FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 23, 2015

Total Value ($000): $4,262,025 (98.4% shares, 1.6% debt)

Holdings (101)

MICHAEL KORS 7.5%
Value ($000) $319,879 Shares 4,259,370 Est. Cost $76.84 Unrealized
GOOGLE - CLASS A 6.0%
Value ($000) $256,797 Shares 483,920 Est. Cost $545.91 Unrealized
QCOM QUALCOMM 5.9%
Value ($000) $251,940 Shares 3,389,480 Est. Cost $52.43 Unrealized +1.7%
MSFT MICROSOFT 5.8%
Value ($000) $247,031 Shares 5,318,174 Est. Cost $27.09 Unrealized +47.2%
EBAY EBAY 4.9%
Value ($000) $210,631 Shares 3,753,230 Est. Cost $19.57 Unrealized +3.2%
KO COCA-COLA 4.9%
Value ($000) $207,218 Shares 4,908,060 Est. Cost $31.23 Unrealized -3.8%
JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $194,944 Shares 1,864,240 Est. Cost $66.84 Unrealized +15.7%
UNITED TECHNOLOGIES 4.1%
Value ($000) $174,922 Shares 1,521,065 Est. Cost $106.24 Unrealized
BRK/B BERKSHIRE HATHAWAY B 3.6%
Value ($000) $153,476 Shares 1,022,150 Est. Cost $120.16 Unrealized +20.1%
PETSMART 3.5%
Value ($000) $150,595 Shares 1,852,450 Est. Cost $65.71 Unrealized
PG PROCTER & GAMBLE 3.4%
Value ($000) $146,702 Shares 1,610,517 Est. Cost $58.34 Unrealized +10.7%
EMR EMERSON ELECTRIC 3.4%
Value ($000) $145,785 Shares 2,361,660 Est. Cost $46.51 Unrealized -0.2%
ABT ABBOTT LABORATORIES 3.1%
Value ($000) $132,384 Shares 2,940,550 Est. Cost $37.26 Unrealized -5.2%
IBM IBM 2.9%
Value ($000) $125,459 Shares 781,971 Est. Cost $108.55 Unrealized -7.4%
PM PHILIP MORRIS INTL. 2.8%
Value ($000) $119,107 Shares 1,462,330 Est. Cost $50.29 Unrealized -2.1%
BAX BAXTER INTERNATIONAL 2.8%
Value ($000) $117,337 Shares 1,601,000 Est. Cost $29.52 Unrealized +9.4%
MEDTRONIC 2.3%
Value ($000) $96,124 Shares 1,331,360 Est. Cost $50.79 Unrealized
PEP PEPSICO 2.0%
Value ($000) $85,566 Shares 904,854 Est. Cost $61.27 Unrealized +12.0%
NATIONAL OILWELL VARCO 1.7%
Value ($000) $71,280 Shares 1,087,750 Est. Cost $72.58 Unrealized
PFE PFIZER 1.6%
Value ($000) $68,293 Shares 2,192,400 Est. Cost $19.19 Unrealized -6.4%
MCD MCDONALDS 1.5%
Value ($000) $64,190 Shares 685,055 Est. Cost $80.18 Unrealized -12.0%
MA MASTERCARD 1.4%
Value ($000) $58,766 Shares 682,060 Est. Cost $73.15 Unrealized +4.3%
SLB SCHLUMBERGER 1.3%
Value ($000) $56,853 Shares 665,650 Est. Cost $79.40 Unrealized -15.2%
ORCL ORACLE 1.1%
Value ($000) $47,490 Shares 1,056,035 Est. Cost $28.64 Unrealized +20.4%
XOM EXXON MOBIL 1.0%
Value ($000) $43,950 Shares 475,390 Est. Cost $57.56 Unrealized +0.8%
GIS GENERAL MILLS 1.0%
Value ($000) $42,363 Shares 794,362 Est. Cost $35.36 Unrealized -0.4%
MMM 3M 0.8%
Value ($000) $34,952 Shares 212,700 Est. Cost $86.62 Unrealized +3.5%
COACH 0.8%
Value ($000) $32,308 Shares 860,180 Est. Cost $43.47 Unrealized
BARRICK GOLD 0.7%
Value ($000) $29,923 Shares 2,783,790 Est. Cost $17.12 Unrealized
POTASH CORP SASKATCHEWAN 0.7%
Value ($000) $28,380 Shares 803,500 Est. Cost $37.29 Unrealized
0,350% PRICELINE 15.06.2020 0.6%
Value ($000) $26,340 Shares 23,500,000 Est. Cost $1.12 Unrealized
WU WESTERN UNION 0.6%
Value ($000) $25,352 Shares 1,415,530 Est. Cost $14.32 Unrealized
AMGN AMGEN 0.6%
Value ($000) $24,140 Shares 151,550 Est. Cost $74.95 Unrealized +51.2%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $22,950 Shares 331,700 Est. Cost $50.83 Unrealized +2.7%
SEAGATE TECHNOLOGY 0.5%
Value ($000) $20,914 Shares 314,500 Est. Cost $56.82 Unrealized
PRICELINE GROUP 0.5%
Value ($000) $20,648 Shares 18,109 Est. Cost $1140.21 Unrealized
XEROX 0.5%
Value ($000) $20,027 Shares 1,444,960 Est. Cost $9.94 Unrealized
TJX TJX COMPANIES 0.5%
Value ($000) $19,820 Shares 289,000 Est. Cost $24.12 Unrealized +13.3%
ROST ROSS STORES 0.5%
Value ($000) $19,447 Shares 206,310 Est. Cost $30.87 Unrealized +22.6%
CSCO CISCO SYSTEMS 0.5%
Value ($000) $19,260 Shares 692,440 Est. Cost $17.77 Unrealized +3.0%
AAPL APPLE 0.4%
Value ($000) $18,786 Shares 170,194 Est. Cost $42.60 Unrealized -43.5%
YAHOO! 0.4%
Value ($000) $18,305 Shares 362,399 Est. Cost $35.32 Unrealized
WDC WESTERN DIGITAL 0.4%
Value ($000) $17,627 Shares 159,230 Est. Cost $48.76 Unrealized +29.1%
SYK STRYKER 0.4%
Value ($000) $17,574 Shares 186,300 Est. Cost $55.30 Unrealized +40.8%
CHINA MOBILE ADR 0.4%
Value ($000) $16,761 Shares 284,950 Est. Cost $48.61 Unrealized
UNP UNION PACIFIC 0.4%
Value ($000) $16,738 Shares 140,500 Est. Cost $76.12 Unrealized +17.5%
MU MICRON TECHNOLOGY 0.4%
Value ($000) $15,961 Shares 455,900 Est. Cost $30.91 Unrealized +4.5%
QIAGEN 0.4%
Value ($000) $15,240 Shares 650,662 Est. Cost $23.25 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $12,776 Shares 185,000 Est. Cost $61.71 Unrealized -20.8%
EMC 0.3%
Value ($000) $12,606 Shares 423,890 Est. Cost $24.93 Unrealized
NEM NEWMONT MINING 0.3%
Value ($000) $12,232 Shares 647,180 Est. Cost $25.10 Unrealized -37.4%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $10,001 Shares 213,789 Est. Cost $26.82 Unrealized +3.1%
1,375% LIBERTY MEDIA 15.10.2023 0.2%
Value ($000) $9,892 Shares 10,000,000 Est. Cost $0.99 Unrealized
NTES NETEASE ADR 0.2%
Value ($000) $9,418 Shares 95,000 Est. Cost $78.36 Unrealized
DDS DILLARDS 0.2%
Value ($000) $8,950 Shares 71,500 Est. Cost $79.28 Unrealized +4.4%
ZBH ZIMMER HOLDINGS 0.2%
Value ($000) $8,166 Shares 72,000 Est. Cost $55.90 Unrealized +72.1%
COVIDIEN 0.2%
Value ($000) $7,978 Shares 78,000 Est. Cost $90.18 Unrealized
ABBV ABBVIE 0.2%
Value ($000) $7,951 Shares 121,500 Est. Cost $22.34 Unrealized +80.1%
ABEV AMBEV ADR 0.2%
Value ($000) $6,407 Shares 1,030,000 Est. Cost $6.28 Unrealized
0,625% JDS UNIPHASE 15.08.2033 0.1%
Value ($000) $6,353 Shares 6,000,000 Est. Cost $1.01 Unrealized
0,500% TOLL BROTHERS 15.09.2032 0.1%
Value ($000) $6,161 Shares 6,000,000 Est. Cost $1.06 Unrealized
ADT CALL 0.1%
Value ($000) $5,435 Shares 1,500 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $4,871 Shares 38,880 Est. Cost $93.00 Unrealized +26.4%
2,950% INTEL 15.12.2035 0.1%
Value ($000) $4,615 Shares 3,500,000 Est. Cost $1.08 Unrealized
1,000% SINA 01.12.2018 0.1%
Value ($000) $4,161 Shares 4,500,000 Est. Cost $0.92 Unrealized
1,125% YANDEX 144A 15.12.2018 0.1%
Value ($000) $4,137 Shares 5,000,000 Est. Cost $0.83 Unrealized
MDLZ MONDELEZ INT. 0.1%
Value ($000) $3,633 Shares 100,000 Est. Cost $23.20 Unrealized +22.5%
2,750% NUANCE 01.11.2031 0.1%
Value ($000) $3,508 Shares 3,500,000 Est. Cost $1.04 Unrealized
WMT WAL-MART STORES 0.1%
Value ($000) $3,500 Shares 40,750 Est. Cost $24.00 Unrealized -9.0%
GOOGLE - CLASS C 0.1%
Value ($000) $3,422 Shares 6,500 Est. Cost $575.23 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $3,407 Shares 30,000 Est. Cost $139.15 Unrealized
3,000% MICRON TECHNOLOGY 15.11.2043 0.1%
Value ($000) $2,663 Shares 2,000,000 Est. Cost $1.33 Unrealized
NUANCE COMMUNICATIONS 0.1%
Value ($000) $2,640 Shares 185,000 Est. Cost $18.40 Unrealized
0,500% SANDISK 15.10.2020 0.1%
Value ($000) $2,412 Shares 2,000,000 Est. Cost $1.21 Unrealized
KELLOGG 0.1%
Value ($000) $2,261 Shares 34,550 Est. Cost $38.80 Unrealized +4.8%
MICHAEL KORS HOLDINGS CALL 0.1%
Value ($000) $2,253 Shares 300 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $2,070 Shares 92,500 Est. Cost $22.08 Unrealized
GRUPO PAO DE ACUCAR ADR 0.0%
Value ($000) $1,639 Shares 44,500 Est. Cost $38.33 Unrealized
BAP CREDICORP 0.0%
Value ($000) $1,602 Shares 10,000 Est. Cost $119.49 Unrealized +1.1%
UGP ULTRAPAR ADR 0.0%
Value ($000) $1,573 Shares 82,500 Est. Cost $19.70 Unrealized
CCU CERVECERIAS UNIDAS ADR 0.0%
Value ($000) $1,252 Shares 67,500 Est. Cost $19.61 Unrealized
NBIS YANDEX 0.0%
Value ($000) $1,212 Shares 67,500 Est. Cost $17.96 Unrealized
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $1,140 Shares 110,000 Est. Cost $10.87 Unrealized
RDY DR REDDY'S LABORATORIES ADR 0.0%
Value ($000) $1,110 Shares 22,000 Est. Cost $49.13 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $929 Shares 12,750 Est. Cost $57.10 Unrealized -26.0%
CVX CHEVRON 0.0%
Value ($000) $876 Shares 7,810 Est. Cost $72.28 Unrealized -2.4%
GWW WW GRAINGER 0.0%
Value ($000) $752 Shares 2,950 Est. Cost $204.51 Unrealized +0.7%
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $734 Shares 9,100 Est. Cost $82.45 Unrealized -28.1%
PSX PHILLIPS 66 0.0%
Value ($000) $717 Shares 10,000 Est. Cost $33.24 Unrealized +47.9%
L BRANDS 0.0%
Value ($000) $649 Shares 7,500 Est. Cost $58.09 Unrealized
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $507 Shares 5,000 Est. Cost $75.75 Unrealized 0.0%
DE DEERE & CO. 0.0%
Value ($000) $495 Shares 5,600 Est. Cost $69.76 Unrealized +1.2%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $452 Shares 2 Est. Cost $161908.78 Unrealized +33.7%
PH PARKER HANNIFIN 0.0%
Value ($000) $322 Shares 2,500 Est. Cost $102.00 Unrealized 0.0%
GILD GILEAD SCIENCES 0.0%
Value ($000) $283 Shares 3,000 Est. Cost $54.08 Unrealized +32.9%
GENERAL ELECTRIC 0.0%
Value ($000) $253 Shares 10,000 Est. Cost $26.30 Unrealized
BUD ANHEUSER-BUSCH INBEV ADR 0.0%
Value ($000) $243 Shares 2,160 Est. Cost $112.50 Unrealized
T AT & T 0.0%
Value ($000) $240 Shares 7,150 Est. Cost $11.81 Unrealized 0.0%
STAPLES 0.0%
Value ($000) $231 Shares 12,760 Est. Cost $12.76 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $218 Shares 4,980 Est. Cost $42.83 Unrealized 0.0%
CNH CNH INDUSTRIAL 0.0%
Value ($000) $182 Shares 22,500 Est. Cost $7.73 Unrealized -26.8%