Highmount Capital
Latest statistics and disclosures from Highmount Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, TYG, DEM, AAXJ, GLD. These five stock positions account for 27.35% of Highmount Capital's total stock portfolio.
- Added to shares of GLD (+$17.34M), ARCC (+$12.06M), USL (+$10.40M), GBDC, ABV, TBT, TCAP, VALE, SLB, VRTX.
- Started new stock positions in ABV, GBDC, ARCC, GLD, RDS.A, TCAP, TBT, USL, VRTX, VALE.
- Reduced shares in these stocks: Vertex Pharmaceuticals.
- Sold out of its positions in Vertex Pharmaceuticals.
- As of March 31, 2013, Highmount Capital has $399.70M in assets under management (AUM). Assets under management grew from a total value of $354.76M to $399.70M.
- Independent of market fluctuations, Highmount Capital was a net buyer by $44.94M worth of stocks in the most recent quarter.
Highmount Capital portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| VEA | Vanguard Europe Pacific ETF | 7.79 | 854215 | 36.43 | 39.01 | |
| TYG | Tortoise Energy Infrastructure | 5.91 | 478459 | 49.38 | 48.00 | |
| DEM | WisdomTree Emerging Markets Eq | 4.80 | 348333 | 55.06 | 57.08 | |
| AAXJ | iShares MSCI Cntry Asa Jpn Idx Fnd | 4.52 | 305525 | 59.08 | 61.03 | |
| GLD | SPDR Gold Trust | 4.34 | NEW | 112281 | 154.47 | 134.43 |
| KYN | Kayne Anderson MLP Investment | 4.25 | 489460 | 34.72 | 37.92 | |
| SPY | SPDR S&P; 500 ETF | 4.14 | 105550 | 156.67 | 167.07 | |
| REZ | iShares FTSE NAREIT Resi Plus Capp | 3.67 | 284125 | 51.58 | 57.49 | |
| VWO | Vanguard Emerging Markets ETF | 3.34 | 311336 | 42.90 | 44.02 | |
| ARCC | Ares Capital Corporation | 3.02 | NEW | 666169 | 18.10 | 18.25 |
| MDY | SPDR S&P; MidCap 400 ETF | 2.80 | 53439 | 209.72 | 220.56 | |
| GDX | Market Vectors Gold Miners ETF | 2.65 | 280110 | 37.85 | 28.08 | |
| USL | United States 12 Month Oil Fund | 2.60 | NEW | 254060 | 40.94 | 40.50 |
| MOO | Market Vectors Agribusiness | 2.59 | 190840 | 54.15 | 54.65 | |
| PHO | PowerShares Water Resources | 2.58 | 448304 | 22.98 | 23.40 | |
| IWV | iShares Russell 3000 Index | 2.40 | 102499 | 93.46 | 99.06 | |
| XOM | Exxon Mobil Corporation | 1.72 | 76086 | 90.11 | 91.76 | |
| JNJ | Johnson & Johnson | 1.28 | 62830 | 81.54 | 87.94 | |
| AAPL | Apple | 1.24 | 11230 | 442.65 | 446.26 | |
| VTI | Vanguard Total Stock Market ETF | 1.16 | 57500 | 80.96 | 86.08 | |
| PG | Procter & Gamble Company | 1.15 | 59442 | 77.07 | 78.75 | |
| PFE | Pfizer | 1.14 | 157695 | 28.86 | 28.41 | |
| KO | Coca-Cola Company | 1.07 | 105716 | 40.44 | 42.17 | |
| MSFT | Microsoft Corporation | 1.05 | 146073 | 28.60 | 34.92 | |
| PEP | Pepsi | 1.04 | 52488 | 79.10 | 82.57 | |
| UTX | United Technologies Corporation | 1.02 | 43782 | 93.44 | 97.35 | |
| JPM | JPMorgan Chase & Co. | 0.99 | 83341 | 47.46 | 52.89 | |
| SLB | Schlumberger | 0.96 | +19.00% | 51150 | 74.90 | 77.24 |
| MON | Monsanto Company | 0.94 | 35710 | 105.63 | 107.98 | |
| BMY | Bristol Myers Squibb | 0.85 | 82151 | 41.19 | 46.36 | |
| HD | Home Depot | 0.82 | 47112 | 69.77 | 80.95 | |
| ORCL | Oracle Corporation | 0.74 | 91713 | 32.33 | 35.16 | |
| AXP | American Express Company | 0.73 | 43207 | 67.47 | 76.11 | |
| IJH | iShares S&P; MidCap 400 Index | 0.72 | 25120 | 115.09 | 121.04 | |
| CSCO | Cisco Systems | 0.71 | 135965 | 20.90 | 23.97 | |
| QCOM | QUALCOMM | 0.71 | 42331 | 66.95 | 65.81 | |
| D | Dominion Resources | 0.67 | 46044 | 58.18 | 60.23 | |
| TGT | Target Corporation | 0.65 | 38213 | 68.46 | 70.88 | |
| GOOG | 0.63 | 3191 | 794.11 | 905.00 | ||
| EMC | EMC Corporation | 0.60 | 99647 | 23.89 | 24.27 | |
| MET | MetLife | 0.58 | 60963 | 38.02 | 42.88 | |
| IVV | iShares S&P; 500 Index | 0.54 | 13810 | 157.35 | 167.48 | |
| VCSH | Vanguard Short Term Corporate Bond ETF | 0.51 | 25270 | 80.33 | 80.51 | |
| CBSH | Commerce Bancshares | 0.48 | 46572 | 40.84 | 43.89 | |
| PHB | PowerShares Hgh Yield Corporate Bnd | 0.48 | 99005 | 19.36 | 19.66 | |
| CTSH | Cognizant Technology Solutions | 0.47 | 24410 | 76.61 | 66.08 | |
| APC | Anadarko Petroleum Corporation | 0.45 | 20700 | 87.44 | 90.99 | |
| IBM | International Business Machines | 0.44 | 8299 | 213.28 | 208.37 | |
| COP | ConocoPhillips | 0.42 | 28025 | 60.09 | 63.80 | |
| T | AT&T; | 0.38 | 41844 | 36.68 | 36.84 | |
| PH | Parker-Hannifin Corporation | 0.38 | 16671 | 91.60 | 99.83 | |
| OXY | Occidental Petroleum Corporation | 0.37 | 18929 | 78.35 | 93.34 | |
| IJR | iShares S&P; SmallCap 600 Index | 0.37 | 17166 | 87.03 | 92.20 | |
| RSG | Republic Services | 0.36 | 43925 | 33.01 | 35.14 | |
| KMB | Kimberly-Clark Corporation | 0.32 | 13018 | 98.02 | 102.01 | |
| FLR | Fluor Corporation | 0.32 | 19245 | 66.35 | 66.43 | |
| Michael Kors Holdings Ltd shs | 0.31 | 21680 | 56.78 | 0.00 | ||
| EMR | Emerson Electric | 0.30 | 21580 | 55.89 | 58.90 | |
| MMM | 3M Company | 0.29 | 11055 | 106.29 | 111.74 | |
| DVY | iShares Dow Jones Select Dividend | 0.29 | 18448 | 63.42 | 67.42 | |
| BK | Bank of New York Mellon Corporation | 0.28 | 40615 | 27.99 | 30.21 | |
| DD | E.I. du Pont de Nemours & Company | 0.27 | 22120 | 49.14 | 56.57 | |
| GE | General Electric Company | 0.26 | 44437 | 23.11 | 24.04 | |
| ADP | Automatic Data Processing | 0.26 | 16087 | 65.02 | 71.01 | |
| CVX | Chevron Corporation | 0.25 | 8552 | 118.80 | 126.55 | |
| FCX | Freeport-McMoRan Copper & Gold | 0.25 | 29773 | 33.08 | 32.64 | |
| IWM | iShares Russell 2000 Index | 0.25 | 10545 | 94.45 | 99.01 | |
| FDO | Family Dollar Stores | 0.24 | 16165 | 59.08 | 64.52 | |
| GBDC | Golub Capital BDC | 0.23 | NEW | 54835 | 16.50 | 17.55 |
| ABV | Companhia de Bebidas das Americas | 0.22 | NEW | 20825 | 42.35 | 42.20 |
| TEI | Templeton Emerging Markets Income Fund | 0.21 | 51750 | 16.43 | 16.50 | |
| VALE | Vale | 0.19 | NEW | 43000 | 17.28 | 15.61 |
| TBT | ProShares UltraShort 20+ Year Trea | 0.19 | NEW | 11666 | 65.75 | 65.15 |
| TCAP | Triangle Capital Corporation | 0.19 | NEW | 26960 | 28.00 | 29.30 |
| AMGN | Amgen | 0.18 | 7100 | 102.54 | 105.86 | |
| MRK | Merck & Co | 0.18 | 16622 | 44.22 | 45.35 | |
| UPS | United Parcel Service | 0.16 | 7535 | 85.87 | 88.70 | |
| TRV | Travelers Companies | 0.16 | 7754 | 84.21 | 86.50 | |
| BA | Boeing Company | 0.15 | 7130 | 85.83 | 98.89 | |
| EWC | iShares MSCI Canada Index | 0.15 | 20655 | 28.52 | 28.50 | |
| HON | Honeywell International | 0.14 | 7192 | 75.36 | 80.28 | |
| ESS | Essex Property Trust | 0.14 | 3795 | 150.46 | 170.52 | |
| CELG | Celgene Corporation | 0.14 | 4700 | 115.96 | 127.81 | |
| ABT | Abbott Laboratories | 0.13 | 14427 | 35.35 | 37.93 | |
| VRTX | Vertex Pharmaceuticals Incorporated | 0.13 | NEW | 9700 | 54.95 | 79.49 |
| ACC | American Campus Communities | 0.13 | 11580 | 45.34 | 44.99 | |
| CPT | Camden Property Trust | 0.13 | 7655 | 68.71 | 75.09 | |
| PZD | PowerShares Cleantech Portfolio | 0.13 | 20850 | 25.56 | 26.50 | |
| GS | Goldman Sachs | 0.12 | 3341 | 147.26 | 163.05 | |
| CMN | Cantel Medical | 0.12 | 15755 | 30.09 | 34.83 | |
| LMT | Lockheed Martin Corporation | 0.11 | 4675 | 96.47 | 106.33 | |
| RDS.A | Royal Dutch Shell | 0.11 | NEW | 6820 | 65.10 | 0.00 |
| CSWC | Capital Southwest Corporation | 0.11 | 3662 | 114.96 | 135.10 | |
| XBKS | Xenith Bankshares | 0.11 | 87000 | 5.18 | 5.46 | |
| EWL | iShares MSCI Switzerland Index Fund | 0.10 | 13000 | 29.38 | 30.89 | |
| WMT | Wal-Mart Stores | 0.09 | 5070 | 74.75 | 77.87 | |
| CL | Colgate-Palmolive Company | 0.09 | 3013 | 118.15 | 61.70 | |
| ITW | Illinois Tool Works | 0.09 | 6045 | 60.88 | 70.90 | |
| IWF | iShares Russell 1000 Growth Index | 0.09 | 5075 | 71.33 | 75.88 | |
| Powershares Senior Loan Portfo mf | 0.09 | 14375 | 25.11 | 0.00 | ||
| EEM | iShares MSCI Emerging Markets Indx | 0.08 | 7551 | 42.78 | 43.90 | |
| APA | Apache Corporation | 0.08 | 4100 | 77.07 | 84.31 | |
| VZ | Verizon Communications | 0.08 | 6901 | 49.12 | 53.35 | |
| WAG | Walgreen Company | 0.08 | 6800 | 47.65 | 49.61 | |
| Indexiq Global Agribusiness Sm | 0.08 | 12025 | 26.53 | 0.00 | ||
| Express Scripts Holding | 0.08 | 5616 | 57.69 | 0.00 | ||
| Abbvie | 0.08 | 7537 | 40.73 | 0.00 | ||
| MCD | McDonald's Corporation | 0.07 | 2993 | 99.57 | 101.87 | |
| LQD | iShares IBoxx $ Invest Grade Corp Bd Fd | 0.07 | 2250 | 120.00 | 119.91 | |
| PBD | PowerShares Glbl Clean Enrgy Port | 0.07 | 30300 | 8.61 | 10.39 | |
| Mondelez Int | 0.07 | 9492 | 30.66 | 0.00 | ||
| PNC | PNC Financial Services | 0.06 | 3889 | 66.60 | 71.61 | |
| BRK.B | Berkshire Hathaway | 0.06 | 2180 | 104.13 | 0.00 | |
| NEM | Newmont Mining Corporation | 0.06 | 5500 | 41.82 | 31.74 | |
| CVS | CVS Caremark Corporation | 0.06 | 4095 | 54.95 | 59.72 | |
| DSI | iShares FTSE KLD 400 Social Idx Fd | 0.06 | 4000 | 58.25 | 62.98 | |
| TYL | Tyler Technologies | 0.05 | 3500 | 61.14 | 68.63 | |
| PBW | PowerShares WilderHill Clean Energy | 0.05 | 48000 | 4.35 | 5.68 | |
| PM | Philip Morris International | 0.04 | 1855 | 92.72 | 93.92 | |
| HNZ | H.J. Heinz Company | 0.04 | 2350 | 72.34 | 72.45 | |
| Bfc Financial Corp-a | 0.02 | 35212 | 1.85 | 0.00 | ||
| MBLX | Metabolix | 0.01 | 12000 | 1.83 | 1.91 |
Past 13F-HR SEC Filings for Highmount Capital
- Highmount Capital 2013 Q1 - filed May 6, 2013
- Highmount Capital 2012 Q4 - filed Feb. 7, 2013
- Highmount Capital 2012 Q3 - filed Nov. 7, 2012
- Highmount Capital 2012 Q2 - filed Aug. 13, 2012
- Highmount Capital 2012 Q1 - filed May 14, 2012
- Highmount Capital 2011 Q4 - filed Feb. 14, 2012
- Highmount Capital 2011 Q3 - filed Nov. 15, 2011
- Highmount Capital 2011 Q1 - filed May 10, 2011
- Highmount Capital 2010 Q4 - filed Feb. 11, 2011
