Bsw Wealth Partners (1512601) Portfolio


Number of Companies: 31
Inflow: $397 K
Outflow: $-2,323 K
Net Flow: $-1,926 K
2016-03-31: Recent SEC Filing
2015-12-31: 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)
3038 56 Regeneron Pharmaceuticals (REGN) Biotech 684 New Holding 684 $360.44 $246 $246
3030 69 Intel Corp (INTC) Semiconductor Devices 7,771 Added More 1,457 $32.34 $47 $251
3076 10 Johnson And Johnson (JNJ) Large Pharma 4,742 Added More 385 $108.19 $41 $513
3018 33 Danaher Corp (DHR) Life Science Equipment 3,796 Added More 373 $94.86 $35 $360
3064 14 Walt Disney Cothe (DIS) Entertainment Content 10,131 Added More 269 $99.30 $26 $1,006
2030 83 Piedmont Office Realty Tru-A (PDM) Reit 49,996 No Change 0 $20.30 $0 $1,015
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 5,377 No Change 0 $114.44 $0 $615
2909 5 Reynolds American Inc (RAI) Tobacco 5,728 No Change 0 $50.31 $0 $288
2324 99 Hospitality Properties Trust (HPT) Reit 10,000 No Change 0 $26.55 $0 $265
3003 49 Travelers Cos Incthe (TRV) P And C Insurance 6,651 No Change 0 $116.70 $0 $776
953 90 Cobiz Financial Inc (COBZ) Banks 47,750 No Change 0 $11.82 $0 $564
600 17 Array Biopharma Inc (ARRY) Biotech 10,000 No Change 0 $2.95 $0 $29
2963 15 Ww Grainger Inc (GWW) Industrial Distribution And Rental 2,510 No Change 0 $233.42 $0 $585
3059 25 Pepsico Inc (PEP) Beverages 5,301 Sold Some -1 $102.48 $-0 $543
3071 42 Intl Business Machines Corp (IBM) It Services 3,866 Sold Some -4 $151.44 $-0 $585
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 2,765 Sold Some -6 $103.73 $-0 $286
3077 22 Procter And Gamble Cothe (PG) Household Products 22,448 Sold Some -9 $82.30 $-0 $1,847
3029 24 Coca-Cola Cothe (KO) Beverages 29,000 Sold Some -52 $46.38 $-2 $1,345
2879 26 Vf Corp (VFC) Apparel Footwear And Acc Design 10,452 Sold Some -61 $64.76 $-3 $676
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 2,970 Sold Some -133 $76.48 $-10 $227
3023 7 Merck And Co Inc (MRK) Large Pharma 4,933 Sold Some -236 $52.91 $-12 $261
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 5,154 Sold Some -279 $59.22 $-16 $305
3011 13 Citigroup Inc (C) Diversified Banks 7,202 Sold Some -471 $41.75 $-19 $300
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 16,198 Sold Some -413 $83.58 $-34 $1,353
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 52,471 Sold Some -2,484 $26.65 $-66 $1,398
3061 12 Chevron Corp (CVX) Integrated Oils 5,823 Sold Some -1,039 $95.40 $-99 $555
3049 6 General Electric Co (GE) Electrical Power Equipment 43,151 Sold Some -5,984 $31.79 $-190 $1,371
2952 26 Du Pont Ei De Nemours (DD) Specialty Chemicals 0 Sold All -3,081 $63.32 $-195 $0
3031 8 Pfizer Inc (PFE) Large Pharma 13,295 Sold Some -7,156 $29.63 $-212 $394
3066 59 Amgen Inc (AMGN) Biotech 0 Sold All -2,091 $149.92 $-313 $0
3079 54 Apple Inc (AAPL) Communications Equipment 0 Sold All -10,514 $108.98 $-1,145 $0