Carnegie Capital Asset Management as of March 31, 2011
Portfolio Holdings for Carnegie Capital Asset Management
Carnegie Capital Asset Management holds 145 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Autodesk (ADSK) | 12.8 | $19M | 425k | 44.11 | |
Yahoo! | 4.4 | $6.5M | 387k | 16.68 | |
3.6 | $5.3M | 9.0k | 586.81 | ||
Exxon Mobil Corporation (XOM) | 3.6 | $5.2M | 62k | 84.13 | |
Cisco Systems (CSCO) | 2.9 | $4.2M | 246k | 17.15 | |
International Business Machines (IBM) | 2.8 | $4.1M | 25k | 163.07 | |
Pepsi (PEP) | 1.7 | $2.5M | 38k | 64.41 | |
Procter & Gamble Company (PG) | 1.7 | $2.4M | 40k | 61.59 | |
iShares MSCI EAFE Index Fund (EFA) | 1.6 | $2.3M | 39k | 60.09 | |
Johnson & Johnson (JNJ) | 1.6 | $2.3M | 39k | 59.25 | |
Express Scripts | 1.5 | $2.2M | 40k | 55.60 | |
McDonald's Corporation (MCD) | 1.5 | $2.2M | 29k | 76.08 | |
Teva Pharmaceutical Industries (TEVA) | 1.5 | $2.1M | 43k | 50.17 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.4 | $2.1M | 12k | 179.52 | |
Target Corporation (TGT) | 1.4 | $2.1M | 42k | 50.02 | |
First Eagle Global A (SGENX) | 1.4 | $2.1M | 43k | 47.91 | |
Philip Morris International (PM) | 1.3 | $2.0M | 30k | 65.62 | |
Oracle Corporation (ORCL) | 1.3 | $1.9M | 57k | 33.43 | |
HCP | 1.3 | $1.9M | 50k | 37.93 | |
Walt Disney Company (DIS) | 1.3 | $1.9M | 43k | 43.09 | |
Eaton Corporation | 1.2 | $1.8M | 33k | 55.44 | |
General Electric Company | 1.2 | $1.8M | 90k | 20.05 | |
E.I. du Pont de Nemours & Company | 1.2 | $1.7M | 31k | 54.97 | |
Waste Management (WM) | 1.0 | $1.5M | 39k | 37.34 | |
United Technologies Corporation | 1.0 | $1.4M | 17k | 84.65 | |
Microsoft Corporation (MSFT) | 0.9 | $1.3M | 52k | 25.39 | |
Stryker Corporation (SYK) | 0.9 | $1.3M | 21k | 60.80 | |
Church & Dwight (CHD) | 0.9 | $1.3M | 16k | 79.37 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $1.2M | 25k | 48.67 | |
Praxair | 0.8 | $1.2M | 12k | 101.64 | |
Kinder Morgan Energy Partners | 0.8 | $1.2M | 17k | 74.07 | |
Schlumberger (SLB) | 0.8 | $1.2M | 13k | 93.26 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 59k | 20.18 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.8 | $1.2M | 24k | 48.33 | |
Apple (AAPL) | 0.8 | $1.1M | 3.3k | 348.38 | |
Technology Select Sector Spdr | 0.7 | $1.1M | 42k | 26.05 | |
Northern Trust Corporation (NTRS) | 0.7 | $1.1M | 21k | 50.75 | |
Schwab International Equity ETF (SCHF) | 0.7 | $1.1M | 37k | 28.82 | |
Abb (ABBNY) | 0.7 | $1.0M | 43k | 24.20 | |
Energy Select Sector SPDR (XLE) | 0.7 | $1.0M | 13k | 79.78 | |
Verizon Communications (VZ) | 0.7 | $998k | 26k | 38.53 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.7 | $1.0M | 16k | 63.00 | |
NextEra Energy | 0.7 | $984k | 18k | 55.14 | |
Goldman Sachs (GS) | 0.6 | $935k | 5.9k | 158.58 | |
Transocean (RIG) | 0.6 | $935k | 12k | 77.98 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $917k | 6.9k | 132.55 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $907k | 20k | 46.08 | |
Vanguard/wellingto.. (VWELX) | 0.6 | $911k | 28k | 32.20 | |
Buckeye Partners | 0.6 | $877k | 14k | 63.50 | |
At&t (T) | 0.6 | $843k | 28k | 30.60 | |
Illinois Tool Works (ITW) | 0.6 | $821k | 15k | 53.75 | |
3M Company (MMM) | 0.6 | $811k | 8.7k | 93.49 | |
Stericycle (SRCL) | 0.6 | $809k | 9.1k | 88.66 | |
Charles Schwab Corporation (SCHW) | 0.5 | $776k | 43k | 18.03 | |
iShares S&P 100 Index (OEF) | 0.5 | $774k | 13k | 59.33 | |
Vanguard Primecap Core (VPCCX) | 0.5 | $749k | 52k | 14.48 | |
Ecolab (ECL) | 0.5 | $726k | 14k | 51.04 | |
Industrial SPDR (XLI) | 0.5 | $733k | 20k | 37.68 | |
Thornburg International Value (TGVAX) | 0.5 | $723k | 25k | 29.22 | |
Chevron Corporation (CVX) | 0.5 | $674k | 6.3k | 107.46 | |
SPDR Gold Trust (GLD) | 0.5 | $670k | 4.8k | 139.82 | |
Vanguard 500 Index Fund mut (VFINX) | 0.5 | $661k | 5.4k | 122.04 | |
Fidelity Contra (FCNTX) | 0.4 | $650k | 9.2k | 70.94 | |
Wells Fargo & Company (WFC) | 0.4 | $630k | 20k | 31.73 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $626k | 11k | 55.59 | |
Nuveen Invt Fds Inc Mid Cap In | 0.4 | $627k | 44k | 14.28 | |
Pfizer (PFE) | 0.4 | $619k | 31k | 20.30 | |
Novartis (NVS) | 0.4 | $610k | 11k | 54.33 | |
Qualcomm (QCOM) | 0.4 | $614k | 11k | 54.87 | |
iShares S&P 500 Growth Index (IVW) | 0.4 | $610k | 8.9k | 68.74 | |
Expeditors International of Washington (EXPD) | 0.4 | $587k | 12k | 50.17 | |
Dominion Resources (D) | 0.4 | $592k | 13k | 44.67 | |
Fairholme Fund (FAIRX) | 0.4 | $579k | 17k | 34.75 | |
Neogen Corporation (NEOG) | 0.4 | $558k | 14k | 41.40 | |
SPDR S&P International Dividend (DWX) | 0.4 | $555k | 9.4k | 59.04 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.4 | $550k | 8.6k | 63.67 | |
Dodge & Cox Balanced | 0.4 | $522k | 7.1k | 73.27 | |
ResMed (RMD) | 0.3 | $506k | 17k | 29.99 | |
Westpac Banking Corporation | 0.3 | $508k | 4.1k | 125.12 | |
Harbor Fd Intl Fd Inv Cl mutual funds | 0.3 | $493k | 7.9k | 62.40 | |
Lincoln Electric Holdings (LECO) | 0.3 | $491k | 6.5k | 75.89 | |
iShares S&P Global Energy Sector (IXC) | 0.3 | $462k | 10k | 44.42 | |
Duke Energy Corporation | 0.3 | $453k | 25k | 18.14 | |
Market Vectors Agribusiness | 0.3 | $460k | 8.2k | 56.06 | |
PowerShares Dynamic Energy Explor. | 0.3 | $450k | 16k | 27.68 | |
Automatic Data Processing (ADP) | 0.3 | $435k | 8.5k | 51.27 | |
U.S. Bancorp (USB) | 0.3 | $430k | 16k | 26.41 | |
Artio International Equity A | 0.3 | $423k | 14k | 30.09 | |
Materials SPDR (XLB) | 0.3 | $410k | 10k | 40.02 | |
Wal-Mart Stores (WMT) | 0.3 | $397k | 7.6k | 52.10 | |
Consumer Discretionary SPDR (XLY) | 0.3 | $392k | 10k | 39.07 | |
Alliance Capital Mgmt Hold | 0.3 | $402k | 19k | 21.78 | |
Selected American Shrs Fund (SLASX) | 0.3 | $393k | 9.1k | 43.28 | |
Halliburton Company (HAL) | 0.3 | $380k | 7.6k | 49.88 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.2 | $361k | 5.6k | 64.22 | |
ConocoPhillips (COP) | 0.2 | $349k | 4.4k | 79.95 | |
Caterpillar (CAT) | 0.2 | $333k | 3.0k | 111.37 | |
Apache Corporation | 0.2 | $334k | 2.6k | 130.88 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $333k | 11k | 29.93 | |
Simon Property (SPG) | 0.2 | $343k | 3.2k | 107.19 | |
iShares S&P Global Infrastructure Index (IGF) | 0.2 | $331k | 9.0k | 36.98 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $325k | 3.1k | 104.64 | |
Health Care SPDR (XLV) | 0.2 | $315k | 9.5k | 33.14 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $301k | 4.3k | 70.25 | |
Longleaf Partners Fund mutual funds (LLPFX) | 0.2 | $303k | 9.9k | 30.72 | |
Blackrock Fundamental Growth I | 0.2 | $301k | 12k | 24.81 | |
Emerson Electric (EMR) | 0.2 | $291k | 5.0k | 58.42 | |
Plum Creek Timber | 0.2 | $288k | 6.6k | 43.64 | |
Gilead Sciences (GILD) | 0.2 | $297k | 7.0k | 42.40 | |
Baidu (BIDU) | 0.2 | $296k | 2.2k | 137.67 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $287k | 3.0k | 95.19 | |
Berkshire Hathaway (BRK.B) | 0.2 | $272k | 3.3k | 83.69 | |
Oakmark Equity Income (OAKBX) | 0.2 | $281k | 9.7k | 29.02 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.2 | $262k | 4.8k | 54.20 | |
Third Avenue Value | 0.2 | $259k | 4.8k | 53.81 | |
Nuveen Invt Fds Inc Internatio | 0.2 | $268k | 26k | 10.21 | |
Norfolk Southern (NSC) | 0.2 | $245k | 3.5k | 69.33 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $245k | 3.3k | 73.53 | |
iShares Dow Jones US Energy Sector (IYE) | 0.2 | $255k | 5.6k | 45.41 | |
T Rowe Price Eqty Incm (PRFDX) | 0.2 | $247k | 9.9k | 24.96 | |
Monsanto Company | 0.2 | $236k | 3.3k | 72.15 | |
Hewlett-Packard Company | 0.2 | $234k | 5.7k | 41.00 | |
T. Rowe Price Growth Stock Fun (PRGFX) | 0.2 | $238k | 7.0k | 33.84 | |
Vanguard Index Fds ttl stmktidsig | 0.2 | $230k | 7.1k | 32.24 | |
Hudson City Ban | 0.1 | $227k | 23k | 9.70 | |
RPM International (RPM) | 0.1 | $218k | 9.2k | 23.75 | |
Laboratory Corp. of America Holdings | 0.1 | $226k | 2.5k | 92.24 | |
Equity Residential (EQR) | 0.1 | $226k | 4.0k | 56.50 | |
Merck & Co (MRK) | 0.1 | $218k | 6.6k | 32.97 | |
Oil Service HOLDRs | 0.1 | $214k | 1.3k | 164.62 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.1 | $216k | 7.9k | 27.37 | |
Meridian Fd Inc Growth Fd mutual funds (MERDX) | 0.1 | $220k | 4.6k | 47.42 | |
Newmont Mining Corporation (NEM) | 0.1 | $210k | 3.8k | 54.67 | |
EMC Corporation | 0.1 | $201k | 7.6k | 26.62 | |
Accenture (ACN) | 0.1 | $210k | 3.8k | 54.90 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.1 | $202k | 3.2k | 62.93 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $203k | 2.3k | 86.42 | |
Investment Company Of America (AIVSX) | 0.1 | $203k | 6.9k | 29.26 | |
Parnassus Equity Income Fund (PRBLX) | 0.1 | $202k | 7.3k | 27.67 | |
American Funds- Growth Fnd Of mf (GFAFX) | 0.1 | $192k | 6.0k | 31.92 | |
Developers Diversified Realty | 0.1 | $149k | 11k | 13.96 | |
PowerShares High Yld. Dividend Achv | 0.1 | $92k | 10k | 8.85 | |
Citigroup (C) | 0.0 | $52k | 12k | 4.42 | |
California Oil & Gas Corporation (COGC) | 0.0 | $0 | 68k | 0.00 | |
Sars Corporation (SARO) | 0.0 | $0 | 10k | 0.00 |