BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 09/30/2014

Position Statistics

Total Positions 116
New Positions 9
Increased Positions 35
Decreased Positions 56
Positions with Activity 91
Sold Out Positions 8
Total Mkt Value (in $ millions) 255

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.93%
Capital Goods 0.89%
Conglomerates 0.06%
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.33%
Energy 2.48%
Financial 66.15%
Healthcare 5.7%
Services 5.6%
Technology 7.8%
Transportation
Utilities 1.2%

9 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CNOOC LTD SPONSORED ADR 512 512 New 3,710
PEPSICO INC COM 443 443 New 4,494
CONSOLIDATED EDISON INC COM 438 438 New 6,227
REPLIGEN CORP COM 395 395 New 15,950
ISHARES TR CORE S&P MCP ETF 328 328 New 2,261
SPDR GOLD TRUST GOLD SHS 276 276 New 2,225
COLGATE PALMOLIVE CO COM 263 263 New 3,915
QUALCOMM INC COM 241 241 New 3,341
AMAZON COM INC COM 199 199 New 637


Create your free portfolio