
David Katz
AUM
$1.11B
Positions
107
Top Position
MSFT 6.2%
Top 10
40%
Largest New
Bristol-Myers Squibb Co.
$211.9K
Biggest Increase
Microsoft Corporation
+787 shares
Largest Exit
Fiserv, Inc.
78.3K shares
Biggest Decrease
Comcast Corporation
-246.4K shares