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 Fund Type: INSTITUTION Report Date: 2008-05-07 Current Value: $196,010,200 Total Performance: -5.54 %
 
Worst Move: Appleton Partners Inc potentially lost $-264,082 on changes made with Transocean Inc (RIG) buying shares when price went down.
Best Move: Appleton Partners Inc potentially made $192,825 on changes made with Ansys Ag (ANSS) buying shares when price went up.
Good Save: Appleton Partners Inc potentially saved $645,799 on changes made with Vca Antech Inc (WOOF) selling shares when price went down.
Missed Move: Appleton Partners Inc potentially missed $-210,045 on changes made with Garmin Ltd(GRMN) selling shares when price went up.
 
 
   

Appleton Partners Inc Details

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Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
3m Co (MMM) US MMM Diversified Manufa ... 7,081 $501,335 $-41,636 -7.66 % No Change - - -
Abbott Labs (ABT) US ABT Medical-Drugs 6,227 $354,877 $35,494 11.11 % No Change - - -
Adobe Sys Inc (ADBE) US ADBE Electronic Forms None - - - % Sold All -27,925 -100.00 $-72,047
American Express Co (AXP) US AXP Finance-Credit Car ... 12,475 $490,767 $-116,766 -19.21 % Sold Some -51,490 -80.49 $481,946
Ametek Inc (AK1.BE) US AK1.BE Electric Products- ... 58,255 $2,896,439 $34,370 1.20 % Added More 1,014 1.77 $598
Amphenol Corp (APH) US APH Electronic Connect ... 85,764 $4,215,301 $183,535 4.55 % Added More 1,394 1.65 $2,983
Ansys Ag (ANSS) CH ANSS Computer Aided Des ... 84,945 $3,832,718 $192,825 5.29 % New Holding 84,945 100.00 $192,825
Apache (APA.BE) FR APA.BE Oil Comp-Explor&Pr ... 18,815 $2,143,029 $-466,988 -17.89 % Sold Some -25 -0.13 $621
Apple Inc (AAPL) US AAPL Computers 26,135 $4,345,205 $-426,785 -8.94 % Added More 2,775 11.87 $-45,316
Archer Daniels Midland Co (ADM) US ADM Agricultural Opera ... 17,025 $512,112 $-232,391 -31.21 % Sold Some -975 -5.41 $13,309
At And T Inc (T) US T Telephone-Integrat ... 80,859 $2,673,199 $-465,748 -14.83 % Sold Some -42,087 -34.23 $242,421
Baker Hughes Inc (BHI) US BHI Oil-Field Services 38,038 $3,172,750 $173,834 5.79 % Sold Some -16,570 -30.34 $-75,725
Bank Amer Corp (BAC) US BAC Super-Regional Ban ... 167,382 $5,597,254 $-763,262 -12.00 % Added More 13,461 8.74 $-61,382
Bard C R Inc (BCR) US BCR Disposable Medical ... 3,200 $293,024 $448 0.15 % New Holding 3,200 100.00 $448
Baxter Intl Inc (BAX) US BAX Medical Products 8,384 $570,447 $55,083 10.68 % Added More 1,975 30.81 $12,976
Becton Dickinson And Co (BOX.BE) US BOX.BE Medical Products 56,430 $4,766,642 $-148,411 -3.01 % Added More 18,070 47.10 $-47,524
Boeing Co (BA) US BA Aerospace/Defense None - - - % Sold All -2,450 -100.00 $43,684
Bp Plc (BP) DE BP Oil Comp-Integrate ... 12,754 $790,238 $-129,708 -14.09 % Sold Some -696 -5.17 $7,078
Bristol Myers Squibb Co (BRM.BE) US BRM.BE Medical-Drugs 13,670 $292,128 $-19,138 -6.14 % Sold Some -200 -1.44 $280
Carlisle Cos Inc (CSL) US CSL Diversified Manufa ... 9,800 $301,350 $13,034 4.52 % Sold Some -400 -3.92 $-532
Caterpillar Inc (CAT1.BE) US CAT1.BE Machinery-Constr&M ... 82,385 $6,104,729 $-628,598 -9.33 % Added More 3,495 4.43 $-26,667
Chevron Corp (CHV.BE) US CHV.BE Oil Comp-Integrate ... 10,517 $896,785 $-107,904 -10.74 % Added More 750 7.67 $-7,695
Cisco Sys Inc (CSCO) US CSCO Networking Product ... 151,758 $3,364,475 $-547,846 -14.00 % Sold Some -817 -0.53 $2,949
Citigroup Inc (C) US C Finance-Invest Bnk ... 26,609 $561,982 $-89,406 -13.72 % Sold Some -1,225 -4.40 $4,116
Coca Cola Ag (KO) CH KO Beverages-Non-Alco ... 21,927 $1,151,168 $-99,329 -7.94 % Added More 650 3.05 $-2,945
Colgate Palmolive Co (CL) US CL Cosmetics&Toiletri ... 15,206 $1,066,093 $-26,611 -2.43 % Added More 2,440 19.11 $-4,270
Costco Whsl Corp (COST) US COST Retail-Discount 7,325 $464,625 $-63,361 -12.00 % Added More 4,250 138.21 $-36,763
Cvs Caremark Corp (CVS.BE) US CVS.BE Retail-Drug Store 5,968 $230,186 $-16,352 -6.63 % Sold Some -304 -4.84 $833
Deere And Co (DE) US DE Machinery-Farm 18,495 $1,322,762 $-248,758 -15.82 % Added More 14,995 428.42 $-201,683
Disney Walt Co (DIS) US DIS Multimedia 160,588 $5,002,316 $-570,087 -10.23 % Sold Some -23,205 -12.62 $82,378
Du Pont E I De Nemours And Co (DD) US DD Chemicals-Diversif ... 8,550 $384,921 $-30,096 -7.25 % No Change - - -
Ecolab Inc (ECL) US ECL Chemicals-Specialt ... 133,845 $5,927,995 $-148,568 -2.44 % Sold Some -2,650 -1.94 $2,942
Emc Corp (EMC) US EMC Computers-Memory D ... 138,835 $1,967,292 $-229,078 -10.42 % Added More 15,800 12.84 $-26,070
Energas Resources Inc (EGSR.PK) US EGSR.PK Oil Comp-Explor&Pr ... 20,000 $2,400 $1,600 200.00 % No Change - - -
Exxon Mobil Corp (XOM) US XOM Oil Comp-Integrate ... 179,286 $14,520,373 $-1,403,809 -8.81 % Added More 2,900 1.64 $-22,707
Federated Invs Inc Pa (FII) US FII Invest Mgmnt/Advis ... 11,225 $402,529 $11,113 2.83 % No Change - - -
Garmin Ltd (GRMN) KY GRMN Electronic Compo-M ... None - - - % Sold All -40,085 -100.00 $-210,045
General Elec Co (GE) US GE Diversified Manufa ... 277,987 $8,153,359 $-900,678 -9.94 % Added More 8,879 3.29 $-28,768
Gilead Sciences Inc (GILD) US GILD Therapeutics 35,450 $1,868,215 $-18,789 -0.99 % Added More 22,590 175.66 $-11,973
Goldman Sachs Group Inc (GS) US GS Finance-Invest Bnk ... 17,105 $3,213,516 $-32,328 -0.99 % Added More 16,162 1713.89 $-30,546
Honeywell Intl Inc (HON) US HON Diversified Manufa ... 26,290 $1,386,272 $-164,575 -10.61 % Added More 725 2.83 $-4,539
Illinois Tool Wks Inc (ITW) US ITW Diversified Manufa ... 8,020 $383,597 $-40,982 -9.65 % Added More 2,420 43.21 $-12,366
Intel Corp (INTC) US INTC Electronic Compo-S ... 63,529 $1,416,697 $-55,270 -3.75 % Sold Some -40,597 -38.98 $35,319
International Business Machines C ... (IBM) US IBM Computers 28,594 $3,703,495 $153,836 4.33 % Sold Some -280 -0.96 $-1,506
Jacobs Engineering Group Inc (JEC) US JEC Engineering/R&D Se ... 3,300 $269,841 $-19,173 -6.63 % Added More 1,200 57.14 $-6,972
Johnson And Johnson (JNJ) US JNJ Medical Products 85,867 $5,862,140 $116,779 2.03 % Added More 4,959 6.12 $6,744
Jpmorgan Chase And Co (JPM) US JPM Finance-Invest Bnk ... 9,275 $389,179 $-42,758 -9.89 % Sold Some -631 -6.36 $2,909
Kellogg Co (K) US K Food-Misc/Diversif ... 14,757 $790,237 $31,285 4.12 % Added More 300 2.07 $636
Mcdonalds Corp (MCD) US MCD Retail-Restaurants 114,030 $6,803,030 $31,928 0.47 % Added More 5,295 4.86 $1,483
Medtronic Inc (MDT.BE) US MDT.BE Medical Instrument ... 9,417 $508,047 $53,583 11.79 % No Change - - -
Memc Electronic Materials Spa (WFR) IT WFR Electronic Compo-S ... 35,915 $1,932,227 $-424,156 -18.00 % Sold Some -14,015 -28.06 $165,517
Metlife Inc (MWZ.BE) US MWZ.BE Multi-Line Insuran ... 113,990 $6,043,750 $-929,019 -13.32 % Added More 3,365 3.04 $-27,425
Microsoft Corp (MSFT) US MSFT Applications Softw ... 135,128 $3,571,433 $-375,656 -9.51 % Added More 375 0.27 $-1,043
Millipore Corp (MIL) US MIL Medical-Biomedical ... 34,555 $2,518,023 $96,408 3.98 % Added More 55 0.15 $153
Monsanto Co (MON) US MON Agricultural Chemi ... 13,525 $1,511,689 $-76,687 -4.82 % New Holding 13,525 100.00 $-76,687
Nike Inc (NKE.BE) US NKE.BE Athletic Footwear 4,450 $258,990 $-36,312 -12.29 % New Holding 4,450 100.00 $-36,312
Nokia Corp (NOK) US NOK Wireless Equipment 124,988 $3,337,180 $-347,467 -9.43 % Added More 47,476 61.24 $-131,983
Northern Tr Corp (NTRS) US NTRS Fiduciary Banks 5,083 $399,930 $24,703 6.58 % No Change - - -
Omnicom Group Inc (OMC) US OMC Advertising Agenci ... 19,970 $840,537 $-121,817 -12.65 % Added More 1,620 8.82 $-9,882
Oracle Corp (ORCL) US ORCL Enterprise Softwar ... 24,888 $535,092 $12,693 2.42 % Sold Some -6,000 -19.42 $-3,060
Pepsico Inc (PEP) US PEP Beverages-Non-Alco ... 96,930 $6,564,100 $-28,110 -0.42 % Added More 4,021 4.32 $-1,166
Pfizer Inc (PFE) US PFE Medical-Drugs 52,339 $998,105 $-44,488 -4.26 % Added More 1,353 2.65 $-1,150
Ppg Inds Inc (PPG) US PPG Chemicals-Diversif ... None - - - % Sold All -3,218 -100.00 $1,866
Praxair Inc (PX) US PX Industrial Gases 72,336 $6,919,662 $312,492 4.72 % Sold Some -5,250 -6.76 $-22,680
Precision Castparts Corp (PCP) US PCP Metal Processors&F ... 35,026 $3,464,772 $-924,336 -21.05 % Sold Some -6,015 -14.65 $158,736
Procter And Gamble Ag (PG) CH PG Cosmetics&Toiletri ... 138,330 $8,949,951 $-152,163 -1.67 % Added More 4,188 3.12 $-4,607
Respironics Inc (RESP) US RESP Respiratory Produc ... None - - - % Sold All -58,350 -100.00
Roper Inds Inc (ROP) US ROP Machinery-General ... 48,625 $3,111,028 $93,360 3.09 % Added More 3,230 7.11 $6,202
Royal Dutch Shell Plc (RYDAF.PK) US RYDAF.PK Oil Comp-Integrate ... 3,929 $144,391 $-10,805 -6.96 % No Change - - -
Satyam Computer Svcs Ltd (SAY) US SAY Applications Softw ... None - - - % Sold All -73,924 -100.00 $255,038
Schein Henry Inc (HSIC) US HSIC Medical Products 83,262 $4,542,775 $-41,631 -0.90 % Added More 455 0.54 $-228
Schlumberger Ltd (SLB) AN SLB Oil-Field Services 71,625 $7,201,178 $-105,289 -1.44 % Added More 11,355 18.84 $-16,692
Scotts Miracle Gro Co (SMG) US SMG Consumer Products- ... 7,260 $147,814 $-62,944 -29.86 % Sold Some -16,475 -69.41 $142,838
Smith Intl Inc (SII) US SII Oil-Field Services 16,610 $1,323,485 $13,952 1.06 % Sold Some -3,625 -17.91 $-3,045
Stanley Wks (SWF.BE) US SWF.BE Tools-Hand Held 4,875 $224,104 $-12,285 -5.19 % No Change - - -
State Str Corp (STT) US STT Fiduciary Banks 15,958 $1,146,423 $-34,469 -2.91 % No Change - - -
Stryker Corp (SYK) US SYK Medical Products 29,240 $1,883,641 $67,837 3.73 % Added More 2,400 8.94 $5,568
Target Corp (TGT) US TGT Retail-Discount 17,100 $790,362 $-123,462 -13.51 % Sold Some -3,350 -16.38 $24,187
The Bank Of Nova Scotia (BNS) CA BNS Commer Banks Non-U ... 5,475 $272,436 $12,155 4.66 % No Change - - -
Transocean Inc (RIG) KY RIG Oil-Field Services 13,412 $1,846,967 $-264,082 -12.50 % New Holding 13,412 100.00 $-264,082
United Technologies Corp (UTX) US UTX Aerospace/Defense- ... 23,138 $1,522,018 $-167,751 -9.92 % Added More 1,305 5.97 $-9,461
Valero Energy Corp (VLO) US VLO Oil Refining&Marke ... None - - - % Sold All -9,375 -100.00 $131,531
Vca Antech Inc (WOOF) US WOOF Veterinary Diagnos ... 30,250 $877,855 $-132,193 -13.08 % Sold Some -147,780 -83.00 $645,799
Verizon Communications Inc (VZ) US VZ Telephone-Integrat ... 46,065 $1,650,970 $-112,399 -6.37 % Added More 514 1.12 $-1,254
Wachovia Corp (WB) US WB Super-Regional Ban ... None - - - % Sold All -6,946 -100.00 $76,823
Walgreen Co (WAG) US WAG Retail-Drug Store 8,650 $299,982 $-5,709 -1.86 % New Holding 8,650 100.00 $-5,709
Weatherford International Ltd (WFT) BM WFT Oil-Field Services 7,267 $262,702 $-348,235 -57.00 % Sold Some -148 -1.99 $7,092
Wells Fargo And Co (WFC) US WFC - 136,997 $4,171,559 $75,348 1.83 % Added More 4,475 3.37 $2,461
Wyeth (WYE) US WYE Medical-Drugs None - - - % Sold All -4,866 -100.00 $-5,255
Xto Energy Inc (XTO) US XTO Oil Comp-Explor&Pr ... 3,625 $174,870 $-59,813 -25.48 % New Holding 3,625 100.00 $-59,813
Zimmer Hldgs Inc (ZMH) US ZMH Medical Products 10,652 $703,139 $-64,977 -8.45 % No Change - - -
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Listed 91 holdings.
   
 
Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
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