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Bruce & Co., Inc. - Robert Bruce
Bruce & Co., Inc. a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
228 Followers
Portfolio Gain
+8.84%
Since Jan 2016
Sharpe Ratio
0.14
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$343.60M
Robert Bruce manages more assets than 16% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+0.99%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
27.96% Healthcare
27.16% Utilities
8.74% Industrial Goods
8.21% Financial
6.25% Communication Services
4.17% Basic Materials
3.55% Technology
2.17% Consumer Defensive
A breakdown of Bruce & Co., Inc.'s portfolio by sector
Bruce & Co., Inc. Portfolio Activity
Apple
Not Changed
Technology
$216.62
($196.00-$237.23)
-1.61%
0.00%
9.25M
2.69%
Kodiak Sciences
Not Changed
Healthcare
$2.76
($2.19-$3.33)
+121.84%
0.00%
1.10M
0.32%
AT&T
Not Changed
Communication Services
$20.24
($18.14-$22.34)
+5.11%
0.00%
21.65M
6.22%
MannKind
Not Changed
Healthcare
$5.92
($4.92-$6.92)
+9.38%
0.00%
1.23M
0.36%
IGM Biosciences
Not Changed
Healthcare
$14.34
($6.17-$22.50)
-40.96%
0.00%
1.65M
0.48%
Ashland
Not Changed
Basic Materials
$89.56
($80.68-$98.44)
-12.37%
0.00%
1.30M
0.38%
Warner Bros
Not Changed
Communication Services
$7.79
($6.64-$8.94)
+20.61%
0.00%
97.77K
0.03%
Insteel Industries
Not Changed
Industrial Goods
$31.89
($28.25-$35.52)
-4.25%
0.00%
10.68M
3.11%
Duke Energy
Reduced
Utilities
$108.76
($99.21-$118.31)
-0.41%
-4.86%
22.58M
6.51%
Merck & Company
Reduced
Healthcare
$120.33
($110.72-$129.93)
-14.20%
-4.45%
24.36M
7.09%
See a list of Bruce & Co., Inc.'s holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Bruce & Co., Inc.'s performance with other Hedge Funds and the S&P 500
Bruce & Co., Inc. activity FAQ
What is Bruce & Co., Inc.’s portfolio gain since Jun 2013?
Bruce & Co., Inc.’s portfolio gain since Jun 2013 was 8.84%.
What is Bruce & Co., Inc.’s Sharpe Ratio?
Bruce & Co., Inc.’s Sharpe Ratio is 0.14.
What is Bruce & Co., Inc.’s portfolio value?
Bruce & Co., Inc.’s portfolio value is $343.60M.
What is Bruce & Co., Inc.’s average return since the fund’s last 13F filing?
Bruce & Co., Inc.’s average return since the fund’s last 13F filing is -3.39%.
What was Bruce & Co., Inc.’s average return in the last 12 months?
Bruce & Co., Inc.’s average return in the last 12 months was 18.81%.
What was Bruce & Co., Inc.’s average return in the last 3 years?
Bruce & Co., Inc.’s average return in the last 3 years was 0.99%.
When was the most recent most recent 13F form submitted by Bruce & Co., Inc.?
Bruce & Co., Inc.'s most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Robert Bruce Net Worth?
Robert Bruce is Managing Bruce & Co., Inc. which has a net worth of $343.60M.
TipRanks & Hedge Funds: TipRanks measures the performance of Robert Bruce and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.