Asset Manager
← All Institutions
Drexel Morgan & Co.
Market Value
$0
-100.0%
Holdings
56
-2
New Purchases
0
Added To
0
Closed
56
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 29 | $0 | 0% |
| Large Cap | 24 | $0 | 0% |
| Mid Cap | 2 | $0 | 0% |
| Small Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$588.8B
Median Market Cap
$201.2B
Avg P/E
27.7
Median P/E
24.6
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
49
# ETFs / Funds
7
Top Holdings (56 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABT | —% | — | — | — | -$4M | -34,181 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$107M | -4,323,320 | -100.0% | SOLD |
| 3 | DIS | —% | — | — | — | -$13M | -116,683 | -100.0% | SOLD |
| 4 | CVX | —% | — | — | — | -$533K | -3,500 | -100.0% | SOLD |
| 5 | Q | —% | — | — | — | -$349K | -4,274 | -100.0% | SOLD |
| 6 | XOM | —% | — | — | — | -$8M | -68,680 | -100.0% | SOLD |
| 7 | HWM | —% | — | — | — | -$513K | -2,500 | -100.0% | SOLD |
| 8 | CARR | —% | — | — | — | -$453K | -8,578 | -100.0% | SOLD |
| 9 | OTIS | —% | — | — | — | -$375K | -4,288 | -100.0% | SOLD |
| 10 | HD | —% | — | — | — | -$1M | -3,300 | -100.0% | SOLD |
| 11 | AXP | —% | — | — | — | -$35M | -95,918 | -100.0% | SOLD |
| 12 | ABBV | —% | — | — | — | -$434K | -1,900 | -100.0% | SOLD |
| 13 | CL | —% | — | — | — | -$2M | -28,820 | -100.0% | SOLD |
| 14 | KO | —% | — | — | — | -$32M | -456,411 | -100.0% | SOLD |
| 15 | VZ | —% | — | — | — | -$4M | -105,000 | -100.0% | SOLD |
| 16 | LOW | —% | — | — | — | -$260K | -1,080 | -100.0% | SOLD |
| 17 | SHEL | —% | — | — | — | -$3M | -38,544 | -100.0% | SOLD |
| 18 | UPS | —% | — | — | — | -$71M | -712,440 | -100.0% | SOLD |
| 19 | IBM | —% | — | — | — | -$41M | -139,735 | -100.0% | SOLD |
| 20 | KD | —% | — | — | — | -$3M | -100,000 | -100.0% | SOLD |
| 21 | DE | —% | — | — | — | -$13M | -28,065 | -100.0% | SOLD |
| 22 | DD | —% | — | — | — | -$573K | -14,262 | -100.0% | SOLD |
| 23 | CLF | —% | — | — | — | -$39M | -2,954,569 | -100.0% | SOLD |
| 24 | CAT | —% | — | — | — | -$16M | -27,886 | -100.0% | SOLD |
| 25 | JPM | —% | — | — | — | -$53M | -163,589 | -100.0% | SOLD |
| 26 | PG | —% | — | — | — | -$4M | -29,590 | -100.0% | SOLD |
| 27 | SLB | —% | — | — | — | -$13M | -345,412 | -100.0% | SOLD |
| 28 | UNP | —% | — | — | — | -$4M | -19,373 | -100.0% | SOLD |
| 29 | MMM | —% | — | — | — | -$4M | -23,122 | -100.0% | SOLD |
| 30 | LLY | —% | — | — | — | -$2M | -2,134 | -100.0% | SOLD |
| 31 | MRK | —% | — | — | — | -$14M | -132,292 | -100.0% | SOLD |
| 32 | MCD | —% | — | — | — | -$4M | -12,579 | -100.0% | SOLD |
| 33 | NVS | —% | — | — | — | -$1M | -10,720 | -100.0% | SOLD |
| 34 | JNJ | —% | — | — | — | -$45M | -216,207 | -100.0% | SOLD |
| 35 | EMR | —% | — | — | — | -$4M | -29,904 | -100.0% | SOLD |
| 36 | MDT | —% | — | — | — | -$2M | -21,546 | -100.0% | SOLD |
| 37 | RTX | —% | — | — | — | -$4M | -19,290 | -100.0% | SOLD |
| 38 | CSCO | —% | — | — | — | -$281K | -3,650 | -100.0% | SOLD |
| 39 | AMZN | —% | — | — | — | -$323K | -1,400 | -100.0% | SOLD |
| 40 | AAPL | —% | — | — | — | -$12M | -44,296 | -100.0% | SOLD |
| 41 | AMGN | —% | — | — | — | -$245K | -750 | -100.0% | SOLD |
| 42 | IWM | —% | — | — | — | -$705K | -2,866 | -100.0% | SOLD |
| 43 | PEP | —% | — | — | — | -$388K | -2,700 | -100.0% | SOLD |
| 44 | RSP | —% | — | — | — | -$3M | -15,215 | -100.0% | SOLD |
| 45 | XLF | —% | — | — | — | -$548K | -10,000 | -100.0% | SOLD |
| 46 | IJH | —% | — | — | — | -$512K | -7,755 | -100.0% | SOLD |
| 47 | SPY | —% | — | — | — | -$7M | -10,911 | -100.0% | SOLD |
| 48 | WASH | —% | — | — | — | -$9M | -300,800 | -100.0% | SOLD |
| 49 | DIA | —% | — | — | — | -$961K | -2,000 | -100.0% | SOLD |
| 50 | GOOGL | —% | — | — | — | -$476K | -1,520 | -100.0% | SOLD |
| 51 | MSFT | —% | — | — | — | -$15M | -30,129 | -100.0% | SOLD |
| 52 | QQQ | —% | — | — | — | -$4M | -6,900 | -100.0% | SOLD |
| 53 | NVDA | —% | — | — | — | -$2M | -11,800 | -100.0% | SOLD |
| 54 | BRK-B | —% | — | — | — | -$251K | -500 | -100.0% | SOLD |
| 55 | WFC | —% | — | — | — | -$629K | -6,747 | -100.0% | SOLD |
| 56 | F-PD | —% | — | — | — | -$28M | -2,100,000 | -100.0% | SOLD |