
David Katz
AUM
$725.68M
Positions
96
Top Position
MSFT 7.0%
Top 10
39%
Largest New
Pfizer Inc.
$4.16M
Biggest Increase
JPMorgan Chase & Co.
+148 shares
Largest Exit
The Coca-Cola Company
47.7K shares
Biggest Decrease
Zimmer Biomet Holdings, Inc.
-22.2K shares