Matrix Asset Advisors
David Katz
$521.92M
AUM
$521.92M
Positions
76
Top Position
MSFT 6.9%
Top 10
42%
Notable Trades
Largest New
USB
U.s. Bancorp
$4.23M
Biggest Increase
K
Kellanova
+9.4K shares
Largest Exit
OXY
Occidental Petroleum Corp
167.1K shares
Biggest Decrease
WFC
Wells Fargo & Company
-245.6K shares