Stralem & Co Inc Buys Broadcom, NVIDIA Corp, Gilead Sciences Inc, Sells CVS Health Corp, Apple Inc, Archer-Daniels Midland Co

Jul 19, 2017

New York, NY, based Investment company Stralem & Co Inc buys Broadcom, NVIDIA Corp, Gilead Sciences Inc, sells CVS Health Corp, Apple Inc, Archer-Daniels Midland Co during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Stralem & Co Inc. As of 2017-06-30, Stralem & Co Inc owns 48 stocks with a total value of $855 million. These are the details of the buys and sells.

New Purchases: AVGO, NVDA,
Added Positions: XOM, EOG, CVX, T, BMY, GILD, FE, IFF,
Reduced Positions: ADBE, FB, UNH, GOOGL, MSFT, V, ICE, DIS, DOW, LOW,
Sold Out: CVS, ADM,

For the details of STRALEM & CO INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=STRALEM+%26+CO+INC

These are the top 5 holdings of STRALEM & CO INC

Oracle Corp (ORCL) - 603,000 shares, 3.53% of the total portfolio. Shares reduced by 2.89%
UnitedHealth Group Inc (UNH) - 162,000 shares, 3.51% of the total portfolio. Shares reduced by 9.37%
FedEx Corp (FDX) - 133,085 shares, 3.38% of the total portfolio. Shares reduced by 2.74%
Intercontinental Exchange Inc (ICE) - 435,420 shares, 3.36% of the total portfolio. Shares reduced by 3.66%
Visa Inc (V) - 296,595 shares, 3.25% of the total portfolio. Shares reduced by 3.83%

New Purchase: Broadcom Ltd (AVGO)

Stralem & Co Inc initiated holdings in Broadcom Ltd. The purchase prices were between $209.2 and $254.95, with an estimated average price of $231.76. The stock is now traded at around $251.91. The impact to the portfolio due to this purchase was 3.06%. The holdings were 112,120 shares as of 2017-06-30.

New Purchase: NVIDIA Corp (NVDA)

Stralem & Co Inc initiated holdings in NVIDIA Corp. The purchase prices were between $95.49 and $159.94, with an estimated average price of $126.48. The stock is now traded at around $166.81. The impact to the portfolio due to this purchase was 0.14%. The holdings were 8,000 shares as of 2017-06-30.

Added: Gilead Sciences Inc (GILD)

Stralem & Co Inc added to the holdings in Gilead Sciences Inc by 33.33%. The purchase prices were between $64.12 and $71.92, with an estimated average price of $66.5. The stock is now traded at around $72.07. The impact to the portfolio due to this purchase was 0.03%. The holdings were 12,800 shares as of 2017-06-30.

Sold Out: CVS Health Corp (CVS)

Stralem & Co Inc sold out the holdings in CVS Health Corp. The sale prices were between $75.95 and $82.79, with an estimated average price of $78.93.

Sold Out: Archer-Daniels Midland Co (ADM)

Stralem & Co Inc sold out the holdings in Archer-Daniels Midland Co. The sale prices were between $40.63 and $46.04, with an estimated average price of $43.01.

Here is the complete portfolio of STRALEM & CO INC. Also check out:

1. STRALEM & CO INC's Undervalued Stocks
2. STRALEM & CO INC's Top Growth Companies, and
3. STRALEM & CO INC's High Yield stocks
4. Stocks that STRALEM & CO INC keeps buying

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