through: Mar 20, 2023

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 2022 2021 2020
AAPL Apple Inc. +1.5%
+21.3%
-26.4% +34.6% +82.3%
ABBV AbbVie Inc +1.2%
-2.5%
+24.0% +32.4% +27.6%
ABNB AirBNB +0.2%
+38.5%
-48.6% +13.4% N/A
ABT Abbott Laboratories +0.9%
-10.4%
-20.7% +30.5% +28.0%
ACN Accenture PLC A +1.0%
-5.0%
-34.8% +60.7% +26.1%
ADBE Adobe Inc +1.3%
+7.8%
-40.7% +13.4% +51.6%
ADI Analog Devices Inc +0.7%
+14.6%
-4.9% +21.0% +26.9%
ADP Automatic Data Processing Inc +1.2%
-9.1%
-1.3% +42.6% +6.0%
ADSK Autodesk +0.7%
+7.3%
-33.5% -7.9% +66.4%
AMAT Applied Materials +1.2%
+27.7%
-37.5% +83.6% +43.3%
AMD Advanced Micro Devices Inc -1.1%
+49.5%
-55.0% +56.9% +100.0%
AMGN Amgen Inc +2.1%
-9.8%
+20.4% +0.9% -2.0%
AMT American Tower Corp +0.3%
-4.7%
-25.6% +32.9% -0.5%
AMZN Amazon.com -1.3%
+16.3%
-49.6% +2.4% +76.3%
ANET Arista Networks +0.6%
+35.3%
-15.6% +97.9% +42.9%
APH Amphenol Corp Cl A +1.4%
+2.3%
-12.0% +34.9% +22.1%
APO Apollo Global Management Inc +0.5%
-10.4%
-9.6% +53.3% +8.0%
APTV Aptiv PLC +1.5%
+16.8%
-43.5% +26.6% +37.5%
ARCC ARES Capital Corp BDC -0.2%
-3.3%
-3.8% +36.2% +0.6%
ARES ARES Management Corp -0.4%
+10.3%
-12.8% +77.8% +37.6%
ASML ASM Lithography +2.0%
+18.5%
-30.6% +64.1% +66.3%
ATVI Activision Blizzard Inc +0.4%
+3.6%
+15.7% -28.0% +57.3%
AVGO Broadcom Inc +2.0%
+15.1%
-13.3% +56.4% +44.9%
AXP American Express Co +1.4%
+7.8%
-8.5% +36.9% -1.2%
AYX Alteryx Inc - Class A -1.4%
+11.4%
-16.2% -50.3% +21.7%
AZN AstraZeneca PLC ADR +1.7%
-0.2%
+19.2% +19.6% +3.2%
BA Boeing Co +1.9%
+7.5%
-5.4% -6.0% -33.9%
BABA Alibaba Group Holding Ltd ADR -0.8%
-8.0%
-25.8% -49.0% +9.7%
BAC Bank of America -0.3%
-15.7%
-23.8% +49.6% -11.6%
BDX Becton Dickinson Co +1.2%
-5.8%
+5.1% +1.9% -6.8%
BIIB Biogen +1.8%
-3.3%
+15.4% -2.0% -17.5%
BKNG Booking Holdings Inc. (Priceline) +2.2%
+23.7%
-16.0% +7.7% +8.4%
BLK BlackRock Inc +1.1%
-8.5%
-20.4% +29.4% +47.2%
BMY Bristol-Myers Squibb +1.1%
-5.8%
+19.0% +2.9% +0.4%
BRKB Berkshire Hathaway B Shares +2.6%
-2.5%
+3.3% +29.0% +2.4%
BSX Boston Scientific +1.8%
+5.5%
+8.9% +18.2% -20.5%
BX Blackstone Inc -2.8%
+12.3%
-40.0% +107.1% +19.9%
BXSL Blackstone Secured Lending BDC -0.3%
+11.8%
-26.0% N/A N/A
C Citigroup Inc -0.4%
-1.5%
-22.1% +1.0% -19.6%
CAT Caterpillar Common Stock +2.5%
-7.6%
+18.6% +16.0% +26.9%
CCI Crown Castle +0.8%
-2.1%
-32.5% +35.1% +15.6%
CHTR Charter Communications Inc A (Newco 2009) -0.4%
+2.8%
-48.0% -1.4% +36.4%
CLX Clorox Company +1.6%
+12.4%
-17.0% -11.5% +34.5%
CMCSA Comcast Common Stock +1.1%
+5.0%
-28.7% -2.2% +19.2%
CME CME Group Inc Class A -0.6%
+10.6%
-22.9% +29.5% -6.3%
CMG Chipotle Mexican Grill +0.1%
+16.1%
-20.6% +26.1% +65.7%
COF Capital One Financial +0.6%
-2.4%
-34.6% +49.3% -2.7%
COIN Coinbase Global Inc +0.2%
+112.3%
-86.0% N/A N/A
COST Costco Wholesale Corp +0.5%
+7.4%
-19.1% +51.8% +32.6%
CRM Salesforce.com +0.2%
+39.7%
-47.8% +14.2% +36.8%
CRSP CRISPR Therapeutics -2.8%
+9.4%
-46.4% -50.5% +151.4%
CRWD Crowdstrike Holdings Inc Class A -0.3%
+26.1%
-48.6% -3.3% +324.7%
CSCO Cisco Systems +1.5%
+7.8%
-22.5% +45.8% -3.5%
CSX CSX Corp +0.9%
-5.5%
-16.6% +25.7% +27.1%
CVX Chevron Corporation +1.5%
-13.1%
+58.5% +46.3% -26.0%
DASH DoorDash Inc Cl A -0.5%
+21.5%
-67.2% +4.3% N/A
DD DowDupont Inc +2.0%
+0.9%
-13.4% +15.4% +13.3%
DDOG DataDog -3.5%
-9.9%
-58.7% +80.9% +160.6%
DG Dollar General Corp +0.7%
-14.6%
+5.6% +13.0% +35.9%
DHR Danaher Corp +0.8%
-7.8%
-19.0% +48.6% +45.3%
DIS Disney Common Stock +1.1%
+8.4%
-43.9% -14.5% +25.3%
DISH DISH Network Corp Class A -1.2%
-36.0%
-56.7% +0.3% -8.8%
DLR Digital Realty Inc +1.0%
+2.6%
-40.9% +30.7% +20.5%
DLTR Dollar Tree Inc +2.9%
-0.3%
+0.7% +30.1% +14.9%
DOCU Docusign Inc -4.7%
+0.7%
-63.6% -31.5% +200.0%
DUK Duke Energy Corp +1.0%
-4.5%
+2.0% +19.1% +4.8%
DXCM Dexcom +2.9%
+3.5%
-15.6% +45.2% +69.0%
EA Electronic Arts Inc +0.1%
-6.9%
-6.8% -7.7% +33.7%
EBAY eBay Inc +2.3%
+4.4%
-36.5% +33.8% +41.1%
ENPH Enphase Energy Inc +4.8%
-27.3%
+44.8% +4.3% +571.5%
EQIX Equinix Inc -0.2%
+5.8%
-21.1% +20.3% +24.2%
ETSY Etsy Inc +2.9%
-9.5%
-45.3% +23.1% +301.6%
EXC Exelon Corp -0.8%
-2.4%
+8.3% +41.4% -3.9%
EXPE Expedia Group Inc +1.2%
+7.9%
-51.5% +36.5% +22.9%
F Ford Motor Co -1.1%
+1.0%
-42.2% +137.5% -3.9%
FCX Freeport-McMoran Inc +3.4%
-1.1%
-7.5% +61.4% +99.1%
FDX FedEx Corp -1.8%
+25.6%
-31.7% +0.7% +74.3%
FIS Fidelity National Information Services -0.2%
-23.4%
-36.5% -21.9% +2.8%
FISV FISERV INC +2.4%
+9.6%
-2.6% -8.8% -1.5%
FRC First Republic Bank -47.1%
-90.0%
-40.6% +41.2% +26.0%
FSK FS KKR Capital Corp BDC +1.7%
+5.5%
-4.6% +41.8% -20.5%
FSLY Fastly - Class A -0.6%
+87.2%
-76.9% -59.4% +335.3%
FSR Fisker Inc -4.3%
-21.3%
-53.8% +7.4% +44.1%
FTNT Fortinet Inc +0.5%
+25.9%
-32.0% +142.0% +39.1%
GBDC Golub Capital BDC +1.9%
-1.8%
-7.0% +17.8% -14.8%
GE General Electric -0.4%
+37.7%
-10.9% +9.7% -2.7%
GILD Gilead Sciences Inc +2.8%
-6.6%
+23.6% +30.0% -6.6%
GM General Motors +0.7%
+0.2%
-42.4% +40.8% +15.2%
GO Grocery Outlet Holding Corp +0.9%
-7.0%
+3.2% -27.9% +21.0%
GOOG Alphabet Inc Class C -0.5%
+14.9%
-38.7% +65.2% +31.0%
GOOGL Alphabet Inc A -0.4%
+14.7%
-39.1% +65.3% +30.9%
GPN Global Payments Inc +1.3%
+0.8%
-25.9% -36.9% +18.5%
GS Goldman Sachs Group +2.0%
-9.2%
-7.9% +47.6% +17.5%
GSBD Goldman Sachs BDC +0.4%
-0.8%
-20.0% +10.8% +0.8%
HD Home Depot +0.3%
-7.8%
-22.0% +59.5% +24.5%
HON Honeywell International Inc +2.8%
-10.9%
+4.9% -0.3% +23.0%
HOOD Robinhood Markets Inc -4.2%
+8.1%
-54.2% N/A N/A
HSY Hershey Co +0.6%
+6.1%
+21.9% +29.6% +5.9%
HUM Humana Inc -0.2%
-3.5%
+11.2% +13.8% +12.7%
IBM International Business Machines +1.8%
-9.5%
+10.7% +17.0% -1.0%
ICE Intercontinental Exchange +1.1%
-4.0%
-23.9% +19.9% +26.2%
ILMN Illumina Inc -2.1%
+8.7%
-46.9% +2.8% +11.5%
INTC Intel Corp -2.2%
+11.7%
-46.7% +6.0% -14.7%
INTU Intuit Inc -0.4%
+6.0%
-39.1% +70.3% +46.1%
ISRG Intuitive Surgical Inc +1.1%
-9.4%
-26.1% +31.8% +38.4%
JD JD.com Inc ADR -0.4%
-31.1%
-18.0% -20.3% +149.5%
JNJ Johnson & Johnson +1.0%
-12.3%
+6.0% +11.4% +10.9%
JPM J.P. Morgan Common Stock +1.1%
-4.5%
-12.6% +27.7% -5.5%
JWN Nordstrom Inc -2.8%
+0.9%
-26.2% -27.5% -22.7%
KDP Kueurig Dr Pepper Inc +1.0%
-0.7%
-1.2% +17.5% +13.0%
KHC The Kraft Heniz Co +0.8%
-5.8%
+18.2% +8.0% +14.1%
KKR KKR & Co Inc +0.3%
+5.0%
-37.0% +85.8% +41.1%
KLAC KLA Corp +0.6%
+3.8%
-11.2% +68.0% +48.0%
KMX CarMax, Inc +0.9%
-6.8%
-53.2% +37.9% +7.7%
KO Coca-Cola Co +1.0%
-4.0%
+10.6% +11.4% +2.4%
KR Kroger Co +1.2%
+6.8%
+0.4% +45.4% +11.9%
LHX L3Harris Technologies +0.9%
-4.8%
-0.5% +15.0% -2.7%
LIN Linde PLC +2.5%
+4.3%
-4.4% +33.4% +25.9%
LLY Eli Lilly and Co +1.3%
-8.5%
+34.2% +66.1% +31.1%
LMT Lockheed Martin +2.1%
-1.6%
+40.4% +3.2% -6.4%
LOW Lowe's Companies Inc -0.3%
-0.7%
-21.5% +63.3% +36.4%
LRCX Lam Research +1.0%
+22.6%
-40.7% +53.7% +64.0%
LULU Lululemon Athletica Inc -0.4%
-8.4%
-18.2% +12.5% +50.2%
LYFT Lyft Inc Class A -1.3%
-9.9%
-74.2% -13.0% +14.2%
MA Mastercard Inc A -0.1%
+0.6%
-2.7% +1.2% +20.2%
MAR Marriott International Cl A +2.7%
+9.8%
-9.3% +25.3% -12.5%
MCD McDonalds +1.3%
+3.3%
+0.5% +27.8% +11.3%
MCHP Microchip Technology Inc +2.0%
+17.6%
-18.0% +27.5% +33.7%
MCK McKesson Corp +1.7%
-7.8%
+51.8% +44.2% +27.1%
MCO Moody's Corporation -1.0%
+4.9%
-28.0% +35.6% +23.3%
MDB MongoDB -4.0%
+7.2%
-62.8% +47.4% +172.8%
MDLZ Mondelez Intl Inc Class A +2.0%
+1.6%
+2.9% +15.9% +8.5%
MDT Medtronic PLC +1.7%
+2.4%
-22.5% -9.8% +5.7%
MELI MERCADOLIBRE INC -1.5%
+39.8%
-37.2% -19.5% +192.9%
MET Metlife Inc +3.8%
-20.7%
+19.2% +37.3% -3.5%
META META Platforms Inc - Cl A +1.1%
+64.4%
-64.2% +23.1% +33.1%
MFIC MidCap Financial Investment Corporation -1.8%
-3.5%
+0.3% +34.0% -27.9%
MMC Marsh & McLennan Companies Inc +1.5%
-4.1%
-3.4% +50.8% +6.8%
MMM 3M Co +1.3%
-11.9%
-29.6% +4.9% +2.8%
MNST Monster Beverage Corp +1.5%
+3.0%
+5.7% +3.8% +45.5%
MO Altria Group Inc +1.7%
+0.8%
+4.4% +24.3% -10.4%
MRK Merck & Co Inc +1.7%
-3.9%
+49.4% +1.9% -7.1%
MRNA Moderna +3.0%
-14.0%
-29.3% +143.1% +434.1%
MRVL Marvell Technology, Inc. +1.0%
+9.1%
-57.5% +84.6% +80.2%
MS Morgan Stanley Common Stock +1.7%
+1.5%
-10.4% +46.6% +38.1%
MSFT Microsoft Corp -2.6%
+13.8%
-28.0% +52.5% +42.5%
MTCH Match Group Inc +1.4%
-10.2%
-68.6% -12.5% +84.1%
MU Micron Technology Inc +1.7%
+15.3%
-45.9% +24.2% +39.8%
NEE Next Era Energy +0.4%
-8.5%
-8.6% +23.4% +30.1%
NEM Newmont Corp -0.7%
+2.3%
-20.8% +7.4% +40.3%
NFLX Netflix +0.5%
+3.5%
-51.1% +11.4% +67.1%
NKE Nike Inc B +0.7%
+3.9%
-29.0% +18.7% +41.0%
NOC Northrop Grumman Corp +1.3%
-17.4%
+43.0% +29.3% -9.9%
NOW ServiceNow Inc -1.3%
+12.1%
-40.2% +17.9% +95.0%
NTAP NETAPP Inc +2.4%
+5.7%
-32.9% +42.4% +10.9%
NVDA NVIDIA Corp +0.7%
+77.3%
-50.3% +125.5% +122.3%
NVS Novartis AG ADR +1.5%
-5.4%
+8.0% -3.8% +3.4%
NXPI NXP Semiconductors NV +1.8%
+14.9%
-29.2% +44.8% +26.6%
OKTA Okta Inc +0.5%
+23.3%
-69.5% -11.8% +120.4%
ORCL Oracle Corp +2.0%
+6.8%
-4.6% +36.9% +24.2%
ORLY O'reilly Automotive Common Stock +2.3%
-3.3%
+19.5% +56.0% +3.3%
OSTK Overstock.com Inc +0.8%
+1.1%
-67.2% +23.0% +580.4%
PANW Palo Alto Networks +0.2%
+35.8%
-24.8% +56.7% +53.7%
PEP Pepsico Inc +1.4%
-1.0%
+6.8% +20.5% +11.7%
PFE Pfizer Common Stock +1.8%
-19.6%
-10.4% +66.7% +3.2%
PG Procter & Gamble +1.5%
-3.6%
-5.0% +20.5% +14.1%
PGR Progressive Corp +2.0%
+7.3%
+26.8% +10.8% +41.5%
PINS Pinterest +1.4%
+10.2%
-33.2% -44.8% +253.5%
PLD Prologis Inc +2.3%
+6.1%
-31.3% +72.3% +14.6%
PLTR Palantir Technologies +2.5%
+25.9%
-64.7% -22.7% N/A
PM Phillip Morris International Inc +1.6%
-4.9%
+12.4% +20.8% +3.9%
PSTG Pure Storage Inc +1.1%
-9.1%
-17.8% +44.0% +32.1%
PTON Peloton Interactive Inc -6.9%
+18.1%
-77.8% -76.4% +434.2%
PYPL PayPal Holdings Inc +0.3%
+2.8%
-62.2% -19.5% +116.5%
QCOM Qualcomm Inc +0.9%
+11.5%
-38.6% +22.3% +77.0%
QRVO Qorvo Inc +2.6%
+9.5%
-42.0% -5.9% +43.1%
REGN Regeneron Pharmaceuticals Inc +1.6%
+5.2%
+14.2% +30.7% +28.7%
RIVN Rivian Automotive Inc A +0.1%
-29.4%
-82.2% N/A N/A
RNG Ringcentral Inc Cl A -6.1%
-20.3%
-81.1% -50.6% +124.7%
ROKU Roku -3.8%
+51.9%
-82.2% -31.3% +148.0%
RTX Raytheon Technologies +1.9%
-2.8%
+20.0% +23.3% N/A
RY Royal Bank of Canada ADR +1.6%
+1.4%
-7.6% +34.1% +8.4%
SBUX Starbucks +1.2%
+1.2%
-13.2% +11.2% +24.2%
SCHW Schwab (Charles) Corp -0.5%
-32.4%
+0.1% +60.2% +13.6%
SHOP Shopify Inc A -1.8%
+26.4%
-74.8% +21.7% +184.7%
SIVB SVB Financial Group +0.0%
-53.9%
-66.1% +74.9% +54.5%
SNAP Snap Inc (Snapchat) -0.4%
+19.1%
-81.0% -6.1% +206.6%
SNOW Snowflake Inc -0.1%
-5.6%
-57.6% +20.4% N/A
SPG Simon Property Group REIT +2.7%
-7.4%
-21.9% +95.8% -38.6%
SPGI S&P Global Inc +0.0%
+0.2%
-28.4% +44.7% +21.4%
SPLK Splunk Inc +0.7%
+4.3%
-25.6% -31.9% +13.4%
SPOT Spotify Technology SA -0.5%
+60.1%
-66.3% -25.6% +110.4%
SQ Square Inc A +0.7%
+18.6%
-61.1% -25.8% +247.9%
STT State Street Corp +2.3%
-5.3%
-13.7% +31.1% -4.8%
SYK Stryker Corp +0.9%
+13.2%
-7.4% +10.2% +18.1%
SYY Sysco Corp +1.6%
-2.5%
-0.3% +8.3% -10.4%
T AT&T Inc +2.0%
+1.9%
+5.8% -8.1% -21.4%
TCEHY Tencent Holding ADR +0.2%
+6.6%
-25.3% -18.7% +50.2%
TCPC Blackrock TCP Capital BDC -1.2%
-22.3%
+5.6% +30.9% -8.1%
TDOC Teladoc Health Inc -0.8%
+3.1%
-74.2% -54.1% +138.8%
TEAM Atlassian Corp PLC -5.9%
+15.7%
-66.3% +63.0% +94.3%
TER Teradyne Inc +1.3%
+22.0%
-46.3% +36.8% +76.7%
TGT Target Common Stock +2.4%
+10.2%
-34.3% +32.9% +40.5%
TJX TJX Companies Inc +1.2%
-4.9%
+6.7% +12.8% +12.2%
TM Toyota Motor ADR +1.2%
-1.1%
-24.4% +23.2% +13.6%
TMO Thermo Fisher Scientific +0.6%
+0.0%
-17.3% +43.5% +43.7%
TMUS T-Mobile US Inc +2.2%
+4.0%
+20.7% -14.0% +72.0%
TRV The Travelers Companies +2.2%
-9.5%
+22.4% +14.0% +5.4%
TSLA Tesla +1.7%
+48.8%
-65.0% +49.8% +743.4%
TSM Taiwan Semiconductor Mfg ADR +0.6%
+20.9%
-37.2% +11.8% +92.5%
TTD The Trade Desk Inc A -2.9%
+26.8%
-51.1% +14.4% +208.3%
TTWO Take-Two Interactive Software Inc +0.0%
+11.7%
-41.4% -14.5% +69.7%
TWLO Twilio Inc A -0.4%
+27.8%
-81.4% -22.2% +244.4%
TXN Texas Instruments Inc +2.0%
+9.2%
-9.9% +17.5% +31.7%
UAA Under Armour Inc A +0.6%
-14.6%
-52.1% +23.4% -20.5%
UBER UBER Technologies Inc +0.5%
+29.1%
-41.0% -17.8% +71.5%
UNH UnitedHealth Group Inc +1.6%
-9.7%
+6.9% +45.2% +21.2%
UNP Union Pacific Corp -0.2%
-7.8%
-15.9% +23.3% +17.7%
UPS UPS -1.8%
+6.5%
-16.3% +30.0% +48.7%
UPST Upstart Holdings Inc -7.0%
+7.2%
-91.3% +271.3% N/A
V Visa Inc Class A +0.3%
+5.2%
-3.4% -0.3% +17.1%
VMW VMware Inc -0.4%
-4.1%
+5.9% -0.6% -7.6%
VRTX Vertex Pharmaceuticals +1.1%
+3.5%
+31.5% -7.1% +7.9%
VWAGY Volkswagen AG ADR +0.5%
+4.8%
-37.9% +42.5% +11.7%
VZ Verizon Communications Inc +1.7%
-3.5%
-20.0% -7.5% -0.1%
WBA Walgreens Boots Alliance Inc +0.9%
-10.0%
-25.0% +35.8% -29.3%
WDAY Workday Inc Class A +1.0%
+13.9%
-38.7% +14.0% +45.7%
WFC Wells Fargo Common Stock -0.7%
-8.7%
-11.9% +61.1% -41.7%
WM Waste Management Inc +1.1%
-0.8%
-4.5% +43.8% +5.5%
WMT Wal-Mart +1.1%
-0.2%
-0.5% +2.0% +23.3%
WT WisdomTree Inc. +0.9%
+4.6%
-8.9% +16.6% +14.1%
WYNN Wynn Resorts Ltd +0.6%
+30.5%
-3.0% -24.6% -18.0%
XOM Exxon Mobil Corp +2.6%
-6.4%
+87.4% +57.6% -36.2%
YUMC Yum China Holdings Inc +0.4%
+11.8%
+10.8% -12.0% +19.5%
ZM ZOOM Video Communications +0.2%
+2.3%
-63.2% -45.5% +395.8%
ZS Zscaler Inc +0.0%
-5.8%
-65.2% +60.9% +329.5%
ZTS Zoetis Inc Cl A +0.8%
+13.4%
-39.5% +48.3% +25.8%