +4.2% +30.8%
INTU Intuit Inc +2.2%
+16.4%
+34.1% +25.8% +39.2%
ISRG Intuitive Surgical Inc +0.5%
+2.1%
+23.4% +31.2% +72.6%
JD JD.com Inc ADR -0.1%
+19.1%
+68.3% -49.5% +62.8%
JNJ Johnson & Johnson +0.0%
+2.9%
+16.2% -5.1% +24.4%
JPM J.P. Morgan Common Stock -0.3%
-0.8%
+47.3% -6.6% +26.7%
JPS Nuveen Pref & Income Securities CEF +0.7%
+4.8%
+30.1% -12.3% +18.0%
JWN Nordstrom Inc +2.2%
-1.6%
-8.4% +1.1% +2.3%
KHC The Kraft Heniz Co -3.2%
-16.3%
-21.1% -42.3% -8.4%
KMX CarMax, Inc -0.1%
+12.7%
+39.8% -2.2% -0.4%
KO Coca-Cola Co +0.6%
+8.3%
+20.6% +6.8% +14.4%
LHX L3Harris Technologies +0.7%
+15.5%
+49.2% -3.4% +40.8%
LK Luckin Coffee ADR (China) +0.2%
-3.4%
N/A N/A N/A
LLY Eli Lilly and Co -0.5%
+7.9%
+16.2% +40.4% +17.8%
LMT Lockheed Martin +0.7%
+12.4%
+52.5% -16.3% +31.8%
LOW Lowe's Companies Inc +0.5%
+5.2%
+32.2% +1.2% +33.3%
LULU Lululemon Athletica Inc +0.2%
+9.8%
+90.5% +54.7% +20.9%
LYFT Lyft Inc Class A -5.0%
+3.9%
N/A N/A N/A
MA Mastercard Inc A +1.5%
+14.3%
+59.2% +25.3% +47.7%
MCD McDonalds -0.2%
+9.9%
+14.0% +5.8% +45.0%
MCHP Microchip Technology Inc -0.9%
+4.4%
+48.1% -16.7% +39.5%
MCO Moody's Corporation +1.9%
+17.0%
+71.3% -4.1% +58.5%
MDLZ Mondelez Intl Inc Class A +1.1%
+8.4%
+40.4% -4.3% -1.6%
MDT Medtronic PLC +0.4%
+3.4%
+27.3% +15.2% +15.9%
MMC Marsh & McLennan Companies Inc -0.5%
+7.0%
+42.3% -0.1% +22.7%
MMM 3M Co +0.8%
-7.9%
-4.3% -16.9% +34.9%
MO Altria Group Inc -1.1%
-9.5%
+8.0% -27.1% +9.4%
MRK Merck & Co Inc +0.8%
-9.1%
+22.3% +40.0% -1.5%
MS Morgan Stanley Common Stock -0.2%
+9.9%
+32.7% -22.8% +26.6%
MSFT Microsoft Corp +0.9%
+17.5%
+57.6% +20.8% +40.7%
MTCH Match Group Inc +1.7%
-6.8%
+92.0% +43.7% +83.1%
MU Micron Technology Inc -1.4%
+8.8%
+69.5% -22.8% +87.6%
NEE Next Era Energy +1.1%
+15.0%
+42.7% +14.3% +34.4%
NFLX Netflix -0.3%
+17.6%
+20.9% +39.4% +55.1%
NKE Nike Inc B +0.2%
+2.2%
+38.1% +19.9% +24.7%
NOW ServiceNow Inc +1.2%
+26.2%
+58.6% +36.6% +75.4%
NVDA NVIDIA Corp +7.0%
+23.2%
+76.9% -30.8% +82.0%
NVS Novartis AG ADR -0.1%
+3.1%
+27.5% +5.9% +19.4%
ORCL Oracle Corp +0.3%
+5.2%
+19.3% -3.0% +24.9%
OSTK Overstock.com Inc +0.4%
+28.1%
-48.1% -78.7% +265.1%
PANW Palo Alto Networks +0.7%
+6.9%
+22.8% +30.0% +15.9%
PEP Pepsico Inc +0.4%
+7.6%
+27.4% -4.8% +17.8%
PFE Pfizer Common Stock -1.1%
-5.9%
-6.9% +24.8% +15.9%
PG Procter & Gamble +0.9%
+1.6%
+39.7% +3.6% +12.7%
PGR Progressive Corp -0.1%
+19.5%
+25.1% +9.4% +61.6%
PINS Pinterest -1.4%
+24.6%
N/A N/A N/A
PM Phillip Morris International Inc -0.4%
+4.0%
+35.0% -33.2% +19.9%
PYPL PayPal Holdings Inc +2.1%
+13.7%
+28.6% +14.2% +86.5%
QCOM Qualcomm Inc -0.5%
+1.6%
+60.7% -7.6% +2.0%
REGN Regeneron Pharmaceuticals Inc +0.2%
+6.4%
+0.5% -0.7% +2.4%
RY Royal Bank of Canada ADR +0.1%
+4.2%
+20.2% -12.8% +25.0%
SBUX Starbucks -0.7%
+2.0%
+39.1% +14.8% +5.4%
SCHW Schwab (Charles) Corp -0.1%
-0.3%
+16.4% -18.4% +31.2%
SHOP Shopify Inc A -0.3%
+33.6%
+187.2% +37.1% +135.6%
SNAP Snap Inc (Snapchat) -0.2%
+7.5%
+196.4% -62.3% N/A
SPG Simon Property Group REIT +0.2%
-5.3%
-6.7% +2.5% +1.0%
SPLK Splunk Inc +0.9%
+15.2%
+42.8% +26.6% +62.0%
SQ Square Inc A +1.1%
+30.9%
+11.5% +61.8% +154.4%
SYK Stryker Corp +1.9%
+5.5%
+35.3% +2.4% +30.8%
T AT&T Inc -0.2%
-0.8%
+45.6% -22.2% -3.9%
TCEHY Tencent Holding ADR -0.4%
+11.0%
+21.9% -23.8% +114.9%
TGT Target Common Stock -1.4%
-9.0%
+100.2% +4.8% -5.9%
TJX TJX Companies Inc +0.0%
+4.2%
+38.8% +18.9% +3.4%
TMO Thermo Fisher Scientific +1.1%
+4.4%
+45.5% +18.2% +35.0%
TMUS T-Mobile US Inc +1.4%
+23.0%
+23.3% +0.2% +10.4%
TRV The Travelers Companies +0.6%
+0.6%
+17.0% -9.6% +13.4%
TSLA Tesla -0.5%
+91.2%
+25.7% +6.9% +45.7%
TSM Taiwan Semiconductor Mfg ADR -1.9%
+0.2%
+64.7% -3.5% +42.3%
TTD The Trade Desk Inc A -0.4%
+17.5%
+123.8% +153.8% +65.3%
TTWO Take-Two Interactive Software Inc +1.1%
-7.4%
+18.9% -6.2% +122.7%
TWLO Twilio Inc A -0.7%
+30.0%
+10.1% +278.4% -18.2%
TWTR Twitter Inc -0.7%
+15.2%
+11.5% +19.7% +47.3%
TXN Texas Instruments Inc -0.5%
+3.8%
+39.6% -7.2% +46.8%
UAA Under Armour Inc A +2.6%
-20.4%
+22.2% +22.5% -50.3%
UBER UBER Technologies Inc -1.1%
+33.4%
N/A N/A N/A
UNH UnitedHealth Group Inc -1.1%
+1.6%
+20.0% +14.5% +39.8%
UNP Union Pacific Corp -0.3%
+1.8%
+33.7% +5.3% +32.2%
UPS UPS +0.7%
-9.5%
+24.2% -15.5% +7.1%
UTX United Technologies Corp +0.3%
+3.0%
+43.8% -14.7% +19.1%
V Visa Inc Class A +1.4%
+12.1%
+43.3% +16.5% +47.2%
VMW VMware Inc +1.8%
+6.6%
+10.7% +30.8% +59.2%
VZ Verizon Communications Inc -0.2%
-3.7%
+13.9% +11.3% +4.0%
WBA Walgreens Boots Alliance Inc -1.3%
-10.4%
-11.0% -3.7% -10.5%
WDAY Workday Inc Class A +1.2%
+19.8%
+3.0% +56.9% +53.9%
WETF WisdomTree Investments Common Stock -6.6%
+0.1%
-25.7% -46.3% +16.4%
WFC Wells Fargo Common Stock +0.2%
-9.4%
+21.4% -21.8% +13.2%
WMT Wal-Mart Common Stock +0.4%
-0.8%
+30.2% -3.4% +46.5%
XLNX Xilinx Inc -0.3%
-7.4%
+16.4% +28.8% +14.1%
XOM Exxon Mobil Corp -0.5%
-11.8%
+7.3% -15.1% -3.8%
YUMC Yum China Holdings Inc -0.4%
-6.6%
+44.9% -15.3% +53.6%
ZS Zscaler Inc +0.3%
+33.6%
+18.6% N/A N/A
ZTS Zoetis Inc Cl A -0.5%
+9.1%
+55.7% +19.5% +35.5%