Ticker

$6$ MMM$-$US

AMEN$-$US

AXP$-$US

$9$ANIGN$-$US

$1.$AAPL$-$US

$2.$BA$-$US

$12$ I CAT$-$US

$13$ CVA$-$CS$$eSco$-$us

$1.$KO

$2.$DOW$-$US

$1/$ Gs$-$Us

$18$ HD

$19$ HON$-$US

$20$ lINTC$-$US

$21$ IBM$-$US

$1.$JNJ$-$US

$2.$JPM$-$US

$3.$MCD$-$US

$4.$MRK$-$US

$5.$MSFT$-$US

$6.$NKE$-$US

$7.$IPG$-$US

$8.$CRM$-$US

$9.$TRV$-$US

$10.$UNHUS

$11.$M$-$US

$12.$V$-$Us

$13.$WMI$-$US

$35$ DIS

$3$M Company

Amazon

American Express Company

Amgen Inc.

Apple Inc

Boeing Company

Cate roillar Inc.

Chevron corporatior

cisco Sustems. Inc.

coca$-$cola company

Dow. Inc.

Goldman sachs Group, Inc.

home Depot, inc.

Honeywell Intemational Inc.

Intel comoration

Intematonal Business Machines corporation

Jonnson & Jonnson

JPMorgan Chase & Co$.$

McDonald's Corporation

Merck & co$.,$ Inc.

Microsoft Corporation

NIKE, Inc. Class B

Procter & Gamble Company

salestorce.com, inc

travelers companies, inc

UnitedHealth Group Incorporated

Verizon communications Inc.

visa Inc. Class A

Walmart Inc

Walt Disney Company

Closing Price

Mkt Cap

$92\mathrm{.}840$

$180\mathrm{.}690$

$229030$

$276\mathrm{.}210$

$168\mathrm{.}840$

$188\mathrm{.}040$

$364,830$

$13$Y$\mathrm{.}180$

$49,3360$

$60\mathrm{.}150$

$59\mathrm{.}290$

$410\mathrm{.}190$

$363\mathrm{.}000$

$200\mathrm{.}230$

$43,940$

$188\mathrm{.}880$

$157\mathrm{.}730$

$198\mathrm{.}860$

$277\mathrm{.}140$

$130\mathrm{.}350$

$421\mathrm{.}440$

$90\mathrm{.}950$

$160\mathrm{.}570$

$304\mathrm{.}000$

$227\mathrm{.}850$

$458\mathrm{.}140$

$42\mathrm{.}940$

$210\mathrm{.}440$

$59\mathrm{.}160$

$122\mathrm{.}820$

$51,374\mathrm{.}06$

$1,878,667\mathrm{.}72$

$1632204,36$

$148,020\mathrm{.}10$

$2,607,207\mathrm{.}19$

$114,729\mathrm{.}82$

$182\mathrm{.}187\mathrm{.}81$

$296,754\mathrm{.}47$

$1998681$

$259\mathrm{.}318\mathrm{.}10$

$416696.$

$$LYJO

$359,738\mathrm{.}72$

$130,586\mathrm{.}36$

$1895832$

$173,154\mathrm{.}78$

$380,095\mathrm{.}07$

$572,790\mathrm{.}70$

$200,162\mathrm{.}12$

$330\mathrm{.}130\mathrm{.}12$

$3,131,482\mathrm{.}95$

$110,182\mathrm{.}42|$

$378\mathrm{.}960\mathrm{.}93$

$294,900\mathrm{.}21$

$52,206\mathrm{.}32$

$422,374\mathrm{.}89$

$1788495$

$440,511\mathrm{.}98$

$476,403\mathrm{.}20$

$225,289\mathrm{.}00$

$8/31/2020-$

$6,372021-3$

$11/4/2021->$

$4/1/2024->$

INDEX CALC:

$0\mathrm{.}1519870969776970$

$01518851816118440$

$0\mathrm{.}1522163396050670$

Weight

Mkt Val

Weight

HPR

$4/2/24$

$9/20/24$

$46961\%$

$6\mathrm{.}038\%$

$20\mathrm{.}006\%$

$23\mathrm{.}881\%$

$35498\%$

$18\mathrm{.}480\%$

$1\mathrm{.}875\%$

$-6\mathrm{.}880\%$

$7\mathrm{.}062\%$

$20\mathrm{.}841\%$

$-10\mathrm{.}572\%$

$22\mathrm{.}985\%$

$8\mathrm{.}796\%$

$2\mathrm{.}645\%$

$49\mathrm{.}767\%$

$17\mathrm{.}431\%$

$5\mathrm{.}728\%$

$7\mathrm{.}374\%$

$8\mathrm{.}190\%$

$-8\mathrm{.}978\%$

$3\mathrm{.}649\%$

$9\mathrm{.}850\%$

$-11\mathrm{.}958\%$

$5\mathrm{.}666\%$

$26\mathrm{.}496\%$

$7\mathrm{.}619\%$

$2\mathrm{.}669\%$

$34\mathrm{.}475\%$

$-23\mathrm{.}316\%$

Portfolio

Price$-$Weighted

Portfolio

Return

Value$-$Weighted

SECTORS

$1.$Calculate value of DJIA on $4/2/2024,$ putting formula in cell D$46$

$2.$Put weight calculations $($formulas$)$ in columns F and G

$3.$Use HPRs in column I to calculate returns on price$-$weighted and market value$-$weighted portfolios over the $4/2/2024$ to $9/20/2024$ period. use cels in columns Kand$)$

$4.$For ALL $30$ components, use column N to demonstrate that a $$3\mathrm{.}24$ increase in price in each and any of the $30$ stocks will produce the same $\%$ change

in the price$-$weighted index. I should see $30$ difierent calculations using each stock's spectic intormation.

$5)$ What net increase in the sum of the $30$ prices $($netting together increases and decreases$)$ would result in the DJIA index rising by at least $100$ pts$?$

$1.$Use the S&P$500$ sectors spreadsheet that accompanies this assignment and identify the SECTORS for each of the $30$ companies.$$Put them in column P$.$

$2.$Calculate the sector allocations using both the price weighting $($the actual sector allocations of the DJIA$)$ and the market$-$value weighting as they would have been on $471024.$ Use the cells below this box:

Industrials Financials Healthcare

Info Tech

Energy

Staples

Discretionary

Materials

comm sycs

Price$-$Weighted

MV$-$weighted

Utilities

Real Estate

ans:

$0\mathrm{.}00\%$