Tom Russo

Tom Russo

Last Update: 02-12-2015

Number of Stocks: 110
Number of New Stocks: 2

Total Value: $10,981 Mil
Q/Q Turnover: 2%

Details: Top Buys | Top Sales | Top Holdings  Embed:

Tom Russo Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Tom Russo's Profile:

Mr. Russo oversees $3 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along with overseeing funds in discretionary, individually managed accounts for individuals, trusts and endowments. He is a graduate of Dartmouth College (BA, 1977) and Stanford Business and Law Schools (MBA/JD, 1984).

According to Mr. Russo himself, his fund is relatively concentrated. Therefore, the large positions we reported here are his. Others may be from his partners.

Tom Russo's Performance:

Average Annual Return of Semper Vic Partners
5 Yrs 10 Yrs Since Inception
15.8% 9.2% 15.2%
» More Profile & Performance

Tom Russo's Current Portfolio:

Ticker Shares Value ($1000)
» More Current Portfolio

Tom Russo's Sector Weightings:

select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and and inst_holdings.guru_id = 62 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Consumer Defensive 57.1% 57.1%
Financial Services 29.5% 29.5%
Consumer Cyclical 8.2% 8.2%
Communication Services 2.4% 2.4%
Basic Materials 2.1% 2.1%
Technology 0.3% 0.3%
Energy 0.2% 0.2%
Healthcare 0.1% 0.1%
Industrials 0% 0%
Real Estate 0% 0%
» More Sector Weightings

Tom Russo's News:

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