First Western Investment Management

Latest statistics and disclosures from First Western Investment Management's latest quarterly 13F-HR filing:

Companies in the First Western Investment Management portfolio as of March 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 5.31 45663 599.48
International Business Machines (IBM) 3.78 93377 208.65
Microsoft Corporation (MSFT) 3.74 +2% 598464 32.25
Trimble Navigation (TRMB) 3.07 290802 54.42
Google (GOOG) 2.55 20535 641.25
Scotts Miracle-Gro Company (SMG) 2.50 237664 54.16
Stratasys (SSYS) 2.46 347615 36.52
QUALCOMM (QCOM) 2.00 -2% 151691 68.03
Intuit (INTU) 2.00 171803 60.13
Medtronic (MDT) 1.91 250563 39.19
Abbott Laboratories (ABT) 1.75 147334 61.29
Intel Corporation (INTC) 1.75 320348 28.11
Teva Pharmaceutical Industries (TEVA) 1.66 189921 45.06
Yum! Brands (YUM) 1.61 116865 71.18
Ecolab (ECL) 1.57 131477 61.72
Accenture 1.48 118089 64.50
Johnson & Johnson (JNJ) 1.47 115065 65.96
W.W. Grainger (GWW) 1.45 34796 214.82
Costco Wholesale Corporation (COST) 1.41 79852 90.81
Pepsi (PEP) 1.39 107871 66.35
Oracle Corporation (ORCL) 1.37 241594 29.16
NIKE (NKE) 1.31 -3% 62313 108.44
Baxter International (BAX) 1.19 102735 59.78
SYSCO Corporation (SYY) 1.14 196960 29.86
Texas Instruments Incorporated (TXN) 1.14 +18% 174800 33.61
Celgene Corporation (CELG) 1.12 -2% 74754 77.52
Coca-Cola Company (KO) 1.11 77000 74.01
Church & Dwight (CHD) 1.10 114860 49.19
eBay (EBAY) 1.08 +58% 151015 36.89
FedEx Corporation (FDX) 1.05 59105 91.95
Home Depot (HD) 1.03 105779 50.31
Cisco Systems (CSCO) 1.02 247993 21.15
Tupperware Brands Corporation (TUP) 0.95 76796 63.51
Adobe Systems Incorporated (ADBE) 0.90 +28% 135825 34.31
Stryker Corporation (SYK) 0.90 83833 55.48
Automatic Data Processing (ADP) 0.88 +47% 81865 55.19
McKesson Corporation (MCK) 0.88 +10% 51415 87.78
Novartis AG (NVS) 0.87 80514 55.41
Gilead Sciences (GILD) 0.87 -2% 91480 48.85
Procter & Gamble Company (PG) 0.85 65340 67.22
SAP AG (SAP) 0.83 +12% 61260 69.82
Pall Corporation (PLL) 0.77 66220 59.63
United Parcel Service (UPS) 0.73 46753 80.72
Edwards Lifesciences (EW) 0.73 51740 72.73
Waters Corporation (WAT) 0.73 40837 92.66
Sigma-Aldrich Corporation (SIAL) 0.73 51428 73.05
Merck & Co (MRK) 0.71 +7% 94856 38.40
McDonald's Corporation (MCD) 0.70 36829 98.10
EMC Corporation (EMC) 0.69 118670 29.88
Estee Lauder Companies (EL) 0.68 +79% 56557 61.94
Danaher Corporation (DHR) 0.66 -5% 60397 56.00
Amgen (AMGN) 0.65 48980 67.99
Wal-Mart Stores (WMT) 0.64 -4% 54268 61.20
Cummins (CMI) 0.64 27627 120.03
Conceptus (CPTS) 0.63 224745 14.38
Donaldson Company (DCI) 0.60 +100% 86000 35.73
Norfolk Southern (NSC) 0.59 46233 65.82
American Tower Reit 0.59 NEW 48614 63.03
Tiffany & Co. (TIF) 0.58 -3% 43350 69.13
Williams Companies (WMB) 0.57 -5% 94758 30.80
Honeywell International (HON) 0.56 -5% 47603 61.05
PetSmart (PETM) 0.55 49275 57.23
Discovery Communications (DISCA) 0.55 -4% 56442 50.60
Chevron Corporation (CVX) 0.54 -5% 26175 107.20
Western Union Company (WU) 0.53 -45% 155729 17.60
Citrix Systems (CTXS) 0.51 -10% 33005 78.90
BlackRock (BLK) 0.50 -3% 12666 204.88
St. Jude Medical (STJ) 0.50 58443 44.32
Thermo Fisher Scientific (TMO) 0.49 45247 56.38
State Street Corporation (STT) 0.47 53092 45.51
Analog Devices (ADI) 0.47 60000 40.40
3M Company (MMM) 0.46 26489 89.21
Stericycle (SRCL) 0.46 28344 83.65
Schlumberger (SLB) 0.44 32406 69.93
General Electric Company (GE) 0.43 +250% 110294 20.07
Symantec Corporation (SYMC) 0.43 +25% 119685 18.70
Kohl's Corporation (KSS) 0.42 43567 50.04
C.R. Bard (BCR) 0.42 -27% 21975 98.70
Pfizer (PFE) 0.41 +19% 94316 22.65
Verizon Communications (VZ) 0.41 +6% 54719 38.23
3D Systems Corporation (TDSC) 0.41 -10% 90150 23.54
Walgreen Company (WAG) 0.40 62275 33.50
Charles Schwab Corporation (SCHW) 0.39 +6% 139513 14.37
Caterpillar (CAT) 0.39 18816 106.51
Nuance Communications (NUAN) 0.38 +6% 76450 25.59
Intuitive Surgical (ISRG) 0.37 NEW 3474 541.74
Whirlpool Corporation (WHR) 0.35 -17% 23582 76.88
Halliburton Company (HAL) 0.35 +5% 54542 33.19
Bed Bath & Beyond (BBBY) 0.33 26100 65.79
Henry Schein (HSIC) 0.32 22090 75.69
AT&T; (T) 0.31 +16% 50912 31.23
Mylan (MYL) 0.29 NEW 63050 23.46
Biogen Idec (BIIB) 0.29 11998 125.94
Roper Industries (ROP) 0.29 -7% 15032 99.19
Monsanto Company (MON) 0.27 -3% 17473 79.78
Johnson Controls (JCI) 0.27 -41% 42212 32.48
Visa (V) 0.27 NEW 11656 117.96
Autodesk (ADSK) 0.26 NEW 31085 42.34
E.I. du Pont de Nemours & Company (DD) 0.25 +21% 24220 52.89
Allergan (AGN) 0.23 NEW 12300 95.45
Eli Lilly & Co. (LLY) 0.22 +6% 27927 40.25
Medco Health Solutions (MHS) 0.22 16473 70.30
Maxim Integrated Products (MXIM) 0.22 40000 28.60
Amazon (AMZN) 0.22 NEW 5575 202.51
Fomento Economico Mexicano SAB (FMX) 0.21 12965 82.30
Agilent Technologies Inc C ommon 0.21 24305 44.52
Boardwalk Pipeline Partners (BWP) 0.21 40000 26.45
Garmin Ltd. 0.21 23375 46.93
Colgate-Palmolive Company (CL) 0.19 10085 97.77
Ultra Petroleum (UPL) 0.18 40000 22.62
Tellabs (TLAB) 0.18 225800 4.05
Bristol Myers Squibb (BMY) 0.16 +35% 23925 33.73
Babcock & Wilcox (BWC) 0.16 +3% 32910 25.74
Men's Wearhouse (MW) 0.15 19350 38.76
Computer Sciences Corporation (CSC) 0.11 18600 29.95
Nextera Energy Inc C om 0.11 8975 61.06
Paychex (PAYX) 0.10 +30% 16986 30.97
Union Pacific Corporation (UNP) 0.10 +24% 4700 107.45
UnitedHealth (UNH) 0.10 8900 58.99
PG&E; Corporation (PCG) 0.10 +20% 11300 43.45
Manpower (MAN) 0.09 -2% 9560 47.38
American Express Company (AXP) 0.08 +5% 7275 57.87
Waste Management (WM) 0.08 +16% 11500 34.96
Consolidated Edison (ED) 0.08 +20% 7405 58.47
Hewlett-Packard Company (HPQ) 0.08 17995 23.84
Life Technologies (LIFE) 0.08 7968 48.82
Dominion Resources (D) 0.07 +20% 7500 51.20
American Electric Power Company (AEP) 0.07 +23% 10000 38.60
Berkshire Hathaway (BRK.B) 0.06 +25% 3668 81.24
Pitney Bowes (PBI) 0.06 -2% 16990 17.60
Granite Construction (GVA) 0.06 10380 28.71
Southern Company (SO) 0.06 +38% 7342 44.95
Kellogg Company (K) 0.06 NEW 5425 53.64
Public Service Enterprise (PEG) 0.06 +23% 10525 30.59
Kennametal (KMT) 0.06 6800 44.56
* America Movil Sab De Cv spon adr l shs 0.05 11200 24.82
Moody's Corporation (MCO) 0.05 6220 42.12
Emerson Electric (EMR) 0.05 -2% 4550 52.09
Health Care REIT (HCN) 0.05 4400 55.00
Wisconsin Energy Corporation (WEC) 0.05 +6% 7850 35.16
Edison International (EIX) 0.05 6550 42.44
Ingersoll-rand Co Ltd-cl A 0.05 6600 41.36
Entergy Corporation (ETR) 0.04 3030 67.33
Covance (CVD) 0.04 -14% 4220 47.63
Annaly Capital Management (NLY) 0.03 11325 15.81
Accuray Incorporated (ARAY) 0.03 NEW 21625 7.08
CVB Financial (CVBF) 0.02 10000 11.70
Rite Aid Corporation (RAD) 0.01 23600 1.74
MannKind Corporation (MNKD) 0.01 13000 2.46
AVANIR Pharmaceuticals (AVNR) 0.01 15200 3.42
Motricity (MOTR) 0.00 -4% 10850 1.11

Past 13F-HR SEC Filings by First Western Investment Management

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