Morgens Waterfall Vintiadis Co Inc (1016150) Portfolio


Number of Companies: 56
Inflow: $47,972 K
Outflow: $-58,956 K
Net Flow: $-10,984 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 7,900 New Holding 7,900 $715.62 $5,653 $5,653
3018 33 Danaher Corp (DHR) Life Science Equipment 50,000 New Holding 50,000 $101.00 $5,050 $5,050
2737 50 Patterson-Uti Energy Inc (PTEN) Oil And Gas Services And Equip 145,000 New Holding 145,000 $21.32 $3,091 $3,091
3063 12 Unitedhealth Group Inc (UNH) Managed Care 45,000 Added More 21,000 $141.20 $2,965 $6,354
3021 55 Celgene Corp (CELG) Biotech 56,000 Added More 30,000 $98.63 $2,958 $5,523
181 1 Lennar Corp-A (LEN) Homebuilders 114,000 Added More 57,000 $46.10 $2,627 $5,255
2893 52 Halliburton Co (HAL) Oil And Gas Services And Equip 55,000 New Holding 55,000 $45.29 $2,490 $2,490
2408 46 Nabors Industries Ltd (NBR) Oil And Gas Services And Equip 240,000 New Holding 240,000 $10.05 $2,412 $2,412
3074 26 Facebook Inc-A (FB) Internet Media 51,000 Added More 20,000 $114.28 $2,285 $5,828
105 1 Centene Corp (CNC) Managed Care 32,000 New Holding 32,000 $71.37 $2,283 $2,283
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 76,000 Added More 30,000 $74.17 $2,225 $5,636
2869 51 Baker Hughes Inc (BHI) Oil And Gas Services And Equip 47,000 New Holding 47,000 $45.13 $2,121 $2,121
2757 61 Cypress Semiconductor Corp (CY) Semiconductor Devices 200,000 New Holding 200,000 $10.55 $2,110 $2,110
2748 30 Lam Research Corp (LRCX) Semiconductor Mfg 15,000 New Holding 15,000 $84.06 $1,260 $1,260
490 18 Callidus Software Inc (CALD) Application Software 63,000 New Holding 63,000 $19.98 $1,258 $1,258
2571 15 Mgm Resorts International (MGM) Casinos And Gaming 52,000 New Holding 52,000 $22.63 $1,176 $1,176
2810 85 Activision Blizzard Inc (ATVI) Application Software 89,000 Added More 28,000 $39.63 $1,109 $3,527
439 11 Aes Corp (AES) Integrated Utilities 45,000 New Holding 45,000 $12.48 $561 $561
3001 7 Raytheon Company (RTN) Defense Primes 4,000 New Holding 4,000 $135.95 $543 $543
2850 27 Southern Cothe (SO) Integrated Utilities 10,000 New Holding 10,000 $53.63 $536 $536
2532 19 Freeport-Mcmoran Inc (FCX) Base Metals 48,000 New Holding 48,000 $11.14 $534 $534
2853 28 American Electric Power (AEP) Integrated Utilities 7,500 New Holding 7,500 $70.09 $525 $525
2686 22 Pinnacle West Capital (PNW) Integrated Utilities 6,300 New Holding 6,300 $81.06 $510 $510
2826 41 Consolidated Edison Inc (ED) Utility Networks 6,200 New Holding 6,200 $80.44 $498 $498
70 2 Silver Wheaton Corp (SLW) Precious Metal Mining 20,000 New Holding 20,000 $23.53 $470 $470
447 12 El Paso Electric Co (EE) Integrated Utilities 7,500 New Holding 7,500 $47.27 $354 $354
88 4 Pnm Resources Inc (PNM) Integrated Utilities 10,000 New Holding 10,000 $35.44 $354 $354
2472 56 Silicon Motion Technol (SIMO) Semiconductor Devices 50,000 No Change 0 $47.80 $0 $2,390
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 30,000 No Change 0 $95.74 $0 $2,872
3049 6 General Electric Co (GE) Electrical Power Equipment 17,000 Sold Some -8,000 $31.48 $-251 $535
2074 39 Yamana Gold Inc (AUY) Precious Metal Mining 0 Sold All -100,000 $5.20 $-520 $0
3029 24 Coca-Cola Cothe (KO) Beverages 0 Sold All -16,000 $45.33 $-725 $0
3077 22 Procter And Gamble Cothe (PG) Household Products 0 Sold All -8,750 $84.67 $-740 $0
2909 5 Reynolds American Inc (RAI) Tobacco 0 Sold All -14,000 $53.93 $-755 $0
3022 6 Altria Group Inc (MO) Tobacco 0 Sold All -11,500 $68.96 $-793 $0
89 1 Wynn Resorts Ltd (WYNN) Casinos And Gaming 24,000 Sold Some -11,000 $90.64 $-997 $2,175
2986 89 Salesforcecom Inc (CRM) Application Software 16,000 Sold Some -13,000 $79.41 $-1,032 $1,270
3070 18 Home Depot Inc (HD) Home Products Stores 17,400 Sold Some -9,600 $127.69 $-1,225 $2,221
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 87,000 Sold Some -53,000 $23.97 $-1,270 $2,085
3072 34 Microsoft Corp (MSFT) Infrastructure Software 0 Sold All -29,400 $51.17 $-1,504 $0
2891 65 Skyworks Solutions Inc (SWKS) Semiconductor Devices 0 Sold All -28,000 $63.28 $-1,771 $0
2801 62 Nvidia Corp (NVDA) Semiconductor Devices 27,000 Sold Some -38,000 $47.01 $-1,786 $1,269
2475 7 Scripps Networks Inter-Cl A (SNI) Entertainment Content 0 Sold All -31,000 $62.27 $-1,930 $0
599 41 Felcor Lodging Trust Inc (FCH) Reit 330,000 Sold Some -325,000 $6.23 $-2,024 $2,055
2654 16 Boyd Gaming Corp (BYD) Casinos And Gaming 0 Sold All -111,000 $18.40 $-2,042 $0
2976 33 Oracle Corp (ORCL) Infrastructure Software 0 Sold All -50,000 $40.93 $-2,046 $0
25 2 Marvell Technology Group Ltd (MRVL) Semiconductor Devices 0 Sold All -220,000 $9.53 $-2,096 $0
680 6 Fortinet Inc (FTNT) Infrastructure Software 0 Sold All -68,000 $31.59 $-2,148 $0
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 0 Sold All -25,000 $88.06 $-2,201 $0
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 0 Sold All -40,000 $55.20 $-2,208 $0
2477 15 Tenet Healthcare Corp (THC) Health Care Facilities 0 Sold All -80,000 $27.64 $-2,211 $0
2595 9 Spirit Airlines Inc (SAVE) Airlines 0 Sold All -50,000 $44.87 $-2,243 $0
2921 14 Delta Air Lines Inc (DAL) Airlines 0 Sold All -72,500 $36.43 $-2,641 $0
419 14 Qlik Technologies Inc (QLIK) Application Software 0 Sold All -100,000 $29.58 $-2,958 $0
3051 57 Gilead Sciences Inc (GILD) Biotech 0 Sold All -44,000 $83.42 $-3,670 $0
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 0 Sold All -200,000 $75.80 $-15,160 $0