| Middleton & Company Inc |
| CRD # | 104549 |
| SEC # | 801-21247 |
| CIK # | 0000919497 |
| AUM | $788.8 MM |
| Employees | 16 |
| Phone | (617)357-5101 |
| Address | 600 Atlantic Avenue 18th Floor
Boston, MA 02210-2211 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
AMZN |
820,610.0 |
24.6 |
|
AAPL |
843,560.0 |
22.9 |
|
GOOGL |
819,810.0 |
16.9 |
|
FB |
491,090.0 |
15.5 |
|
DHR |
90,200.0 |
15.0 |
|
ABBV |
115,170.0 |
14.5 |
|
V |
341,210.0 |
14.4 |
|
XOM |
337,850.0 |
13.9 |
|
JPM |
341,670.0 |
13.0 |
|
UTX |
108,590.0 |
12.4 |
|
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[{"dt": "2014-02-06", "sector": "Basic Industries", "value": 0.003274}, {"dt": "2014-02-06", "sector": "Capital Goods", "value": 0.037407}, {"dt": "2014-02-06", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-02-06", "sector": "Consumer Non-Durables", "value": 0.012835}, {"dt": "2014-02-06", "sector": "Consumer Services", "value": 0.037704}, {"dt": "2014-02-06", "sector": "Energy", "value": 0.051004}, {"dt": "2014-02-06", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2014-02-06", "sector": "Finance", "value": 0.033228}, {"dt": "2014-02-06", "sector": "Health Care", "value": 0.036976}, {"dt": "2014-02-06", "sector": "Miscellaneous", "value": 0.015882}, {"dt": "2014-02-06", "sector": "n/a", "value": 0.006261}, {"dt": "2014-02-06", "sector": "Public Utilities", "value": 0.007488}, {"dt": "2014-02-06", "sector": "Technology", "value": 0.017825}, {"dt": "2014-02-06", "sector": "Transportation", "value": 0.009729}, {"dt": "2015-01-23", "sector": "Basic Industries", "value": 0.006532}, {"dt": "2015-01-23", "sector": "Capital Goods", "value": 0.040177}, {"dt": "2015-01-23", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-01-23", "sector": "Consumer Non-Durables", "value": 0.015749}, {"dt": "2015-01-23", "sector": "Consumer Services", "value": 0.046978}, {"dt": "2015-01-23", "sector": "Energy", "value": 0.038274}, {"dt": "2015-01-23", "sector": "Exchange-Traded Fund", "value": 0.017337}, {"dt": "2015-01-23", "sector": "Finance", "value": 0.05707}, {"dt": "2015-01-23", "sector": "Health Care", "value": 0.071881}, {"dt": "2015-01-23", "sector": "Miscellaneous", "value": 0.017445}, {"dt": "2015-01-23", "sector": "n/a", "value": 0.000987}, {"dt": "2015-01-23", "sector": "Public Utilities", "value": 0.013482}, {"dt": "2015-01-23", "sector": "Technology", "value": 0.044764}, {"dt": "2015-01-23", "sector": "Transportation", "value": 0.009699}, {"dt": "2016-01-19", "sector": "Basic Industries", "value": 0.004253}, {"dt": "2016-01-19", "sector": "Capital Goods", "value": 0.041291}, {"dt": "2016-01-19", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-01-19", "sector": "Consumer Non-Durables", "value": 0.0189}, {"dt": "2016-01-19", "sector": "Consumer Services", "value": 0.059135}, {"dt": "2016-01-19", "sector": "Energy", "value": 0.028523}, {"dt": "2016-01-19", "sector": "Exchange-Traded Fund", "value": 0.013393}, {"dt": "2016-01-19", "sector": "Finance", "value": 0.056291}, {"dt": "2016-01-19", "sector": "Health Care", "value": 0.082574}, {"dt": "2016-01-19", "sector": "Miscellaneous", "value": 0.019334}, {"dt": "2016-01-19", "sector": "n/a", "value": 0.000576}, {"dt": "2016-01-19", "sector": "Public Utilities", "value": 0.007687}, {"dt": "2016-01-19", "sector": "Technology", "value": 0.072844}, {"dt": "2016-01-19", "sector": "Transportation", "value": 0.00869}, {"dt": "2017-02-02", "sector": "Basic Industries", "value": 0.007042}, {"dt": "2017-02-02", "sector": "Capital Goods", "value": 0.03855}, {"dt": "2017-02-02", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-02", "sector": "Consumer Non-Durables", "value": 0.019542}, {"dt": "2017-02-02", "sector": "Consumer Services", "value": 0.064043}, {"dt": "2017-02-02", "sector": "Energy", "value": 0.034219}, {"dt": "2017-02-02", "sector": "Exchange-Traded Fund", "value": 0.019824}, {"dt": "2017-02-02", "sector": "Finance", "value": 0.051372}, {"dt": "2017-02-02", "sector": "Health Care", "value": 0.06327}, {"dt": "2017-02-02", "sector": "Miscellaneous", "value": 0.021749}, {"dt": "2017-02-02", "sector": "n/a", "value": 0.000787}, {"dt": "2017-02-02", "sector": "Public Utilities", "value": 0.012833}, {"dt": "2017-02-02", "sector": "Technology", "value": 0.07772}, {"dt": "2017-02-02", "sector": "Transportation", "value": 0.003002}, {"dt": "2018-01-25", "sector": "Basic Industries", "value": 0.009894}, {"dt": "2018-01-25", "sector": "Capital Goods", "value": 0.053739}, {"dt": "2018-01-25", "sector": "Consumer Durables", "value": 0.001471}, {"dt": "2018-01-25", "sector": "Consumer Non-Durables", "value": 0.035849}, {"dt": "2018-01-25", "sector": "Consumer Services", "value": 0.0891}, {"dt": "2018-01-25", "sector": "Energy", "value": 0.027525}, {"dt": "2018-01-25", "sector": "Exchange-Traded Fund", "value": 0.046172}, {"dt": "2018-01-25", "sector": "Finance", "value": 0.068135}, {"dt": "2018-01-25", "sector": "Health Care", "value": 0.066055}, {"dt": "2018-01-25", "sector": "Miscellaneous", "value": 0.036571}, {"dt": "2018-01-25", "sector": "n/a", "value": 0.000723}, {"dt": "2018-01-25", "sector": "Public Utilities", "value": 0.017261}, {"dt": "2018-01-25", "sector": "Technology", "value": 0.111912}, {"dt": "2018-01-25", "sector": "Transportation", "value": 0.002602}]
[{"x": "2012", "y": 0.476204537}, {"x": "2013", "y": 0.447758479}, {"x": "2014", "y": 0.485612085}, {"x": "2015", "y": 0.602394169}, {"x": "2016", "y": 0.634984999}, {"x": "2017", "y": 0.643962116}, {"x": "2018", "y": 0.643603985}, {"x": "2019", "y": 0.78877138}]