YHB Investment Advisors, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
+21,030
(5.6%)
New positions
11
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
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)
| C | 2,954 | NEW |
| BRK-B | 2,166 | 23.5% |
| ORCL | 1,343 | 13.9% |
| TMO | 1,229 | 13.3% |
| MSFT | 1,219 | 17.8% |
| Liberty Global Ser C | 1,001 | 25.8% |
| SLB | 895 | 16.5% |
| APC | 841 | 35.5% |
| PWR | 799 | 23.7% |
| RTX | 729 | 8.8% |
Top Reduces (Value $000, Stocks/ETFs)
| KINDER MORGAN MANAGE | -1,553 | -36.6% |
| APACHE CORP | -1,225 | -29.7% |
| CHINA MOBILE LIMITED | -1,088 | -100.0% |
| CELG | -1,049 | -15.0% |
| LIBERTY GLOBAL | -1,007 | -53.2% |
| AMLP | -622 | -16.9% |
| CMCSA | -621 | -16.3% |
| AAPL | -582 | -5.9% |
| NEWS CORP INC | -482 | -100.0% |
| RIG | -470 | -100.0% |
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 |
|---|