JLM
Jeanine L. Morreim Portfolio
Invests via Stack Financial Management Inc. | Managed by James Stack
Invests via Stack Financial Management Inc.
Managed by James Stack
Automatically Tracked
Jeanine L. Morreim Profile
Jeanine L. Morreim is a distinguished leader in the healthcare investment space, combining deep operational insights with an acute understanding of market dynamics. With extensive experience advising both emerging biotech firms and established health systems, she has facilitated transformative growth strategies that bridge clinical innovation with financial performance. Her role encompasses directing investments towards groundbreaking medical technologies that address unmet needs in patient care. In addition to her executive responsibilities, Morreim actively contributes to industry thought leadership through publications and speaking engagements, reinforcing her influence within the healthcare ecosystem.
Jeanine L. Morreim is a distinguished leader in the healthcare investment space, combining deep operational insights with an acute understanding of market dynamics. With extensive experience advising both emerging biotech firms and established health systems, she has facilitated transformative growth strategies that bridge clinical innovation with financial performance. Her role encompasses directing investments towards groundbreaking medical technologies that address unmet needs in patient care. In addition to her executive responsibilities, Morreim actively contributes to industry thought leadership through publications and speaking engagements, reinforcing her influence within the healthcare ecosystem.
Investment Philosophy & Strategy
Growth in the healthcare sector hinges on innovation that enhances patient outcomes and drives efficiency. Jeanine L. Morreim leverages her extensive expertise to identify unique opportunities within emerging medical technologies, prioritizing investments that promise transformative benefits for both investors and patients. Her strategic focus lies in collaborating with groundbreaking biotech firms while strengthening alliances with established health systems, fostering a comprehensive approach to investment success. By combining rigorous analysis with a profound understanding of operational dynamics, she actively shapes funding strategies aimed at disruptive advancements in healthcare delivery.
Growth in the healthcare sector hinges on innovation that enhances patient outcomes and drives efficiency. Jeanine L. Morreim leverages her extensive expertise to identify unique opportunities within emerging medical technologies, prioritizing investments that promise transformative benefits for both investors and patients. Her strategic focus lies in collaborating with groundbreaking biotech firms while strengthening alliances with established health systems, fostering a comprehensive approach to investment success. By combining rigorous analysis with a profound understanding of operational dynamics, she actively shapes funding strategies aimed at disruptive advancements in healthcare delivery.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.86%
Gain +1.12%
Monthly
0.31%
Yearly
3.81%
Drawdown
16.49%
$271.06M
Equity
Holdings
$271.06M
Investment
$119.95M
$151.11M
Profit +$3.01M
Realized
$0
Unrealized
$151.11M
Dividends
$63.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.12%
Profit
$3.01M
Win %
83%
This Week
Compared To Last Week
Gain
1.66%
Profit
$4.44M
Win %
83%
This Month
Compared to last month
Gain
3.18%
Profit
$8.35M
Win %
83%
This Year
Compared to last year
Gain
7.89%
Profit
$19.81M
Win %
83%
AJG Arthur J. Gallagher & Co.
+6.01%
+$795,150 
XRAY Dentsply Sirona Inc.
+3.91%
+$38,689.2 
BCE BCE Inc.
+3.84%
+$54,540.63 
CAG Conagra Brands Inc.
+3.69%
+$42,932.63 
BMY Bristol-Myers Squibb Company
+3.37%
+$137,110 
TFX Teleflex Incorporated
+2.96%
+$352,515.24 
ADP Automatic Data Processing Inc.
+2.87%
+$679,256.91 
WM Waste Management, Inc.
+2.67%
+$349,111.25 
DEO Diageo plc Sponsored ADR
+2.36%
+$71,620.85 
NEM Newmont Corporation
+2.27%
+$305,558.22 
ABT Abbott Laboratories
+1.86%
+$169,671.41 
PFE Pfizer Inc.
+1.76%
+$72,009.72 
LMT Lockheed Martin Corporation
+1.69%
+$31,824.07 
VZ Verizon Communications Inc.
+1.5%
+$3,697.53 
JNJ Johnson & Johnson
+1.35%
+$22,729.32 
PEP PepsiCo, Inc.
+1.07%
+$84,338.25 
IWS iShares Russell Mid-Cap Value ETF
+0.94%
+$21,390 
IWN iShares Russell 2000 Value ETF
+0.83%
+$207,261.72 
GE General Electric Company
+0.57%
+$2,762.27 
BAC Bank of America Corporation
+0.45%
+$1,150 
SO The Southern Company
+0.35%
+$17,372.71 
AFL Aflac Inc.
+0.31%
+$26,875.32 
COP ConocoPhillips
+0.14%
+$12,833.45 
EXC Exelon Corporation
+0.07%
+$180 
BP BP p.l.c. Sponsored ADR
+0.06%
+$120 
DBDQQ DIEBOLD NIXDORF INC
0%
$0 
ECA Encana Corp
0%
$0 
MYL Mylan NV
0%
$0 BR
BR
0%
$0 BCR
BCR
0%
$0 RD
RD
0%
$0 LTD
LTD
0%
$0 LIZ
LIZ
0%
$0 WAG
WAG
0%
$0 BMET
BMET
0%
$0 AT
AT
0%
$0 MNT
MNT
0%
$0 APPB
APPB
0%
$0 SWK
SWK
0%
$0 RCI
RCI
0%
$0 CPS
CPS
0%
$0 EQT
EQT
0%
$0 
Events
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Dividends
Dividend Analysis
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No Data
| Trades 48 | Longs Won 26/48 54% | Profit Factor 42.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.39M |
| Average Win $5.95M | Best Trade (Oct 15) $21.39M | Sharpe Ratio -84.93 |
| Average Loss -$166,529.23 | Worst Trade (Oct 14) -$2.3M | Z-Score 0.49 (37.57%) |
| Commissions $0 | Avg. Trade Length 21y 9m 3w 2d | Expectancy $3.15M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.22% |
| Consecutive Losing Trades | 1,629 | 1,466 | 1,303 | 1,140 | 977 | 814 | 651 | 489 | 326 | 163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABT Abbott Laboratories | 88,601.26 | $1.98M | $9.29M | - | $7.31M | 368.63% | +1.86% |
| ADP Automatic Data Processing Inc. | 84,484.8 | $2.97M | $24.36M | - | $21.39M | 719.72% | +2.868% |
| AFL Aflac Inc. | 72,636 | $1.45M | $8.61M | - | $7.17M | 495.28% | +0.313% |
| AJG Arthur J. Gallagher & Co. | 55,800 | $1.81M | $14.02M | - | $12.21M | 672.99% | +6.012% |
 APA APA Corporation | 64,010 | $3.24M | $3.03M | - | -$208,672.6 | -6.45% | -0.127% |
| APPB APPB | 113,986 | $3.02M | $3.02M | - | - | - | 0.0 |
| AT AT | 33,940 | $1.99M | $1.99M | - | - | - | 0.0 |
| BAC Bank of America Corporation | 5,000 | $235,000 | $258,100 | - | $23,100 | 9.83% | +0.448% |
| BCE BCE Inc. | 72,239.25 | $1.91M | $1.48M | - | -$429,534.58 | -22.55% | +3.838% |
| BCR BCR | 41,150 | $2.63M | $2.63M | - | - | - | 0.0 |
| BMET BMET | 76,055 | $3.3M | $3.3M | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 68,555 | $1.76M | $4.2M | - | $2.45M | 139.24% | +3.374% |
| BP BP p.l.c. Sponsored ADR | 4,000 | $234,000 | $195,360 | - | -$38,640 | -16.51% | +0.061% |
| BR BR | 51,995 | $2.26M | $2.26M | - | - | - | 0.0 |
| CAG Conagra Brands Inc. | 84,181.63 | $1.93M | $1.21M | - | -$721,015.71 | -37.38% | +3.685% |
| COP ConocoPhillips | 65,812.54 | $2.18M | $9.38M | - | $7.2M | 330.7% | +0.137% |
| CPS CPS | 73,095 | $3.36M | $3.36M | - | - | - | 0.0 |
| DBDQQ DIEBOLD NIXDORF INC | 55,730 | $3.11M | $3.11M | - | - | - | 0.0 |
| DEO Diageo plc Sponsored ADR | 33,005 | $1.91M | $3.11M | - | $1.2M | 62.73% | +2.359% |
 DVN Devon Energy Corporation | 95,190 | $3.71M | $4.71M | - | $1M | 27% | -0.982% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeanine L. Morreim?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 2000 Value ETF - $5.27M, Automatic Data Processing Inc - $4.66M, PepsiCo, Inc - $4.08M, Kinder Morgan, Inc - $3.82M, and Pfizer Inc - $3.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jeanine L. Morreim's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.49M earned over time. The largest contributors to dividend income include iShares Russell 2000 Value ETF - $5.27M, Automatic Data Processing Inc - $4.66M, PepsiCo, Inc - $4.08M, Kinder Morgan, Inc - $3.82M, and Pfizer Inc - $3.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeanine L. Morreim's monthly returns?
Jeanine L. Morreim's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeanine L. Morreim's strategy be considered aggressive or moderate?
Jeanine L. Morreim's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeanine L. Morreim's strategy?
Jeanine L. Morreim's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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