YORKTOWN MANAGEMENT & RESEARCH CO INC Information

2303 YORKTOWN AVE, LYNCHBURG, Virginia, 24501, (800) 544-6060

Report Date: 12/31/2014

Position Statistics

Total Positions 521
New Positions 63
Increased Positions 93
Decreased Positions 136
Positions with Activity 229
Sold Out Positions 90
Total Mkt Value (in $ millions) 491

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

Sector Weighting

Basic Materials 2.79%
Capital Goods 1.28%
Conglomerates 0.53%
Consumer Cyclical 0.91%
Consumer/Non-Cyclical 0.89%
Energy 3.88%
Financial 48.22%
Healthcare 1.82%
Services 19.79%
Technology 3.94%
Transportation 0.97%
Utilities 1.32%

521 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIMPSON MANUFACTURING CO INC COM 265 New 7,100
OUTERWALL INC COM 264 New 4,000
OMNIVISION TECHNOLOGIES INC COM 264 New 10,000
CADENCE DESIGN SYSTEM INC COM 264 New 14,300
BROOKFIELD HIGH INCOME FD INC COM 264 .03 29,887
CLAYMORE EXCHANGE-TRD FD TR 2 GUGG CHINA ALLCP 263 New 9,000
DANAHER CORP DEL COM 263 New 3,100
COPART INC COM 263 New 7,000
ERIE INDTY CO CL A 262 -44 (14.29) 3,000
SPEEDWAY MOTORSPORTS INC COM 262 -171 (39.47) 11,500
WISDOMTREE TR EUROPE SMCP DV 262 New 4,700
CLEARWATER PAPER CORP COM 261 261 New 4,000
BT GROUP PLC ADR 261 New 4,000
CHIPOTLE MEXICAN GRILL INC COM 260 260 New 400
MOBILE MINI INC COM 260 New 6,100
MOODYS CORP COM 260 New 2,500
ALERE INC COM 259 New 5,300
OCEANFIRST FINL CORP COM 259 -86 (25) 15,000
WIPRO LTD SPON ADR 1 SH 258 New 19,400
ISHARES MSCI ISR CAP ETF 258 New 5,100


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