Page 24 - MayDefComp
P. 24

Best & Worst S&P 500 Stocks During 1Q Based on


                           Contribution to Return



                             as of 3/31/2019






                                                                     Average                       Contribution to                                                 Average                        Contribution
                                   Best S&P 500 Stocks                             Total Return                                 Worst S&P 500 Stocks                              Total Return
                                                                      Weight                             Return                                                      Weight                          to Return


                                        Apple Inc                      3.35            20.94              0.71                       AbbVie Inc                       0.57          -11.48             -0.08



                                    Microsoft Corp                     3.67            16.62              0.62                  CVS Health Corp                       0.37          -17.06             -0.07



                                  Amazon.com Inc                       2.97            18.56              0.55                       Biogen Inc                       0.29          -21.45             -0.06



                                   Facebook Inc A                      1.64            27.16              0.41                      Cigna Corp                        0.32          -15.30             -0.05



                                  Exxon Mobil Corp                     1.39            19.81              0.27              CME Group Inc Class A                     0.30          -12.13             -0.04


                                                                                                                           Berkshire Hathaway Inc
                                  Cisco Systems Inc                    0.95            25.60              0.24                                                        1.78           -1.61             -0.03
                                                                                                                                             B
                                                                                                                              Bristol-Myers Squibb
                                   Visa Inc Class A                    1.09            18.59              0.21                                                        0.37           -7.38             -0.03
                                                                                                                                      Company


                                  Mastercard Inc A                     0.85            25.02              0.20                 The Kraft Heinz Co                     0.12          -23.19             -0.03



                               Alphabet Inc Class C                    1.50            13.30              0.20                       PG&E Corp                        0.02          -45.26             -0.03



                                    Alphabet Inc A                     1.47            12.63              0.19                         Pfizer Inc                     1.12           -1.88             -0.02


                                    Total/Average                     18.89            19.82              3.59                    Total/Average                       5.25          -15.67            -0.44







                             The mention of specific companies does not constitute a recommendation.

                             Source of chart data: Morningstar Direct, 03/31/2019. The Global Industry Classification Standard (GICS) methodology has been widely accepted as an industry
                             analysis framework for investment research, portfolio management and asset allocation. The GICS structure consists of 10 sectors. The S&P 500 Index is a broad-based
                             measure of domestic stock market performance that includes the reinvestment of dividends. The index is unmanaged and cannot be purchased directly by investors.
                             Index performance is shown for illustrative purposes only and does not predict or depict the performance of any particular investment. Past performance does not
                             guarantee future results.
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