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EMR

Errol M. Rudman Portfolio holdings

AUM $148M
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
+5.92%
1 Year Est. Return
+19.65%
3 Year Est. Return
+60.53%
5 Year Est. Return
+120.34%
10 Year Est. Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow %
93.41%
Top 10 Hldgs %
57.94%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TWTC
TW TELECOM INC CL A COM
TWTC
+$13M
2
TDG icon
TransDigm Group
TDG
+$12.4M
3
WAIR
WESCO Aircraft Holdings Inc.
WAIR
+$7.44M
4
ESRX
Express Scripts Holding Company
ESRX
+$7.13M
5
MHK icon
Mohawk Industries
MHK
+$5.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 30.62%
2 Miscellaneous 20.8%
3 Healthcare 14.34%
4 Financials 12.46%
5 Consumer Discretionary 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COTY icon
26
Coty
COTY
$2.43B
$1.74M 1.42%
+101,200
New +$1.73M
SF
27
Stifel
SF
$12.2B
$1.55M 1.27%
+97,875
New +$1.48M
BDC icon
28
Belden
BDC
$4.69B
$1.5M 1.23%
+30,100
New +$1.53M
WPP
29
DELISTED
WAUSAU PAPER CORP.
WPP
$383K 0.31%
+33,600
New +$364K
JPM icon
30
JPMorgan Chase
JPM
$942B
$207K 0.17%
+3,920
New +$199K
1
2

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HAM
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TAM
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RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
QAM
Quantres Asset Management Cayman, Cayman Islands $138M AUM 11.79% 1-Year Est. Return
CWM
Catamount Wealth Management Westport, Connecticut $176M AUM 15.01% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
CI
Caerus Investors New York $183M AUM 0.18% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

Errol M. Rudman's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Errol M. Rudman, which disclosed 30 positions worth $122M. Its ten largest holdings account for 58% of the portfolio.

Its largest position is TW TELECOM INC CL A COM: 471,741 shares worth $13.3M.

By sector, the portfolio is most concentrated in Industrials at 31% of assets, followed by Miscellaneous and Healthcare.

  • Errol M. Rudman's largest Q2 2013 buy was TW TELECOM INC CL A COM: 471,741 shares worth $13.3M.
  • Errol M. Rudman's ten largest holdings make up 58% of its $122M portfolio in Q2 2013.
  • Errol M. Rudman disclosed 30 positions in Q2 2013, its first 13F filing on record.

Based on Errol M. Rudman's 13F filing for Q2 2013, filed 14 Aug 2013.