Broderick Brian C
Q1 2014 13F-HR Holdings
Net value change ($000)
+2,547
(1.3%)
New positions
7
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| HP | 1,138 | 29.8% |
| QCOM | 555 | 26.9% |
| NXPI | 554 | 26.0% |
| N+B ABS RET MULT MGR I | 496 | NEW |
| ORCL | 430 | 12.3% |
| NVS | 340 | 5.8% |
| EMC | 306 | 8.5% |
| CVS | 296 | 5.0% |
| RTX | 285 | 9.8% |
| JNJ | 280 | 3.9% |
Top Reduces (Value $000, Stocks/ETFs)
| PIMCO ALL ASSETS ALL AUTH-D | -729 | -51.6% |
| Epizyme, Inc. | -471 | -45.3% |
| XOM | -435 | -4.0% |
| EMR | -315 | -5.1% |
| MMM | -313 | -4.8% |
| TEVA | -303 | -100.0% |
| ALNY | -286 | -47.2% |
| CVX | -279 | -4.6% |
| ADP | -258 | -4.3% |
| MA | -244 | -11.2% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|