BD
Brian Durkin Portfolio
Invests via Gries Financial LLC | Managed by Brian Durkin
Invests via Gries Financial LLC
Managed by Brian Durkin
Automatically Tracked
Brian Durkin Profile
With a distinguished career in finance, Brian Durkin has established himself as an influential figure within the capital markets landscape. He possesses extensive experience across various roles in investment banking and corporate strategy, contributing to numerous successful transactions and strategic initiatives. His adept leadership is characterized by a deep understanding of market dynamics and regulatory frameworks, enabling him to drive growth in both emerging and established businesses. Known for his strong network of industry relationships, he consistently identifies opportunities for collaboration that enhance value creation. Durkin’s commitment to excellence ensures he remains at the forefront of developments within financial services.
With a distinguished career in finance, Brian Durkin has established himself as an influential figure within the capital markets landscape. He possesses extensive experience across various roles in investment banking and corporate strategy, contributing to numerous successful transactions and strategic initiatives. His adept leadership is characterized by a deep understanding of market dynamics and regulatory frameworks, enabling him to drive growth in both emerging and established businesses. Known for his strong network of industry relationships, he consistently identifies opportunities for collaboration that enhance value creation. Durkin’s commitment to excellence ensures he remains at the forefront of developments within financial services.
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:
25.08%
Gain -0.32%
Monthly
0.33%
Yearly
3.99%
Drawdown
14.13%
$547.25M
Equity
Holdings
$547.25M
Investment
$199.67M
$347.58M
Profit -$1.74M
Realized
-$0
Unrealized
$347.58M
Dividends
$153.6M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$1.74M
Win %
73%
This Week
Compared To Last Week
Gain
0.24%
Profit
$1.32M
Win %
73%
This Month
Compared to last month
Gain
1.94%
Profit
$10.42M
Win %
73%
This Year
Compared to last year
Gain
2.74%
Profit
$14.59M
Win %
73%
BMY Bristol-Myers Squibb Company
+4.61%
+$15,355.93 
MRK Merck & Co., Inc.
+3.8%
+$204,992.05 
LLY Eli Lilly and Company
+3.62%
+$464,529.78 
WMT Walmart Inc.
+3.46%
+$319,052.4 
CVS CVS Health Corporation
+3.24%
+$593,929.2 
PFE Pfizer Inc.
+2.96%
+$140,883.8 
PG Procter & Gamble Co
+2.28%
+$336,234.25 
TGT Target Corporation
+2.18%
+$163,011.51 
JNJ Johnson & Johnson
+2.13%
+$239,220.8 
VZ Verizon Communications Inc.
+2.04%
+$12,122.04 
ADBE Adobe Inc.
+1.86%
+$297,632.92 
THC Tenet Healthcare Corporation
+1.76%
+$15,345.13 
XOM Exxon Mobil Corporation
+1.68%
+$345,610.2 
PEP PepsiCo, Inc.
+1.55%
+$201,550.7 
BUD Anheuser-Busch InBev S.A. ADR
+1.12%
+$52,104.8 
TJX The TJX Companies, Inc.
+0.95%
+$116,847.13 
BP BP p.l.c. Sponsored ADR
+0.58%
+$2,430.68 
HD The Home Depot, Inc.
+0.54%
+$156,204.78 
AIG American International Group Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EMR Emerson Electric Co.
0%
$0 
HIW Highwoods Properties, Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
JBL Jabil Inc.
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
KEY KeyCorp
0%
$0 
MDT Medtronic plc
0%
$0 
NI NiSource Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
RHI Robert Half Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
XLNX Xilinx Inc
0%
$0 
DRE Duke Realty Corp
0%
$0 
AVP Avon Products Inc
0%
$0 
UTX United Technologies Corp
0%
$0 
LM Legg Mason Inc
0%
$0 
LPT Liberty Property Trust
0%
$0 BR
BR
0%
$0 CVG
CVG
0%
$0 TYC
TYC
0%
$0 SBC
SBC
0%
$0 NT
NT
0%
$0 7171
71713U102
0%
$0 CPNL
CPNLQ
0%
$0 DNA
DNA
0%
$0 SGP
SGP
0%
$0 2061
206197105
0%
$0 RD
RD
0%
$0 SDS
SDS
0%
$0 ALTR
ALTR
0%
$0 EMC
EMC
0%
$0 WAG
WAG
0%
$0 JDSU
JDSU
0%
$0 SLR
SLR
0%
$0 ADCT
ADCT
0%
$0 VTSS
VTSS
0%
$0 NCF
NCF
0%
$0 BRCD
BRCD
0%
$0 FCEA
FCEA
0%
$0 ABI
ABI
0%
$0 ENRN
ENRNQ
0%
$0 9470
947074100
0%
$0 BOW
BOW
0%
$0 EOP
EOP
0%
$0 0266
026609107
0%
$0 KSE
KSE
0%
$0 CNT
CNT
0%
$0 6040
604059105
0%
$0 9180
918005109
0%
$0 CNF
CNF
0%
$0 
SUNW Sunworks Inc
-73.21%
-$2.56 
ORCL Oracle Corporation
-8.83%
-$2.29M 
FMCC Freddie Mac
-7.3%
-$19,532.75 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$38,570.08 
INTC Intel Corporation
-4.56%
-$621,800.2 
PGR Progressive Corporation
-4.23%
-$1.45M 
NTRS Northern Trust Corporation
-2.89%
-$274,016.6 
TXN Texas Instruments Inc
-2.5%
-$103,867.49 
C Citigroup Inc.
-1.81%
-$28,569.11 
MSFT Microsoft Corp.
-1.8%
-$474,141.29 
IBM International Business Machines Corporation
-1.26%
-$81,386.12 
RIG Transocean Ltd.
-1.24%
-$543.41 
EQR Equity Residential
-0.94%
-$23,412.44 
DVN Devon Energy Corporation
-0.58%
-$6,902 
GE General Electric Company
-0.2%
-$19,640.6 Events
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Dividends
Dividend Analysis
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No Data
| Trades 91 | Longs Won 42/91 46% | Profit Factor 13.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.28M |
| Average Win $8.91M | Best Trade (Oct 15) $42.04M | Sharpe Ratio 0 |
| Average Loss -$546,808.23 | Worst Trade (Oct 15) -$6.09M | Z-Score -0.79 (57.12%) |
| Commissions $0 | Avg. Trade Length 25y 9m 3w 3d | Expectancy $3.82M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 1,001 | 901 | 801 | 701 | 601 | 501 | 400 | 300 | 200 | 100 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0266 026609107 | 3,265 | $207,000 | $207,000 | - | - | - | 0.0 |
| 2061 206197105 | 5,000 | $220,000 | $220,000 | - | - | - | 0.0 |
| 6040 604059105 | 1,741 | $210,000 | $210,000 | - | - | - | 0.0 |
| 7171 71713U102 | 12,200 | $744,000 | $744,000 | - | - | - | 0.0 |
| 9180 918005109 | 16,550 | $513,000 | $513,000 | - | - | - | 0.0 |
| 9470 947074100 | 27,350 | $1.29M | $1.29M | - | - | - | 0.0 |
| ABI ABI | 7,650 | $720,000 | $720,000 | - | - | - | 0.0 |
| ADBE Adobe Inc. | 67,644 | $1.97M | $16.28M | - | $14.31M | 727.28% | +1.862% |
| ADCT ADCT | 184,340 | $3.34M | $3.34M | - | - | - | 0.0 |
| AIG American International Group Inc. | 3,651.2 | $6.37M | $283,515.68 | - | -$6.09M | -95.55% | 0.0 |
| ALTR ALTR | 48,100 | $1.27M | $1.27M | - | - | - | 0.0 |
| AMGN Amgen Inc. | 85,243 | $5.45M | $35.19M | - | $29.74M | 545.72% | 0.0 |
| AVP Avon Products Inc | 153,230 | $3.67M | $7.34M | - | $3.67M | 100% | 0.0 |
| BMY Bristol-Myers Squibb Company | 5,883.5 | $413,998.22 | $348,773.76 | - | -$65,224.46 | -15.75% | +4.606% |
| BOW BOW | 14,550 | $820,000 | $820,000 | - | - | - | 0.0 |
| BP BP p.l.c. Sponsored ADR | 8,681 | $416,000 | $423,719.61 | - | $7,719.61 | 1.86% | +0.577% |
| BR BR | 33,860 | $1.71M | $1.71M | - | - | - | 0.0 |
| BRCD BRCD | 2,200 | $202,000 | $202,000 | - | - | - | 0.0 |
| BUD Anheuser-Busch InBev S.A. ADR | 59,210 | $2.69M | $4.71M | - | $2.01M | 74.73% | +1.119% |
| C Citigroup Inc. | 12,641.2 | $6.46M | $1.55M | - | -$4.91M | -76.06% | -1.815% |
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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 Brian Durkin?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $17.87M, Citigroup Inc - $14.16M, The Home Depot, Inc - $8.19M, Exxon Mobil Corporation - $7.32M, and Amgen Inc - $7.24M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Brian Durkin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $153.6M earned over time. The largest contributors to dividend income include General Electric Company - $17.87M, Citigroup Inc - $14.16M, The Home Depot, Inc - $8.19M, Exxon Mobil Corporation - $7.32M, and Amgen Inc - $7.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Durkin's monthly returns?
Brian Durkin'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 Brian Durkin's strategy be considered aggressive or moderate?
Brian Durkin'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 Brian Durkin's strategy?
Brian Durkin's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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