Hollywood Police Pension Fund Stock Overlap Analysis
Total Assets =
$159,123,000
Company
Morningstar
DHJ
Inverness
Eagle
Buckhead
Combined
Percent of
Equity Style
(Growth)
(Blend)
(Small Cap)
(Value)
Total Assets
General Electric
Large Blend
$783,254
$2,753,560
$3,536,814
2.2%
Procter & Gamble
Large Blend
$522,258
$2,381,280
$2,903,538
1.8%
American International
Large Blend
$455,533
$2,175,680
$2,631,213
1.7%
Home Depot
Large Blend
$329,280
$1,764,000
$292,432
$2,385,712
1.5%
PepsiCo
Large Blend
$184,627
$1,946,000
$2,130,627
1.3%
Abbott Laboratories
Large Blend
$474,432
$285,083
$759,515
0.5%
Johnson & Johnson
Large Growth
$679,339
$1,408,250
$274,609
$2,362,198
1.5%
Microsoft
Large Growth
$652,540
$1,382,500
$309,680
$2,344,720
1.5%
Intel
Large Growth
$364,089
$1,323,960
$258,373
$1,946,422
1.2%
Schlumberger
Large Growth
$291,116
$1,278,890
$1,570,006
1.0%
First Data
Large Growth
$1,174,500
$365,618
$1,540,118
1.0%
Oracle
Large Growth
$1,229,520
$255,661
$1,485,181
0.9%
Cisco Systems
Large Growth
$515,850
$778,300
$1,294,150
0.8%
Time Warner
Large Growth
$260,822
$968,400
$1,229,222
0.8%
Amgen
Large Growth
$193,154
$965,770
$1,158,924
0.7%
ExxonMobil
Large Value
$492,966
$1,449,900
$1,942,866
1.2%
Bristol-Myers Squibb
Large Value
$946,800
$358,837
$1,305,637
0.8%
Univision
Mid Growth
$222,851
$1,485,670
$1,708,521
1.1%
Petsmart
Mid Growth
$185,955
$1,192,380
$1,378,335
0.9%
Sterycycle
Mid Growth
$330,480
$101,669
$432,149
0.3%
Getty Images
Mid Growth
$239,173
$101,199
$340,372
0.2%
Cott
Mid Growth
$182,413
$0
$75,272
$257,685
0.2%
September 30, 2004
$7,360,130
$26,605,360
$101,669
$2,400,292
$36,045,865
22.7%
June 30, 2004
$6,329,340
$25,219,779
$105,571
$1,618,598
$33,273,288
20.9%
March 31, 2004
$6,891,759
$30,460,621
$436,435
$1,763,360
$39,552,175
24.9%
December 31, 2003
$6,810,336
$33,280,931
$249,539
$1,236,851
$41,577,657
26.1%
September 30, 2003
$5,927,142
$26,154,905
$176,046
$32,258,093
20.3%
June 30, 2003
$5,878,731
$22,382,266
$195,400
$28,260,997
17.8%
March 31, 2003
$4,871,383
$18,583,172
$24,854
$23,454,555
14.7%
December 31, 2002
$4,563,689
$18,973,115
$23,536,804
14.8%
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