Matrix Asset Advisors
David Katz
$564.26M
AUM
$564.26M
Positions
68
Top Position
JPM 5.0%
Top 10
38%
Notable Trades
Largest New
FDX
Fedex Corp.
$3.37M
Biggest Increase
CVS
CVS Health Corporation
+41.5K shares
Largest Exit
KO
The Coca-Cola Company
36.9K shares
Biggest Decrease
QCOM
Qualcomm Inc
-77.1K shares