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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
+4.06%
1 Year Est. Return
-6.95%
3 Year Est. Return
+49.16%
5 Year Est. Return
+89.57%
10 Year Est. Return
–
AUM
$550M
AUM Growth
–
Cap. Flow
+$552M
Cap. Flow %
100.45%
Top 10 Hldgs %
45.73%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$29.6M
2
AGN
Allergan plc
AGN
+$27.5M
3
PFE icon
Pfizer
PFE
+$25.8M
4
YHOO
Yahoo Inc
YHOO
+$25.8M
5
VTRS icon
Viatris
VTRS
+$23.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 21.57%
2 Consumer Discretionary 18.09%
3 Financials 14.76%
4 Consumer Staples 13.02%
5 Technology 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGN
1
DELISTED
Allergan plc
AGN
$30.6M 5.57%
+242,734
New +$27.5M
HD icon
2
Home Depot
HD
$335B
$30.6M 5.56%
+394,375
New +$29.6M
YHOO
3
DELISTED
Yahoo Inc
YHOO
$25.6M 4.65%
+1,018,200
New +$25.8M
PFE icon
4
Pfizer
PFE
$141B
$24.8M 4.52%
+934,727
New +$25.8M
VTRS icon
5
Viatris
VTRS
$20.5B
$24.7M 4.48%
+794,525
New +$23.7M
BMY icon
6
Bristol-Myers Squibb
BMY
$128B
$24.3M 4.42%
+543,630
New +$23.6M
XLNX
7
DELISTED
Xilinx Inc
XLNX
$23.1M 4.2%
+583,013
New +$22.4M
C icon
8
Citigroup
C
$223B
$22.9M 4.16%
+477,268
New +$22.9M
KO icon
9
Coca-Cola
KO
$362B
$22.6M 4.11%
+562,842
New +$23.3M
BAC icon
10
Bank of America
BAC
$436B
$22.4M 4.06%
+1,737,950
New +$22.2M
NWL icon
11
Newell Brands
NWL
$2.2B
$22.1M 4.02%
+843,050
New +$22.4M
VIAB
12
DELISTED
Viacom Inc. Class B
VIAB
$21.4M 3.88%
+313,881
New +$20.9M
EBAY icon
13
eBay
EBAY
$50.3B
$20M 3.65%
+920,819
New +$20.9M
DTV
14
DELISTED
DIRECTV COM STK (DE)
DTV
$19.9M 3.62%
+322,754
New +$19.3M
DHI icon
15
D.R. Horton
DHI
$41.3B
$19.9M 3.61%
+933,500
New +$22.6M
CAG icon
16
Conagra Brands
CAG
$7.29B
$18.6M 3.39%
+685,458
New +$18.5M
LM
17
DELISTED
Legg Mason, Inc.
LM
$17.9M 3.26%
+577,225
New +$18.9M
FITB
18
Fifth Third Bancorp
FITB
$51.7B
$17.2M 3.13%
+954,650
New +$16.6M
TXN icon
19
Texas Instruments
TXN
$255B
$15.9M 2.89%
+455,924
New +$16.3M
MAS icon
20
Masco
MAS
$16.4B
$15.2M 2.77%
+889,461
New +$16M
FL
21
DELISTED
Foot Locker
FL
$14.8M 2.68%
+419,993
New +$14.5M
TOL icon
22
Toll Brothers
TOL
$14.1B
$14M 2.55%
+430,350
New +$14.5M
LLY icon
23
Eli Lilly
LLY
$1.07T
$13.8M 2.51%
+281,105
New +$15.3M
TWX
24
DELISTED
Time Warner Inc
TWX
$13.1M 2.38%
+236,187
New +$13.4M
CHS
25
DELISTED
Chicos FAS, Inc.
CHS
$12M 2.18%
+702,535
New +$12.5M
1
2

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RIG
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DWM
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WFA
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H6H
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Sadoff Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Sadoff Investment Management, which disclosed 48 positions worth $550M. Its ten largest holdings account for 46% of the portfolio.

Its largest position is Home Depot: 394,375 shares worth $30.6M.

By sector, the portfolio is most concentrated in Healthcare at 22% of assets, followed by Consumer Discretionary and Financials.

  • Sadoff Investment Management's largest Q2 2013 buy was Home Depot: 394,375 shares worth $30.6M.
  • Sadoff Investment Management's ten largest holdings make up 46% of its $550M portfolio in Q2 2013.
  • Sadoff Investment Management disclosed 48 positions in Q2 2013, its first 13F filing on record.

Based on Sadoff Investment Management's 13F filing for Q2 2013, filed 26 Jul 2013.