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Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Fund
S&P 500
This Quarter Est. Return
-0.58%
1 Year Est. Return
-6.95%
3 Year Est. Return
+49.16%
5 Year Est. Return
+89.57%
10 Year Est. Return
–
AUM
$1.28B
AUM Growth
-$46.8M
Cap. Flow
-$34.8M
Cap. Flow %
-2.71%
Top 10 Hldgs %
45.55%
Holding
93
New
–
Increased
9
Reduced
63
Closed
7

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$27K
2
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$9.53K
3
AON icon
Aon
AON
+$7.92K
4
AMT icon
American Tower
AMT
+$5.65K
5
DHR icon
Danaher
DHR
+$4.9K

Top Sells

Rank Stock Value
1
MCK icon
McKesson
MCK
+$3.76M
2
MSI icon
Motorola Solutions
MSI
+$2.45M
3
WM icon
Waste Management
WM
+$1.8M
4
TMUS icon
T-Mobile US
TMUS
+$1.74M
5
MS icon
Morgan Stanley
MS
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 24.36%
2 Financials 17.3%
3 Industrials 17.25%
4 Consumer Discretionary 14.08%
5 Healthcare 12.38%

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Sadoff Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, Sadoff Investment Management held 93 positions worth $1.28B, down 3.5% from $1.33B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sadoff Investment Management's Q3 2022 filing shows 9 increased, 63 reduced and 7 closed positions. The largest sale was McKesson, an estimated $3.76M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.

  • Sadoff Investment Management added most to Merck in Q3 2022, an estimated $27K increase.
  • Sadoff Investment Management's biggest Q3 2022 reduction was McKesson, cutting an estimated $3.76M.
  • Sadoff Investment Management fully exited Helen of Troy in Q3 2022, selling an estimated $237K.
  • Sadoff Investment Management's ten largest holdings make up 46% of its $1.28B portfolio in Q3 2022.
  • Sadoff Investment Management opened 0 new positions and closed 7 in Q3 2022.
  • Sadoff Investment Management's portfolio value fell 3.5% quarter-over-quarter to $1.28B.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.