Matrix Asset Advisors
David Katz
$605.99M
AUM
$605.99M
Positions
65
Top Position
JPM 4.9%
Top 10
38%
Notable Trades
Largest New
DUK
Duke Energy Corporation
$2.15M
Biggest Increase
QCOM
Qualcomm Inc
+19.4K shares
Largest Exit
JCI
Johnson Controls International Plc
284.6K shares
Biggest Decrease
KO
The Coca-Cola Company
-63.7K shares