NEW CENTURY INVESTMENT MANAGEMENT, INC

data from 31/12/2016

Capitalization

$ 70.521 M

-38.49%

Performance

$ 264.000 M

141,024.55%

Average holding period

6 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NEW CENTURY INVESTMENT MANAGEMENT, INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/12/31 AMZN AMAZON COM INC 4.39% 3.096 M $ 4129 2015/09/30 -585.343 K $ -10.46 %
2016/12/31 AAPL APPLE INC 3.90% 2.752 M $ 23761 2012/06/30 116.516 K $ 2.48 %
2016/12/31 STZ CONSTELLATION BRANDS INC 3.79% 2.671 M $ 17421 2012/12/31 -369.474 K $ -7.92 %
2016/12/31 META FACEBOOK INC 3.64% 2.568 M $ 22324 2013/03/31 -465.383 K $ -10.31 %
2016/12/31 GOOGL ALPHABET INC 3.51% 2.474 M $ 3122 2015/12/31 -59.218 K $ -1.44 %
2016/12/31 NOC NORTHROP GRUMMAN CORP 2.36% 1.667 M $ 7166 2013/06/30 224.305 K $ 8.71 %
2016/12/31 ATVI ACTIVISON BLIZZARD INC 2.24% 1.581 M $ 43770 2013/09/30 -630.892 K $ -18.49 %
2016/12/31 UNH UNITEDHEALTH GROUP INC 2.24% 1.578 M $ 9857 2015/09/30 274.788 K $ 14.31 %
2016/12/31 RIO RIO TINTO PLC 2.24% 1.578 M $ 41023 2016/12/31 0.000 $ 0.00 %
2016/12/31 EOG EOG RES INC 1.93% 1.361 M $ 13458 2012/12/31 86.641 K $ 4.54 %
2016/12/31 BANK OF THE OZARKS INC 1.92% 1.352 M $ 25708 2012/06/30 370.231 K $ 36.95 %
2016/12/31 LNC LINCOLN NATL CORP IND 1.92% 1.352 M $ 20399 2016/12/31 0.000 $ 0.00 %
2016/12/31 MO ALTRIA GROUP INC 1.83% 1.289 M $ 19062 2012/06/30 87.391 K $ 6.94 %
2016/12/31 BAX BAXTER INTL INC 1.82% 1.285 M $ 28982 2016/03/31 -169.741 K $ -6.85 %
2016/12/31 MGM MGM RESORTS INTERNATIONAL 1.79% 1.265 M $ 43864 2016/12/31 0.000 $ 0.00 %
2016/12/31 ROST ROSS STORES INC 1.74% 1.224 M $ 18663 2016/12/31 0.000 $ 0.00 %
2016/12/31 FNSR FINISAR CORP 1.72% 1.210 M $ 39981 2016/12/31 0.000 $ 0.00 %
2016/12/31 TTMI TTM TECHNOLOGIES INC 1.70% 1.198 M $ 87868 2016/09/30 239.398 K $ 19.05 %
2016/12/31 FBC FLAGSTAR BANCORP INC 1.66% 1.172 M $ 43489 2015/09/30 -35.651 K $ -2.92 %
2016/12/31 DAL DELTA AIR LINES INC DEL 1.57% 1.105 M $ 22467 2013/03/31 223.671 K $ 24.96 %
2016/12/31 JPM JPMORGAN CHASE & CO 1.54% 1.084 M $ 12562 2016/12/31 0.000 $ 0.00 %
2016/12/31 BROADCOM LTD 1.50% 1.057 M $ 5977 2016/03/31 36.511 K $ 2.53 %
2016/12/31 AWK AMERICAN WTR WKS CO INC NEW 1.39% 981.000 K $ 13563 2012/06/30 -35.168 K $ -3.31 %
2016/12/31 SCHW SCHWAB CHARLES CORP NEW 1.29% 907.000 K $ 22986 2016/12/31 0.000 $ 0.00 %
2016/12/31 AET AETNA INC NEW 1.28% 906.000 K $ 7308 2013/09/30 100.117 K $ 7.42 %
2016/12/31 REGN REGENERON PHARMACEUTICALS 1.27% 899.000 K $ 2449 2012/09/30 -86.381 K $ -8.69 %
2016/12/31 NFLX NETFLIX INC 1.24% 875.000 K $ 7064 2015/09/30 294.187 K $ 25.63 %
2016/12/31 OSK OSHKOSH CORP 1.14% 805.000 K $ 12461 2016/12/31 0.000 $ 0.00 %
2016/12/31 NTES NETEASE INC 1.09% 767.000 K $ 3562 2016/03/31 -278.702 K $ -10.57 %
2016/12/31 AMGN AMGEN INC 1.04% 731.000 K $ 4999 2012/09/30 -105.265 K $ -12.36 %
2016/12/31 UAL UNITED CONTL HLDGS INC 1.04% 730.000 K $ 10015 2014/12/31 416.139 K $ 38.89 %
2016/12/31 FCX FREEPORT-MCMORAN INC 1.02% 722.000 K $ 54701 2016/06/30 129.909 K $ 21.47 %
2016/12/31 GD GENERAL DYNAMICS CORP 1.00% 708.000 K $ 4100 2016/09/30 180.250 K $ 11.28 %
2016/12/31 LEA LEAR CORP 1.00% 708.000 K $ 5345 2013/09/30 61.291 K $ 9.20 %
2016/12/31 URI UNITED RENTALS INC 1.00% 707.000 K $ 6700 2016/09/30 457.821 K $ 34.53 %
2016/12/31 BAC BANK AMER CORP 0.98% 693.000 K $ 31370 2016/12/31 0.000 $ 0.00 %
2016/12/31 FDP FRESH DEL MONTE PRODUCE INC 0.98% 691.000 K $ 11397 2016/06/30 8.535 K $ 1.22 %
2016/12/31 MTDR MATADOR RES CO 0.97% 682.000 K $ 26474 2016/12/31 0.000 $ 0.00 %
2016/12/31 HMSY HMS HLDGS CORP 0.96% 675.000 K $ 37144 2016/06/30 -153.049 K $ -18.09 %
2016/12/31 SBUX STARBUCKS CORP 0.92% 648.000 K $ 11680 2012/06/30 16.485 K $ 2.55 %
2016/12/31 WHITEWAVE FOODS CO 0.89% 626.000 K $ 11260 2014/06/30 16.349 K $ 2.09 %
2016/12/31 PRICELINE GRP INC 0.89% 625.000 K $ 426 2012/06/30 -3.738 K $ -0.26 %
2016/12/31 JBLU JETBLUE AIRWAYS CORP 0.87% 617.000 K $ 27515 2015/03/31 145.464 K $ 30.05 %
2016/12/31 CELG CELGENE CORP 0.87% 616.000 K $ 5320 2012/06/30 130.376 K $ 10.73 %
2016/12/31 BK BANK OF NEW YORK MELLON CORP 0.86% 608.000 K $ 12830 2016/12/31 0.000 $ 0.00 %
2016/12/31 MSCI MSCI INC 0.86% 605.000 K $ 7685 2016/06/30 -40.459 K $ -6.15 %
2016/12/31 LEUCADIA NATL CORP 0.86% 605.000 K $ 26026 2016/12/31 0.000 $ 0.00 %
2016/12/31 DR PEPPER SNAPPLE GROUP INC 0.86% 603.000 K $ 6645 2014/06/30 -3.895 K $ -0.62 %
2016/12/31 COMM COMMSCOPE HLDG CO INC 0.84% 594.000 K $ 15961 2016/06/30 115.396 K $ 23.55 %
2016/12/31 INGR INGREDION INC 0.83% 587.000 K $ 4700 2016/03/31 -96.390 K $ -6.09 %
2016/12/31 CNX CONSOL ENERGY INC 0.81% 570.000 K $ 31284 2016/12/31 0.000 $ 0.00 %
2016/12/31 TXN TEXAS INSTRS INC 0.81% 569.000 K $ 7800 2016/09/30 54.683 K $ 3.97 %
2016/12/31 DFS DISCOVER FINL SVCS 0.80% 564.000 K $ 7818 2016/12/31 0.000 $ 0.00 %
2016/12/31 HCA HCA HOLDINGS INC 0.79% 559.000 K $ 7547 2014/09/30 -24.547 K $ -2.13 %
2016/12/31 T AT&T INC 0.79% 557.000 K $ 13100 2015/09/30 82.761 K $ 4.73 %
2016/12/31 VLO VALERO ENERGY CORP NEW 0.73% 512.000 K $ 7490 2013/12/31 117.121 K $ 28.92 %
2016/12/31 ESRX EXPRESS SCRIPTS HLDG CO 0.71% 502.000 K $ 7300 2016/09/30 -32.015 K $ -2.47 %
2016/12/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.69% 486.000 K $ 16900 2016/03/31 -78.016 K $ -6.02 %
2016/12/31 TESSERA HLDG CORP 0.68% 477.000 K $ 10789 2016/12/31 0.000 $ 0.00 %
2016/12/31 STMP STAMPS COM INC 0.67% 470.000 K $ 4100 2015/09/30 205.428 K $ 21.31 %
2016/12/31 SPR SPIRIT AEROSYSTEMS HLDGS INC 0.67% 469.000 K $ 8039 2016/12/31 0.000 $ 0.00 %
2016/12/31 MLM MARTIN MARIETTA MATLS INC 0.64% 452.000 K $ 2039 2016/06/30 88.657 K $ 23.71 %
2016/12/31 WM WASTE MGMT INC DEL 0.63% 442.000 K $ 6228 2015/09/30 45.531 K $ 11.21 %
2016/12/31 CI CIGNA CORPORATION 0.63% 441.000 K $ 3304 2013/09/30 10.502 K $ 2.35 %
2016/12/31 EQIX EQUINIX INC 0.61% 429.000 K $ 1200 2016/03/31 -10.459 K $ -0.79 %
2016/12/31 CFG CITIZENS FINL GROUP INC 0.60% 420.000 K $ 11800 2016/12/31 0.000 $ 0.00 %
2016/12/31 MU MICRON TECHNOLOGY INC 0.59% 416.000 K $ 19000 2016/12/31 0.000 $ 0.00 %
2016/12/31 GS GOLDMAN SACHS GROUP INC 0.58% 407.000 K $ 1700 2016/12/31 0.000 $ 0.00 %
2016/12/31 NFX NEWFIELD EXPL CO 0.57% 405.000 K $ 10000 2016/12/31 0.000 $ 0.00 %
2016/12/31 BERY BERRY PLASTICS GROUP INC 0.57% 404.000 K $ 8300 2016/09/30 101.477 K $ 11.13 %
2016/12/31 EFX EQUIFAX INC 0.57% 402.000 K $ 3400 2016/03/31 -140.610 K $ -12.15 %
2016/12/31 CRUS CIRRUS LOGIC INC 0.56% 396.000 K $ 7000 2015/06/30 59.325 K $ 6.38 %
2016/12/31 TSN TYSON FOODS INC 0.56% 395.000 K $ 6400 2016/03/31 -206.541 K $ -17.40 %
2016/12/31 GOOG ALPHABET INC 0.55% 386.000 K $ 500 2016/03/31 -6.857 K $ -0.69 %
2016/12/31 HA HAWAIIAN HOLDINGS 0.54% 382.000 K $ 6700 2016/12/31 0.000 $ 0.00 %
2016/12/31 AMN AMN HEALTHCARE SERVICES INC 0.54% 381.000 K $ 9900 2015/09/30 163.236 K $ 20.64 %
2016/12/31 TSE TRINSEO S A 0.52% 365.000 K $ 6158 2016/09/30 41.552 K $ 4.84 %
2016/12/31 ORLY O REILLY AUTOMOTIVE INC NEW 0.51% 362.000 K $ 1300 2014/12/31 -9.689 K $ -0.61 %
2016/12/31 LNG CHENIERE ENERGY INC 0.49% 348.000 K $ 8400 2016/09/30 -46.004 K $ -4.98 %
2016/12/31 HRL HORMEL FOODS CORP 0.48% 338.000 K $ 9700 2016/03/31 -76.127 K $ -8.23 %
2016/12/31 CRZO CARRIZO OIL & GAS INC 0.47% 332.000 K $ 8900 2015/06/30 -72.593 K $ -8.05 %
2016/12/31 TOL TOLL BROTHERS INC 0.45% 316.000 K $ 10195 2016/12/31 0.000 $ 0.00 %
2016/12/31 MSFT MICROSOFT CORP 0.40% 280.000 K $ 4500 2016/03/31 51.301 K $ 7.88 %
2016/12/31 STX SEAGATE TECHNOLOGY PLC 0.34% 237.000 K $ 6200 2016/09/30 -4.255 K $ -0.99 %
2016/12/31 HII HUNTINGTON INGALLS INDS INC 0.30% 210.000 K $ 1139 2016/12/31 0.000 $ 0.00 %
2016/12/31 IRM IRON MTN INC NEW 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/12/31 BSX BOSTON SCIENTIFIC CORP 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2016/12/31 QCOM QUALCOMM INC 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2016/12/31 U S G CORP 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 TSRA TESSERA TECHNOLOGIES INC 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2016/12/31 ASPEN TECHNOLOGY 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2016/12/31 XOM EXXON MOBIL CORP 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 LH LABORATORY CORP AMER HLDGS 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2016/12/31 VRSN VERISIGN INC 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2016/12/31 AU ANGLOGOLD ASHANTI LTD 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/12/31 ALKS ALKERMES PLC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2016/12/31 DVN DEVON ENERGY CORP NEW 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2016/12/31 PHM PULTE GROUP INC 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/12/31 EXR EXTRA SPACE STORAGE INC 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/12/31 OWENS ILL INC 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %