Matrix Asset Advisors
David Katz
$514.19M
AUM
$514.19M
Positions
79
Top Position
MSFT 6.7%
Top 10
38%
Notable Trades
Largest New
PNW
Pinnacle West Capital Corporation
$5.90M
Biggest Increase
CVS
CVS Health Corporation
+6.1K shares
Largest Exit
OPK
Opko Health, Inc.
100.0K shares
Biggest Decrease
XOM
Exxon Mobil Corp.
-119.3K shares