YORKTOWN MANAGEMENT & RESEARCH CO INC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 491
New Positions 41
Increased Positions 91
Decreased Positions 175
Positions with Activity 266
Sold Out Positions 103
Total Mkt Value (in $ millions) 580

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

Sector Weighting

Basic Materials 3.16%
Capital Goods 1.57%
Conglomerates 1.9%
Consumer Cyclical 1.42%
Consumer/Non-Cyclical 2.29%
Energy 1.34%
Financial 43.75%
Healthcare 3.64%
Services 21.92%
Technology 3.79%
Transportation 0.24%
Utilities 3.07%

491 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTOLIV INC COM 286 New 2,500
WILLIS TOWERS WATSON PUB LTD SHS 286 New 2,300
MERIT MED SYS INC COM 285 New 14,500
AMDOCS LTD SHS 285 New 5,000
LANDSTAR SYS INC COM 285 New 4,300
FIRST TR EXCH TRD ALPHA FD II SWITZLND ALPHA 283 New 7,000
RELX NV SPONSORED ADR 283 New 16,918
MDC PARTNERS INC CL A SUB VTG 283 New 12,300
TELEDYNE TECHNOLOGIES INC COM 283 New 3,000
LIBERTY MEDIA CORP DELAWARE CL A 281 New 7,200
ELECTRONIC ARTS INC COM 280 New 4,500
NOVO-NORDISK A S ADR 280 New 5,000
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 280 New 13,300
ISHARES TR EAFE SML CP ETF 277 New 5,500
US ECOLOGY INC COM 277 New 6,500
ORMAT TECHNOLOGIES INC COM 275 New 6,300
REGENERON PHARMACEUTICALS COM 274 New 700
STEEL DYNAMICS INC COM 274 New 11,100
LIBERTY GLOBAL PLC SHS CL C 274 New 7,400
NATHANS FAMOUS INC NEW COM 273 273 New 6,000


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