Wilbur Ross

Wilbur Ross

Last Update: 2014-05-15

Number of Stocks: 11
Number of New Stocks: 2

Total Value: $1,466 Mil
Q/Q Turnover: 17%

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

Wilbur Ross's Portfolio

This page shows the Portfolio Holdings of Wilbur Ross at Invesco Private Capital. It tells us what Wilbur Ross holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2014-03-31
Number of Stocks: 11
Total value: 1,466 Mil
Number of New Buys: 2
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
ETF, options, preferred 51.1% 51.1%
Financial Services 28% 28% -6.3% 64.1983695652%
Energy 19.5% 19.5% 76.4266304348% 7.5%
Technology 1.4% 1.4% -1% 10.1902173913%
Healthcare 0% 0%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2014-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
TLMR Talmer Bancorp Inc9,664,579141,4899.7%New Buy+9.7%13.81
XCO EXCO Resources IncOil & Gas - E&P51,104,050286,18319.5%+62.21%+7.48%18.74
CMRX Chimerix Inc19,8524530.031%New Buy+0.031%0.07
CYCC Cyclacel Pharmaceuticals IncBiotechnology116,3164280.029%000.51
LPDX LipoScience Inc724,2132,3100.16%004.75
CACB Cascade BancorpBanks11,468,75064,2254.4%0024.11
SNBC Sun Bancorp IncBanks21,279,24171,4984.9%0024.44
NVGS Navigator Holdings Ltd23,270,508605,03341.3%0042.06
HLIT Harmonic IncCommunication Equipment373,0582,6640.18%-16.74%-0.04%0.40
EOPN E2open IncApplication Software722,82317,0371.2%-45.37%-0.95%2.51
AGO Assured Guaranty LtdInsurance - Specialty10,848,183274,67618.7%-26.91%-6.27%6.04
BKU BankUnited IncBanks00 Sold Out-12.2%0.00
Premium Portfolio changes after 2014-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


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