through: Mar 18, 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. +0.6%
-9.7%
+49.0% -26.4% +34.6%
ABBV AbbVie Inc +0.3%
+16.3%
-0.2% +24.0% +32.4%
ABNB AirBNB +0.8%
+18.9%
+59.2% -48.6% +13.4%
ABT Abbott Laboratories -2.6%
+2.6%
+2.3% -20.7% +30.5%
ACN Accenture PLC A -0.5%
+6.6%
+33.6% -34.8% +60.7%
ADBE Adobe Inc +4.3%
-13.9%
+77.3% -40.7% +13.4%
ADI Analog Devices Inc -2.0%
-3.2%
+23.4% -4.9% +21.0%
ADP Automatic Data Processing Inc -0.1%
+4.4%
-0.2% -1.3% +42.6%
ADSK Autodesk +0.4%
+4.8%
+30.3% -33.5% -7.9%
AJG Arthur J Gallagher +0.2%
+13.1%
+20.5% +12.4% +39.0%
AMAT Applied Materials +1.0%
+24.1%
+68.0% -37.5% +83.6%
AMD Advanced Micro Devices Inc -0.2%
+29.3%
+127.6% -55.0% +56.9%
AMGN Amgen Inc +0.8%
-5.2%
+13.5% +20.4% +0.9%
AMT American Tower Corp -0.7%
-9.3%
+5.4% -25.6% +32.9%
AMZN Amazon.com +0.0%
+14.8%
+80.9% -49.6% +2.4%
ANET Arista Networks +4.2%
+22.8%
+94.1% -15.6% +97.9%
APH Amphenol Corp Cl A +0.5%
+10.8%
+31.5% -12.0% +34.9%
APO Apollo Global Management Inc -0.1%
+18.8%
+49.4% -9.6% +53.3%
APTV Aptiv PLC +0.7%
-13.3%
-3.7% -43.5% +26.6%
ARCC ARES Capital Corp BDC -0.7%
+2.5%
+19.9% -3.8% +36.2%
ARES ARES Management Corp -1.5%
+10.2%
+79.4% -12.8% +77.8%
ASML ASM Lithography +0.1%
+24.5%
+39.8% -30.6% +64.1%
AVGO Broadcom Inc +0.1%
+10.8%
+104.2% -13.3% +56.4%
AXP American Express Co +1.1%
+18.3%
+28.7% -8.5% +36.9%
AYX Alteryx Inc - Class A +0.0%
+2.3%
-6.9% -16.2% -50.3%
AZN AstraZeneca PLC ADR -0.7%
-0.8%
+1.4% +19.2% +19.6%
AZO Autozone Inc -0.7%
+20.0%
+4.8% +17.6% +76.8%
BA Boeing Co -1.5%
-31.0%
+36.8% -5.4% -6.0%
BABA Alibaba Group Holding Ltd ADR +0.1%
-5.1%
-10.8% -25.8% -49.0%
BAC Bank of America +1.7%
+7.7%
+4.8% -23.8% +49.6%
BDX Becton Dickinson Co +0.4%
-2.1%
-2.7% +5.1% +1.9%
BIIB Biogen +0.0%
-15.2%
-6.6% +15.4% -2.0%
BKNG Booking Holdings Inc. (Priceline) +1.1%
-2.5%
+76.0% -16.0% +7.7%
BLK BlackRock Inc -0.3%
-0.8%
+17.9% -20.4% +29.4%
BMY Bristol-Myers Squibb -1.4%
+1.7%
-26.2% +19.0% +2.9%
BRKB Berkshire Hathaway B Shares +0.1%
+14.5%
+15.5% +3.3% +29.0%
BSX Boston Scientific +1.5%
+16.3%
+24.9% +8.9% +18.2%
BX Blackstone Inc -1.2%
-5.0%
+82.7% -40.0% +107.1%
BXSL Blackstone Secured Lending BDC +0.4%
+10.4%
+37.8% -26.0% N/A
BYON Beyond Inc +0.5%
+23.0%
+43.0% -67.2% +23.0%
C Citigroup Inc +1.8%
+15.1%
+18.9% -22.1% +1.0%
CAT Caterpillar Common Stock +1.4%
+19.6%
+26.0% +18.6% +16.0%
CCI Crown Castle -1.3%
-8.1%
-10.3% -32.5% +35.1%
CDNS Cadence Design Systems +0.8%
+10.5%
+69.6% -13.8% +36.6%
CHTR Charter Communications Inc A (Newco 2009) +1.9%
-23.8%
+14.6% -48.0% -1.4%
CLX Clorox Company -0.9%
+5.3%
+5.0% -17.0% -11.5%
CMCSA Comcast Common Stock +0.8%
-1.0%
+29.1% -28.7% -2.2%
CME CME Group Inc Class A +0.6%
+4.5%
+31.3% -22.9% +29.5%
CMG Chipotle Mexican Grill +0.6%
+21.3%
+64.8% -20.6% +26.1%
COF Capital One Financial +0.5%
+4.4%
+44.3% -34.6% +49.3%
COHR Coherent +1.4%
+36.9%
+24.0% -48.6% -10.0%
COIN Coinbase Global Inc -1.1%
+37.8%
+391.4% -86.0% N/A
COST Costco Wholesale Corp +0.8%
+11.0%
+49.0% -19.1% +51.8%
CRM Salesforce.com +2.1%
+14.4%
+98.5% -47.8% +14.2%
CRSP CRISPR Therapeutics -2.0%
+14.2%
+54.0% -46.4% -50.5%
CRWD Crowdstrike Holdings Inc Class A +1.7%
+25.7%
+142.5% -48.6% -3.3%
CSCO Cisco Systems +0.7%
-1.7%
+9.3% -22.5% +45.8%
CSX CSX Corp +0.9%
+8.0%
+13.5% -16.6% +25.7%
CTAS Cintas Corp -0.4%
+3.9%
+34.8% +3.0% +26.5%
CVX Chevron Corporation -0.1%
+5.3%
-13.6% +58.5% +46.3%
DASH DoorDash Inc Cl A -0.7%
+31.0%
+102.6% -67.2% +4.3%
DD DowDupont Inc +0.1%
-3.9%
+14.3% -13.4% +15.4%
DDOG DataDog +0.4%
-0.4%
+65.1% -58.7% +80.9%
DE Deere & Co +0.5%
-3.6%
-5.5% +26.6% +28.9%
DG Dollar General Corp +2.5%
+15.1%
-44.1% +5.6% +13.0%
DHR Danaher Corp +0.8%
+8.7%
-1.2% -19.0% +48.6%
DIS Disney Common Stock +1.7%
+26.1%
+4.3% -43.9% -14.5%
DLR Digital Realty Inc +1.0%
+6.6%
+39.9% -40.9% +30.7%
DLTR Dollar Tree Inc -0.1%
-10.4%
+0.4% +0.7% +30.1%
DOCU Docusign Inc +2.4%
-2.2%
+7.3% -63.6% -31.5%
DUK Duke Energy Corp +0.2%
-1.1%
-1.6% +2.0% +19.1%
DXCM Dexcom +3.3%
+8.6%
+9.6% -15.6% +45.2%
EA Electronic Arts Inc -1.3%
-3.0%
+12.7% -6.8% -7.7%
EBAY eBay Inc -1.6%
+18.4%
+7.7% -36.5% +33.8%
ENPH Enphase Energy Inc +3.2%
-15.9%
-50.1% +44.8% +4.3%
ENTG Entegris Inc -0.7%
+12.8%
+83.5% -52.5% +44.6%
EQIX Equinix Inc +1.2%
+7.4%
+25.4% -21.1% +20.3%
ETSY Etsy Inc -0.3%
-18.5%
-32.3% -45.3% +23.1%
EXC Exelon Corp +0.3%
+3.0%
-14.0% +8.3% +41.4%
EXPE Expedia Group Inc -0.2%
-12.2%
+73.3% -51.5% +36.5%
F Ford Motor Co +1.0%
+2.6%
+15.8% -42.2% +137.5%
FCX Freeport-McMoran Inc -0.3%
+4.9%
+13.7% -7.5% +61.4%
FDX FedEx Corp +0.0%
+0.6%
+49.1% -31.7% +0.7%
FI FISERV INC +1.7%
+14.5%
+31.4% -2.6% -8.8%
FIS Fidelity National Information Services +0.3%
+16.0%
-8.2% -36.5% -21.9%
FNV Franco-Nevada Corp +1.9%
+5.6%
-18.0% -0.4% +11.3%
FSK FS KKR Capital Corp BDC -0.3%
-4.0%
+32.4% -4.6% +41.8%
FSLR First Solar Inc +1.4%
-13.2%
+15.0% +71.9% -11.9%
FSLY Fastly - Class A +1.0%
-28.5%
+117.3% -76.9% -59.4%
FSR Fisker Inc -15.6%
-91.6%
-75.9% -53.8% +7.4%
FTNT Fortinet Inc +1.2%
+15.4%
+19.7% -32.0% +142.0%
GBDC Golub Capital BDC -0.9%
+7.9%
+27.7% -7.0% +17.8%
GE General Electric +0.6%
+33.1%
+95.8% -10.9% +9.7%
GILD Gilead Sciences Inc -0.6%
-8.6%
-2.0% +23.6% +30.0%
GM General Motors +0.3%
+14.0%
+7.9% -42.4% +40.8%
GO Grocery Outlet Holding Corp +3.8%
+3.3%
-7.6% +3.2% -27.9%
GOOG Alphabet Inc Class C +4.4%
+5.4%
+58.8% -38.7% +65.2%
GOOGL Alphabet Inc A +4.6%
+5.7%
+58.3% -39.1% +65.3%
GPN Global Payments Inc +0.5%
+3.0%
+29.0% -25.9% -36.9%
GS Goldman Sachs Group -0.7%
+0.3%
+15.9% -7.9% +47.6%
GSBD Goldman Sachs BDC -0.5%
+2.9%
+21.0% -20.0% +10.8%
HD Home Depot -0.4%
+8.0%
+12.8% -22.0% +59.5%
HON Honeywell International Inc -0.5%
-5.7%
+0.0% +4.9% -0.3%
HOOD Robinhood Markets Inc +0.3%
+42.9%
+56.5% -54.2% N/A
HSY Hershey Co +1.8%
+6.4%
-17.9% +21.9% +29.6%
HUBS Hubspot -0.2%
+3.3%
+100.8% -56.1% +66.3%
HUM Humana Inc -0.3%
-24.2%
-9.9% +11.2% +13.8%
IBM International Business Machines +0.3%
+18.3%
+21.9% +10.7% +17.0%
ICE Intercontinental Exchange -0.2%
+5.0%
+27.1% -23.9% +19.9%
ILMN Illumina Inc +1.9%
-6.5%
-31.1% -46.9% +2.8%
INTC Intel Corp +0.2%
-14.8%
+94.6% -46.7% +6.0%
INTU Intuit Inc +0.8%
+1.0%
+61.7% -39.1% +70.3%
ISRG Intuitive Surgical Inc -0.9%
+16.4%
+27.1% -26.1% +31.8%
JD JD.com Inc ADR +1.5%
-3.6%
-47.8% -18.0% -20.3%
JNJ Johnson & Johnson -0.9%
+0.8%
-8.6% +6.0% +11.4%
JPM J.P. Morgan Common Stock +1.2%
+14.0%
+30.6% -12.6% +27.7%
JWN Nordstrom Inc -1.3%
-6.5%
+19.9% -26.2% -27.5%
KDP Kueurig Dr Pepper Inc +2.2%
-10.8%
-4.2% -1.2% +17.5%
KHC The Kraft Heniz Co +1.6%
-4.5%
-5.0% +18.2% +8.0%
KKR KKR & Co Inc -1.6%
+15.0%
+80.5% -37.0% +85.8%
KLAC KLA Corp +1.0%
+19.1%
+56.0% -11.2% +68.0%
KMX CarMax, Inc -1.1%
+4.0%
+26.0% -53.2% +37.9%
KO Coca-Cola Co +0.4%
+2.9%
-4.5% +10.6% +11.4%
KR Kroger Co +0.2%
+23.7%
+5.0% +0.4% +45.4%
LHX L3Harris Technologies -0.9%
+0.7%
+3.7% -0.5% +15.0%
LIN Linde PLC -0.5%
+13.8%
+27.7% -4.4% +33.4%
LLY Eli Lilly and Co +1.1%
+31.1%
+60.9% +34.2% +66.1%
LMT Lockheed Martin -0.6%
-3.7%
-4.3% +40.4% +3.2%
LOW Lowe's Companies Inc -0.5%
+10.0%
+14.0% -21.5% +63.3%
LRCX Lam Research +1.7%
+18.4%
+88.6% -40.7% +53.7%
LULU Lululemon Athletica Inc -1.2%
-10.1%
+59.6% -18.2% +12.5%
LYFT Lyft Inc Class A +4.2%
+19.7%
+36.0% -74.2% -13.0%
MA Mastercard Inc A +0.6%
+12.5%
+23.4% -2.7% +1.2%
MAR Marriott International Cl A +1.8%
+10.4%
+53.0% -9.3% +25.3%
MCD McDonalds -0.2%
-5.5%
+15.0% +0.5% +27.8%
MCHP Microchip Technology Inc -0.6%
-1.8%
+30.9% -18.0% +27.5%
MCK McKesson Corp -0.7%
+14.5%
+24.1% +51.8% +44.2%
MCO Moody's Corporation +0.0%
-1.4%
+41.5% -28.0% +35.6%
MDB MongoDB +0.3%
-12.8%
+107.7% -62.8% +47.4%
MDLZ Mondelez Intl Inc Class A +0.8%
-1.5%
+11.2% +2.9% +15.9%
MDT Medtronic PLC +0.1%
+1.6%
+9.6% -22.5% -9.8%
MELI MERCADOLIBRE INC +0.6%
-4.0%
+85.7% -37.2% -19.5%
MET Metlife Inc +0.2%
+10.6%
-5.5% +19.2% +37.3%
META META Platforms Inc - Cl A +2.7%
+40.6%
+194.1% -64.2% +23.1%
MFIC MidCap Financial Investment Corporation -0.1%
+7.7%
+35.5% +0.3% +34.0%
MMC Marsh & McLennan Companies Inc +0.3%
+9.6%
+16.1% -3.4% +50.8%
MMM 3M Co -0.2%
-2.6%
-3.3% -29.6% +4.9%
MNST Monster Beverage Corp +0.6%
+5.5%
+13.5% +5.7% +3.8%
MO Altria Group Inc +1.5%
+10.3%
-3.6% +4.4% +24.3%
MRK Merck & Co Inc -0.1%
+12.1%
+1.0% +49.4% +1.9%
MRNA Moderna +0.4%
+4.8%
-44.6% -29.3% +143.1%
MRVL Marvell Technology, Inc. +0.5%
+11.5%
+63.7% -57.5% +84.6%
MS Morgan Stanley Common Stock -0.5%
-4.8%
+13.9% -10.4% +46.6%
MSFT Microsoft Corp +0.2%
+11.2%
+58.2% -28.0% +52.5%
MTCH Match Group Inc +4.7%
-3.8%
-12.0% -68.6% -12.5%
MU Micron Technology Inc +0.6%
+9.9%
+71.9% -45.9% +24.2%
NEE Next Era Energy +0.1%
+0.0%
-25.3% -8.6% +23.4%
NEM Newmont Corp +1.6%
-16.2%
-8.8% -20.8% +7.4%
NET Cloudflare Inc +3.3%
+13.7%
+84.2% -65.6% +73.0%
NFLX Netflix +2.1%
+27.0%
+65.1% -51.1% +11.4%
NKE Nike Inc B -0.9%
-8.7%
-6.0% -29.0% +18.7%
NOC Northrop Grumman Corp +0.1%
-0.8%
-12.8% +43.0% +29.3%
NOW ServiceNow Inc +1.6%
+7.0%
+82.0% -40.2% +17.9%
NTAP NETAPP Inc -0.5%
+16.1%
+51.1% -32.9% +42.4%
NVDA NVIDIA Corp +0.7%
+78.6%
+239.0% -50.3% +125.5%
NVO Novo-Nordisk ADR +0.4%
+28.5%
+54.8% +22.7% +63.4%
NVR NVR INC +0.9%
+9.0%
+51.8% -21.9% +44.8%
NVS Novartis AG ADR -1.4%
-1.4%
+22.9% +8.3% -3.6%
NXPI NXP Semiconductors NV -0.4%
+3.0%
+48.3% -29.2% +44.8%
OKTA Okta Inc -0.2%
+17.0%
+32.5% -69.5% -11.8%
ORCL Oracle Corp +1.8%
+21.7%
+30.9% -4.6% +36.9%
ORLY O'reilly Automotive Common Stock +0.1%
+17.2%
+12.6% +19.5% +56.0%
PANW Palo Alto Networks +1.1%
-3.3%
+111.3% -24.8% +56.7%
PEP Pepsico Inc +4.0%
+1.6%
-3.3% +6.8% +20.5%
PFE Pfizer Common Stock -0.8%
-2.2%
-41.2% -10.4% +66.7%
PG Procter & Gamble -0.1%
+10.7%
-0.8% -5.0% +20.5%
PGR Progressive Corp +0.7%
+30.2%
+23.2% +26.8% +10.8%
PINS Pinterest -0.6%
-8.3%
+52.6% -33.2% -44.8%
PLD Prologis Inc -0.7%
-3.2%
+21.6% -31.3% +72.3%
PLTR Palantir Technologies +2.2%
+39.8%
+167.4% -64.7% -22.7%
PM Phillip Morris International Inc +1.1%
+1.3%
-1.8% +12.4% +20.8%
PSTG Pure Storage Inc +1.3%
+41.9%
+33.3% -17.8% +44.0%
PTON Peloton Interactive Inc +0.9%
-28.4%
-23.3% -77.8% -76.4%
PYPL PayPal Holdings Inc +2.2%
+4.6%
-13.8% -62.2% -19.5%
QCOM Qualcomm Inc -0.2%
+16.0%
+35.1% -38.6% +22.3%
QRVO Qorvo Inc -0.5%
-1.2%
+24.2% -42.0% -5.9%
REGN Regeneron Pharmaceuticals Inc -0.5%
+9.3%
+21.7% +14.2% +30.7%
RIVN Rivian Automotive Inc A +3.3%
-51.4%
+27.3% -82.2% N/A
RNG Ringcentral Inc Cl A +1.5%
+4.5%
-4.1% -81.1% -50.6%
ROKU Roku -1.0%
-30.9%
+125.2% -82.2% -31.3%
RTX Raytheon Technologies +0.6%
+11.8%
-14.4% +20.0% +23.3%
RY Royal Bank of Canada ADR -0.1%
-0.8%
+12.2% -8.0% +34.1%
SBUX Starbucks +1.0%
-4.6%
-1.2% -13.2% +11.2%
SCHW Schwab (Charles) Corp +0.5%
-1.6%
-16.0% +0.1% +60.2%
SEDG Solaredge +1.9%
-33.0%
-67.0% +1.0% -12.1%
SHOP Shopify Inc A +0.5%
-0.5%
+124.4% -74.8% +21.7%
SMCI Super Micro Computer Inc -6.4%
+252.0%
+246.2% +86.8% +38.8%
SNAP Snap Inc (Snapchat) -1.2%
-34.7%
+89.2% -81.0% -6.1%
SNOW Snowflake Inc -0.4%
-21.5%
+38.6% -57.6% +20.4%
SNPS Synopsys +1.9%
+8.9%
+61.3% -13.4% +42.1%
SPG Simon Property Group REIT +0.8%
+7.9%
+29.3% -21.9% +95.8%
SPGI S&P Global Inc -0.3%
-4.1%
+32.8% -28.4% +44.7%
SPLK Splunk Inc +0.0%
+3.0%
+77.0% -25.6% -31.9%
SPOT Spotify Technology SA -0.3%
+35.3%
+138.0% -66.3% -25.6%
SQ Square Inc A +0.9%
+4.5%
+23.1% -61.1% -25.8%
STT State Street Corp +0.0%
-6.4%
+3.5% -13.7% +31.1%
SYK Stryker Corp +0.5%
+18.2%
+23.8% -7.4% +10.2%
SYY Sysco Corp -0.3%
+11.0%
-1.7% -0.3% +8.3%
T AT&T Inc +1.5%
+4.8%
-2.7% +5.8% -8.1%
TCEHY Tencent Holding ADR +2.0%
-2.5%
-5.8% -25.3% -18.7%
TCPC Blackrock TCP Capital BDC -0.7%
-9.8%
+3.1% +5.6% +30.9%
TDOC Teladoc Health Inc +0.0%
-29.8%
-8.9% -74.2% -54.1%
TEAM Atlassian Corp PLC +1.3%
-17.2%
+84.8% -66.3% +63.0%
TER Teradyne Inc -0.2%
-5.1%
+24.8% -46.3% +36.8%
TGT Target Common Stock +2.1%
+18.5%
-1.4% -34.3% +32.9%
TJX TJX Companies Inc -1.4%
+2.9%
+19.7% +6.7% +12.8%
TM Toyota Motor ADR +1.7%
+30.1%
+36.7% -24.4% +23.2%
TMO Thermo Fisher Scientific -0.7%
+9.4%
-3.4% -17.3% +43.5%
TMUS T-Mobile US Inc -0.4%
+0.9%
+15.0% +20.7% -14.0%
TRV The Travelers Companies +0.4%
+17.0%
+3.9% +22.4% +14.0%
TSLA Tesla +6.3%
-30.1%
+101.7% -65.0% +49.8%
TSM Taiwan Semiconductor Mfg ADR -0.2%
+31.4%
+41.6% -37.2% +11.8%
TTD The Trade Desk Inc A +2.1%
+8.9%
+60.5% -51.1% +14.4%
TTWO Take-Two Interactive Software Inc +0.5%
-10.1%
+54.6% -41.4% -14.5%
TWLO Twilio Inc A +1.8%
-20.0%
+55.0% -81.4% -22.2%
TXN Texas Instruments Inc -1.9%
+0.1%
+6.4% -9.9% +17.5%
UAA Under Armour Inc A +1.1%
-17.7%
-13.5% -52.1% +23.4%
UBER UBER Technologies Inc -0.5%
+22.9%
+149.0% -41.0% -17.8%
UNH UnitedHealth Group Inc -0.8%
-7.1%
+0.8% +6.9% +45.2%
UNP Union Pacific Corp +0.1%
+0.0%
+21.5% -15.9% +23.3%
UPS UPS -1.1%
-2.5%
-5.9% -16.3% +30.0%
UPST Upstart Holdings Inc +2.2%
-40.9%
+209.1% -91.3% +271.3%
V Visa Inc Class A +0.7%
+9.7%
+26.3% -3.4% -0.3%
VRTX Vertex Pharmaceuticals +0.9%
+1.1%
+40.9% +31.5% -7.1%
VWAGY Volkswagen AG ADR +2.5%
+13.4%
-12.2% -37.9% +42.5%
VZ Verizon Communications Inc +1.1%
+7.7%
+2.8% -20.0% -7.5%
WBA Walgreens Boots Alliance Inc -0.6%
-19.9%
-25.1% -25.0% +35.8%
WDAY Workday Inc Class A +1.6%
-1.3%
+65.0% -38.7% +14.0%
WFC Wells Fargo Common Stock +0.5%
+18.2%
+22.9% -11.9% +61.1%
WM Waste Management Inc +0.5%
+18.6%
+16.2% -4.5% +43.8%
WMB Williams Cos +0.6%
+8.3%
+11.9% +32.9% +38.4%
WMT Wal-Mart +0.3%
+16.2%
+12.9% -0.5% +2.0%
WRB WR Berkley Corp -0.6%
+20.3%
+0.2% +33.9% +27.3%
WT WisdomTree Inc. -0.6%
+28.7%
+29.6% -8.9% +16.6%
WYNN Wynn Resorts Ltd -0.3%
+8.7%
+11.3% -3.0% -24.6%
XOM Exxon Mobil Corp +0.9%
+13.4%
-6.2% +87.4% +57.6%
YUMC Yum China Holdings Inc -1.8%
-2.5%
-21.6% +10.8% -12.0%
ZM ZOOM Video Communications +0.4%
-7.9%
+6.2% -63.2% -45.5%
ZS Zscaler Inc +1.0%
-11.6%
+98.0% -65.2% +60.9%
ZTS Zoetis Inc Cl A -1.1%
-13.3%
+35.9% -39.5% +48.3%