BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 113
New Positions 5
Increased Positions 38
Decreased Positions 63
Positions with Activity 101
Sold Out Positions 13
Total Mkt Value (in $ millions) 249

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

Sector Weighting

Basic Materials 0.67%
Capital Goods 1.35%
Conglomerates 0.08%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.23%
Energy 2.12%
Financial 66.66%
Healthcare 5.8%
Services 4.83%
Technology 7.96%
Transportation
Utilities 0.91%

113 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HSBC HLDGS PLC SPON ADR NEW 590 1 .20 12,405
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 573 15 2.63 16,495
ASTRAZENECA PLC SPONSORED ADR 573 -14 (2.35) 8,510
DIAMOND OFFSHORE DRILLING INC COM 534 (0.03) 15,438
REPLIGEN CORP COM 505 9 1.88 16,250
EXPRESS SCRIPTS HLDG CO COM 466 -77 (14.21) 5,502
PEPSICO INC COM 451 22 5.16 4,726
CELGENE CORP COM 447 7 1.54 4,155
ENTERPRISE PRODS PARTNERS L P COM 437 New 12,816
BOEING CO COM 417 -23 (5.33) 2,916
MORGAN STANLEY INDIA INVS FD COM 411 New 15,532
BOB EVANS FARMS INC COM 390 -1,177 (75.12) 8,666
US BANCORP DEL COM NEW 369 -30 (7.64) 8,522
BANK AMER CORP COM 347 17 5.09 21,220
ISHARES EAFE VALUE ETF 337 -21 (5.79) 6,122
SPDR S&P 500 ETF TR TR UNIT 337 -4 (1.17) 1,612
CORNING INC COM 325 325 New 15,637
WORTHINGTON INDS INC COM 323 -362 (52.86) 12,066
KINDER MORGAN INC DEL COM 305 57 23.11 7,143
ISHARES MRGSTR SM CP GR 296 New 2,125