ROSENBLUM SILVERMAN SUTTON S F INC /CA recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
Rosenblum Silverman Sutton S F Inc/ca San Francisco, CA 94109
As of the latest 13F report, the guru’s equity portfolio contained 73 stocks valued at a total of $277.00Mil. The top holdings were MSFT(5.52%), AMZN(5.27%), and V(4.86%).
According to GuruFocus data, these were ROSENBLUM SILVERMAN SUTTON S F INC /CA’s top five trades of the quarter.
Deckers Outdoor Corp
The guru established a new position worth 14,794 shares in NYSE:DECK, giving the stock a 1.67% weight in the equity portfolio. Shares traded for an average price of $312.24 during the quarter.
On 11/16/2022, Deckers Outdoor Corp traded for a price of $347 per share and a market cap of $9.18Bil. The stock has returned -19.06% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Deckers Outdoor Corp has a price-earnings ratio of 21.17, a price-book ratio of 6.06, a price-earnings-to-growth (PEG) ratio of 0.38, a EV-to-Ebitda ratio of 14.71 and a price-sales ratio of 2.77.
The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.
Janus Henderson Mortgage-Backed Securities ETF
The guru established a new position worth 52,535 shares in ARCA:JMBS, giving the stock a 0.86% weight in the equity portfolio. Shares traded for an average price of $47.34 during the quarter.
On 11/16/2022, Janus Henderson Mortgage-Backed Securities ETF traded for a price of $45.62 per share and a market cap of $831.65Mil. The stock has returned -11.83% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Zendesk Inc
ROSENBLUM SILVERMAN SUTTON S F INC /CA reduced their investment in NYSE:ZEN by 20,400 shares. The trade had a 0.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.89.
On 11/16/2022, Zendesk Inc traded for a price of $76.26 per share and a market cap of $9.47Bil. The stock has returned -26.76% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Zendesk Inc has a price-book ratio of 27.24, a EV-to-Ebitda ratio of -44.89 and a price-sales ratio of 5.90.
The price-to-GF Value ratio is 0.52, earning the stock a GF Value rank of 4.
Amazon.com Inc
ROSENBLUM SILVERMAN SUTTON S F INC /CA reduced their investment in NAS:AMZN by 11,137 shares. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.4.
On 11/16/2022, Amazon.com Inc traded for a price of $97.12 per share and a market cap of $990.78Bil. The stock has returned -45.14% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 89.10, a price-book ratio of 7.20, a price-earnings-to-growth (PEG) ratio of 2.13, a EV-to-Ebitda ratio of 21.28 and a price-sales ratio of 1.97.
The price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 8.
Thermo Fisher Scientific Inc
ROSENBLUM SILVERMAN SUTTON S F INC /CA reduced their investment in NYSE:TMO by 2,062 shares. The trade had a 0.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $559.63.
On 11/16/2022, Thermo Fisher Scientific Inc traded for a price of $536.01 per share and a market cap of $210.22Bil. The stock has returned -16.26% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Thermo Fisher Scientific Inc has a price-earnings ratio of 30.13, a price-book ratio of 4.83, a price-earnings-to-growth (PEG) ratio of 1.28, a EV-to-Ebitda ratio of 20.49 and a price-sales ratio of 4.80.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 7.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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