The BetterInvesting Top 100 Holdings of Investment Clubs is presented on the following pages. The Top 100 Companies are listed on pages 38 and 39, while the Second 100 listing is on page 40. An alphabetical index of the Top 200 Companies is on page 41. Cover Story | FEATURE April 2020 | BetterInvesting | 37 Places Moved Company Movement From 2018 to 2019 ▼ ▼ 80 Bristol-Myers Squibb 134 to 54 57 Aurora Cannabis 142 to 85 35 NextEra Energy 116 to 81 20 Salesforce 73 to 53 20 Waste Management 76 to 56 19 Constellation Brands 67 to 48 18 Adobe 98 to 80 17 Canopy Growth 64 to 47 17 Booking Holdings 111 to 94 15 Dollar General 61 to 46 UP Big Movers on the Top 200 List
5
Embed
The BetterInvesting Top 100 Holdings of Investment Clubs ...
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Some of the companies making the most significant upward movements in the BetterInvesting Top 200 from 2018 to 2019.
Club holding information is from myICLUB.com.
The BetterInvesting Top 100 Holdings of Investment Clubs is presented on the following pages. The Top 100 Companies are listed on pages 38 and 39, while the Second 100 listing is on page 40. An alphabetical index of the Top 200 Companies is on page 41.
The average port folio value of investment clubs subscribing to the
myICLUB.com club accounting portal at year-end 2019 was up about 1.2% from the year before, totaling $223,200. The typicalportfolio held slightly less in stocks (88.4%) compared with the year before (89.9%) and a bit more in cash — 9.7% versus 8.2%. Clubs’ taste for specu-lation isn’t new — in the mid-2000s, for example, Sirius was a popular holding even though it was still losing money — but at year-end 2019 the three biggest movers on the list have “nontra-ditional” Stock Selection Guide fundamentals.
Cover Story | FEATURE
April 2020 | BetterInvesting | 37
Places Moved Company Movement From 2018 to 2019��
80 Bristol-Myers Squibb 134 to 54
57 Aurora Cannabis 142 to 85
35 NextEra Energy 116 to 81
20 Salesforce 73 to 53
20 Waste Management 76 to 56
19 Constellation Brands 67 to 48
18 Adobe 98 to 80
17 Canopy Growth 64 to 47
17 Booking Holdings 111 to 94
15 Dollar General 61 to 46
UP
Big Movers on the Top 200 List
FEATURE | Cover Story
Number Rank by Number of Rank by Total Total Value of Rank by # of Clubs Total Shares Shares Value of Shares Shares Held Companies of Clubs Holding Held by Held by Held by by BI Community Ticker Holding Stock BI Community BI Community BI Community on 12-31-19
Apple Inc.Amazon.com Inc.Disney (Walt) ProductionsAlphabet Inc.Microsoft Corp.Visa Inc.Home DepotCostco Wholesale Corp.Facebook Inc.Johnson & JohnsonStarbucks Corp.Berkshire Hathaway Inc., Class BAT&T Inc.PepsiCo Inc.CVS Health Corp.Intel Corp.Procter & Gamble Co.PayPal Holdings Inc.Verizon Commmunications, Inc.Boeing Co.Cisco Systems Inc. Walmart Inc.AbbVie Inc.Netflix Inc.McDonald’s Corp.Stryker Corp.Exxon Mobil Corp.Nvidia Corp.Pfizer Inc.Ulta Beauty Inc.Aflac Inc.Alibaba Group Holding Ltd.Southwest Airlines Co.Cognizant Technology Solutions Corp.Skyworks Solution, Inc.General Electric Co.Air Lease Corp.Fastenal Co.UnitedHealthcare Group Inc.Caterpillar Inc.Lowe’s Cos.Walgreen Boots Alliance Inc.Abbott LaboratoriesFord Motor Co.JPMorgan Chase & Co.Dollar General CorpCanopy Growth Corp.Constellation Brands Inc.TJX Companies Inc.Bank of America Corp.
* Advanced five positions or more in rank since last year. ** New to the Top 100.
TOP 100 COMPANIES
Cover Story
Number Rank by Number of Rank by Total Total Value of Rank by # of Clubs Total Shares Shares Value of Shares Shares Held Companies of Clubs Holding Held by Held by Held by by BI Community Ticker Holding Stock BI Community BI Community BI Community on 12-31-19
Shown on these two pages are the most popular and widely held stocks among investment clubs and their members nationwide as of late 2019.
Amgen Inc.Medtronic Plc.Salesforce.com Inc.Bristol-Myers Squibb Co.Coca Cola Co.Waste Management, Inc.ChevronOracle Corp.Nike Inc., Class B3M CompanyTesla Motors Inc.Merck & Co.United Parcel Service Inc., Class BSquare, Inc.Comcast Corp., Class ATarget Corp.FedEx Corp.United Technologies Corp.Gentex Corp.Altria GroupWells Fargo & Co.Lockheed Martin Corp.Gilead ScienceMastercard Inc., Common StockRaytheon Co.YUM! Brands, Inc.Union Pacific Railroad Co.LKQ Corp.Mondelez International, Inc.Adobe Inc.NextEra EnergyFactset Research SystemsTractor Supply Co.CSX Corp.Aurora Cannabis Inc.Danaher Corp.Honeywell International Inc.Corning Inc.Dollar Tree Inc.Philip Morris International Inc.Qualcomm Inc.Paychex Inc.BP Plc.Booking Holdings Inc.International Business Machines Corp.The Kraft Heinz Co.Deere & Co.T Rowe Price Group Inc.Sysco Corp.Yum China Holdings Inc.
Alphabetical Listing of the Top 200 CompaniesCover Story
April 2020 | BetterInvesting | 41
3M Company .......................................................60Abbott Laboratories..............................................43AbbVie Inc. ..........................................................23Activision Blizzard Inc ........................................129Adobe Inc. ...........................................................80Advanced Micro Devices ....................................144Aflac Inc. .............................................................31Air Lease Corp. ....................................................37Alibaba Group Holding Ltd....................................32Alphabet Inc. .........................................................4Altria Group .........................................................70Amazon.com Inc. ..................................................2American Tower Corp., Class A..........................103American Water Works ......................................121Amgen Inc. ..........................................................51Apple Inc. ..............................................................1Applied Materials Inc. .........................................118Aqua America Inc. .............................................184AT&T Inc. ............................................................13Aurora Cannabis Inc.............................................85Automatic Data Processing Inc. ........................142Axon Enterprise Inc. ...........................................177Baidu Inc. ..........................................................193Bank of America Corp. .........................................50Becton, Dickinson Co. ........................................124Berkshire Hathaway Inc. .......................................12Beyond Meat Inc. ...............................................174Biogen Inc. ........................................................156BioSpecific Technologies Corp. ..........................198Blackstone Group Inc. ........................................170Boeing Co. ...........................................................20Booking Holdings Inc. ..........................................94BP Plc. ................................................................93Bristol-Myers Squibb Co. .....................................54Broadcom Ltd. ...................................................181C.H. Robinson Worldwide Inc. ............................195Canadian National Railway .................................134Canopy Growth Corp............................................47CarMax Inc. .......................................................183Caterpillar Inc.......................................................40CBRE Group Inc. Common Stock, Class A..........190Centene Corp. ....................................................194Cerner Corp. ......................................................131Charles Schwab Corp. .......................................128Chevron ...............................................................57Church & Dwight Co., Inc. ...................................69Cigna Holding Co. ..............................................106Cisco Systems Inc ...............................................21Citigroup Inc. .....................................................115Clorox (The) Co. ................................................148Coca Cola Co. .....................................................55Cognizant Technology Solutions Corp. .................34Colgate-Palmolive Co. ........................................133 Comcast Corp., Class A. ......................................65 ConocoPhilips ....................................................104 Constellation Brands Inc. ....................................48Corning Inc. ........................................................88Corteva, Inc. ......................................................110Costco Wholesale Corp. .........................................8 Cronos Group Inc. .............................................196Crown Castle International Corp .........................192 CSX Corp .............................................................84 Cummins Engines ..............................................108 CVS Health Corp. .................................................15 Danaher Corp.......................................................86 Deere & Co. .........................................................97Delta Air Lines Inc. .............................................127
Diageo Plc. ADR. ...............................................135Disney (Walt) Productions ......................................3Dollar General Corp. .............................................46Dollar Tree Inc. ....................................................89Dominion Energy Inc. .........................................153Dow Inc. ............................................................116Duke Energy Corp. .............................................105Dunkin’ Brands Group Inc. .................................173Dupont de Nemours Inc. ....................................102Ecolab Inc. ........................................................160Edwards Lifesciences Corp. ...............................130Emerson Electric Co...........................................147Enbridge Inc. .....................................................132Enterprise Products Partners LP .........................199Essent Group Ltd. ..............................................188Exact Sciences Corp. .........................................158Exxon Mobil Corp. ................................................27Facebook Inc. ........................................................9FactSet Research Systems ...................................82Fastenal Co. .........................................................38FedEx Corp ..........................................................67Fiserv Inc. ..........................................................107Five Below Inc. ..................................................109Ford Motor Co. ....................................................44Fortive Corp .......................................................167General Dynamics ..............................................182General Electric Co. .............................................36General Mills ......................................................125General Motors Co .............................................152Gentex Corp. ........................................................69Gilead Science .....................................................73GW Pharmaceuticals Plc ....................................165Harley Davidson Inc. ..........................................166Heico Corp. .......................................................150Hershey Co. .......................................................178Home Depot (The) Inc. ...........................................7Honeywell International Inc. ..................................87Hormel Food Corp. .............................................151Horton (D.R.) Inc. ..............................................197Illinois Tool Works .............................................126Illumina Inc. .......................................................143Intel Corp. ............................................................16International Business Machines Corp. .................95International Paper Co. .......................................161Intuitive Surgical Inc. ..........................................119Invesco QQQ Trust Series 1 ...............................157IPG Photonics Corp............................................163Johnson & Johnson .............................................10Johnson Controls Inc. ........................................180JPMorgan Chase & Co. ........................................45Kimberly-Clark ...................................................191Kinder Morgan Inc. ............................................123Kraft Heinz (The) Co. ...........................................96Kroger Co (The). ................................................146Lam Research Corp. ..........................................187LKQ Corp. ............................................................78Lockheed Martin Corp. .........................................72Lowe’s Cos. ........................................................41Marathon Petroleum Corp. .................................138Marriott International, Inc., Class A .....................186Mastercard Inc. ....................................................74 McCormick & Co. ..............................................172McDonalds Corp. .................................................25Medtronic Plc. .....................................................52Merck & Co .........................................................62Micron Technology ............................................140Microsoft Corp. ......................................................5
Mondelez International, Inc. ..................................79Monster Beverage Corp.. ....................................168Netflix Inc. ...........................................................24NextEra Energy ....................................................81Nike Inc., Class B ................................................59Norfolk Southern ................................................179Norwegian Cruise Line Holdings Ltd. ..................200Novartis AG .......................................................189Novo Nordisk A/S ..............................................185Nucor Corp. .......................................................137Nvidia Corp. .........................................................28Oracle Corp. ........................................................58O’Reilly Automotive Inc. .....................................111Paychex Inc. ........................................................92PayPal Holdings Inc. ............................................18PepsiCo Inc. ........................................................14Pfizer Inc. ............................................................29Philip Morris International Inc. ..............................90Phillips 66 .........................................................113Procter & Gamble Co. ..........................................17Qualcomm Inc. ....................................................91Raytheon Co. .......................................................75ResMed Inc. ......................................................101Roku Inc. ...........................................................159Royal Dutch Shell Plc. ........................................171RPM International Inc. ........................................141Salesforce.com Inc. .............................................53Schlumberger Ltd. .............................................154Scotts Miracle-Gro Company, The ......................162Shopify Inc. .......................................................112Sirius XM Holdings, Inc. ....................................139Skyworks Solutions, Inc. ......................................35Smucker, (J M) Co. ...........................................164Southern Co.......................................................175Southwest Airlines Co. .........................................33Square, Inc. .........................................................64Starbucks Corp. ...................................................11Stryker Corp. .......................................................26Sysco Corp. .........................................................99T. Rowe Price Group Inc. .....................................98Target Corp..........................................................66Tencent Holdings Ltd. ........................................145Tesla Motors Inc. .................................................61Thermo Fisher Scientific Inc. ..............................136TJX Companies Inc. .............................................49Tractor Supply Co. ...............................................83Uber Technologies Inc. ......................................155Ulta Beauty Inc. ...................................................30Under Armour, Inc. ............................................149Union Pacific Railroad Co. ....................................77UnitedHealthcare Group Inc... ...............................39United Parcel Service, Inc., Class B ......................63United Technologies Corp. ...................................68U.S. Bancorp .....................................................176Valero Energy Corp. ...........................................120Veeva Systems Inc. ...........................................122Verizon Communications, Inc. ..............................19Visa Inc. ................................................................6Walgreen Boots Alliance Inc. ................................42Walmart Inc .........................................................22Waste Management, Inc. ......................................56Wells Fargo & Co. ................................................71Westinghouse Air Brake Technologies Corp. .......117Yum China Holdings, Inc ....................................100YUM! Brands, Inc. ................................................76Zoetis Inc ...........................................................114