Dynamic Capital Management as of March 31, 2017
Portfolio Holdings for Dynamic Capital Management
Dynamic Capital Management holds 266 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 4.7 | $29M | 173k | 166.68 | |
Oracle Corporation (ORCL) | 4.2 | $26M | 585k | 44.61 | |
Lowe's Companies (LOW) | 4.1 | $25M | 306k | 82.21 | |
Adobe Systems Incorporated (ADBE) | 2.4 | $15M | 114k | 130.13 | |
priceline.com Incorporated | 2.1 | $13M | 7.2k | 1780.00 | |
Hp (HPQ) | 2.0 | $13M | 706k | 17.88 | |
Mylan Nv | 1.8 | $11M | 290k | 38.99 | |
Intuit (INTU) | 1.8 | $11M | 93k | 115.99 | |
IDEXX Laboratories (IDXX) | 1.5 | $9.2M | 60k | 154.62 | |
Foot Locker (FL) | 1.3 | $8.3M | 110k | 74.81 | |
Albemarle Corporation (ALB) | 1.2 | $7.5M | 71k | 105.65 | |
Citrix Systems | 1.2 | $7.4M | 89k | 83.39 | |
J.M. Smucker Company (SJM) | 1.2 | $7.4M | 57k | 131.09 | |
Kimberly-Clark Corporation (KMB) | 1.1 | $7.0M | 53k | 131.62 | |
Procter & Gamble Company (PG) | 1.1 | $6.5M | 72k | 89.85 | |
Estee Lauder Companies (EL) | 1.0 | $6.4M | 75k | 84.79 | |
Synopsys (SNPS) | 1.0 | $6.2M | 86k | 72.12 | |
Mettler-Toledo International (MTD) | 1.0 | $6.0M | 13k | 478.88 | |
Danaher Corporation (DHR) | 1.0 | $6.0M | 70k | 85.53 | |
Clorox Company (CLX) | 1.0 | $6.0M | 45k | 134.84 | |
Rockwell Automation (ROK) | 1.0 | $6.0M | 39k | 155.71 | |
C.R. Bard | 0.9 | $5.5M | 22k | 248.53 | |
Illinois Tool Works (ITW) | 0.9 | $5.4M | 41k | 132.47 | |
Rite Aid Corporation | 0.9 | $5.4M | 1.3M | 4.25 | |
Roper Industries (ROP) | 0.8 | $5.2M | 25k | 206.48 | |
Vail Resorts (MTN) | 0.8 | $5.0M | 26k | 191.89 | |
Frontier Communications | 0.8 | $4.9M | 2.3M | 2.14 | |
Pvh Corporation (PVH) | 0.8 | $4.9M | 47k | 103.48 | |
Darden Restaurants (DRI) | 0.8 | $4.8M | 58k | 83.66 | |
Stericycle (SRCL) | 0.8 | $4.7M | 57k | 82.90 | |
Honeywell International (HON) | 0.7 | $4.5M | 36k | 124.86 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $4.3M | 40k | 109.36 | |
Cadence Design Systems (CDNS) | 0.7 | $4.3M | 137k | 31.40 | |
Cintas Corporation (CTAS) | 0.7 | $4.2M | 34k | 126.54 | |
BE Aerospace | 0.7 | $4.1M | 64k | 64.11 | |
Avery Dennison Corporation (AVY) | 0.7 | $4.1M | 51k | 80.59 | |
Mohawk Industries (MHK) | 0.7 | $4.0M | 18k | 229.51 | |
Equifax (EFX) | 0.6 | $4.0M | 29k | 136.76 | |
J.C. Penney Company | 0.6 | $3.9M | 637k | 6.16 | |
Toll Brothers (TOL) | 0.6 | $4.0M | 110k | 36.11 | |
ResMed (RMD) | 0.6 | $3.9M | 54k | 71.97 | |
CSX Corporation (CSX) | 0.6 | $3.8M | 81k | 46.55 | |
Johnson & Johnson (JNJ) | 0.6 | $3.8M | 30k | 124.54 | |
Reynolds American | 0.6 | $3.8M | 60k | 63.03 | |
Thermo Fisher Scientific (TMO) | 0.6 | $3.8M | 25k | 153.62 | |
Textron (TXT) | 0.6 | $3.7M | 78k | 47.59 | |
Henry Schein (HSIC) | 0.6 | $3.6M | 21k | 169.97 | |
Vornado Realty Trust (VNO) | 0.6 | $3.6M | 36k | 100.32 | |
Harley-Davidson (HOG) | 0.6 | $3.6M | 59k | 60.50 | |
Royal Caribbean Cruises (RCL) | 0.6 | $3.5M | 36k | 98.11 | |
Hasbro (HAS) | 0.6 | $3.4M | 34k | 99.81 | |
Kroger (KR) | 0.6 | $3.4M | 116k | 29.49 | |
Maxim Integrated Products | 0.5 | $3.3M | 74k | 44.96 | |
Hershey Company (HSY) | 0.5 | $3.2M | 30k | 109.25 | |
Total System Services | 0.5 | $3.1M | 58k | 53.47 | |
Paychex (PAYX) | 0.5 | $3.1M | 52k | 58.90 | |
H&R Block (HRB) | 0.5 | $2.9M | 127k | 23.25 | |
Micron Technology (MU) | 0.5 | $3.0M | 103k | 28.90 | |
Pfizer (PFE) | 0.5 | $2.9M | 85k | 34.21 | |
Valspar Corporation | 0.5 | $2.9M | 26k | 110.94 | |
Fastenal Company (FAST) | 0.5 | $2.9M | 56k | 51.50 | |
Time Warner | 0.5 | $2.8M | 28k | 97.71 | |
Everest Re Group (EG) | 0.5 | $2.8M | 12k | 233.78 | |
American Express Company (AXP) | 0.4 | $2.7M | 34k | 79.10 | |
DISH Network | 0.4 | $2.6M | 41k | 63.50 | |
Sherwin-Williams Company (SHW) | 0.4 | $2.6M | 8.4k | 310.14 | |
Boston Scientific Corporation (BSX) | 0.4 | $2.6M | 105k | 24.87 | |
Loews Corporation (L) | 0.4 | $2.5M | 54k | 46.77 | |
Analog Devices (ADI) | 0.4 | $2.5M | 31k | 81.97 | |
PPG Industries (PPG) | 0.4 | $2.5M | 23k | 105.08 | |
Goodyear Tire & Rubber Company (GT) | 0.4 | $2.5M | 68k | 36.00 | |
Xerox Corporation | 0.4 | $2.4M | 334k | 7.34 | |
Church & Dwight (CHD) | 0.4 | $2.4M | 49k | 49.87 | |
Shire | 0.4 | $2.4M | 14k | 174.22 | |
Kellogg Company (K) | 0.4 | $2.4M | 32k | 72.62 | |
Tyler Technologies (TYL) | 0.4 | $2.4M | 15k | 154.55 | |
Vodafone Group New Adr F (VOD) | 0.4 | $2.3M | 87k | 26.43 | |
Ecolab (ECL) | 0.3 | $2.2M | 17k | 125.35 | |
UnitedHealth (UNH) | 0.3 | $2.2M | 13k | 164.04 | |
Level 3 Communications | 0.3 | $2.1M | 37k | 57.22 | |
SYSCO Corporation (SYY) | 0.3 | $2.1M | 41k | 51.92 | |
General Dynamics Corporation (GD) | 0.3 | $2.1M | 11k | 187.17 | |
Skyworks Solutions (SWKS) | 0.3 | $2.1M | 21k | 97.97 | |
Noble Energy | 0.3 | $2.0M | 59k | 34.35 | |
Service Corporation International (SCI) | 0.3 | $2.0M | 66k | 30.88 | |
Republic Services (RSG) | 0.3 | $1.9M | 31k | 62.80 | |
Trimble Navigation (TRMB) | 0.3 | $2.0M | 62k | 32.02 | |
BlackRock (BLK) | 0.3 | $1.9M | 4.9k | 383.54 | |
Wells Fargo & Company (WFC) | 0.3 | $1.9M | 34k | 55.67 | |
Raytheon Company | 0.3 | $1.9M | 12k | 152.48 | |
Lennox International (LII) | 0.3 | $1.9M | 11k | 167.30 | |
Hubbell (HUBB) | 0.3 | $1.9M | 16k | 120.02 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.3 | $1.9M | 13k | 144.65 | |
Norfolk Southern (NSC) | 0.3 | $1.9M | 17k | 111.97 | |
United Rentals (URI) | 0.3 | $1.8M | 15k | 125.03 | |
Apple (AAPL) | 0.3 | $1.9M | 13k | 143.62 | |
Merck & Co (MRK) | 0.3 | $1.9M | 29k | 63.53 | |
Celgene Corporation | 0.3 | $1.8M | 15k | 124.43 | |
Anadarko Petroleum Corporation | 0.3 | $1.8M | 29k | 61.99 | |
Jacobs Engineering | 0.3 | $1.8M | 33k | 55.28 | |
Nordson Corporation (NDSN) | 0.3 | $1.8M | 15k | 122.86 | |
BioMarin Pharmaceutical (BMRN) | 0.3 | $1.7M | 19k | 87.80 | |
Nucor Corporation (NUE) | 0.3 | $1.7M | 29k | 59.71 | |
Hess (HES) | 0.3 | $1.7M | 36k | 48.20 | |
Potash Corp. Of Saskatchewan I | 0.3 | $1.7M | 97k | 17.08 | |
Alleghany Corporation | 0.3 | $1.7M | 2.7k | 614.64 | |
Paccar (PCAR) | 0.3 | $1.7M | 25k | 67.21 | |
Newell Rubbermaid (NWL) | 0.3 | $1.6M | 34k | 47.17 | |
Markel Corporation (MKL) | 0.3 | $1.6M | 1.7k | 976.02 | |
W.R. Grace & Co. | 0.3 | $1.6M | 23k | 69.71 | |
Forest City Realty Trust Inc Class A | 0.3 | $1.6M | 75k | 21.79 | |
NetApp (NTAP) | 0.2 | $1.6M | 38k | 41.86 | |
DaVita (DVA) | 0.2 | $1.6M | 23k | 67.99 | |
ConocoPhillips (COP) | 0.2 | $1.6M | 32k | 49.86 | |
IDEX Corporation (IEX) | 0.2 | $1.5M | 16k | 93.49 | |
Old Dominion Freight Line (ODFL) | 0.2 | $1.5M | 18k | 85.59 | |
Boston Properties (BXP) | 0.2 | $1.5M | 12k | 132.42 | |
Valeant Pharmaceuticals Int | 0.2 | $1.5M | 137k | 11.03 | |
Walgreen Boots Alliance (WBA) | 0.2 | $1.5M | 18k | 83.07 | |
Northrop Grumman Corporation (NOC) | 0.2 | $1.5M | 6.3k | 237.79 | |
Parker-Hannifin Corporation (PH) | 0.2 | $1.5M | 9.3k | 160.35 | |
Brocade Communications Systems | 0.2 | $1.5M | 118k | 12.48 | |
United Technologies Corporation | 0.2 | $1.4M | 13k | 112.19 | |
Southern Copper Corporation (SCCO) | 0.2 | $1.4M | 40k | 35.90 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 5.2k | 267.63 | |
International Business Machines (IBM) | 0.2 | $1.3M | 7.7k | 174.09 | |
Schlumberger (SLB) | 0.2 | $1.4M | 18k | 78.11 | |
Activision Blizzard | 0.2 | $1.4M | 27k | 49.85 | |
Qiagen Nv | 0.2 | $1.4M | 48k | 28.98 | |
Advanced Micro Devices (AMD) | 0.2 | $1.3M | 91k | 14.55 | |
Flextronics International Ltd Com Stk (FLEX) | 0.2 | $1.3M | 77k | 16.80 | |
Reliance Steel & Aluminum (RS) | 0.2 | $1.3M | 16k | 80.02 | |
SCANA Corporation | 0.2 | $1.3M | 20k | 65.33 | |
Ptc (PTC) | 0.2 | $1.3M | 25k | 52.55 | |
Sirius Xm Holdings (SIRI) | 0.2 | $1.3M | 251k | 5.15 | |
Wal-Mart Stores (WMT) | 0.2 | $1.3M | 18k | 72.09 | |
Incyte Corporation (INCY) | 0.2 | $1.2M | 9.2k | 133.64 | |
Emerson Electric (EMR) | 0.2 | $1.2M | 21k | 59.88 | |
Halliburton Company (HAL) | 0.2 | $1.2M | 25k | 49.20 | |
SL Green Realty | 0.2 | $1.2M | 12k | 106.61 | |
Fossil (FOSL) | 0.2 | $1.3M | 72k | 17.45 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $1.2M | 29k | 42.12 | |
Pulte (PHM) | 0.2 | $1.2M | 51k | 23.54 | |
Diageo (DEO) | 0.2 | $1.1M | 9.9k | 115.60 | |
Donaldson Company (DCI) | 0.2 | $1.2M | 26k | 45.52 | |
Microsemi Corporation | 0.2 | $1.2M | 23k | 51.51 | |
Alkermes (ALKS) | 0.2 | $1.2M | 20k | 58.49 | |
Barrick Gold Corp (GOLD) | 0.2 | $1.1M | 57k | 18.99 | |
Affiliated Managers (AMG) | 0.2 | $1.1M | 6.8k | 163.98 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $1.1M | 2.9k | 387.48 | |
Southwest Airlines (LUV) | 0.2 | $1.1M | 21k | 53.78 | |
Middleby Corporation (MIDD) | 0.2 | $1.1M | 8.2k | 136.44 | |
Chubb (CB) | 0.2 | $1.1M | 8.3k | 136.25 | |
Lennar Corporation (LEN) | 0.2 | $1.1M | 21k | 51.19 | |
Franklin Resources (BEN) | 0.2 | $1.1M | 25k | 42.13 | |
Polaris Industries (PII) | 0.2 | $1.0M | 12k | 83.78 | |
Interpublic Group of Companies (IPG) | 0.2 | $1.0M | 42k | 24.56 | |
Rio Tinto (RIO) | 0.2 | $1.0M | 25k | 40.67 | |
AutoZone (AZO) | 0.2 | $1.1M | 1.5k | 722.79 | |
A. O. Smith Corporation (AOS) | 0.2 | $1.0M | 20k | 51.16 | |
IAC/InterActive | 0.2 | $962k | 13k | 73.76 | |
Cummins (CMI) | 0.2 | $960k | 6.3k | 151.23 | |
Toro Company (TTC) | 0.2 | $970k | 16k | 62.44 | |
Charles Schwab Corporation (SCHW) | 0.1 | $937k | 23k | 40.81 | |
Brown & Brown (BRO) | 0.1 | $935k | 22k | 41.70 | |
NVR (NVR) | 0.1 | $950k | 451.00 | 2106.43 | |
Pilgrim's Pride Corporation (PPC) | 0.1 | $924k | 41k | 22.52 | |
Hollyfrontier Corp | 0.1 | $896k | 32k | 28.34 | |
Ddr Corp | 0.1 | $939k | 75k | 12.54 | |
L3 Technologies | 0.1 | $948k | 5.7k | 165.24 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $887k | 37k | 23.92 | |
General Electric Company | 0.1 | $855k | 29k | 29.79 | |
Molson Coors Brewing Company (TAP) | 0.1 | $840k | 8.8k | 95.73 | |
Electronic Arts (EA) | 0.1 | $868k | 9.7k | 89.54 | |
Mid-America Apartment (MAA) | 0.1 | $850k | 8.4k | 101.75 | |
Baker Hughes Incorporated | 0.1 | $858k | 14k | 59.81 | |
Praxair | 0.1 | $884k | 7.5k | 118.66 | |
D.R. Horton (DHI) | 0.1 | $854k | 26k | 33.29 | |
Denbury Resources | 0.1 | $878k | 340k | 2.58 | |
Jack Henry & Associates (JKHY) | 0.1 | $881k | 9.5k | 93.06 | |
Weatherford Intl Plc ord | 0.1 | $869k | 131k | 6.65 | |
Tegna (TGNA) | 0.1 | $892k | 35k | 25.62 | |
Archer Daniels Midland Company (ADM) | 0.1 | $805k | 18k | 46.05 | |
Avon Products | 0.1 | $816k | 185k | 4.40 | |
Unilever | 0.1 | $778k | 16k | 49.68 | |
Pioneer Natural Resources | 0.1 | $783k | 4.2k | 186.12 | |
Alaska Air (ALK) | 0.1 | $830k | 9.0k | 92.22 | |
Pentair cs (PNR) | 0.1 | $795k | 13k | 62.81 | |
Allergan | 0.1 | $831k | 3.5k | 238.93 | |
S&p Global (SPGI) | 0.1 | $805k | 6.2k | 130.81 | |
Microsoft Corporation (MSFT) | 0.1 | $762k | 12k | 65.83 | |
Corning Incorporated (GLW) | 0.1 | $714k | 26k | 27.00 | |
Sony Corporation (SONY) | 0.1 | $766k | 23k | 33.74 | |
Yum! Brands (YUM) | 0.1 | $759k | 12k | 63.93 | |
Whole Foods Market | 0.1 | $756k | 25k | 29.71 | |
EOG Resources (EOG) | 0.1 | $765k | 7.8k | 97.50 | |
Udr (UDR) | 0.1 | $737k | 20k | 36.25 | |
Diamond Offshore Drilling | 0.1 | $681k | 41k | 16.70 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $656k | 14k | 47.23 | |
Supervalu | 0.1 | $670k | 173k | 3.86 | |
Morgan Stanley (MS) | 0.1 | $687k | 16k | 42.85 | |
Apartment Investment and Management | 0.1 | $681k | 15k | 44.37 | |
3M Company (MMM) | 0.1 | $627k | 3.3k | 191.45 | |
NVIDIA Corporation (NVDA) | 0.1 | $619k | 5.7k | 108.96 | |
National-Oilwell Var | 0.1 | $588k | 15k | 40.06 | |
Marsh & McLennan Companies (MMC) | 0.1 | $646k | 8.7k | 73.86 | |
Stryker Corporation (SYK) | 0.1 | $624k | 4.7k | 131.67 | |
ING Groep (ING) | 0.1 | $605k | 40k | 15.09 | |
AutoNation (AN) | 0.1 | $581k | 14k | 42.33 | |
CIGNA Corporation | 0.1 | $583k | 4.0k | 146.52 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $550k | 10k | 52.87 | |
RPC (RES) | 0.1 | $563k | 31k | 18.30 | |
Alexion Pharmaceuticals | 0.1 | $578k | 4.8k | 121.20 | |
Gentex Corporation (GNTX) | 0.1 | $539k | 25k | 21.35 | |
Kinross Gold Corp (KGC) | 0.1 | $534k | 152k | 3.51 | |
Apache Corporation | 0.1 | $507k | 9.9k | 51.44 | |
CarMax (KMX) | 0.1 | $511k | 8.6k | 59.25 | |
AGCO Corporation (AGCO) | 0.1 | $516k | 8.6k | 60.15 | |
Dollar Tree (DLTR) | 0.1 | $501k | 6.4k | 78.47 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $475k | 6.1k | 77.30 | |
Amphenol Corporation (APH) | 0.1 | $493k | 6.9k | 71.11 | |
BHP Billiton (BHP) | 0.1 | $483k | 13k | 36.29 | |
Columbia Sportswear Company (COLM) | 0.1 | $463k | 7.9k | 58.70 | |
Kilroy Realty Corporation (KRC) | 0.1 | $477k | 6.6k | 72.14 | |
Taubman Centers | 0.1 | $484k | 7.3k | 66.08 | |
SK Tele | 0.1 | $422k | 17k | 25.20 | |
Valero Energy Corporation (VLO) | 0.1 | $438k | 6.6k | 66.36 | |
CenturyLink | 0.1 | $416k | 18k | 23.55 | |
AngloGold Ashanti | 0.1 | $443k | 41k | 10.77 | |
Invesco (IVZ) | 0.1 | $446k | 15k | 30.64 | |
Exxon Mobil Corporation (XOM) | 0.1 | $385k | 4.7k | 81.91 | |
Martin Marietta Materials (MLM) | 0.1 | $396k | 1.8k | 218.30 | |
Ross Stores (ROST) | 0.1 | $352k | 5.3k | 65.88 | |
Equity Residential (EQR) | 0.1 | $359k | 5.8k | 62.16 | |
Manpower (MAN) | 0.1 | $397k | 3.9k | 102.61 | |
Juniper Networks (JNPR) | 0.1 | $356k | 13k | 27.82 | |
Essex Property Trust (ESS) | 0.1 | $394k | 1.7k | 231.76 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $366k | 3.6k | 102.75 | |
Asml Holding (ASML) | 0.1 | $385k | 2.9k | 132.76 | |
Vulcan Materials Company (VMC) | 0.1 | $300k | 2.5k | 120.34 | |
Helmerich & Payne (HP) | 0.1 | $317k | 4.8k | 66.48 | |
General Mills (GIS) | 0.1 | $328k | 5.6k | 58.94 | |
FLIR Systems | 0.1 | $289k | 8.0k | 36.32 | |
Marathon Oil Corporation (MRO) | 0.1 | $300k | 19k | 15.79 | |
Toyota Motor Corporation (TM) | 0.1 | $282k | 2.6k | 108.46 | |
Eaton (ETN) | 0.1 | $313k | 4.2k | 74.17 | |
Hartford Financial Services (HIG) | 0.0 | $264k | 5.5k | 48.04 | |
State Street Corporation (STT) | 0.0 | $249k | 3.1k | 79.68 | |
Clean Harbors (CLH) | 0.0 | $240k | 4.3k | 55.72 | |
Verisign (VRSN) | 0.0 | $270k | 3.1k | 87.27 | |
International Flavors & Fragrances (IFF) | 0.0 | $246k | 1.9k | 132.54 | |
Colgate-Palmolive Company (CL) | 0.0 | $242k | 3.3k | 73.33 | |
Barnes & Noble | 0.0 | $234k | 25k | 9.24 | |
McDermott International | 0.0 | $228k | 34k | 6.74 | |
Citigroup (C) | 0.0 | $253k | 4.2k | 59.92 | |
Mosaic (MOS) | 0.0 | $270k | 9.2k | 29.23 | |
Alcoa (AA) | 0.0 | $228k | 6.6k | 34.40 | |
Best Buy (BBY) | 0.0 | $213k | 4.3k | 49.18 | |
Nokia Corporation (NOK) | 0.0 | $186k | 34k | 5.42 | |
Office Depot | 0.0 | $197k | 42k | 4.66 | |
Quanta Services (PWR) | 0.0 | $214k | 5.8k | 37.10 | |
Harmony Gold Mining (HMY) | 0.0 | $199k | 81k | 2.44 | |
Corporate Office Properties Trust (CDP) | 0.0 | $207k | 6.3k | 33.10 | |
Ensco Plc Shs Class A | 0.0 | $206k | 23k | 8.94 | |
Staples | 0.0 | $130k | 15k | 8.74 | |
Stone Energy Corp *w exp 02/28/202 | 0.0 | $118k | 36k | 3.30 |