Aristotle Capital Management, LLC Diversified Active

CIK: 0000860644 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $52,873,314 (100.0% shares, 0.0% debt)

Holdings (176)

DHR DANAHER CORPORATION 4.1%
Value ($000) $2,186,242 Shares 7,195,865 Est. Cost $91.21 Unrealized +192.5%
MSFT MICROSOFT CORP 4.0%
Value ($000) $2,135,518 Shares 7,591,479 Est. Cost $94.34 Unrealized +197.6%
ADBE ADOBE SYSTEMS INCORPORATED 3.7%
Value ($000) $1,971,583 Shares 3,431,382 Est. Cost $183.84 Unrealized +242.4%
COF CAPITAL ONE FINL CORP 3.1%
Value ($000) $1,653,983 Shares 10,211,659 Est. Cost $86.04 Unrealized +75.2%
ANSYS INC 2.9%
Value ($000) $1,520,174 Shares 4,465,190 Est. Cost $184.31 Unrealized
SONY SONY GROUP CORPORATION 2.8%
Value ($000) $1,475,250 Shares 13,341,020 Est. Cost $64.04 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 2.6%
Value ($000) $1,392,076 Shares 9,092,408 Est. Cost $31.98 Unrealized +113.4%
LEN LENNAR CORP 2.5%
Value ($000) $1,347,323 Shares 14,421,418 Est. Cost $47.89 Unrealized +93.8%
JCI JOHNSON CTLS INTL PLC 2.4%
Value ($000) $1,290,515 Shares 18,955,861 Est. Cost $34.62 Unrealized +91.3%
CTVA CORTEVA INC 2.4%
Value ($000) $1,276,147 Shares 30,326,681 Est. Cost $27.25 Unrealized +51.4%
XYL XYLEM INC 2.4%
Value ($000) $1,251,451 Shares 10,118,458 Est. Cost $75.96 Unrealized +60.8%
PNC PNC FINL SVCS GROUP INC 2.3%
Value ($000) $1,239,492 Shares 6,335,577 Est. Cost $94.64 Unrealized +69.9%
MLM MARTIN MARIETTA MATLS INC 2.3%
Value ($000) $1,218,479 Shares 3,577,335 Est. Cost $192.44 Unrealized +83.9%
QCOM QUALCOMM INC 2.3%
Value ($000) $1,211,390 Shares 9,410,394 Est. Cost $79.68 Unrealized +61.7%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $1,196,937 Shares 4,610,879 Est. Cost $87.25 Unrealized +224.4%
PH PARKER-HANNIFIN CORP 2.3%
Value ($000) $1,196,810 Shares 4,280,130 Est. Cost $173.15 Unrealized +62.0%
CCI CROWN CASTLE INTL CORP NEW 2.2%
Value ($000) $1,176,711 Shares 6,789,238 Est. Cost $128.01 Unrealized +21.8%
TWITTER INC 2.2%
Value ($000) $1,176,659 Shares 19,528,779 Est. Cost $33.99 Unrealized
AMP AMERIPRISE FINL INC 2.2%
Value ($000) $1,174,392 Shares 4,446,432 Est. Cost $112.07 Unrealized +118.8%
MDT MEDTRONIC PLC 2.2%
Value ($000) $1,168,067 Shares 9,338,656 Est. Cost $76.34 Unrealized +48.6%
HON HONEYWELL INTL INC 2.2%
Value ($000) $1,162,172 Shares 5,484,166 Est. Cost $180.51 Unrealized +7.8%
ALC ALCON AG 2.2%
Value ($000) $1,156,756 Shares 14,374,993 Est. Cost $58.93 Unrealized +28.9%
ECL ECOLAB INC 2.1%
Value ($000) $1,129,290 Shares 5,413,143 Est. Cost $208.54 Unrealized 0.0%
MGDDY CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR 2.0%
Value ($000) $1,068,675 Shares 34,736,943 Est. Cost $28.10 Unrealized
CINF CINCINNATI FINL CORP 2.0%
Value ($000) $1,060,308 Shares 9,283,029 Est. Cost $71.75 Unrealized +48.0%
AMGN AMGEN INC 2.0%
Value ($000) $1,037,001 Shares 4,887,112 Est. Cost $155.61 Unrealized +28.7%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $1,018,700 Shares 7,299,737 Est. Cost $116.81 Unrealized +8.9%
KO COCA COLA CO 1.9%
Value ($000) $985,717 Shares 18,824,151 Est. Cost $38.23 Unrealized +27.6%
CTRA CABOT OIL & GAS CORP 1.8%
Value ($000) $970,899 Shares 44,618,531 Est. Cost $13.41 Unrealized +0.3%
WSM WILLIAMS SONOMA INC 1.7%
Value ($000) $919,301 Shares 5,184,128 Est. Cost $21.92 Unrealized +254.6%
ELAN ELANCO ANIMAL HEALTH INC 1.7%
Value ($000) $898,766 Shares 28,183,330 Est. Cost $25.39 Unrealized +32.2%
RPM RPM INTL INC 1.7%
Value ($000) $882,057 Shares 11,382,845 Est. Cost $72.50 Unrealized +16.1%
CFR CULLEN FROST BANKERS INC 1.6%
Value ($000) $855,086 Shares 7,208,614 Est. Cost $73.99 Unrealized +32.3%
CB CHUBB LIMITED 1.6%
Value ($000) $824,139 Shares 4,761,465 Est. Cost $119.93 Unrealized +37.6%
TSN TYSON FOODS INC 1.5%
Value ($000) $818,032 Shares 10,362,700 Est. Cost $62.51 Unrealized +5.3%
GD GENERAL DYNAMICS CORP 1.5%
Value ($000) $812,421 Shares 4,153,047 Est. Cost $124.79 Unrealized +43.1%
NVS NOVARTIS AG 1.3%
Value ($000) $664,682 Shares 8,127,686 Est. Cost $90.58 Unrealized
CBSH COMMERCE BANCSHARES INC 1.2%
Value ($000) $633,828 Shares 9,096,275 Est. Cost $44.71 Unrealized +19.7%
PSX PHILLIPS 66 1.2%
Value ($000) $613,828 Shares 8,765,210 Est. Cost $63.66 Unrealized -3.8%
SUI SUN CMNTYS INC 1.1%
Value ($000) $560,462 Shares 3,027,887 Est. Cost $122.16 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 1.0%
Value ($000) $540,043 Shares 6,914,768 Est. Cost $75.41 Unrealized
EWBC EAST WEST BANCORP INC 1.0%
Value ($000) $505,902 Shares 6,524,399 Est. Cost $43.52 Unrealized +48.6%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.9%
Value ($000) $479,569 Shares 80,871,611 Est. Cost $5.46 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $455,377 Shares 9,700,972 Est. Cost $59.76 Unrealized
OSK OSHKOSH CORP 0.4%
Value ($000) $195,850 Shares 1,938,352 Est. Cost $76.08 Unrealized +39.8%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $179,049 Shares 557,497 Est. Cost $192.85 Unrealized +58.4%
SYY SYSCO CORP 0.3%
Value ($000) $160,405 Shares 2,043,370 Est. Cost $68.08 Unrealized -0.5%
ASHTEAD GROUP PLC UNSPONS ADR 0.2%
Value ($000) $104,600 Shares 343,126 Est. Cost $155.75 Unrealized
DASTY DASSAULT SYSTEMES SE SPONS ADR 0.2%
Value ($000) $100,464 Shares 1,906,462 Est. Cost $75.27 Unrealized
ING ING GROEP N.V. 0.2%
Value ($000) $98,121 Shares 6,771,662 Est. Cost $9.91 Unrealized
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $95,320 Shares 1,781,352 Est. Cost $44.31 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.2%
Value ($000) $93,932 Shares 1,689,301 Est. Cost $41.52 Unrealized +23.4%
NJDCY NIDEC CORP SPONS ADR 0.2%
Value ($000) $87,620 Shares 3,149,745 Est. Cost $26.28 Unrealized
SONY GROUP CORP 0.2%
Value ($000) $80,949 Shares 723,245 Est. Cost $75.80 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $80,880 Shares 831,161 Est. Cost $21.52 Unrealized +298.2%
MGA MAGNA INTL INC 0.1%
Value ($000) $78,603 Shares 1,077,090 Est. Cost $49.81 Unrealized +42.4%
DQJCY PAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADS 0.1%
Value ($000) $78,061 Shares 3,756,911 Est. Cost $20.78 Unrealized
RTO RENTOKIL INITIAL PLC SPONS ADR 0.1%
Value ($000) $75,314 Shares 1,893,384 Est. Cost $29.26 Unrealized
BAP CREDICORP LTD 0.1%
Value ($000) $72,896 Shares 654,421 Est. Cost $126.33 Unrealized -20.7%
ASAZY ASSA ABLOY AB 0.1%
Value ($000) $72,619 Shares 4,999,795 Est. Cost $12.13 Unrealized
AKZOY AKZO NOBEL NV SPONS ADS 0.1%
Value ($000) $71,054 Shares 1,953,489 Est. Cost $32.91 Unrealized
BROOKFIELD ASSET MANAGEMENT INC 0.1%
Value ($000) $70,888 Shares 1,312,709 Est. Cost $46.68 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SE ADR 0.1%
Value ($000) $70,517 Shares 491,501 Est. Cost $100.15 Unrealized
FANUY FANUC CORP ADR 0.1%
Value ($000) $70,031 Shares 3,178,040 Est. Cost $20.95 Unrealized
KDDIY KDDI CORP ADR 0.1%
Value ($000) $69,595 Shares 4,226,645 Est. Cost $14.02 Unrealized
NEMETSCHEK SE 0.1%
Value ($000) $68,116 Shares 651,787 Est. Cost $61.34 Unrealized
HEINY HEINEKEN NV SPONS ADR L1 0.1%
Value ($000) $68,035 Shares 1,303,878 Est. Cost $51.98 Unrealized
KUBTY KUBOTA CORP ADR 0.1%
Value ($000) $67,918 Shares 636,819 Est. Cost $90.33 Unrealized
EXPGY EXPERIAN PLC SPONS ADR 0.1%
Value ($000) $66,466 Shares 1,586,419 Est. Cost $31.10 Unrealized
AAGIY AIA GROUP LTD SPONS ADR 0.1%
Value ($000) $65,698 Shares 1,425,168 Est. Cost $41.84 Unrealized
DBSDY DBS GROUP HOLDINGS LTD SPONS ADR 0.1%
Value ($000) $65,445 Shares 735,537 Est. Cost $74.49 Unrealized
DASSAULT SYSTEMES SE 0.1%
Value ($000) $63,146 Shares 1,230,349 Est. Cost $75.07 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $61,159 Shares 1,600,608 Est. Cost $36.59 Unrealized
SYIEY SYMRISE AG UNSPONS ADR 0.1%
Value ($000) $60,550 Shares 1,842,287 Est. Cost $27.82 Unrealized
EBKDY ERSTE GROUP BANK AG SPONS ADR 0.1%
Value ($000) $59,922 Shares 2,722,986 Est. Cost $16.66 Unrealized
UNILEVER PLC 0.1%
Value ($000) $55,711 Shares 1,027,490 Est. Cost $59.19 Unrealized
SAFRY SAFRAN SA SPONS ADR 0.1%
Value ($000) $55,532 Shares 1,750,216 Est. Cost $31.44 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $54,398 Shares 1,134,940 Est. Cost $46.62 Unrealized
ASHTEAD GROUP PLC 0.1%
Value ($000) $52,548 Shares 682,650 Est. Cost $35.42 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $51,241 Shares 2,358,078 Est. Cost $12.42 Unrealized +50.5%
MAGNA INTERNATIONAL INC 0.1%
Value ($000) $51,035 Shares 672,847 Est. Cost $66.83 Unrealized
OTSKY OTSUKA HOLDINGS CO LTD UNSPONS ADR 0.1%
Value ($000) $50,814 Shares 2,369,479 Est. Cost $21.42 Unrealized
CBGPY CLOSE BROTHERS GROUP PLC UNSPONS ADR 0.1%
Value ($000) $50,793 Shares 1,206,519 Est. Cost $37.30 Unrealized
LVMH MOET HENNESSY LOUIS VUITTON SE 0.1%
Value ($000) $50,423 Shares 70,213 Est. Cost $461.85 Unrealized
MAURY MARUI GROUP CO LTD ADR 0.1%
Value ($000) $50,258 Shares 1,290,499 Est. Cost $38.44 Unrealized
NIDEC CORP 0.1%
Value ($000) $49,580 Shares 444,220 Est. Cost $97.72 Unrealized
ALCON INC 0.1%
Value ($000) $48,675 Shares 604,880 Est. Cost $60.81 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $47,919 Shares 111,663 Est. Cost $370.95 Unrealized
FANUC CORP 0.1%
Value ($000) $47,650 Shares 215,854 Est. Cost $208.61 Unrealized
PAN PACIFIC INTERNATIONAL HOLDINGS CORP 0.1%
Value ($000) $46,657 Shares 2,285,100 Est. Cost $19.66 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $45,452 Shares 2,503,294 Est. Cost $16.43 Unrealized
AIA GROUP LTD 0.1%
Value ($000) $44,403 Shares 4,014,965 Est. Cost $10.48 Unrealized
SYMRISE AG 0.1%
Value ($000) $44,315 Shares 336,987 Est. Cost $108.67 Unrealized
KDDI CORP 0.1%
Value ($000) $42,825 Shares 1,344,070 Est. Cost $27.71 Unrealized
SAMSUNG ELECTRONICS CO LTD 0.1%
Value ($000) $42,544 Shares 679,838 Est. Cost $58.27 Unrealized
HEINEKEN NV 0.1%
Value ($000) $41,534 Shares 397,602 Est. Cost $100.68 Unrealized
RECKITT BENCKISER GROUP PLC SPONS ADR 0.1%
Value ($000) $41,148 Shares 2,610,229 Est. Cost $17.37 Unrealized
DBS GROUP HOLDINGS LTD 0.1%
Value ($000) $41,143 Shares 1,928,683 Est. Cost $16.84 Unrealized
KUBOTA CORP 0.1%
Value ($000) $40,485 Shares 1,976,794 Est. Cost $18.24 Unrealized
ASSA ABLOY AB 0.1%
Value ($000) $37,602 Shares 1,333,232 Est. Cost $22.72 Unrealized
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA 0.1%
Value ($000) $36,738 Shares 236,089 Est. Cost $142.14 Unrealized
RENTOKIL INITIAL PLC 0.1%
Value ($000) $36,461 Shares 4,582,578 Est. Cost $6.22 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $36,355 Shares 759,462 Est. Cost $41.93 Unrealized
AKZO NOBEL NV 0.1%
Value ($000) $35,378 Shares 319,895 Est. Cost $99.87 Unrealized
ERSTE GROUP BANK AG 0.1%
Value ($000) $35,066 Shares 820,114 Est. Cost $31.66 Unrealized
EXPERIAN PLC 0.1%
Value ($000) $31,801 Shares 749,959 Est. Cost $32.57 Unrealized
CAMECO CORP 0.1%
Value ($000) $31,297 Shares 1,527,731 Est. Cost $11.52 Unrealized
MARUI GROUP CO LTD 0.1%
Value ($000) $30,930 Shares 1,641,026 Est. Cost $17.04 Unrealized
AMUNDI SA 0.1%
Value ($000) $30,115 Shares 352,544 Est. Cost $81.24 Unrealized
OTSUKA HOLDINGS CO LTD 0.1%
Value ($000) $29,644 Shares 706,800 Est. Cost $41.77 Unrealized
SAFRAN SA 0.1%
Value ($000) $26,852 Shares 208,974 Est. Cost $126.91 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $26,681 Shares 1,066,803 Est. Cost $33.27 Unrealized -30.1%
EFA ISHARES TR 0.1%
Value ($000) $26,577 Shares 340,684 Est. Cost $68.53 Unrealized
CLOSE BROTHERS GROUP PLC 0.0%
Value ($000) $24,473 Shares 1,160,363 Est. Cost $19.05 Unrealized
UNILEVER PLC 0.0%
Value ($000) $23,303 Shares 425,560 Est. Cost $54.76 Unrealized
NOVARTIS AG 0.0%
Value ($000) $22,468 Shares 269,238 Est. Cost $85.86 Unrealized
RECKITT BENCKISER GROUP PLC 0.0%
Value ($000) $21,035 Shares 264,566 Est. Cost $85.29 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $18,125 Shares 491,595 Est. Cost $19.02 Unrealized +89.7%
CARNIVAL PLC 0.0%
Value ($000) $16,623 Shares 765,550 Est. Cost $23.63 Unrealized
FIRSTCASH INC 0.0%
Value ($000) $15,378 Shares 204,317 Est. Cost $75.27 Unrealized
RATIONAL AG 0.0%
Value ($000) $14,221 Shares 15,085 Est. Cost $741.77 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $14,168 Shares 163,380 Est. Cost $51.14 Unrealized +71.6%
IWD ISHARES TR 0.0%
Value ($000) $11,537 Shares 73,717 Est. Cost $122.25 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $8,824 Shares 74,698 Est. Cost $31.04 Unrealized +265.6%
LEN/B LENNAR CORP 0.0%
Value ($000) $8,751 Shares 112,790 Est. Cost $41.52 Unrealized +77.7%
ABBV ABBVIE INC 0.0%
Value ($000) $8,132 Shares 75,389 Est. Cost $34.86 Unrealized +178.9%
EWY ISHARES INC 0.0%
Value ($000) $7,806 Shares 96,779 Est. Cost $58.17 Unrealized
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $7,640 Shares 304,457 Est. Cost $26.23 Unrealized +14.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $7,033 Shares 42,964 Est. Cost $81.47 Unrealized +72.2%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $5,563 Shares 34,447 Est. Cost $60.46 Unrealized +148.5%
PEP PEPSICO INC 0.0%
Value ($000) $5,206 Shares 34,609 Est. Cost $60.48 Unrealized +123.2%
VFC V F CORP 0.0%
Value ($000) $4,772 Shares 71,234 Est. Cost $50.23 Unrealized +52.8%
CTAS CINTAS CORP 0.0%
Value ($000) $4,708 Shares 12,367 Est. Cost $9.75 Unrealized +864.3%
MITSUBISHI UFJ FINANCIAL GROUP INC 0.0%
Value ($000) $4,503 Shares 928,900 Est. Cost $3.64 Unrealized
SSNHZ SAMSUNG ELECTRONICS CO LTD SPONS ADR 0.0%
Value ($000) $4,130 Shares 2,390 Est. Cost $1417.06 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $3,330 Shares 33,470 Est. Cost $77.38 Unrealized +31.7%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $3,081 Shares 37,316 Est. Cost $33.91 Unrealized +137.3%
PFE PFIZER INC 0.0%
Value ($000) $2,933 Shares 68,200 Est. Cost $16.64 Unrealized +114.4%
UNILEVER PLC 0.0%
Value ($000) $2,909 Shares 53,906 Est. Cost $53.96 Unrealized
SAMSUNG ELECTRONICS CO LTD 0.0%
Value ($000) $2,616 Shares 44,500 Est. Cost $66.83 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $2,296 Shares 17,367 Est. Cost $96.54 Unrealized +35.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2,276 Shares 11,016 Est. Cost $67.89 Unrealized +198.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,220 Shares 13,253 Est. Cost $61.96 Unrealized +155.4%
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $2,079 Shares 26,034 Est. Cost $28.83 Unrealized +172.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $2,057 Shares 5 Est. Cost $166204.10 Unrealized +154.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,002 Shares 34,028 Est. Cost $54.06 Unrealized -10.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,875 Shares 24,806 Est. Cost $44.46 Unrealized +61.2%
MMM 3M CO 0.0%
Value ($000) $1,677 Shares 9,558 Est. Cost $64.37 Unrealized +113.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $1,598 Shares 13,317 Est. Cost $72.50 Unrealized +51.4%
PIONEER NAT RES CO 0.0%
Value ($000) $1,370 Shares 8,229 Est. Cost $148.66 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,363 Shares 10,290 Est. Cost $67.39 Unrealized +71.4%
NEMTF NEMETSCHEK SE SHS 0.0%
Value ($000) $1,286 Shares 13,024 Est. Cost $68.96 Unrealized +24.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,281 Shares 13,600 Est. Cost $40.64 Unrealized +124.4%
AAPL APPLE INC 0.0%
Value ($000) $1,132 Shares 8,000 Est. Cost $87.50 Unrealized +64.5%
UNP UNION PAC CORP 0.0%
Value ($000) $978 Shares 4,987 Est. Cost $68.91 Unrealized +183.3%
RTLLF RATIONAL AG SHS 0.0%
Value ($000) $926 Shares 946 Est. Cost $808.52 Unrealized +15.7%
IXJ ISHARES TR 0.0%
Value ($000) $896 Shares 10,700 Est. Cost $77.10 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $773 Shares 13,000 Est. Cost $22.41 Unrealized +108.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $740 Shares 1,883 Est. Cost $200.63 Unrealized +106.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $703 Shares 2,575 Est. Cost $132.07 Unrealized +112.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $659 Shares 4,500 Est. Cost $67.30 Unrealized +110.4%
DCI DONALDSON INC 0.0%
Value ($000) $626 Shares 10,900 Est. Cost $29.49 Unrealized +103.7%
V VISA INC 0.0%
Value ($000) $601 Shares 2,700 Est. Cost $75.64 Unrealized +200.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $494 Shares 1,100 Est. Cost $156.32 Unrealized +167.5%
DOV DOVER CORP 0.0%
Value ($000) $470 Shares 3,020 Est. Cost $40.40 Unrealized +287.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $450 Shares 7,740 Est. Cost $31.75 Unrealized +74.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $441 Shares 4,000 Est. Cost $45.61 Unrealized +131.8%
NORDSTROM INC 0.0%
Value ($000) $423 Shares 16,000 Est. Cost $58.92 Unrealized
INTU INTUIT 0.0%
Value ($000) $402 Shares 745 Est. Cost $59.35 Unrealized +783.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $369 Shares 1,400 Est. Cost $139.59 Unrealized +82.8%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $349 Shares 6,987 Est. Cost $36.85 Unrealized +50.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $311 Shares 6,167 Est. Cost $33.35 Unrealized
DOW DOW INC 0.0%
Value ($000) $258 Shares 4,474 Est. Cost $33.93 Unrealized +40.9%
WMT WALMART INC 0.0%
Value ($000) $224 Shares 1,610 Est. Cost $45.24 Unrealized +0.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $222 Shares 3,259 Est. Cost $23.99 Unrealized +18.2%
NSRGY NESTLE SA SPONS ADR 0.0%
Value ($000) $206 Shares 1,709 Est. Cost $124.41 Unrealized