RE

RUDMAN ERROL M

13F
RUDMAN ERROL M
Last update 2019-05-15 27 Stocks (1 new)
Value $147.00 Mil Turnover 1 %
Countries:
Top Holdings: TDG(24.65%)UAL(10.96%)CNC(9.20%)MDB(8.61%)DAL(6.28%)
Summary Stock Picks Current Portfolio
RUDMAN ERROL M Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TDG
TransDigm Group Inc
79,736
36,199.0
-11.14%
24.650
-2.39%
0.140
+16.90%
+26.19%
89,824.6
Aerospace & Defense
UAL
United Airlines Holdings Inc
201,783
16,098.0
-10.23%
10.960
-1.36%
0.060
+29.95%
-7.59%
29,048.5
Transportation
CNC
Centene Corp
254,400
13,509.0
-10.55%
9.200
-1.22%
0.040
-56.54%
-55.83%
13,315.9
Healthcare Plans
MDB
MongoDB Inc
86,000
12,644.0
0%
8.610
0%
0.130
+35.77%
+1.01%
19,215.9
Software
DAL
Delta Air Lines Inc
178,410
9,215.0
-11.86%
6.280
-0.84%
0.030
+30.58%
-9.08%
35,722.8
Transportation
HCA
HCA Healthcare Inc
62,970
8,210.0
-21.26%
5.590
-1.49%
0.020
+0.21%
+14.25%
82,151.2
Healthcare Providers & Services
CBPO
China Biologic Products Holdings Inc
China Biologic Products Holdings Inc
58,000
5,293.0
0%
3.600
0%
0.150
+1.27%
+1.59%
4,654.2
Biotechnology
JPM
JPMorgan Chase & Co
47,110
4,769.0
+20.46%
3.250
+0.55%
0.000
+21.80%
+25.72%
815,415.8
Banks
MHK
Mohawk Industries Inc
34,200
4,314.0
0%
2.940
0%
0.050
+6.32%
-2.63%
7,252.9
Furnishings, Fixtures & Appliances
RUSHA
Rush Enterprises Inc
231,278
4,298.0
0%
2.930
0%
0.180
+4.20%
-0.31%
4,224.4
Vehicles & Parts

RUDMAN ERROL M's Historical Top Holdings Breakdowns

RUDMAN ERROL M Total Holding History ($B)

To

RUDMAN ERROL M's Asset Allocation

To

RUDMAN ERROL M Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RUDMAN ERROL M's Hypothetical Growth since 2019-03-31

RUDMAN ERROL M's Yearly Returns

Year Portfolio % % Excess Gain %

RUDMAN ERROL M's Holdings Heat Map

Size field:

RUDMAN ERROL M's Holdings Bubble Chart

RUDMAN ERROL M News

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