MG
Michelle Graham Portfolio
Invests via NORTHSTAR ASSET MANAGEMENT Inc. | Managed by Michelle Graham
Invests via NORTHSTAR ASSET MANAGEMENT Inc.
Managed by Michelle Graham
Automatically Tracked
Michelle Graham Profile
Michelle Graham has established herself as a dynamic leader in the technology sector, focusing on innovative solutions and product development. With extensive experience at several high-growth startups, she has been instrumental in driving strategic initiatives that enhance market reach and operational efficiency. Her leadership roles encompass not only the launch of transformative products but also collaboration with diverse teams to foster an agile company culture. Passionate about leveraging technology for impactful change, she remains actively involved in mentoring upcoming entrepreneurs, ensuring a vibrant future for the next generation of tech innovators.
Michelle Graham has established herself as a dynamic leader in the technology sector, focusing on innovative solutions and product development. With extensive experience at several high-growth startups, she has been instrumental in driving strategic initiatives that enhance market reach and operational efficiency. Her leadership roles encompass not only the launch of transformative products but also collaboration with diverse teams to foster an agile company culture. Passionate about leveraging technology for impactful change, she remains actively involved in mentoring upcoming entrepreneurs, ensuring a vibrant future for the next generation of tech innovators.
Investment Philosophy & Strategy
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:
34.78%
Gain 0%
Monthly
0.65%
Yearly
8.12%
Drawdown
16.49%
$365.28M
Equity
Holdings
$365.28M
Investment
$276.28M
$174.83M
Profit +$1,609.44
Realized
$73.36M
Unrealized
$101.47M
Dividends
$23.7M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.001%
Profit
$1,609.44
Win %
70%
This Week
Compared To Last Week
Gain
3.42%
Profit
$12.09M
Win %
70%
This Month
Compared to last month
Gain
2.34%
Profit
$8.34M
Win %
70%
This Year
Compared to last year
Gain
12.26%
Profit
$39.89M
Win %
67%
AAPL Apple Inc.
+4.84%
+$1M 
TLRY Tilray Brands, Inc.
+4.29%
+$2,847.72 
ALC Alcon Inc.
+4.25%
+$78,628.24 
GILD Gilead Sciences Inc.
+4.21%
+$8,872.2 
SYK Stryker Corporation
+4.2%
+$470,244 
MCD McDonald's Corporation
+4.16%
+$14,257.61 
IDXX IDEXX Laboratories, Inc.
+3.76%
+$256,672.3 
SFM Sprouts Farmers Market, Inc.
+3.74%
+$74,364.48 
NVO Novo Nordisk A/S Sponsored ADR
+3.4%
+$113,288.36 
INTU Intuit Inc.
+3.1%
+$106,675.03 
COST Costco Wholesale Corporation
+2.92%
+$417,744 
WMT Walmart Inc.
+2.77%
+$7,033.58 
ADP Automatic Data Processing Inc.
+2.77%
+$334,396.74 
PG Procter & Gamble Co
+2.7%
+$14,459.38 
UL Unilever PLC Sponsored American Depositary Receipt
+2.61%
+$151,727.34 
VRSK Verisk Analytics Inc.
+2.52%
+$88,201.69 
LIN Linde plc
+2.45%
+$349,961.68 
VLTO Veralto Corporation
+2.45%
+$140,237.76 
CWT California Water Service Group
+2.43%
+$71,377.33 
NDAQ Nasdaq, Inc.
+2.33%
+$110,903.59 
DHR Danaher Corporation
+2.17%
+$51,656.58 
PEP PepsiCo, Inc.
+2.17%
+$11,462.76 
BR Broadridge Financial Solutions, Inc.
+2.14%
+$53,744.1 
HD The Home Depot, Inc.
+2.01%
+$184,781.12 
TJX The TJX Companies, Inc.
+1.92%
+$264,846.01 
EFV iShares MSCI EAFE Value ETF
+1.9%
+$6,619.25 
LLY Eli Lilly and Company
+1.86%
+$6,052.42 
IBN ICICI Bank Limited Sponsored ADR
+1.79%
+$74,649.12 
CRM Salesforce Inc
+1.76%
+$57,430.08 
MSEX Middlesex Water Company
+1.73%
+$37,472.26 
UNP Union Pacific Corporation
+1.63%
+$6,617.27 
MSFT Microsoft Corp.
+1.62%
+$268,787 
BRK-B Berkshire Hathaway Inc.
+1.61%
+$32,602.2 
CNI Canadian National Railway Company
+1.45%
+$140,021.28 
ITW Illinois Tool Works Inc.
+1.41%
+$4,328.19 
BRK-A Berkshire Hathaway Inc.
+1.28%
+$134,260.17 
MELI MercadoLibre, Inc.
+1.22%
+$39,757.35 
IWD iShares Russell 1000 Value ETF
+1.2%
+$3,486.7 
IVE ISHARES S&P 500 VALUE ETF
+1.06%
+$4,227.74 
WINA Winmark Corporation
+1%
+$27,111.09 
XYL Xylem Inc.
+0.72%
+$55,342.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$2,210.4 
XOM Exxon Mobil Corporation
+0.59%
+$1,215.8 
T AT&T Inc.
+0.49%
+$1,272.8 
GOF Guggenheim Strategic Opportunities Fund
+0.46%
+$950.25 
AMZN Amazon.com Inc
+0.4%
+$2,723.76 
GWW W.W. Grainger, Inc.
+0.35%
+$3,251.63 
TIP iShares TIPS Bond ETF
+0.15%
+$320 
JPM JPMorgan Chase & Co.
+0.12%
+$400.79 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$53.35 
OEF iShares S&P 100 ETF
+0.06%
+$250.72 
VSGX Vanguard ESG International Stock ETF
+0.04%
+$5,529.04 
FB ProShares S&P 500 Dynamic Buffer ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
KLAC KLA Corporation
-11.51%
-$275,453.6 
TSLA Tesla, Inc.
-7.49%
-$23,855.64 
AMD Advanced Micro Devices, Inc.
-4.26%
-$310,479.71 
ANET Arista Networks, Inc.
-3.98%
-$135,676.12 
CSCO Cisco Systems, Inc.
-3.69%
-$35,799.86 
ETN Eaton Corporation plc
-3.35%
-$364,235.53 
ZM Zoom Video Communications, Inc.
-3.31%
-$44,888.43 
CAT Caterpillar Inc.
-2.81%
-$10,538.62 
XLK State Street Technology Select Sector SPDR ETF
-2.71%
-$8,319.62 
AVGO Broadcom Inc.
-2.41%
-$7,485.37 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.27%
-$140,708.25 
DLR Digital Realty Trust, Inc.
-1.71%
-$68,898.51 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.57%
-$4,002.1 
DDOG Datadog, Inc. Class A Common Stock
-1.56%
-$117,540.05 
AIA iShares Asia 50 ETF
-1.52%
-$2,295.63 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$9,076.79 
NVDA NVIDIA Corporation
-1.39%
-$32,304.25 
TDY Teledyne Technologies Incorporated
-1.38%
-$7,697.27 
ESGE iShares ESG Aware MSCI EM ETF
-1.24%
-$52,391.46 
EBC Eastern Bankshares, Inc.
-1.19%
-$70,106.85 
PANW Palo Alto Networks, Inc.
-1.13%
-$51,986.9 
IEX IDEX Corporation
-0.51%
-$2,648.22 
DSI iShares MSCI KLD 400 Social ETF
-0.49%
-$146,468.42 
MDY SPDR S&P MidCap 400 ETF Trust
-0.48%
-$1,536.72 
GOOG Alphabet Inc
-0.48%
-$6,221.05 
GOOGL Alphabet Inc
-0.36%
-$97,509.65 
FDX FedEx Corporation
-0.28%
-$2,157.38 
BMI Badger Meter Inc.
-0.25%
-$9,090.72 
QUAL iShares MSCI USA Quality Factor ETF
-0.2%
-$835.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$508.45 
SPY SPDR S&P 500 ETF Trust
-0.13%
-$340.05 
VOO Vanguard S&P 500 ETF
-0.09%
-$6,336.3 Events
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Dividends
Dividend Analysis
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| Trades 1124 | Longs Won 696/1124 61% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $347,367.6 | Best Trade (Jun 30) $58.09M | Sharpe Ratio -9.5 |
| Average Loss -$156,277.98 | Worst Trade (Jun 30) -$7.31M | Z-Score 2.24 (97.51%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1w 6d | Expectancy $155,545.15 |
| 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% | 0.09% | 3.69% |
| Consecutive Losing Trades | 2,336 | 2,103 | 1,869 | 1,636 | 1,402 | 1,168 | 935 | 701 | 467 | 234 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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