Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: FORBES J M & CO LLP
  City: BOSTON
  State: MA
  Zip: 021093903
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $922,568,000
  Total Value Change : $61,950,000
  Securities Held Change : 4
   
All Securities Held : 131
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 52
  Decreased Positions : 63

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 55 New $291.42 $4,990,000 17,561 0.54% 4,990,000 17,561 0.006    Networking & Communic...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 126 New $372.63 $221,000 555 0.02% 221,000 555 0    Medical Appliances & ...
   (URI)1 Year Chart         URI United Rentals Inc 128 New $690.80 $209,000 290 0.02% 209,000 290 0    Rental & Leasing Serv...
   (ORCL)1 Year Chart         ORCL Oracle Corp 129 New $117.21 $204,000 1,626 0.02% 204,000 1,626 0    Application Software
   (LOW)1 Year Chart         LOW Lowes Companies Inc 131 New $229.87 $51,000 200 0.01% 51,000 200 0    Home Improvement Stores

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results