CG Asset Management LLC

data from 31/12/2016

Capitalization

$ 268.063 M

0.20%

Performance

$ 40.725 M

18.05%

Average holding period

6 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CG Asset Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/12/31 AMZN Amazon.com Inc 5.51% 14.781 M $ 19712 2013/12/31 -1.717 M $ -10.46 %
2016/12/31 NXPI NXP Semiconductors NV 4.37% 11.703 M $ 119405 2013/12/31 -486.520 K $ -3.92 %
2016/12/31 HD Home Depot Inc 4.30% 11.521 M $ 85928 2013/12/31 467.267 K $ 4.20 %
2016/12/31 META Facebook Inc Cl A 3.70% 9.912 M $ 86155 2013/12/31 -1.132 M $ -10.31 %
2016/12/31 CELG Celgene Corp 2.55% 6.829 M $ 59000 2013/12/31 683.297 K $ 10.73 %
2016/12/31 MU Micron Technology Inc 2.54% 6.798 M $ 310110 2013/12/31 1.196 M $ 23.28 %
2016/12/31 EOG EOG Resources Inc 2.27% 6.072 M $ 60060 2013/12/31 260.239 K $ 4.54 %
2016/12/31 GOOGL Alphabet Inc Cap Stock Cl A 2.09% 5.607 M $ 7075 2015/12/31 -78.590 K $ -1.44 %
2016/12/31 PYPL Paypal Holdings Inc 1.97% 5.287 M $ 133945 2015/09/30 -193.417 K $ -3.66 %
2016/12/31 LMT Lockheed Martin Corp 1.97% 5.271 M $ 21089 2013/12/31 264.054 K $ 4.26 %
2016/12/31 JNJ Johnson & Johnson 1.79% 4.796 M $ 41629 2013/12/31 -117.059 K $ -2.47 %
2016/12/31 GE General Electric Co 1.76% 4.717 M $ 149262 2013/12/31 199.871 K $ 4.16 %
2016/12/31 DIS Disney Walt Co Disney 1.70% 4.548 M $ 43641 2013/12/31 522.741 K $ 12.23 %
2016/12/31 DOW Dow Chemical Co 1.61% 4.321 M $ 75520 2016/03/31 0.000 $ 0.00 %
2016/12/31 SIMO Silicon Motion Technology Corp 1.53% 4.112 M $ 96800 2015/06/30 -894.691 K $ -17.98 %
2016/12/31 INTC Intel Corp 1.53% 4.110 M $ 113330 2013/12/31 -174.736 K $ -3.92 %
2016/12/31 ICE IntercontinentalExchange Inc 1.51% 4.041 M $ 71625 2015/12/31 181.368 K $ 4.73 %
2016/12/31 CMI Cummins Inc 1.46% 3.912 M $ 28625 2013/12/31 244.949 K $ 6.65 %
2016/12/31 MMM 3M Co 1.37% 3.684 M $ 20630 2013/12/31 54.439 K $ 1.11 %
2016/12/31 WDC Western Digital Corp 1.35% 3.630 M $ 53420 2016/03/31 441.246 K $ 16.22 %
2016/12/31 BA Boeing Co 1.34% 3.600 M $ 23124 2013/12/31 565.319 K $ 18.17 %
2016/12/31 CSX CSX Corp 1.34% 3.589 M $ 99875 2016/09/30 157.741 K $ 17.80 %
2016/12/31 REGN Regeneron Pharmaceuticals 1.29% 3.451 M $ 9402 2013/12/31 -328.376 K $ -8.69 %
2016/12/31 VFC VF Corp 1.25% 3.342 M $ 62640 2013/12/31 -181.063 K $ -4.83 %
2016/12/31 EXPD Expeditors Intl Wash Inc 1.25% 3.339 M $ 63050 2015/06/30 111.974 K $ 2.80 %
2016/12/31 XOM Exxon Mobil Corp 1.24% 3.324 M $ 36830 2013/12/31 104.300 K $ 3.41 %
2016/12/31 PH Parker Hannifin Corp 1.12% 3.004 M $ 21460 2016/09/30 311.973 K $ 11.53 %
2016/12/31 JAZZ Jazz Pharmaceuticals PLC USD 1.10% 2.957 M $ 27125 2013/12/31 -391.428 K $ -10.25 %
2016/12/31 L3 Technologies Inc 1.10% 2.955 M $ 19425 2016/12/31 0.000 $ 0.00 %
2016/12/31 DHI D R Horton Inc 1.07% 2.861 M $ 104670 2013/12/31 -306.286 K $ -9.50 %
2016/12/31 APA Apache Corp 1.07% 2.860 M $ 45065 2016/09/30 -14.929 K $ -0.63 %
2016/12/31 Match Group Inc 1.05% 2.807 M $ 164125 2016/09/30 -99.256 K $ -3.88 %
2016/12/31 NKE Nike Inc Cl B 1.03% 2.750 M $ 54108 2013/12/31 -117.013 K $ -3.46 %
2016/12/31 SLB Schlumberger Ltd 1.01% 2.717 M $ 32360 2013/12/31 175.145 K $ 6.75 %
2016/12/31 MSFT Microsoft Corp 1.01% 2.709 M $ 43590 2013/12/31 172.701 K $ 7.88 %
2016/12/31 ABBV Abbvie Inc 0.98% 2.623 M $ 41885 2013/12/31 -18.533 K $ -0.71 %
2016/12/31 ADBE Adobe Systems Inc 0.97% 2.592 M $ 25175 2015/12/31 -160.237 K $ -5.15 %
2016/12/31 EVR Evercore Partners Inc Class A 0.94% 2.530 M $ 36830 2013/12/31 676.082 K $ 33.37 %
2016/12/31 IR Ingersoll-Rand PLC 0.93% 2.492 M $ 33211 2016/12/31 0.000 $ 0.00 %
2016/12/31 MRK Merck & Co Inc 0.86% 2.305 M $ 39151 2013/12/31 -135.671 K $ -5.68 %
2016/12/31 UNP Union Pacific Corp 0.86% 2.301 M $ 22190 2016/06/30 205.041 K $ 6.31 %
2016/12/31 GILD Gilead Sciences Inc 0.84% 2.259 M $ 31550 2013/12/31 -242.610 K $ -9.49 %
2016/12/31 BWA Borgwarner Inc 0.84% 2.255 M $ 57170 2016/12/31 0.000 $ 0.00 %
2016/12/31 Priceline Group Inc 0.83% 2.212 M $ 1509 2013/12/31 -7.680 K $ -0.36 %
2016/12/31 GM General Motors Co 0.81% 2.178 M $ 62510 2016/12/31 0.000 $ 0.00 %
2016/12/31 MTSI MACOM Technology Solutions 0.75% 2.012 M $ 43485 2016/09/30 210.435 K $ 9.31 %
2016/12/31 QCOM Qualcomm Inc 0.75% 2.008 M $ 30800 2016/12/31 0.000 $ 0.00 %
2016/12/31 TIF Tiffany & Co 0.70% 1.878 M $ 24250 2016/12/31 0.000 $ 0.00 %
2016/12/31 DAL Delta Air Lines Inc 0.70% 1.876 M $ 38140 2014/12/31 358.303 K $ 24.97 %
2016/12/31 CB Chubb Limited 0.69% 1.848 M $ 13989 2016/03/31 91.155 K $ 5.15 %
2016/12/31 PXD Pioneer Natural Resources Co 0.68% 1.822 M $ 10120 2016/06/30 -47.485 K $ -3.01 %
2016/12/31 CVX Chevron Corp 0.64% 1.715 M $ 14569 2013/12/31 204.983 K $ 14.36 %
2016/12/31 JBHT Hunt J B Trans Services Inc 0.60% 1.621 M $ 16700 2013/12/31 82.835 K $ 19.63 %
2016/12/31 AAPL Apple Inc 0.60% 1.595 M $ 13768 2013/12/31 29.021 K $ 2.48 %
2016/12/31 RL Ralph Lauren Corp Cl A 0.57% 1.527 M $ 16910 2016/12/31 0.000 $ 0.00 %
2016/12/31 AXP American Express Co 0.55% 1.482 M $ 20000 2013/12/31 197.787 K $ 15.67 %
2016/12/31 DD Du Pont E I de Nemours & Co 0.48% 1.297 M $ 17669 2013/12/31 59.650 K $ 8.05 %
2016/12/31 LVS Las Vegas Sands Corp 0.48% 1.296 M $ 24265 2016/03/31 -176.144 K $ -7.18 %
2016/12/31 PG Procter & Gamble Co 0.48% 1.295 M $ 15400 2015/12/31 -87.828 K $ -6.32 %
2016/12/31 Coach Inc 0.48% 1.283 M $ 36625 2016/03/31 -70.657 K $ -4.16 %
2016/12/31 TJX TJX Cos Inc 0.47% 1.269 M $ 16895 2014/12/31 9.932 K $ 0.48 %
2016/12/31 WY Weyerhaeuser Co 0.46% 1.229 M $ 40830 2013/12/31 -73.870 K $ -5.79 %
2016/12/31 KO Coca-Cola Co 0.46% 1.223 M $ 29510 2013/12/31 -27.597 K $ -2.03 %
2016/12/31 FDX FedEx Corp 0.46% 1.222 M $ 6561 2014/09/30 69.995 K $ 6.60 %
2016/12/31 BMY Bristol Myers Squibb Co 0.45% 1.218 M $ 20850 2013/12/31 107.395 K $ 8.38 %
2016/12/31 UPS United Parcel Service Inc Cl B 0.45% 1.206 M $ 10520 2015/09/30 54.753 K $ 4.83 %
2016/12/31 THO Thor Industries Inc 0.45% 1.196 M $ 11950 2016/06/30 262.484 K $ 18.13 %
2016/12/31 ROK Rockwell Automation Inc 0.44% 1.187 M $ 8835 2016/06/30 106.550 K $ 9.86 %
2016/12/31 AOS Smith A O 0.44% 1.186 M $ 25050 2015/12/31 -42.014 K $ -2.07 %
2016/12/31 ADP Automatic Data Processing Inc 0.43% 1.161 M $ 11300 2013/12/31 182.249 K $ 16.54 %
2016/12/31 URI United Rentals Inc 0.42% 1.114 M $ 10550 2016/06/30 336.186 K $ 34.52 %
2016/12/31 LRCX Lam Research Corp 0.41% 1.089 M $ 10300 2013/12/31 102.299 K $ 11.61 %
2016/12/31 CHK Chesapeake Energy Corp 0.40% 1.076 M $ 153300 2016/12/31 0.000 $ 0.00 %
2016/12/31 KMI Kinder Morgan Inc 0.39% 1.058 M $ 51100 2015/09/30 -123.903 K $ -10.46 %
2016/12/31 KLAC KLA-Tencor Corp 0.38% 1.029 M $ 13080 2013/12/31 120.915 K $ 12.86 %
2016/12/31 INFO IHS Markit Ltd 0.38% 1.018 M $ 28750 2016/12/31 0.000 $ 0.00 %
2016/12/31 NEE Nextera Energy Inc 0.38% 1.009 M $ 8450 2013/12/31 -20.731 K $ -2.32 %
2016/12/31 NCLH Norwegian Cruise Line Holdings 0.38% 1.009 M $ 23715 2014/06/30 85.949 K $ 12.81 %
2016/12/31 CAT Caterpillar Inc 0.37% 981.000 K $ 10575 2013/12/31 43.372 K $ 4.47 %
2016/12/31 UAA Under Armour Inc Cl A 0.36% 975.000 K $ 33575 2013/12/31 -637.265 K $ -24.89 %
2016/12/31 Kite Pharma Inc 0.36% 970.000 K $ 21625 2015/09/30 -165.894 K $ -19.68 %
2016/12/31 Apollo Global Mgmt LLC Cl A 0.36% 961.000 K $ 49615 2016/12/31 0.000 $ 0.00 %
2016/12/31 VZ Verizon Communications Inc 0.35% 929.000 K $ 17400 2013/12/31 25.767 K $ 2.69 %
2016/12/31 AMBA Ambarella Inc 0.33% 880.000 K $ 16250 2013/12/31 -460.701 K $ -26.46 %
2016/12/31 EDU New Oriental Ed & Tech Group I 0.33% 878.000 K $ 20850 2016/12/31 0.000 $ 0.00 %
2016/12/31 PII Polaris Industries Inc 0.32% 857.000 K $ 10400 2016/12/31 0.000 $ 0.00 %
2016/12/31 MBLY Mobileye NV Amstelveen Ord 0.32% 846.000 K $ 22200 2016/09/30 0.000 $ 0.00 %
2016/12/31 Enviva Partners LP 0.29% 777.000 K $ 28975 2016/09/30 -7.552 K $ -0.63 %
2016/12/31 MRO Marathon Oil Corp 0.27% 730.000 K $ 42150 2016/06/30 58.724 K $ 9.49 %
2016/12/31 PFE Pfizer Inc 0.27% 726.000 K $ 22365 2015/03/31 -61.671 K $ -4.11 %
2016/12/31 WLK Westlake Chem Corp 0.26% 690.000 K $ 12330 2016/12/31 0.000 $ 0.00 %
2016/12/31 CL Colgate Palmolive Co 0.24% 654.000 K $ 10000 2013/12/31 -87.870 K $ -11.73 %
2016/12/31 WPC W P Carey Inc 0.24% 632.000 K $ 10700 2013/12/31 -60.835 K $ -8.41 %
2016/12/31 PCAR Paccar Inc 0.23% 618.000 K $ 9668 2016/12/31 0.000 $ 0.00 %
2016/12/31 AGN Allergan PLC 0.23% 608.000 K $ 2893 2015/06/30 -19.244 K $ -8.83 %
2016/12/31 United Technologies Corp 0.22% 600.000 K $ 5475 2016/03/31 59.925 K $ 7.86 %
2016/12/31 HON Honeywell Intl Inc 0.21% 573.000 K $ 4950 2013/12/31 -482.000 $ -0.07 %
2016/12/31 UNH UnitedHealth Group Inc 0.20% 547.000 K $ 3415 2015/03/31 60.119 K $ 14.31 %
2016/12/31 TXN Texas Instruments Inc 0.20% 535.000 K $ 7335 2016/03/31 18.790 K $ 3.97 %
2016/12/31 PHM Pulte Homes Inc 0.19% 511.000 K $ 27800 2016/09/30 -49.177 K $ -8.28 %