FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 28, 2016

Total Value ($000): $5,820,310 (98.7% shares, 1.3% debt)

Holdings (92)

ABT ABBOTT LABORATORIES 9.8%
Value ($000) $570,576 Shares 14,514,773 Est. Cost $34.58 Unrealized -3.5%
AAPL APPLE 8.9%
Value ($000) $518,259 Shares 5,421,121 Est. Cost $25.60 Unrealized -11.7%
BRK/B BERKSHIRE HATHAWAY B 8.6%
Value ($000) $502,068 Shares 3,467,559 Est. Cost $134.86 Unrealized +6.0%
MICHAEL KORS 7.8%
Value ($000) $452,990 Shares 9,155,014 Est. Cost $60.42 Unrealized
MSFT MICROSOFT 6.2%
Value ($000) $361,789 Shares 7,070,342 Est. Cost $34.71 Unrealized +32.5%
JNJ JOHNSON & JOHNSON 5.7%
Value ($000) $329,418 Shares 2,715,730 Est. Cost $70.64 Unrealized +23.2%
KO COCA-COLA 4.8%
Value ($000) $277,448 Shares 6,120,620 Est. Cost $29.94 Unrealized +11.3%
MA MASTERCARD 4.4%
Value ($000) $254,193 Shares 2,886,590 Est. Cost $82.53 Unrealized +9.4%
GOOGL ALPHABET - CLASS A 4.1%
Value ($000) $241,259 Shares 342,927 Est. Cost $36.59 Unrealized -0.4%
DHR DANAHER 4.0%
Value ($000) $230,692 Shares 2,284,077 Est. Cost $36.02 Unrealized +11.3%
PG PROCTER & GAMBLE 3.6%
Value ($000) $211,519 Shares 2,498,156 Est. Cost $58.05 Unrealized +9.1%
AMGN AMGEN 3.3%
Value ($000) $192,217 Shares 1,263,342 Est. Cost $111.10 Unrealized +5.0%
UNITED TECHNOLOGIES 3.1%
Value ($000) $178,027 Shares 1,736,000 Est. Cost $103.10 Unrealized
MDT MEDTRONIC 2.4%
Value ($000) $137,708 Shares 1,587,051 Est. Cost $58.15 Unrealized +9.2%
V VISA - CLASS A 2.2%
Value ($000) $127,630 Shares 1,720,771 Est. Cost $69.08 Unrealized +6.0%
PRICELINE GROUP 2.1%
Value ($000) $123,264 Shares 98,737 Est. Cost $1205.75 Unrealized
MMM 3M 2.0%
Value ($000) $114,874 Shares 655,972 Est. Cost $89.63 Unrealized +14.3%
L BRANDS 1.9%
Value ($000) $113,223 Shares 1,686,624 Est. Cost $70.95 Unrealized
IBM IBM 1.9%
Value ($000) $112,165 Shares 738,999 Est. Cost $90.84 Unrealized +4.7%
TJX TJX COMPANIES 1.5%
Value ($000) $85,791 Shares 1,110,855 Est. Cost $29.57 Unrealized +12.7%
PYPL PAYPAL 1.1%
Value ($000) $65,535 Shares 1,794,990 Est. Cost $35.99 Unrealized +6.0%
BIDU BAIDU ADR 0.9%
Value ($000) $50,470 Shares 305,600 Est. Cost $179.28 Unrealized
NEM NEWMONT MINING 0.7%
Value ($000) $42,606 Shares 1,089,110 Est. Cost $22.28 Unrealized +16.8%
UNP UNION PACIFIC 0.7%
Value ($000) $42,539 Shares 487,558 Est. Cost $75.21 Unrealized -9.3%
AME AMETEK 0.7%
Value ($000) $42,203 Shares 912,900 Est. Cost $46.85 Unrealized -3.8%
QCOM QUALCOMM 0.5%
Value ($000) $30,631 Shares 571,800 Est. Cost $51.09 Unrealized -21.2%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $28,669 Shares 391,650 Est. Cost $52.64 Unrealized +8.1%
GOLDCORP 0.4%
Value ($000) $22,830 Shares 1,193,400 Est. Cost $16.25 Unrealized
ORCL ORACLE 0.4%
Value ($000) $21,460 Shares 524,305 Est. Cost $30.51 Unrealized +13.3%
XOM EXXON MOBIL 0.4%
Value ($000) $21,218 Shares 226,350 Est. Cost $56.57 Unrealized +2.3%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $17,461 Shares 312,700 Est. Cost $27.13 Unrealized +16.0%
COACH 0.3%
Value ($000) $17,312 Shares 424,940 Est. Cost $41.15 Unrealized
MCD MCDONALDS 0.3%
Value ($000) $17,242 Shares 143,278 Est. Cost $80.86 Unrealized +22.6%
1,375% LIBERTY MEDIA 15.10.2023 0.3%
Value ($000) $15,956 Shares 16,000,000 Est. Cost $0.99 Unrealized
NATIONAL OILWELL VARCO 0.2%
Value ($000) $14,305 Shares 425,100 Est. Cost $65.27 Unrealized
WFC WELLS FARGO 0.2%
Value ($000) $13,962 Shares 295,000 Est. Cost $40.43 Unrealized -7.9%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $12,145 Shares 232,850 Est. Cost $42.15 Unrealized -1.4%
INTC INTEL 0.2%
Value ($000) $11,581 Shares 353,070 Est. Cost $25.12 Unrealized -0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $11,554 Shares 265,000 Est. Cost $54.08 Unrealized -39.4%
DDS DILLARDS 0.2%
Value ($000) $10,884 Shares 179,600 Est. Cost $81.65 Unrealized -40.4%
LIBERTY INTERACTIVE A 0.2%
Value ($000) $10,534 Shares 415,200 Est. Cost $26.97 Unrealized
PEP PEPSICO 0.2%
Value ($000) $9,660 Shares 91,180 Est. Cost $61.54 Unrealized +25.3%
0,350% PRICELINE 15.06.2020 0.2%
Value ($000) $9,487 Shares 8,100,000 Est. Cost $1.12 Unrealized
MARATHON OIL 0.1%
Value ($000) $8,105 Shares 540,000 Est. Cost $13.59 Unrealized
2,950% INTEL 15.12.2035 0.1%
Value ($000) $7,730 Shares 6,000,000 Est. Cost $1.14 Unrealized
WU WESTERN UNION 0.1%
Value ($000) $7,058 Shares 368,000 Est. Cost $17.61 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value ($000) $6,675 Shares 232,660 Est. Cost $19.43 Unrealized +7.4%
HON HONEYWELL INTERNATIONAL 0.1%
Value ($000) $6,194 Shares 53,250 Est. Cost $75.15 Unrealized +12.0%
FABUH 1 03/12/18 NBAD 1,000% NAT. BANK OF ABU DHABI 12.03.2018 0.1%
Value ($000) $6,185 Shares 6,200,000 Est. Cost $0.98 Unrealized
PM PHILIP MORRIS INTL. 0.1%
Value ($000) $6,108 Shares 60,050 Est. Cost $49.61 Unrealized +23.8%
0,500% TOLL BROTHERS 15.09.2032 0.1%
Value ($000) $5,892 Shares 6,000,000 Est. Cost $1.06 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $5,476 Shares 37,060 Est. Cost $105.13 Unrealized +36.6%
MASTERCARD CALL 0.1%
Value ($000) $5,284 Shares 600 Est. Cost Unrealized
MICROSOFT CALL 0.1%
Value ($000) $5,117 Shares 1,000 Est. Cost Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $4,989 Shares 51,000 Est. Cost $102.22 Unrealized -9.8%
QIAGEN 0.1%
Value ($000) $4,330 Shares 200,000 Est. Cost $23.37 Unrealized
2,500% LIVE NATION ENTERTAINMENT 15.05.2019 0.1%
Value ($000) $4,044 Shares 4,000,000 Est. Cost $1.00 Unrealized
1,375% BROCADE 01.01.2020 0.1%
Value ($000) $3,970 Shares 4,000,000 Est. Cost $0.99 Unrealized
APPLE CALL 0.1%
Value ($000) $3,824 Shares 400 Est. Cost Unrealized
CISCO SYSTEMS CALL 0.1%
Value ($000) $3,730 Shares 1,300 Est. Cost Unrealized
1,000% SINA 01.12.2018 0.1%
Value ($000) $3,459 Shares 3,500,000 Est. Cost $0.92 Unrealized
0,900% PRICELINE 15.09.2021 0.1%
Value ($000) $3,214 Shares 3,160,000 Est. Cost $1.01 Unrealized
3,000% MICRON TECHNOLOGY 15.11.2043 0.1%
Value ($000) $3,061 Shares 4,000,000 Est. Cost $1.20 Unrealized
1,000% ON SEMICONDUCTOR 01.12.2020 0.0%
Value ($000) $2,783 Shares 3,100,000 Est. Cost $0.90 Unrealized
1,625% MOLINA HEALTHCARE 15.08.2044 0.0%
Value ($000) $2,755 Shares 2,500,000 Est. Cost $1.10 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $2,728 Shares 104,000 Est. Cost $21.90 Unrealized
1,990% CTRIP.COM 01.07.2025 0.0%
Value ($000) $2,721 Shares 2,500,000 Est. Cost $1.09 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $2,584 Shares 34,200 Est. Cost $56.01 Unrealized +1.3%
1,875% JAZZ INVESTMENTS 15.08.2021 0.0%
Value ($000) $2,159 Shares 2,000,000 Est. Cost $1.05 Unrealized
1,000% CTRIP.COM 01.07.2020 0.0%
Value ($000) $2,123 Shares 2,000,000 Est. Cost $1.06 Unrealized
ABEV AMBEV ADR 0.0%
Value ($000) $1,980 Shares 335,000 Est. Cost $5.61 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $1,877 Shares 25,700 Est. Cost $21.78 Unrealized -10.4%
RDY DR REDDY'S LABORATORIES ADR 0.0%
Value ($000) $1,844 Shares 36,000 Est. Cost $48.08 Unrealized
ROST ROSS STORES 0.0%
Value ($000) $1,757 Shares 31,000 Est. Cost $38.50 Unrealized +31.1%
SEAGATE TECHNOLOGY 0.0%
Value ($000) $1,462 Shares 60,000 Est. Cost $53.96 Unrealized
SU SUNCOR ENERGY 0.0%
Value ($000) $1,386 Shares 50,000 Est. Cost $17.67 Unrealized +10.0%
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $1,386 Shares 152,500 Est. Cost $9.87 Unrealized
1,125% MOLINA HEALTHCARE 15.01.2020 0.0%
Value ($000) $1,364 Shares 1,000,000 Est. Cost $1.36 Unrealized
UGP ULTRAPAR ADR 0.0%
Value ($000) $1,211 Shares 55,000 Est. Cost $18.56 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $1,194 Shares 7,000 Est. Cost $165.03 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,085 Shares 5 Est. Cost $186480.80 Unrealized +15.0%
CHINA MOBILE ADR 0.0%
Value ($000) $1,077 Shares 18,600 Est. Cost $52.64 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $1,057 Shares 12,750 Est. Cost $57.10 Unrealized -13.4%
BAP CREDICORP 0.0%
Value ($000) $965 Shares 6,250 Est. Cost $114.39 Unrealized -2.0%
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $946 Shares 7,500 Est. Cost $80.81 Unrealized +20.6%
INFY INFOSYS ADR 0.0%
Value ($000) $741 Shares 41,500 Est. Cost $17.86 Unrealized
NVCR NOVOCURE 0.0%
Value ($000) $395 Shares 33,863 Est. Cost $12.52 Unrealized 0.0%
EBAY EBAY 0.0%
Value ($000) $281 Shares 12,000 Est. Cost $19.57 Unrealized +9.7%
T AT & T 0.0%
Value ($000) $223 Shares 5,160 Est. Cost $11.81 Unrealized +28.0%
META FACEBOOK 0.0%
Value ($000) $212 Shares 1,855 Est. Cost $114.43 Unrealized 0.0%
STAPLES 0.0%
Value ($000) $117 Shares 13,530 Est. Cost $9.46 Unrealized
XEROX 0.0%
Value ($000) $98 Shares 10,310 Est. Cost $9.94 Unrealized