SADOFF INVESTMENT MANAGEMENT LLC Information

250 W COVENTRY CT, MILWAUKEE, Wisconsin, 53217, (414) 352-8460

Report Date: 09/30/2014

Position Statistics

Total Positions 52
New Positions 1
Increased Positions 32
Decreased Positions 15
Positions with Activity 47
Sold Out Positions 0
Total Mkt Value (in $ millions) 834

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

Sector Weighting

Basic Materials
Capital Goods 7.45%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.5%
Energy
Financial 19.04%
Healthcare 21.99%
Services 29.97%
Technology 12.47%
Transportation
Utilities 4.45%

52 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTAVIS PLC SHS 55,042 -2,152 (3.76) 197,200
YAHOO INC COM 50,208 65 .13 1,025,701
HOME DEPOT INC COM 43,665 569 1.32 414,401
MYLAN INC COM 39,683 -447 (1.11) 732,020
BRISTOL MYERS SQUIBB CO COM 35,113 299 .86 565,692
NEWELL RUBBERMAID INC COM 33,905 230 .68 906,299
LEGG MASON INC COM 33,513 213 .64 610,762
PFIZER INC COM 30,177 365 1.22 929,942
BANK AMER CORP COM 28,932 300 1.05 1,839,298
DIRECTV COM 27,362 -409 (1.47) 321,039
TEXAS INSTRS INC COM 26,353 -11 (0.04) 478,625
CITIGROUP INC COM NEW 25,510 717 2.89 524,691
D R HORTON INC COM 24,164 -92 (0.38) 1,046,052
XILINX INC COM 23,747 303 1.29 604,556
FOOT LOCKER INC COM 23,187 168 .73 433,812
FLEXTRONICS INTL LTD ORD 23,183 169 .73 2,107,550
LILLY ELI & CO COM 22,861 536 2.40 316,935
EBAY INC COM 22,845 274 1.21 402,490
MORGAN STANLEY COM NEW 22,633 409 1.84 643,900
MASCO CORP COM 21,347 304 1.44 866,015