HTTP://WWW.RUDDINTERNATIONAL.COM SARASOTA, FL Investment Advisor How do I update this listing?

Rudd International is based out of Sarasota. Rudd International is a large advisory firm with 607 clients and discretionary assets under management (AUM) of $180,000,000 (Form ADV from 2019-03-06). Their last reported 13F filing for Q3 2019 included $186,542,000 in managed 13F securities and a top 10 holdings concentration of 31.94%. Rudd International's largest holding is Apple Inc with shares held of 35,949. Whalewisdom has at least 4 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $186.542 Million
  • Prior Market Value $178.29 Million
  • New Purchases4 stocks
  • Additional Purchases16 stocks
  • Sold out of5 stocks
  • Reduced holdings in49 stocks
  • Top 10 Holdings % 31.94 %
  • Turnover % [1]:12.00%
  • Turnover Alt % [2]: 1.33 %
  • Time Held Top20:2.65 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:2.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 3.67%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SARASOTA FL    34236
Country: United States

Business Phone: 941-706-3449
Fax: 941-706-3459
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 607
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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