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) 258

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

Sector Weighting

Basic Materials 0.94%
Capital Goods 0.86%
Conglomerates 0.06%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 5.14%
Energy 2.6%
Financial 66.56%
Healthcare 5.55%
Services 5.36%
Technology 7.68%
Transportation
Utilities 1.13%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HEWLETT PACKARD CO COM 1,069 2 .18 26,795
ISHARES TR MSCI EAFE ETF 1,036 87 9.21 16,787
RAYTHEON CO COM NEW 1,030 -38 (3.6) 9,640
GENUINE PARTS CO COM 1,004 -53 (5.06) 9,485
TRAVELERS COMPANIES INC COM 996 -37 (3.57) 9,419
PHILIP MORRIS INTL INC COM 987 -72 (6.82) 11,882
BCE INC COM NEW 971 -38 (3.77) 21,195
HCP INC COM 940 -29 (2.98) 20,845
CARDINAL HEALTH INC COM 938 New 11,300
ISHARES TR RUS 1000 GRW ETF 890 -313 (26.04) 9,223
KIMBERLY CLARK CORP COM 880 -31 (3.43) 7,599
METLIFE INC COM 876 -34 (3.78) 16,276
ROYAL DUTCH SHELL PLC SPON ADR B 837 -37 (4.2) 11,870
DIAGEO P L C SPON ADR NEW 827 -27 (3.22) 7,220
SYMANTEC CORP COM 793 -39 (4.67) 30,705
UNITED TECHNOLOGIES CORP COM 792 543 218.61 6,850
UNILEVER N V N Y SHS NEW 791 -23 (2.85) 20,110
WORTHINGTON INDS INC COM 769 New 25,594
ISHARES TR TIPS BD ETF 632 3 .47 5,623
ASTRAZENECA PLC SPONSORED ADR 625 -34 (5.12) 8,715


Create your free portfolio