Robert Bruce

Robert Bruce

Last Update: 08-14-2018

Number of Stocks: 38
Number of New Stocks: 1

Total Value: $462 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: 2018-06-30
Number of Stocks: 38
Total value: 462 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Healthcare 29.8% 29.8% -0.4% 9.06344410876% 24.9244712991% 1.1%
Utilities 28.3% 28.3%
Industrials 16.2% 16.2%
Financial Services 8.7% 8.7% 11.329305136% 0.5%
Technology 7.9% 7.9%
Consumer Cyclical 6.7% 6.7%
Basic Materials 1% 1%
Energy 1% 1%
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(%)
ALL Allstate CorpInsurance - Property & Casualty34,634361,00032,9487.14%+8.15%+0.54%0.10+4.95%-3.72%
ABT Abbott LaboratoriesMedical Devices113,697286,71517,4863.79%+16.21%+0.53%0.02+6.04%+13.90%
AGN Allergan PLCDrug Manufacturers63,191110,40018,4053.99%+10.18%+0.37%0.03+19.58%+13.93%
MNKD MannKind CorpBiotechnology165300,0006000.13%New Buy+0.13%0.20-40.84%-51.29%
BHC Bausch Health Companies IncDrug Manufacturers7,375860,00019,9864.33%+0.58%+0.03%0.25-1.77%+4.38%
UHAL Amerco IncConsulting & Outsourcing7,489186,11966,28614.36%+0.08%+0.01%0.95+7.27%+0.72%
AAPL Apple IncComputer Hardware1,049,59185,60015,8453.43%+0.35%+0.01%0.00+13.75%+27.29%
DUK Duke Energy CorpUtilities - Regulated58,620347,78827,5035.96%000.05+9.97%+0.46%
CMS CMS Energy CorpUtilities - Regulated14,135538,30025,4505.51%000.19+13.15%+7.72%
ABBV AbbVie IncDrug Manufacturers149,762271,91525,1925.46%000.02-5.58%+4.28%
XEL Xcel Energy IncUtilities - Regulated24,594481,60021,9994.77%000.09+9.72%+1.70%
MRK Merck & Co IncDrug Manufacturers183,481359,40021,8154.73%000.01+16.03%+24.06%
IBM International Business Machines CorpApplication Software133,383146,50020,4664.43%000.02+1.58%-2.24%
PFE Pfizer IncDrug Manufacturers246,736555,33220,1474.36%000.01+17.04%+17.17%
GM General Motors CoAutos51,385450,00017,7303.84%000.03-3.58%-9.61%
AVA Avista CorpUtilities - Regulated3,394261,00013,7442.98%000.40-1.48%+1.06%
SIRI Sirius XM Holdings IncEntertainment31,4171,972,54813,3542.89%000.04+0.30%+30.09%
IIIN Insteel Industries IncIndustrial Products774260,5208,7011.88%001.36+30.58%+43.19%
GANS Gainsco IncInsurance - Property & Casualty79246,5414,3760.95%005.16+13.64%+20.48%
EDAP Edap TMS SAMedical Devices891,045,4943,1670.69%003.61+25.30%+8.71%
Premium Portfolio changes after 2018-06-30 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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