SC

SIPHRON CAPITAL MANAGEMENT /CA/

13F
SIPHRON CAPITAL MANAGEMENT /CA/
Last update 2014-11-13 72 Stocks (1 new)
Value $29.00 Mil Turnover 8 %
Countries:
Top Holdings: undefined(undefined%)
SIPHRON CAPITAL MANAGEMENT /CA... Top Holdings of 2014-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UNP
Union Pacific Corp
12,870
1,395.0
-1.53%
4.800
-0.07%
0.000
+5.66%
+2.53%
138,100.5
Transportation
AAPL
Apple Inc
50,592
1,274.0
0%
4.390
0%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
NKE
Nike Inc
27,740
1,237.0
+14.44%
4.260
+0.54%
0.000
+32.17%
-3.75%
106,256.6
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
ECL
Ecolab Inc
10,590
1,216.0
-1.40%
4.190
-0.06%
0.000
+11.46%
+13.59%
75,082.6
Chemicals
DELISTED:CELG
Celgene Corp
12,332
1,169.0
0%
4.030
0%
0.000
+15.16%
+68.89%
77,036.0
Drug Manufacturers
DELISTED:DTV
Directv
13,090
1,133.0
0%
3.900
0%
-
0%
0%
0
Media - Diversified
COST
Costco Wholesale Corp
8,880
1,113.0
-1.11%
3.830
-0.04%
0.000
-0.82%
+5.87%
429,143.9
Retail - Defensive
UNH
UnitedHealth Group Inc
11,900
1,026.0
0%
3.530
0%
0.000
-49.66%
-41.68%
264,621.9
Healthcare Plans
WFC
Wells Fargo & Co
19,780
1,026.0
0%
3.530
0%
0.000
+22.86%
+13.45%
253,958.2
Banks
HAIN
The Hain Celestial Group Inc
19,880
1,017.0
+98.01%
3.500
+1.73%
0.010
-47.10%
-74.80%
139.9
Consumer Packaged Goods

SIPHRON CAPITAL MANAGEMENT /CA/'s Historical Top Holdings Breakdowns

SIPHRON CAPITAL MANAGEMENT /CA/ Total Holding History ($B)

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SIPHRON CAPITAL MANAGEMENT /CA/'s Asset Allocation

To

SIPHRON CAPITAL MANAGEMENT /CA/ Past Portfolios

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

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SIPHRON CAPITAL MANAGEMENT /CA/'s Hypothetical Growth since 2014-09-30

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Year Portfolio % % Excess Gain %

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