FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 21, 2015

Total Value ($000): $5,747,141 (98.7% shares, 1.3% debt)

Holdings (99)

KO COCA-COLA 9.1%
Value ($000) $523,756 Shares 13,054,733 Est. Cost $29.82 Unrealized -3.3%
MSFT MICROSOFT 6.7%
Value ($000) $385,037 Shares 8,699,439 Est. Cost $31.22 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY B 6.3%
Value ($000) $362,730 Shares 2,781,672 Est. Cost $134.98 Unrealized +1.5%
MICHAEL KORS 6.0%
Value ($000) $344,306 Shares 8,151,185 Est. Cost $62.24 Unrealized
GOOGLE - CLASS A 5.8%
Value ($000) $333,998 Shares 523,205 Est. Cost $545.84 Unrealized
JNJ JOHNSON & JOHNSON 5.7%
Value ($000) $327,180 Shares 3,504,870 Est. Cost $70.50 Unrealized +2.8%
PG PROCTER & GAMBLE 5.1%
Value ($000) $292,261 Shares 4,062,563 Est. Cost $58.05 Unrealized -3.0%
MMM 3M 4.9%
Value ($000) $279,673 Shares 1,972,720 Est. Cost $89.63 Unrealized -2.4%
QCOM QUALCOMM 4.3%
Value ($000) $245,433 Shares 4,567,890 Est. Cost $51.69 Unrealized -14.6%
AAPL APPLE 4.1%
Value ($000) $234,068 Shares 2,122,104 Est. Cost $28.57 Unrealized -8.0%
PM PHILIP MORRIS INTL. 3.2%
Value ($000) $183,363 Shares 2,311,393 Est. Cost $49.61 Unrealized -1.4%
AMGN AMGEN 3.0%
Value ($000) $173,924 Shares 1,257,402 Est. Cost $110.67 Unrealized +5.0%
ABT ABBOTT LABORATORIES 2.9%
Value ($000) $167,508 Shares 4,164,806 Est. Cost $37.96 Unrealized +2.2%
UNITED TECHNOLOGIES 2.9%
Value ($000) $165,579 Shares 1,860,646 Est. Cost $103.29 Unrealized
EMR EMERSON ELECTRIC 2.7%
Value ($000) $154,431 Shares 3,496,292 Est. Cost $42.49 Unrealized -12.1%
DHR DANAHER 2.5%
Value ($000) $141,722 Shares 1,663,207 Est. Cost $35.62 Unrealized +1.1%
MA MASTERCARD 2.3%
Value ($000) $131,860 Shares 1,463,159 Est. Cost $79.32 Unrealized +11.3%
MDT MEDTRONIC 2.0%
Value ($000) $115,230 Shares 1,721,390 Est. Cost $58.10 Unrealized -1.9%
PRICELINE GROUP 1.8%
Value ($000) $101,298 Shares 81,899 Est. Cost $1158.37 Unrealized
PEP PEPSICO 1.4%
Value ($000) $77,654 Shares 823,480 Est. Cost $61.54 Unrealized +13.0%
PYPL PAYPAL 1.3%
Value ($000) $75,574 Shares 2,434,745 Est. Cost $35.85 Unrealized 0.0%
PFE PFIZER 1.1%
Value ($000) $63,398 Shares 2,018,400 Est. Cost $19.25 Unrealized +7.0%
CSCO CISCO SYSTEMS 0.9%
Value ($000) $52,588 Shares 2,003,360 Est. Cost $19.43 Unrealized +0.7%
IBM IBM 0.8%
Value ($000) $46,060 Shares 317,720 Est. Cost $107.88 Unrealized -11.6%
ORCL ORACLE 0.8%
Value ($000) $45,576 Shares 1,261,805 Est. Cost $30.16 Unrealized +9.1%
COACH 0.6%
Value ($000) $34,391 Shares 1,188,780 Est. Cost $41.15 Unrealized
UNP UNION PACIFIC 0.6%
Value ($000) $33,092 Shares 374,300 Est. Cost $79.46 Unrealized -9.2%
TJX TJX COMPANIES 0.6%
Value ($000) $32,629 Shares 456,865 Est. Cost $25.91 Unrealized +17.1%
V VISA - CLASS A 0.5%
Value ($000) $31,312 Shares 449,500 Est. Cost $66.38 Unrealized 0.0%
BIDU BAIDU ADR 0.5%
Value ($000) $30,396 Shares 221,210 Est. Cost $186.64 Unrealized
ABEV AMBEV ADR 0.5%
Value ($000) $29,442 Shares 6,008,500 Est. Cost $5.90 Unrealized
0,350% PRICELINE 15.06.2020 0.5%
Value ($000) $28,883 Shares 24,500,000 Est. Cost $1.12 Unrealized
NATIONAL OILWELL VARCO 0.5%
Value ($000) $27,443 Shares 728,900 Est. Cost $65.27 Unrealized
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $26,581 Shares 418,870 Est. Cost $51.46 Unrealized -0.3%
XOM EXXON MOBIL 0.4%
Value ($000) $23,693 Shares 318,670 Est. Cost $57.32 Unrealized -14.4%
CHINA MOBILE ADR 0.4%
Value ($000) $23,309 Shares 391,750 Est. Cost $52.64 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $22,686 Shares 521,389 Est. Cost $27.16 Unrealized -0.6%
SEAGATE TECHNOLOGY 0.4%
Value ($000) $21,616 Shares 482,500 Est. Cost $54.36 Unrealized
DDS DILLARDS 0.4%
Value ($000) $20,462 Shares 234,150 Est. Cost $81.65 Unrealized -11.9%
SYK STRYKER 0.4%
Value ($000) $20,184 Shares 214,500 Est. Cost $59.59 Unrealized +47.5%
MU MICRON TECHNOLOGY 0.3%
Value ($000) $17,714 Shares 1,182,500 Est. Cost $27.63 Unrealized -39.3%
MCD MCDONALDS 0.3%
Value ($000) $16,959 Shares 172,125 Est. Cost $80.18 Unrealized -6.0%
POTASH CORP SASKATCHEWAN 0.3%
Value ($000) $16,656 Shares 810,500 Est. Cost $37.29 Unrealized
EMC 0.3%
Value ($000) $15,832 Shares 655,300 Est. Cost $24.98 Unrealized
INTC INTEL 0.2%
Value ($000) $13,326 Shares 442,150 Est. Cost $25.12 Unrealized -10.0%
QIAGEN 0.2%
Value ($000) $12,871 Shares 499,900 Est. Cost $23.37 Unrealized
EBAY EBAY 0.2%
Value ($000) $12,574 Shares 514,500 Est. Cost $19.57 Unrealized +22.3%
BARRICK GOLD 0.2%
Value ($000) $11,961 Shares 1,880,640 Est. Cost $16.11 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $11,630 Shares 242,500 Est. Cost $55.81 Unrealized -34.1%
WFC WELLS FARGO 0.2%
Value ($000) $10,989 Shares 214,000 Est. Cost $40.24 Unrealized +2.1%
NEM NEWMONT MINING 0.2%
Value ($000) $10,568 Shares 657,630 Est. Cost $25.01 Unrealized -44.0%
XEROX 0.2%
Value ($000) $10,115 Shares 1,039,610 Est. Cost $9.94 Unrealized
1,375% LIBERTY MEDIA 15.10.2023 0.2%
Value ($000) $9,559 Shares 10,000,000 Est. Cost $0.99 Unrealized
SLB SCHLUMBERGER 0.1%
Value ($000) $8,301 Shares 120,350 Est. Cost $79.40 Unrealized -25.8%
YAHOO! 0.1%
Value ($000) $8,153 Shares 281,999 Est. Cost $35.08 Unrealized
LIBERTY INTERACTIVE A 0.1%
Value ($000) $7,921 Shares 302,000 Est. Cost $27.52 Unrealized
ZBH ZIMMER BIOMET HOLDINGS 0.1%
Value ($000) $7,900 Shares 84,100 Est. Cost $66.24 Unrealized +38.9%
JOHNSON & JOHNSON CALL 0.1%
Value ($000) $7,468 Shares 800 Est. Cost Unrealized
2,950% INTEL 15.12.2035 0.1%
Value ($000) $7,367 Shares 6,000,000 Est. Cost $1.14 Unrealized
WDC WESTERN DIGITAL 0.1%
Value ($000) $6,435 Shares 81,000 Est. Cost $48.98 Unrealized +3.9%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $6,215 Shares 50,830 Est. Cost $101.58 Unrealized +24.4%
0,500% TOLL BROTHERS 15.09.2032 0.1%
Value ($000) $6,185 Shares 6,000,000 Est. Cost $1.06 Unrealized
WU WESTERN UNION 0.1%
Value ($000) $6,160 Shares 335,500 Est. Cost $17.33 Unrealized
0,625% VIAVI SOLUTIONS 15.08.2033 0.1%
Value ($000) $5,632 Shares 6,000,000 Est. Cost $1.01 Unrealized
ABBV ABBVIE 0.1%
Value ($000) $5,196 Shares 95,500 Est. Cost $22.34 Unrealized +90.3%
HON HONEYWELL INTERNATIONAL 0.1%
Value ($000) $4,853 Shares 51,250 Est. Cost $74.72 Unrealized -1.9%
MICROSOFT CALL 0.1%
Value ($000) $4,426 Shares 1,000 Est. Cost Unrealized
3,000% MICRON TECHNOLOGY 15.11.2043 0.1%
Value ($000) $4,302 Shares 5,000,000 Est. Cost $1.20 Unrealized
1,000% SINA 01.12.2018 0.1%
Value ($000) $4,268 Shares 4,500,000 Est. Cost $0.92 Unrealized
WMT WAL-MART STORES 0.1%
Value ($000) $4,176 Shares 64,400 Est. Cost $21.78 Unrealized -13.2%
0,500% SANDISK 15.10.2020 0.1%
Value ($000) $3,880 Shares 4,000,000 Est. Cost $1.10 Unrealized
CISCO SYSTEMS CALL 0.1%
Value ($000) $3,413 Shares 1,300 Est. Cost Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $3,206 Shares 30,000 Est. Cost $139.15 Unrealized
0,500% CITRIX SYSTEMS 15.04.2019 0.1%
Value ($000) $3,164 Shares 3,000,000 Est. Cost $1.06 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $2,853 Shares 137,500 Est. Cost $21.90 Unrealized
MASTERCARD CALL 0.0%
Value ($000) $2,704 Shares 300 Est. Cost Unrealized
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $2,398 Shares 73,000 Est. Cost $29.52 Unrealized +8.6%
L BRANDS 0.0%
Value ($000) $2,231 Shares 24,750 Est. Cost $80.77 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $1,607 Shares 24,300 Est. Cost $56.57 Unrealized -9.3%
ROST ROSS STORES 0.0%
Value ($000) $1,352 Shares 27,900 Est. Cost $37.42 Unrealized +23.2%
MICHAEL KORS HOLDINGS CALL 0.0%
Value ($000) $1,267 Shares 300 Est. Cost Unrealized
RDY DR REDDY'S LABORATORIES ADR 0.0%
Value ($000) $1,150 Shares 18,000 Est. Cost $49.94 Unrealized
UGP ULTRAPAR ADR 0.0%
Value ($000) $1,129 Shares 67,500 Est. Cost $18.56 Unrealized
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $1,119 Shares 152,500 Est. Cost $10.00 Unrealized
MARATHON OIL 0.0%
Value ($000) $1,109 Shares 72,000 Est. Cost $15.40 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $1,019 Shares 12,750 Est. Cost $57.10 Unrealized -12.7%
BAP CREDICORP 0.0%
Value ($000) $957 Shares 9,000 Est. Cost $114.39 Unrealized -18.5%
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $774 Shares 7,500 Est. Cost $80.81 Unrealized +6.1%
GWW WW GRAINGER 0.0%
Value ($000) $763 Shares 3,550 Est. Cost $204.46 Unrealized -7.0%
HDB HDFC BANK ADR 0.0%
Value ($000) $684 Shares 11,200 Est. Cost $61.07 Unrealized
KELLOGG 0.0%
Value ($000) $622 Shares 9,350 Est. Cost $41.26 Unrealized +4.9%
NBIS YANDEX 0.0%
Value ($000) $612 Shares 57,000 Est. Cost $17.96 Unrealized
GOOGLE - CLASS C 0.0%
Value ($000) $610 Shares 1,002 Est. Cost $575.23 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $586 Shares 3 Est. Cost $176616.40 Unrealized +16.7%
GOLDCORP 0.0%
Value ($000) $508 Shares 40,600 Est. Cost $15.28 Unrealized
GRUPO PAO DE ACUCAR ADR 0.0%
Value ($000) $477 Shares 38,000 Est. Cost $38.33 Unrealized
BAXALTA 0.0%
Value ($000) $410 Shares 13,000 Est. Cost $31.54 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $266 Shares 3,600 Est. Cost $69.76 Unrealized +5.2%
T AT & T 0.0%
Value ($000) $233 Shares 7,150 Est. Cost $11.81 Unrealized +3.9%