Drexel Morgan & Co. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DM
Drexel Morgan & Co.
Institutional Filer 6.73%$681.8M60

Current Portfolio Holdings

Showing all 60 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TAT&T Inc.Communication Services4.3M$125.3M18.38%
2UPSUnited Parcel Service, Inc.Industrials812K$79.9M11.72%
3JNJJohnson & JohnsonHealthcare216K$52.8M7.75%
4JPMJPMorgan Chase & Co.Financial Services164K$48.1M7.06%
5KOThe Coca-Cola CompanyConsumer Defensive456K$34.7M5.09%
6IBMInternational Business Machines CorporationTechnology140K$33.9M4.97%
7AXPAmerican Express CompanyFinancial Services96K$29.0M4.26%
8CLFCleveland-Cliffs Inc.Basic Materials3.4M$28.7M4.21%
9FFord Motor CompanyConsumer Cyclical2.1M$24.2M3.55%
10CPBCampbell Soup CompanyConsumer Defensive1.0M$22.3M3.27%
11CATCaterpillar Inc.Industrials28K$19.8M2.90%
12SLBSLB N.V.Energy345K$17.8M2.60%
13MRKMerck & Co., Inc.Healthcare132K$15.9M2.33%
14DEDeere & CompanyIndustrials28K$15.8M2.32%
15XOMExxon Mobil CorporationEnergy69K$11.7M1.71%
Showing 1 to 15 of 60 holdings