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To: Shack who wrote (58091)10/30/2002 5:35:06 PM
From: Paul Shread  Respond to of 209892
 
Ten Largest Vanguard Index 500 Holdings as of 09/30/2002 (I think C may currently be ahead of JNJ, making it #6)

1 General Electric Co.
2 Microsoft Corp.
3 Wal-Mart Stores, Inc.
4 ExxonMobil Corp.
5 Pfizer, Inc.
6 Johnson & Johnson
7 Citigroup, Inc.
8 American International Group, Inc.
9 The Coca-Cola Co.
10 Procter & Gamble Co.

Top Ten Equals 23.6% of Total Net Assets



To: Shack who wrote (58091)10/30/2002 6:29:34 PM
From: mishedlo  Read Replies (2) | Respond to of 209892
 
GE seems irrelevant right now. In a steady decline for like forever. No ooomph on the rallies.

Down again today on an up day.
Quite literaly GE could be headed to $5 ultimately.
Why not.

MSFT C IBM (as of late) INTC seem to be the ones to watch.
Yes C is very relevant on Max Pain.
Options OI has way picked up (but not like MSFT INTC CSCO)
Nothing compares to QQQ.

M



To: Shack who wrote (58091)10/30/2002 7:07:01 PM
From: Perspective  Read Replies (2) | Respond to of 209892
 
Of the Dow, only MSFT, GE, WMT, and XOM have higher market caps. C is fifth at $187B. The first four combined have over $1 TRILLION in market cap - at least it makes a little more sense than when people claimed CSCO could have the first trillion dollar market cap!

Whether the averages reflect it or not, these five names are absolutely huge in their impact on the average portfolio. Look at Magellan for instance - does it surprise *anyone* that these five names are in the top ten holdings?

19 names left in the >100B camp:

screen.yahoo.com

Wow - didn't realize it, but PFE is also $200B market cap.

Almost $3 trillion in those 19 names. Anybody got the total market cap numbers? Anybody know where to get the Dow weightings? They are NOT market cap weighted at all. Heard that MMM is almost 10% despite its sub-100B status.

BC