BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 105
New Positions 5
Increased Positions 29
Decreased Positions 60
Positions with Activity 89
Sold Out Positions 4
Total Mkt Value (in $ millions) 597

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

Sector Weighting

Basic Materials 0.28%
Capital Goods 0.58%
Conglomerates 0.03%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.18%
Energy 0.8%
Financial 85.81%
Healthcare 2.48%
Services 2.09%
Technology 3.37%
Transportation
Utilities 0.38%

105 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CARDINAL HEALTH INC COM 977 45 4.79 11,091
CHEVRON CORP NEW COM 976 -53 (5.19) 9,458
HEWLETT PACKARD CO COM 975 47 5.12 28,977
RAYTHEON CO COM NEW 971 -18 (1.8) 9,300
BCE INC COM NEW 909 -16 (1.7) 20,680
EXXON MOBIL CORP COM 897 -87 (8.83) 10,544
ISHARES TR RUS 1000 GRW ETF 894 .01 8,803
ISHARES TR MSCI EAFE ETF 881 -107 (10.81) 13,086
UNILEVER N V N Y SHS NEW 867 -16 (1.83) 20,110
GENUINE PARTS CO COM 841 -16 (1.91) 9,098
METLIFE INC COM 831 -10 (1.18) 15,716
ISHARES TR TIPS BD ETF 823 -9 (1.14) 7,293
KIMBERLY CLARK CORP COM 822 3 .32 7,493
HCP INC COM 815 -17 (2.09) 20,834
DIAGEO P L C SPON ADR NEW 806 -7 (0.85) 7,149
UNITED TECHNOLOGIES CORP COM 753 -33 (4.22) 6,400
SYMANTEC CORP COM 731 -29 (3.79) 29,455
ROYAL DUTCH SHELL PLC SPON ADR B 722 -10 (1.31) 11,800
REPLIGEN CORP COM 703 41 6.15 17,250
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 630 -16 (2.44) 16,092


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