SADOFF INVESTMENT MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 58
New Positions 3
Increased Positions 30
Decreased Positions 24
Positions with Activity 54
Sold Out Positions 7
Total Mkt Value (in $ millions) 791

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

Sector Weighting

Basic Materials
Capital Goods 7.54%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 4.43%
Energy
Financial 20.57%
Healthcare 20.57%
Services 30.14%
Technology 12.8%
Transportation
Utilities 3.82%

58 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTAVIS PLC SHS 49,549 -2,508 (4.82) 204,910
YAHOO INC COM 41,928 -47 (0.11) 1,024,376
HOME DEPOT INC COM 37,767 383 1.03 409,001
MYLAN INC COM 35,059 -1,138 (3.14) 740,270
NEWELL RUBBERMAID INC COM 31,388 312 1.00 900,149
BANK AMER CORP COM 30,853 183 .60 1,820,248
LEGG MASON INC COM 30,818 -8 (0.03) 606,887
BRISTOL MYERS SQUIBB CO COM 28,890 18 .06 560,867
DIRECTV COM 28,583 -184 (0.64) 325,839
PFIZER INC COM 27,928 166 .60 918,693
CITIGROUP INC COM NEW 27,272 239 .89 509,941
XILINX INC COM 26,314 -45 (0.17) 596,831
VIACOM INC NEW CL B 24,738 -182 (0.73) 305,902
FOOT LOCKER INC COM 24,470 128 .53 430,662
TEXAS INSTRS INC COM 23,343 71 .30 478,825
D R HORTON INC COM 23,049 262 1.15 1,050,052
FLEXTRONICS INTL LTD ORD 22,690 22,690 New 2,092,200
MORGAN STANLEY COM NEW 22,609 279 1.25 632,250
FIFTH THIRD BANCORP COM 21,102 -25 (0.12) 1,008,710
EBAY INC COM 20,838 -58 (0.28) 397,665