Bruce & Co Inc

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Assets, Funds, Holdings

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CAFR Data
Bruce & Co Inc
CRD #104735
SEC #801-10193
CIK #
AUM $616.7 MM (100% Disc, 100% US, 2020-03-26)
Employees2 (100% Investors, 0% Brokers)
Phone312-236-9160
Address20 N Wacker Drive Ste 2414
Chicago, IL 60606
Source [IAPD]
Total AUM ($MM)
84067250433616801999200620132021
Sector Issuer Cap ($MM) Value ($MM)
UHAL 6,220.0 57.9
DUK 60,850.0 30.0
ALL 29,540.0 29.0
CMS 15,940.0 26.7
ABBV 159,860.0 25.1
PFE 208,250.0 24.2
XEL 32,070.0 23.7
ABT 158,280.0 20.7
IBM 108,110.0 15.9
AAPL 1,372,810.0 13.5
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
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Chadds Ford Wealth Partners LLC
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Bedlam Asset Management PLC
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Roof Eidam & Maycock LLC
CA 0.6
Rigel Capital LLC
WA 0.6
Biondo Investment Advisors LLC
PA 0.6
Crystal Asset Management AG
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Stolper & Company
CA 0.6
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