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< back to Balanced Management page
Balanced Management Portfolio
Top Ten Holdings
as of August 30, 2002
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| 1 |
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US Treasury Note 7.875% 11/15/2004 |
| 2 |
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US Treasury Note 5.875% 11/15/2005 |
| 3 |
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BUD |
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Anheuser-Busch Companies |
| 4 |
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MHP |
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McGraw-Hill Companies |
| 5 |
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FNM |
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Fannie Mae (Federal National Mortgage Assoc) |
| 6 |
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WM |
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Washington Mutual |
| 7 |
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MRK |
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Merck & Co Inc |
| 8 |
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WFC |
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Wells Fargo & Co |
| 9 |
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MMC |
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Marsh & Mclennan Cos |
| 10 |
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AVY |
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Avery Dennison Corp |
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The opinions expressed are those of Berkeley Capital Management and
based upon sources deemed reliable. BCM shall not be held liable for
inaccurate information obtained from these sources from which BCM could
normally, reasonably depend on as accurate. Past performance does not
guarantee future results.
FOR BROKER-DEALER USE ONLY. NOT FOR USE WITH CLIENTS.
A complete list and description of all the firm's composites and
individual securities' transactions and returns for the past twelve
months are available upon request.
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