ROSENBLUM SILVERMAN SUTTON S F INC

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Rosenblum Silverman Sutton S F is based out of San Francisco. Rosenblum Silverman Sutton S F is a large advisory firm with 173 clients and discretionary assets under management (AUM) of $359,993,500 (Form ADV from 2020-04-13). Their last reported 13F filing for Q1 2020 included $250,369,000 in managed 13F securities and a top 10 holdings concentration of 44.78%. Rosenblum Silverman Sutton S F's largest holding is Amazon.com Inc. with shares held of 8,008. Rosenblum Silverman Sutton S F has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 99 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $250.369 Million
  • Prior Market Value $274.069 Million
  • New Purchases15 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in50 stocks
  • Top 10 Holdings % 44.78 %
  • Turnover % [1]:23.53%
  • Turnover Alt % [2]: 5.14 %
  • Time Held Top20:5.95 quarters
  • Time Held Top10:6.30 quarters
  • Time Held All:8.49 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 2020-05-15

Performance for Q1 2020: 6.44%
Performance Last 4 Quarters: 17.01%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ROSENBLUM SILVERMAN SUTTON SF INC
1388 SUTTER ST STE 725
SAN FRANCISCO CA    94109
Country: United States

Business Phone: 415-771-4500
Fax: 415-771-0542
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 260,904,000
Total Number of Clients: 173
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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ROSENBLUM SILVERMAN SUTTON SF INC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

ROSENBLUM SILVERMAN SUTTON SF INC

ownership team - last updated 2019-11-26
Name Title Start Date Direct/Indirect % Ownership
SUTTON, PHYLLIS, ROSENBLUM PRESIDENT 09/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON, N.Y., INC. PRINCIPAL direct 1982-07-01
ROSENBLUM SILVERMAN SUTTON SF INC PRESIDENT direct 1989-09-01
DOLAN, MARGARET, ANN CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON SF INC CHIEF COMPLIANCE OFFICER direct 2015-12-01

ROSENBLUM SILVERMAN SUTTON SF INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
SUTTON, PHYLLIS, ROSENBLUM PRESIDENT 09/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON, N.Y., INC. PRINCIPAL direct 1982-07-01
ROSENBLUM SILVERMAN SUTTON SF INC PRESIDENT direct 1989-09-01
DOLAN, MARGARET, ANN CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON SF INC CHIEF COMPLIANCE OFFICER direct 2015-12-01

ROSENBLUM SILVERMAN SUTTON SF INC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
SUTTON, PHYLLIS, ROSENBLUM PRESIDENT 09/01/1989 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON, N.Y., INC. PRINCIPAL direct 1982-07-01
ROSENBLUM SILVERMAN SUTTON SF INC PRESIDENT direct 1989-09-01
ROSENBLUM, BARBARA, GARLAN CEO 09/01/1989 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON, N.Y., INC. PRINCIPAL direct 1982-07-01
ROSENBLUM SILVERMAN SUTTON SF INC CEO direct 1989-09-01
DOLAN, MARGARET, ANN CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROSENBLUM SILVERMAN SUTTON SF INC CHIEF COMPLIANCE OFFICER direct 2015-12-01

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