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| Name: |
FORBES J M & CO LLP |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
021093903 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WMT |
Wal-Mart Stores Inc |
22 |
- |
$60.16 |
$13,713,000 |
227,912 |
1.49% |
1,511,000 |
150,513 |
0.008 |
Discount, Variety Stores |
|
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IJH |
iShares S&P MidCap 400 Index |
27 |
- |
$57.82 |
$12,004,000 |
197,636 |
1.3% |
898,000 |
157,563 |
0.085 |
Closed - End Fund - E... |
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ETN |
Eaton Corp |
28 |
- |
$324.30 |
$11,916,000 |
38,108 |
1.29% |
2,763,000 |
102 |
0.01 |
Diversified Machinery |
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PGR |
Progressive Corp |
35 |
- |
$208.03 |
$9,654,000 |
46,678 |
1.05% |
2,229,000 |
63 |
0.008 |
Property & Casualty I... |
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HD |
Home Depot Inc |
37 |
- |
$335.09 |
$9,310,000 |
24,270 |
1.01% |
907,000 |
23 |
0.002 |
Home Improvement Stores |
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ITOT |
iShares Core S&P Total US |
48 |
- |
$111.74 |
$6,708,000 |
58,176 |
0.73% |
622,000 |
344 |
0.016 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
53 |
- |
$402.10 |
$5,225,000 |
12,426 |
0.57% |
811,000 |
50 |
0.001 |
Property & Casualty I... |
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NOW |
Servicenow, Inc. |
56 |
- |
$723.55 |
$4,035,000 |
5,293 |
0.44% |
306,000 |
15 |
0.003 |
Information Technolog... |
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IVV |
iShares Core S&P 500 Etf |
68 |
- |
$510.77 |
$1,588,000 |
3,020 |
0.17% |
322,000 |
370 |
0 |
Closed - End Fund - E... |
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PNC |
PNC Financial Services Grou... |
96 |
- |
$156.11 |
$536,000 |
3,317 |
0.06% |
40,000 |
117 |
0.001 |
Domestic Money Center... |
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MMM |
3M Co |
111 |
- |
$91.83 |
$322,000 |
3,038 |
0.03% |
-4,000 |
54 |
0.001 |
Conglomerates |
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