Grubman Wealth Management (1585550) Portfolio


Number of Companies: 8
Inflow: $225 K
Outflow: $-1,698 K
Net Flow: $-1,473 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)
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 3,064 New Holding 3,064 $73.55 $225 $225
86 4 Workday Inc-Class A (WDAY) Application Software 9,900 Sold Some -1,000 $74.67 $-74 $739
2996 7 Target Corp (TGT) Mass Merchants 0 Sold All -2,675 $69.82 $-186 $0
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 2,522 Sold Some -2,000 $93.74 $-187 $236
3077 22 Procter And Gamble Cothe (PG) Household Products 3,054 Sold Some -3,130 $84.67 $-265 $258
2782 28 Agilent Technologies Inc (A) Life Science Equipment 0 Sold All -6,438 $44.36 $-285 $0
3071 42 Intl Business Machines Corp (IBM) It Services 0 Sold All -1,910 $151.78 $-289 $0
3076 10 Johnson And Johnson (JNJ) Large Pharma 0 Sold All -3,374 $121.30 $-409 $0