Robert Bruce

Robert Bruce

Last Update: 02-14-2018

Number of Stocks: 37
Number of New Stocks: 0

Total Value: $424 Mil
Q/Q Turnover: 2%

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

Robert Bruce's Portfolio

This page shows the Portfolio Holdings of Robert Bruce at Bruce & Co.. It tells us what Robert Bruce 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: 2017-12-31
Number of Stocks: 37
Total value: 424 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Utilities 31.9% 31.9%
Healthcare 24.7% 24.7% 32.6975476839% 1.6%
Industrials 16.6% 16.6% -0.4% 8.17438692098%
Financial Services 10.1% 10.1%
Consumer Cyclical 6.8% 6.8%
Technology 4.4% 4.4%
Basic Materials 2.8% 2.8% 4.08719346049% 0.2%
Energy 2.3% 2.3%
ETF, options, preferred 0.4% 0.4%
Consumer Defensive 0.3% 0.3%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
AGN Allergan PLCDrug Manufacturers55,34989,20014,5913.44%+78.40%+1.51%0.03-1.16%+3.73%
IIIN Insteel Industries IncSteel564260,5207,3771.74%+10.61%+0.17%1.37+11.11%+4.77%
VRX Valeant Pharmaceuticals International IncDrug Manufacturers5,886599,00012,4472.94%+3.10%+0.09%0.17-15.12%-19.49%
NEE NextEra Energy IncUtilities - Regulated75,817243,20037,9858.96%000.05+2.35%+3.82%
ALL Allstate CorpInsurance - Property & Casualty34,570333,80034,9528.25%000.09-5.75%-6.42%
DUK Duke Energy CorpUtilities - Regulated56,011347,78829,2526.9%000.05-10.66%-6.69%
CMS CMS Energy CorpUtilities - Regulated12,506538,30025,4476%000.19-9.37%-5.63%
XEL Xcel Energy IncUtilities - Regulated22,421481,60023,1695.47%000.09-11.64%-7.48%
ABBV AbbVie IncDrug Manufacturers180,568232,91522,5255.32%000.01+17.41%+18.31%
GM General Motors CoAutos53,136450,00018,4454.35%000.03-6.42%-6.51%
PFE Pfizer IncDrug Manufacturers218,946455,33216,4923.89%000.01-0.22%+2.48%
IBM International Business Machines CorpApplication Software147,626106,50016,3393.86%000.01+6.07%+5.44%
MRK Merck & Co IncDrug Manufacturers150,097259,40014,5963.44%000.01-0.16%-0.21%
AVA Avista CorpUtilities - Regulated3,358261,00013,4383.17%000.40+0.12%+0.10%
ABT Abbott LaboratoriesMedical Devices110,333230,91513,1783.11%000.01+14.34%+11.20%
SIRI Sirius XM Holdings IncEntertainment29,1071,972,54810,5722.49%000.04+20.88%+21.10%
SUPN Supernus Pharmaceuticals IncDrug Manufacturers2,303178,0587,0951.67%000.35+12.74%+12.17%
GANS Gainsco IncInsurance - Property & Casualty72246,5415,1151.21%005.16+1.20%+1.20%
CPN Calpine CorpUtilities - Independent Power Producers5,498294,8494,4611.05%000.08+1.06%+0.79%
PTQEP.PFD Petroquest Energy IncOil & Gas - E&P0259,8404,1910.99%000.00-14.52%-17.83%
Premium Portfolio changes after 2017-12-31 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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