Robert Bruce

Robert Bruce

Last Update: 05-15-2018

Number of Stocks: 37
Number of New Stocks: 2

Total Value: $443 Mil
Q/Q Turnover: 10%

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: 2018-03-31
Number of Stocks: 37
Total value: 443 Mil
Number of New Buys: 2
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Utilities 28.9% 28.9%
Healthcare 27.9% 27.9% 84.2889908257% 4.9%
Industrials 16.1% 16.1%
Financial Services 9% 9%
Technology 8.3% 8.3% 79.128440367% 4.6%
Consumer Cyclical 6.5% 6.5%
Energy 2% 2%
Basic Materials 1% 1%
Consumer Defensive 0.3% 0.3%
ETF, options, preferred 0.3% 0.3%

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View:
Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
2018-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
AAPL Apple IncComputer Hardware926,89785,30014,3113.23%New Buy+3.23%0.00+7.87%+12.24%
IBM International Business Machines CorpApplication Software131,857146,50022,4775.08%+37.56%+1.39%0.02-6.63%-4.37%
MRK Merck & Co IncDrug Manufacturers158,970359,40019,5764.42%+38.55%+1.23%0.01+8.57%+5.86%
VRX Valeant Pharmaceuticals International IncDrug Manufacturers7,769855,00013,6113.07%+42.74%+0.92%0.24+19.06%+7.03%
ABBV AbbVie IncDrug Manufacturers160,402271,91525,7365.81%+16.74%+0.83%0.02-14.07%+6.25%
PFE Pfizer IncDrug Manufacturers208,713555,33219,7084.45%+21.96%+0.8%0.01-0.66%+0.39%
XTNT Xtant Medical Holdings IncMedical Devices80296,1722,3360.53%New Buy+0.53%2.26+3.03%-10.48%
AGN Allergan PLCDrug Manufacturers52,216100,20016,8623.81%+12.33%+0.42%0.03-4.10%-4.98%
ABT Abbott LaboratoriesMedical Devices109,346246,71514,7833.34%+6.84%+0.21%0.01+4.92%+10.27%
UHAL Amerco IncConsulting & Outsourcing6,978185,96964,17714.49%000.95+0.78%-5.69%
NEE NextEra Energy IncUtilities - Regulated76,571243,20039,7218.97%000.05+4.65%+4.70%
ALL Allstate CorpInsurance - Property & Casualty33,550333,80031,6447.15%000.09+1.63%-8.40%
DUK Duke Energy CorpUtilities - Regulated53,143347,78826,9436.08%000.05-0.67%-7.75%
CMS CMS Energy CorpUtilities - Regulated12,889538,30024,3795.51%000.19+4.83%-2.04%
XEL Xcel Energy IncUtilities - Regulated22,995481,60021,9034.95%000.09+1.79%-5.28%
GM General Motors CoAutos53,982450,00016,3533.69%000.03-5.45%-5.64%
AVA Avista CorpUtilities - Regulated3,428261,00013,3763.02%000.40+6.01%+2.83%
SIRI Sirius XM Holdings IncEntertainment31,1271,972,54812,3082.78%000.04+11.02%+30.07%
SUPN Supernus Pharmaceuticals IncDrug Manufacturers2,965178,0588,1551.84%000.34+45.30%+43.66%
IIIN Insteel Industries IncIndustrial Products605260,5207,1981.63%001.37+6.75%+12.25%
Premium Portfolio changes after 2018-03-31 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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