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Stock Portfolio
Element 1: 5 Large Capitalized Companies
1. American Airlines Group, Inc. ( AAL )
- Outstanding shares  $518.12M
- Market Price  $48.00
- Market Cap.  $24.87B
- Industry  Major Airlines
- Sector  Services

2. Biogen, Inc. ( BIIB )

- Outstanding shares  $ 215.9M
- Market Price  $280.66
- Market Cap.  $60.6B
- Industry  Biotechnology
- Sector   Healthcare

3. Tesla Motors, Inc. ( TSLA )

- Outstanding shares  $160.87M
- Market Price  $244.73
- Market Cap.  $ 39.37B
- Industry  Auto Manufacturers - Major
- Sector  Consumer Goods

4. Mondelēz International, Inc. ( MDLZ )

- Outstanding shares  $ 1.54B
- Market Price  $45.20
- Market Cap.  $ 69.81B
- Industry  Confectioners
- Sector  Consumer Goods

5. Cisco Systems, Inc. ( CSCO )

- Outstanding shares  $5.02B
- Market Price  $30.10
- Market Cap.  $151.09B
- Industry  Networking & Communication Devices
- Sector  Technology
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Element 2: 5 Mid Capitalized Companies

1. Zions Bancorporation ( ZION )
- Outstanding shares  $ 203.72M
- Market Price  $42.46
- Market Cap.  $8.65B
- Industry  Regional - Pacific Banks
- Sector  Financial

2. Woodward, Inc. ( WWD )

- Outstanding shares  $ 61.72M
- Market Price  $67.60
- Market Cap.  $ 4.17B
- Industry  Aerospace/Defense Products & Services
- Sector  Industrial Goods

3. Copart, Inc. ( CPRT )

- Outstanding shares  $ 114.59M
- Market Price  $56.95
- Market Cap.  $ 6.53B
- Industry  Auto Dealerships
- Sector  Services

4. Frontier Communications Corporation ( FTR )

- Outstanding shares  $1.17B
- Market Price  $3.49
- Market Cap.  $4.09B
- Industry  Telcom Services - Domestic
- Sector  Technology

5. Stericycle, Inc. ( SRCL )

- Outstanding shares  $85.08M
- Market Price  $80.35
- Market Cap.  $6.84B
- Industry  Waste Management
- Sector  Industrial Goods
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Element 3: 5 Small Capitalized Companies

1. Select Medical Holdings Corporation ( SEM )
- Outstanding shares  $ 132.33M
- Market Price  $14.80
- Market Cap. $ 1.96B
- Industry  Hospitals
- Sector  Healthcare

2. HubSpot, Inc.( HUBS )
- Outstanding shares  $ 35.61M
- Market Price  $50.25
- Market Cap. $ 1.79B
- Industry  Application Software
- Sector  Technology

3. FTI Consulting, Inc.( FCN )

- Outstanding shares  $ 41.6M
- Market Price  $41.56
- Market Cap.  $ 1.73B
- Industry  Management Services
- Sector  Services

4. Wesco Aircraft Holdings, Inc.( WAIR )

- Outstanding shares  $ 99.03M
- Market Price  $15.25
- Market Cap.  $1. .51B
- Industry   Industrial Equipment Wholesale
- Sector  Services

5. SEACOR Holdings Inc. (CKH)

- Outstanding shares  $ 17.34M
- Market Price  $73.64
- Market Cap.  $ 1.28B
- Industry  Oil & Gas Equipment & Services
- Sector  Basic Materials

- http://investor.cisco.com/investor-relations/financial-information/sec-filings/sec-

filings-details/default.aspx?FilingId=11585960
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Element 4: Diversification

The above image depicts the list of diverse stocks invested and traded in. It carries diverse stocks
from different sectors including; from large, mid and small market capitalization companies
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Element 5 and 6: One Company’s 8k, 10Q, Balance Sheet, Cash Flow, and Income
Statement
Company chosen: Tesla
Balance Sheet:
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Cash Flow:

Income Statement:
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*The 8k and 10Q are attached to my Blackboard submission because they are rather long and I
wasn’t sure if you wanted me to focus on one particular section within each document or include
the whole thing into my project. To be safe, I just attached both documents.

Summary:
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Works Cited
How the Market Works
Bloomberg's UPS Analysis