EPI
Evelyn Partners Investment Management LLP Portfolio
Invests via Evelyn Partners Investment Management LLP | Managed by Matthew Francis Dean
Invests via Evelyn Partners Investment Management LLP
Managed by Matthew Francis Dean
Automatically Tracked
Company Profile
UK-based investment manager focused on discretionary portfolio management, model portfolios and institutional advisory to high-net-worth individuals, family offices and intermediaries. Evelyn Partners Investment Management LLP operates within a broader wealth and professional services group, offering multi-asset solutions, risk-managed strategies and ESG integration across taxable and retirement accounts. The firm is positioned for clients seeking consolidated wealth planning, advisory-led distribution and outsourced CIO capabilities supported by research-driven asset allocation and compliance infrastructure.
UK-based investment manager focused on discretionary portfolio management, model portfolios and institutional advisory to high-net-worth individuals, family offices and intermediaries. Evelyn Partners Investment Management LLP operates within a broader wealth and professional services group, offering multi-asset solutions, risk-managed strategies and ESG integration across taxable and retirement accounts. The firm is positioned for clients seeking consolidated wealth planning, advisory-led distribution and outsourced CIO capabilities supported by research-driven asset allocation and compliance infrastructure.
Investment Philosophy & Strategy
Adopts a multi-asset, research-driven approach prioritising capital preservation and customised outcomes for high-net-worth, family office and intermediary clients. Emphasises discretionary portfolio management and model portfolios delivered through an outsourced-CIO framework, blending strategic asset allocation, risk budgeting and ESG integration. Focuses on advisory-led distribution, tax-aware implementation across taxable and retirement accounts, and compliance-backed governance to balance income, growth and liability-matching objectives with pragmatic liquidity and downside protection.
Adopts a multi-asset, research-driven approach prioritising capital preservation and customised outcomes for high-net-worth, family office and intermediary clients. Emphasises discretionary portfolio management and model portfolios delivered through an outsourced-CIO framework, blending strategic asset allocation, risk budgeting and ESG integration. Focuses on advisory-led distribution, tax-aware implementation across taxable and retirement accounts, and compliance-backed governance to balance income, growth and liability-matching objectives with pragmatic liquidity and downside protection.
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:
-3.29%
Gain
Monthly
-0.18%
Yearly
-2.15%
Drawdown
16.5%
$3.78B
Equity
Holdings
$3.78B
Investment
$3.52B
$139.26M
Profit -$41.78M
Realized
-$120.5M
Unrealized
$259.76M
Dividends
$46.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$41.78M
Win %
62%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$18.29M
Win %
62%
This Month
Compared to last month
Gain
1.48%
Profit
$55.11M
Win %
62%
This Year
Compared to last year
Gain
6.87%
Profit
$243.18M
Win %
61%
TRV The Travelers Companies, Inc.
+7.91%
+$13,357.5 
PRTA Prothena Corporation plc
+3.78%
+$63.68 
LOGI Logitech International S.A.
+3.35%
+$47,671.19 
BRBR BellRing Brands Inc.
+3.13%
+$149.62 
BG Bunge Global S.A.
+2.98%
+$3,247.7 
Q Qnity Electronics Inc.
+2.98%
+$7,910.3 
GE General Electric Company
+2.79%
+$56,664.8 
ALL Allstate Corporation
+2.64%
+$8,561.96 
ORCL Oracle Corporation
+2.58%
+$2,038.35 
PBR Petrobras S.A. Sponsored ADR
+2.55%
+$289.25 
CSCO Cisco Systems, Inc.
+2.54%
+$450,476.19 
TTE TotalEnergies SE
+2.5%
+$689,545.31 
GEV GE Vernova Inc.
+2.44%
+$33,573.13 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.42%
+$67.64 
NET Cloudflare Inc.
+2.31%
+$472.87 
HXL Hexcel Corporation
+2.28%
+$1,160 
CB Chubb Limited
+2.27%
+$2.08M 
PANW Palo Alto Networks, Inc.
+2.2%
+$379,234.54 
RAL Ralliant Corporation
+2.18%
+$89.06 
SHEL Shell plc
+2.07%
+$30,442.72 
CC Chemours Co.
+2.05%
+$20.23 
NOC Northrop Grumman Corporation
+2.04%
+$2,679.26 
UNH UnitedHealth Group Incorporated
+2.04%
+$824,243.63 
SU Suncor Energy Inc.
+2%
+$6,318 
MAN ManpowerGroup Inc.
+1.88%
+$1,816.81 
DOW Dow Inc.
+1.83%
+$2,097.74 
ETN Eaton Corporation plc
+1.77%
+$175,656.58 
ARM Arm Holdings plc American Depositary Receipt
+1.71%
+$6,705 
REZI Resideo Technologies Inc.
+1.68%
+$10.54 
CVE Cenovus Energy Inc.
+1.65%
+$532.35 
CAT Caterpillar Inc.
+1.65%
+$60,302.97 
MO Altria Group, Inc.
+1.64%
+$10,888.84 
XOM Exxon Mobil Corporation
+1.63%
+$227,777.9 
FANG Diamondback Energy Inc
+1.6%
+$356.85 
ORLA Orla Mining Ltd.
+1.55%
+$273.92 
SOLS Sollensys Corp
+1.5%
+$1,435.98 
ABT Abbott Laboratories
+1.49%
+$90,009.57 
F Ford Motor Company
+1.48%
+$392.05 
PSX Phillips 66
+1.46%
+$3,727.45 
DELL Dell Technologies Inc.
+1.46%
+$4,200.9 
CMG Chipotle Mexican Grill, Inc.
+1.45%
+$14,686.16 
BMY Bristol-Myers Squibb Company
+1.45%
+$4,671.62 
ALB Albemarle Corporation
+1.44%
+$91.16 
BP BP p.l.c. Sponsored ADR
+1.4%
+$1,369.65 
ACGL Arch Capital Group Ltd
+1.4%
+$478.8 
OVV Ovintiv Inc.
+1.4%
+$79 
JNJ Johnson & Johnson
+1.38%
+$465,977.7 
ARVN Arvinas Inc.
+1.37%
+$162.14 
CM Canadian Imperial Bank of Commerce
+1.36%
+$3,138.96 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$56,827.6 
ABBV AbbVie Inc.
+1.34%
+$14,314 
EMR Emerson Electric Co.
+1.34%
+$2,976 
CNQ Canadian Natural Resources Limited
+1.33%
+$1,028.85 
RTX RTX Corporation
+1.3%
+$22,391.61 
OXY Occidental Petroleum Corporation
+1.29%
+$690 
CVS CVS Health Corporation
+1.28%
+$2,448 
AU AngloGold Ashanti plc
+1.27%
+$5,905.36 
CVX Chevron Corporation
+1.26%
+$232,256.52 
IMO Imperial Oil Limited
+1.25%
+$941.85 
NAK Northern Dynasty Minerals Ltd.
+1.24%
+$23.88 
PM Philip Morris International Inc.
+1.21%
+$11,660.68 
DD DuPont de Nemours, Inc.
+1.09%
+$1,905.83 
GLD SPDR Gold Shares
+1.03%
+$63,517.68 
LMT Lockheed Martin Corporation
+1.02%
+$1,088.88 
SGOL abrdn Physical Gold Shares ETF
+0.99%
+$3,390 
EQIX Equinix, Inc.
+0.98%
+$2,800.24 
CEF Sprott Physical Gold and Silver Trust
+0.97%
+$303,084.2 
NVS Novartis AG Sponsored ADR
+0.97%
+$1,036 
PR Permian Resources Corporation
+0.91%
+$258.48 
B BARRICK MINING CORP Common Stock (ABR0)
+0.89%
+$2,903.46 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+0.87%
+$218.4 
VDE Vanguard Energy ETF
+0.87%
+$109.2 
COP ConocoPhillips
+0.87%
+$3,195.78 
MRK Merck & Co., Inc.
+0.85%
+$14,922.1 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.84%
+$255.15 
KEYS Keysight Technologies, Inc.
+0.82%
+$3,094.28 
SUNB Sunbelt Rentals Holdings, Inc.
+0.82%
+$269,120.94 
FCX Freeport-McMoRan Inc.
+0.82%
+$189,708.48 
OLN Olin Corporation
+0.77%
+$274.55 
LLY Eli Lilly and Company
+0.74%
+$62,160.94 
LHX L3Harris Technologies, Inc.
+0.72%
+$26,758.68 
GD General Dynamics Corporation
+0.68%
+$355 
JCI Johnson Controls International plc
+0.67%
+$2,816.78 
SYY Sysco Corporation
+0.67%
+$1,045 
FTNT Fortinet Inc.
+0.67%
+$110.21 
CTVA Corteva Inc.
+0.66%
+$1,756.62 
TER Teradyne, Inc.
+0.65%
+$241.5 
PSLV Sprott Physical Silver Trust
+0.64%
+$115 
AWK American Water Works Company, Inc.
+0.6%
+$49,011.2 
APD Air Products and Chemicals, Inc.
+0.59%
+$6,756.75 
LNG Cheniere Energy Inc.
+0.58%
+$750 
VTRS Viatris Inc.
+0.58%
+$149.7 
EA Electronic Arts Inc.
+0.57%
+$3,997.28 
CCI Crown Castle Inc.
+0.56%
+$418 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+0.54%
+$185.68 
EOG EOG Resources, Inc.
+0.52%
+$22,221.77 
GDX VanEck Gold Miners ETF
+0.52%
+$7.4 
VRNS Varonis Systems, Inc.
+0.51%
+$432 
EPI WisdomTree India Earnings Fund
+0.51%
+$215 
AMT American Tower Corporation
+0.51%
+$27,280.06 
JPM JPMorgan Chase & Co.
+0.5%
+$488,352.37 
BMO Bank of Montreal
+0.49%
+$1,857.6 
MKL Markel Group Inc.
+0.49%
+$74,999.8 
CP Canadian Pacific Kansas City Limited
+0.48%
+$11,696.85 
HON Honeywell International Inc.
+0.48%
+$9,398.52 
AMD Advanced Micro Devices, Inc.
+0.47%
+$423 
UNP Union Pacific Corporation
+0.47%
+$5,951.4 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.46%
+$128.04 
BNS Bank of Nova Scotia
+0.46%
+$1,480.1 
DE Deere & Company
+0.42%
+$47,718.35 
RY Royal Bank of Canada
+0.42%
+$29,343.6 
MSI Motorola Solutions, Inc.
+0.41%
+$5,931.9 
INDV Indivior Pharmaceuticals, Inc.
+0.37%
+$2,043.6 
SLF Sun Life Financial Inc.
+0.37%
+$307.8 
ARE Alexandria Real Estate Equities, Inc.
+0.34%
+$20.4 
LAR Lithium Argentina AG
+0.33%
+$6.48 
VZ Verizon Communications Inc.
+0.33%
+$13,199.2 
AEM Agnico Eagle Mines Limited
+0.32%
+$55,759 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$119.7 
JXN Jackson Financial Inc.
+0.3%
+$667.5 
YUM Yum! Brands, Inc.
+0.29%
+$1,628.84 
LRCX Lam Research Corporation
+0.28%
+$1,013.4 
WBD Warner Bros. Discovery, Inc.
+0.28%
+$25.73 
BAC Bank of America Corporation
+0.27%
+$114,173.07 
TD The Toronto-Dominion Bank
+0.27%
+$11,224.62 
FOXA Fox Corporation
+0.26%
+$246 
CI The Cigna Group
+0.25%
+$146.88 
IBN ICICI Bank Limited Sponsored ADR
+0.25%
+$360.07 
BEP Brookfield Renewable Partners L.P.
+0.25%
+$2,391.84 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$343,370.22 
BA Boeing Company
+0.24%
+$8,582.34 
BF-B Brown-Forman Corporation
+0.23%
+$71.76 
FRI First Trust S&P REIT Index Fund
+0.23%
+$225.75 
EPP iShares MSCI Pacific ex Japan ETF
+0.23%
+$412.5 
TWLO Twilio Inc.
+0.22%
+$920 
TIP iShares TIPS Bond ETF
+0.22%
+$84 
TPL Texas Pacific Land Corporation
+0.22%
+$3,162.25 
GRAL Grail, Inc.
+0.19%
+$4.44 
T AT&T Inc.
+0.18%
+$1,640.21 
ROKU Roku, Inc.
+0.18%
+$1.02 
ASIX AdvanSix Inc.
+0.17%
+$0.14 
HDV iShares Core High Dividend ETF
+0.16%
+$18 
EMLP First Trust North American Energy Infrastructure Fund
+0.16%
+$66.85 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.15%
+$43.4 
GILD Gilead Sciences Inc.
+0.14%
+$149.37 
WFC Wells Fargo & Company
+0.14%
+$40.8 
FER Ferrovial SE
+0.13%
+$22.27 
STIP iShares 0-5 Year TIPS Bond ETF
+0.11%
+$2,164.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$25.87 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$19 
NEE NextEra Energy, Inc.
+0.09%
+$37,103.52 
AGCO AGCO Corporation
+0.08%
+$198.9 
APH Amphenol Corporation
+0.08%
+$17,999.7 
VNQ Vanguard Real Estate ETF
+0.07%
+$20.65 
VHT Vanguard Health Care ETF
+0.06%
+$0.54 
TEL TE Connectivity plc
+0.03%
+$16.25 
TJX The TJX Companies, Inc.
+0.01%
+$3,831.68 
EWU iShares MSCI United Kingdom ETF
+0.01%
+$4.75 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
CMCL
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
G3643J108
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
LAC
0%
$0 
NEXN
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.52%
-$3.15M 
CDNS Cadence Design Systems, Inc.
-9.05%
-$306,555.71 
SNPS Synopsys, Inc.
-7.9%
-$494.25 
NFLX Netflix, Inc.
-7.36%
-$1.14M 
AXON Axon Enterprise, Inc.
-5.69%
-$47,755.5 
IRTC Irhythm Technologies Inc.
-5.05%
-$1,425.9 
META Meta Platforms Inc Class A
-4.67%
-$3.73M 
BIDU Baidu Inc.
-4.46%
-$271.62 
GEHC GE HealthCare Technologies Inc.
-4.02%
-$388,951.2 
CDZI Cadiz Inc.
-3.31%
-$157.09 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.29%
-$24,265.58 
MBC MasterBrand, Inc.
-3.28%
-$18 
CPRT Copart Inc.
-3.27%
-$277.5 
IBM International Business Machines Corporation
-3.25%
-$62,631.99 
SYK Stryker Corporation
-2.98%
-$2.62M 
ALNY Alnylam Pharmaceuticals Inc
-2.9%
-$1,435 
KO The Coca-Cola Company
-2.88%
-$2.43M 
ADNT Adient plc
-2.86%
-$184.67 
WDFC WD-40 Company
-2.77%
-$4,041.3 
NMM Navios Maritime Partners L.P. Partnership Units
-2.7%
-$20.1 
NDAQ Nasdaq, Inc.
-2.68%
-$1.08M 
HCA HCA Healthcare Inc.
-2.56%
-$177.93 
UBER Uber Technologies, Inc.
-2.56%
-$2,882.3 
ILMN Illumina, Inc.
-2.55%
-$1,409.89 
BKNG Booking Holdings Inc.
-2.42%
-$1.62M 
PLG Platinum Group Metals Ltd.
-2.4%
-$6.6 
MELI MercadoLibre, Inc.
-2.39%
-$3,020.56 
LBTYK Liberty Global plc
-2.35%
-$5.39 
OTIS Otis Worldwide Corporation
-2.33%
-$1,890 
MSFT Microsoft Corp.
-2.29%
-$6.46M 
LBTYA Liberty Global Plc
-2.28%
-$2.21 
GOOG Alphabet Inc
-2.27%
-$1.07M 
GOOGL Alphabet Inc
-2.27%
-$7.21M 
STLA Stellantis N.V.
-2.18%
-$677.3 
WAT Waters Corporation
-2.17%
-$7,027.75 
EW Edwards Lifesciences Corporation
-2.05%
-$1,179 
DIS The Walt Disney Company
-2.05%
-$226,578.72 
DXJ WisdomTree Japan Hedged Equity Fund
-2.04%
-$9,521.19 
ASPI ASP Isotopes Inc.
-2.03%
-$400 
ACN Accenture plc Class A
-2.02%
-$72,817.87 
IDXX IDEXX Laboratories, Inc.
-2.01%
-$139.2 
EVLV Evolv Technologies Holdings, Inc.
-1.99%
-$2,184.43 
AMAT Applied Materials, Inc.
-1.98%
-$888 
V Visa Inc. Class A
-1.96%
-$2.52M 
FISV Fiserv, Inc.
-1.95%
-$252.5 
NVO Novo Nordisk A/S Sponsored ADR
-1.93%
-$2,751.18 
MCO Moody's Corporation
-1.91%
-$1,686.4 
ZBH Zimmer Biomet Holdings, Inc.
-1.9%
-$142.8 
BNY BlackRock New York Municipal Income Trust
-1.9%
-$2,799.9 
DB Deutsche Bank AG
-1.89%
-$2,890 
OPPJ WisdomTree Japan Opportunities Fund
-1.87%
-$15,737.82 
TSLA Tesla, Inc.
-1.87%
-$44,347.5 
PLTR Palantir Technologies Inc.
-1.86%
-$120.24 
CWK Cushman & Wakefield Ltd.
-1.85%
-$471.9 
BUR Burford Capital Limited
-1.83%
-$78,892.73 
NOK Nokia Corporation Sponsored ADR
-1.83%
-$69.92 
COIN Coinbase Global, Inc.
-1.83%
-$32,221.21 
MTD Mettler-Toledo International Inc.
-1.8%
-$815.49 
SHOP Shopify Inc.
-1.79%
-$15,086.4 
IVZ Invesco Ltd.
-1.78%
-$1,873.8 
NKE Nike, Inc. - Class B
-1.77%
-$10,533.86 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.77%
-$999 
FIS Fidelity National Information Services, Inc.
-1.76%
-$2,248.5 
MA Mastercard Incorporated
-1.75%
-$624,594.97 
ADP Automatic Data Processing Inc.
-1.73%
-$25,976.52 
EFX Equifax Inc.
-1.73%
-$326.55 
SCLX Scilex Holding Company
-1.71%
-$0.75 
ICE Intercontinental Exchange, Inc.
-1.67%
-$342.2 
ROK Rockwell Automation, Inc.
-1.64%
-$44,263.57 
MKC McCormick & Company, Incorporated
-1.63%
-$5,349.2 
TRU TransUnion
-1.6%
-$126.42 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$3,778.8 
FBIN Fortune Brands Innovations Inc.
-1.6%
-$50.4 
DOCU DocuSign Inc.
-1.59%
-$2.55 
CRH CRH plc
-1.59%
-$1.69M 
CCJ Cameco Corporation
-1.58%
-$3,412.74 
SPGI S&P Global Inc.
-1.55%
-$561,027.98 
EWJ iShares MSCI Japan ETF
-1.55%
-$2,137.5 
SBUX Starbucks Corporation
-1.53%
-$2,332.3 
SPOT Spotify Technology S.A.
-1.53%
-$17,143.25 
BABA Alibaba Group Holding Limited SP ADR
-1.51%
-$1,005.7 
KKR KKR & Co. Inc.
-1.51%
-$7,192 
BSX Boston Scientific Corporation
-1.45%
-$108,857.29 
FLO Flowers Foods, Inc.
-1.45%
-$625 
WMB The Williams Companies, Inc.
-1.45%
-$65,247.12 
RACE Ferrari N.V.
-1.43%
-$253,877.35 
HRI Herc Holdings Inc.
-1.41%
-$1,280.88 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$834,925.37 
NTRS Northern Trust Corporation
-1.41%
-$12,163.5 
ZTS Zoetis Inc.
-1.4%
-$249,087.17 
INTU Intuit Inc.
-1.39%
-$155,156.3 
TXN Texas Instruments Inc
-1.39%
-$22,490.2 
LNN Lindsay Corporation
-1.37%
-$396.9 
AXP American Express Company
-1.35%
-$18,443.6 
EMBC Embecta Corp.
-1.34%
-$1.98 
STT State Street Corp
-1.32%
-$6,014.7 
MSCI MSCI Inc.
-1.31%
-$41,523.57 
NEOG Neogen Corporation
-1.31%
-$74.79 
ROP Roper Technologies Inc.
-1.3%
-$60,151.28 
MLM Martin Marietta Materials, Inc.
-1.3%
-$35,532.56 
FICO Fair Isaac Corporation
-1.29%
-$79.8 
PEP PepsiCo, Inc.
-1.28%
-$64,468.64 
WCN Waste Connections Inc.
-1.26%
-$976.8 
MAR Marriott International Inc. - Class A
-1.21%
-$7,920.19 
CRM Salesforce Inc
-1.2%
-$50,038.62 
VRSK Verisk Analytics Inc.
-1.2%
-$178.34 
PHM PulteGroup Inc.
-1.19%
-$237.16 
NWSA News Corporation
-1.19%
-$255.68 
SHW The Sherwin-Williams Company
-1.18%
-$40,275.06 
STE STERIS plc
-1.18%
-$4,131.4 
UBS UBS Group AG
-1.16%
-$17,896.92 
COF Capital One Financial Corporation
-1.15%
-$989.01 
INFY Infosys Limited
-1.13%
-$1,638 
NVDA NVIDIA Corporation
-1.11%
-$2M 
GIS General Mills, Inc.
-1.11%
-$1,223.78 
AJG Arthur J. Gallagher & Co.
-1.1%
-$28.2 
HD The Home Depot, Inc.
-1.09%
-$7,235.11 
BX Blackstone Inc.
-1.07%
-$175,687.25 
CME CME Group Inc.
-1.07%
-$66,766.42 
CIEN Ciena Corporation
-0.98%
-$952.5 
BDX Becton, Dickinson and Company
-0.97%
-$15,996.24 
GS The Goldman Sachs Group, Inc.
-0.97%
-$421,539.6 
DHR Danaher Corporation
-0.96%
-$196,365.66 
KD Kyndryl Holdings Inc.
-0.96%
-$31.05 
WM Waste Management, Inc.
-0.95%
-$4,287.3 
APTV Aptiv PLC
-0.94%
-$10,227.28 
ALC Alcon Inc.
-0.94%
-$5,528.82 
MCD McDonald's Corporation
-0.91%
-$146,970 
BKU BankUnited, Inc.
-0.91%
-$261 
MOAT VanEck Morningstar Wide Moat Fund
-0.9%
-$9.65 
AMGN Amgen Inc.
-0.9%
-$376.3 
C Citigroup Inc.
-0.9%
-$28,099.34 
AAPL Apple Inc.
-0.88%
-$1.2M 
XYL Xylem Inc.
-0.88%
-$3,756.5 
LILAK Liberty Latin America Ltd.
-0.87%
-$0.08 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$39,446.55 
QCOM QUALCOMM Incorporated
-0.87%
-$592 
FTV Fortive Corporation
-0.83%
-$95.16 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$3,101.16 
BLK BlackRock, Inc.
-0.82%
-$8,952.23 
COST Costco Wholesale Corporation
-0.81%
-$86,832.9 
IGM iShares Expanded Tech Sector ETF
-0.81%
-$1,094.23 
AMRZ Amrize Ltd.
-0.8%
-$52.89 
SOLV Solventum Corporation
-0.8%
-$3.25 
JEF Jefferies Financial Group Inc.
-0.79%
-$7,742.24 
AVY Avery Dennison Corporation
-0.77%
-$142.38 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.76%
-$1,806 
AMZN Amazon.com Inc
-0.75%
-$2.34M 
IEX IDEX Corporation
-0.73%
-$344,888.88 
EEM iShares MSCI Emerging Markets ETF
-0.73%
-$2,735.4 
EMF Templeton Emerging Markets Fund
-0.72%
-$116.25 
KDP Keurig Dr Pepper Inc.
-0.72%
-$9,663.3 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.71%
-$378.87 
HSIC Henry Schein, Inc.
-0.7%
-$527 
INTC Intel Corporation
-0.7%
-$4,998 
LIN Linde plc
-0.69%
-$323,040.45 
FTCS First Trust Capital Strength ETF
-0.68%
-$154.1 
CCEP Coca-Cola Europacific Partners PLC
-0.68%
-$360 
KHC The Kraft Heinz Company
-0.67%
-$386.4 
CMCSA Comcast Corp
-0.66%
-$482.56 
IBKR Interactive Brokers Group Inc.
-0.66%
-$90,305.62 
IP International Paper Company
-0.66%
-$12,091 
CCK Crown Holdings Inc.
-0.65%
-$1,330 
CHD Church & Dwight Co., Inc.
-0.64%
-$69.22 
MICC The Magnum Ice Cream Company N.V.
-0.64%
-$21,919.68 
VLTO Veralto Corporation
-0.63%
-$4,279.84 
IVV iShares Core S&P 500 ETF
-0.61%
-$11,053.75 
ADSK Autodesk, Inc.
-0.61%
-$657.36 
VOO Vanguard S&P 500 ETF
-0.6%
-$318.01 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$15,446.06 
VSNT Versant Media Group, Inc.
-0.55%
-$42.8 
VT Vanguard Total World Stock ETF
-0.55%
-$3,257.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$2,551.53 
URTH iShares MSCI World ETF
-0.54%
-$12,687.4 
DOV Dover Corporation
-0.52%
-$9,415.26 
BALL Ball Corp.
-0.52%
-$707.52 
TRMB Trimble Inc.
-0.52%
-$182 
POST Post Holdings Inc.
-0.51%
-$141.75 
BZH Beazer Homes USA Inc.
-0.51%
-$153 
CRSP Crispr Therapeutics AG
-0.5%
-$318.5 
MDT Medtronic plc
-0.5%
-$1,522.5 
ADBE Adobe Inc.
-0.49%
-$1,154.21 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.48%
-$278.05 
AON Aon plc
-0.47%
-$2,881 
GLW Corning Incorporated
-0.44%
-$1,554 
MRSH Marsh & McLennan Companies, Inc.
-0.44%
-$11,972.8 
CSX CSX Corporation
-0.43%
-$3,750.12 
CEVA Ceva Inc.
-0.41%
-$5.92 
CL Colgate-Palmolive Company
-0.41%
-$11,502.66 
FDX FedEx Corporation
-0.41%
-$471.6 
VPL Vanguard FTSE Pacific ETF
-0.41%
-$1,713.6 
VGT Vanguard Information Technology ETF
-0.41%
-$3,312.56 
WTW Willis Towers Watson Public Limited Company
-0.39%
-$3,077.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$773.55 
UPS United Parcel Service, Inc.
-0.37%
-$148.28 
ECL Ecolab Inc.
-0.35%
-$416.88 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$671 
VB Vanguard Small-Cap ETF
-0.34%
-$162.4 
KEX Kirby Corporation
-0.34%
-$84 
IWM iShares Russell 2000 ETF
-0.33%
-$2,136.42 
CLH Clean Harbors Inc.
-0.33%
-$469.2 
GWW W.W. Grainger, Inc.
-0.32%
-$327.82 
TT Trane Technologies plc
-0.29%
-$21 
GAM General American Investors Company, Inc.
-0.29%
-$403.75 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$2,174.04 
AZO AutoZone Inc.
-0.28%
-$96,415.13 
FERG Ferguson Enterprises Inc
-0.28%
-$31,640.7 
WMT Walmart Inc.
-0.28%
-$71,188.48 
BAH Booz Allen Hamilton Holding Corporation
-0.28%
-$11.88 
SLB Schlumberger Limited
-0.26%
-$9,915.48 
AVGO Broadcom Inc.
-0.25%
-$56,970.55 
MDLZ Mondelez International, Inc.
-0.24%
-$15,548.1 
PLD Prologis Inc.
-0.23%
-$20,532.75 
NOW ServiceNow, Inc.
-0.23%
-$1,341.36 
SDY SPDR S&P Dividend ETF
-0.23%
-$90 
ANET Arista Networks, Inc.
-0.21%
-$17,000.28 
NEM Newmont Corporation
-0.19%
-$31,282.83 
PG Procter & Gamble Co
-0.19%
-$32,093.14 
ETR Entergy Corporation
-0.18%
-$105 
SW Smurfit WestRock PLC
-0.18%
-$48,270.08 
AZN AstraZeneca PLC American Depositary Shares
-0.17%
-$485,786.25 
WPM Wheaton Precious Metals Corp.
-0.16%
-$11,164.24 
SOXX iShares Semiconductor ETF
-0.16%
-$90.3 
EL The Estée Lauder Companies Inc. Class A
-0.16%
-$547.56 
SKYY First Trust Cloud Computing ETF
-0.15%
-$772 
USB U.S. Bancorp
-0.12%
-$166.5 
KMB Kimberly-Clark Corporation
-0.11%
-$83.95 
WAB Wabtec Corporation
-0.09%
-$12.74 
DCH Dauch Corporation
-0.09%
-$34.72 
SRE Sempra
-0.09%
-$16 
PFE Pfizer Inc.
-0.06%
-$835.68 
MMM 3M Company
-0.06%
-$19.8 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.04%
-$11.5 
CARR Carrier Global Corporation
-0.04%
-$44.37 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$6.25 
PIO Invesco Global Water ETF
-0.02%
-$7.5 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$31.25 
MCHP Microchip Technology Incorporated
-0.01%
-$93 
VGK Vanguard FTSE Europe ETF
-0.01%
-$78.05 
MS Morgan Stanley
-0.01%
-$98.91 Events
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Dividends
Dividend Analysis
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| Trades 1694 | Longs Won 882/1694 52% | Profit Factor 1.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.45M |
| Average Win $779,831.76 | Best Trade (Jul 15) $132.66M | Sharpe Ratio -12.16 |
| Average Loss -$675,550.23 | Worst Trade (Jul 10) -$61.59M | Z-Score -1.37 (83.07%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $82,210.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 5,587 | 5,028 | 4,469 | 3,911 | 3,352 | 2,793 | 2,235 | 1,676 | 1,117 | 559 |
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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