FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 28, 2016

Total Value ($000): $5,996,629 (98.9% shares, 1.1% debt)

Holdings (89)

ABT ABBOTT LABORATORIES 10.1%
Value ($000) $604,866 Shares 14,302,816 Est. Cost $34.58 Unrealized +4.5%
BRK/B BERKSHIRE HATHAWAY B 8.9%
Value ($000) $532,303 Shares 3,684,524 Est. Cost $135.53 Unrealized +7.9%
MICHAEL KORS 7.3%
Value ($000) $434,880 Shares 9,294,299 Est. Cost $60.22 Unrealized
MSFT MICROSOFT 6.9%
Value ($000) $415,027 Shares 7,205,332 Est. Cost $35.01 Unrealized +43.7%
KO COCA-COLA 6.2%
Value ($000) $369,092 Shares 8,721,448 Est. Cost $30.72 Unrealized +6.0%
MA MASTERCARD 5.2%
Value ($000) $314,736 Shares 3,092,619 Est. Cost $83.08 Unrealized +9.3%
JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $291,913 Shares 2,471,115 Est. Cost $70.64 Unrealized +32.5%
GOOGL ALPHABET - CLASS A 4.6%
Value ($000) $277,897 Shares 345,617 Est. Cost $36.59 Unrealized +6.1%
DHR DANAHER 4.4%
Value ($000) $261,918 Shares 3,341,211 Est. Cost $45.91 Unrealized +46.5%
MONSANTO 4.0%
Value ($000) $238,397 Shares 2,332,647 Est. Cost $102.20 Unrealized
AMGN AMGEN 3.4%
Value ($000) $202,366 Shares 1,213,152 Est. Cost $111.10 Unrealized +15.0%
UNITED TECHNOLOGIES 3.3%
Value ($000) $198,039 Shares 1,949,200 Est. Cost $102.94 Unrealized
PG PROCTER & GAMBLE 3.0%
Value ($000) $177,420 Shares 1,976,826 Est. Cost $58.05 Unrealized +16.3%
V VISA - CLASS A 2.7%
Value ($000) $162,109 Shares 1,960,202 Est. Cost $69.81 Unrealized +7.4%
MDT MEDTRONIC 2.1%
Value ($000) $125,224 Shares 1,449,351 Est. Cost $58.15 Unrealized +18.3%
PYPL PAYPAL 2.1%
Value ($000) $123,596 Shares 3,016,750 Est. Cost $36.94 Unrealized +3.8%
AAPL APPLE 1.7%
Value ($000) $100,911 Shares 892,625 Est. Cost $25.60 Unrealized -5.3%
L BRANDS 1.5%
Value ($000) $91,104 Shares 1,287,324 Est. Cost $70.95 Unrealized
IBM IBM 1.3%
Value ($000) $80,408 Shares 506,190 Est. Cost $90.84 Unrealized +12.0%
TJX TJX COMPANIES 1.3%
Value ($000) $77,770 Shares 1,039,980 Est. Cost $29.57 Unrealized +15.9%
AME AMETEK 1.2%
Value ($000) $69,109 Shares 1,446,400 Est. Cost $46.06 Unrealized -2.9%
MMM 3M 1.1%
Value ($000) $65,766 Shares 373,180 Est. Cost $89.63 Unrealized +21.8%
FTV FORTIVE 1.0%
Value ($000) $58,114 Shares 1,141,720 Est. Cost $30.87 Unrealized 0.0%
PRICELINE GROUP 0.8%
Value ($000) $48,826 Shares 33,181 Est. Cost $1205.75 Unrealized
BIDU BAIDU ADR 0.8%
Value ($000) $48,513 Shares 266,450 Est. Cost $179.28 Unrealized
NKE NIKE 0.8%
Value ($000) $45,690 Shares 867,800 Est. Cost $50.01 Unrealized 0.0%
GOLDCORP 0.7%
Value ($000) $44,651 Shares 2,702,820 Est. Cost $16.40 Unrealized
MONSANTO CALL 0.7%
Value ($000) $43,026 Shares 4,210 Est. Cost Unrealized
QCOM QUALCOMM 0.7%
Value ($000) $40,990 Shares 598,400 Est. Cost $50.90 Unrealized -7.8%
ROP ROPER TECHNOLOGIES 0.7%
Value ($000) $39,778 Shares 218,000 Est. Cost $164.86 Unrealized -0.0%
NEM NEWMONT MINING 0.6%
Value ($000) $35,098 Shares 893,300 Est. Cost $22.28 Unrealized +46.3%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $30,023 Shares 404,950 Est. Cost $52.86 Unrealized +12.3%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $22,932 Shares 260,000 Est. Cost $74.09 Unrealized 0.0%
ORCL ORACLE 0.4%
Value ($000) $21,877 Shares 556,945 Est. Cost $30.80 Unrealized +15.0%
XOM EXXON MOBIL 0.3%
Value ($000) $19,756 Shares 226,350 Est. Cost $56.57 Unrealized +3.5%
LIBERTY INTERACTIVE A 0.3%
Value ($000) $17,327 Shares 865,900 Est. Cost $23.35 Unrealized
1,375% LIBERTY MEDIA 15.10.2023 0.3%
Value ($000) $16,852 Shares 16,000,000 Est. Cost $0.99 Unrealized
NATIONAL OILWELL VARCO 0.2%
Value ($000) $14,376 Shares 391,300 Est. Cost $65.27 Unrealized
COACH 0.2%
Value ($000) $13,520 Shares 369,800 Est. Cost $41.15 Unrealized
WFC WELLS FARGO 0.2%
Value ($000) $13,063 Shares 295,000 Est. Cost $40.43 Unrealized -8.9%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $12,839 Shares 247,000 Est. Cost $27.13 Unrealized +21.3%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $12,633 Shares 231,750 Est. Cost $42.15 Unrealized +0.3%
MCD MCDONALDS 0.2%
Value ($000) $12,491 Shares 108,278 Est. Cost $80.86 Unrealized +16.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $12,128 Shares 279,000 Est. Cost $52.93 Unrealized -41.2%
UNP UNION PACIFIC 0.2%
Value ($000) $10,826 Shares 111,000 Est. Cost $75.21 Unrealized +1.0%
MARATHON OIL 0.2%
Value ($000) $9,802 Shares 620,000 Est. Cost $13.88 Unrealized
PEP PEPSICO 0.1%
Value ($000) $8,350 Shares 76,770 Est. Cost $61.54 Unrealized +31.8%
WU WESTERN UNION 0.1%
Value ($000) $7,495 Shares 360,000 Est. Cost $17.61 Unrealized
PM PHILIP MORRIS INTL. 0.1%
Value ($000) $7,457 Shares 76,700 Est. Cost $52.36 Unrealized +18.9%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $7,151 Shares 44,960 Est. Cost $113.03 Unrealized +32.8%
1,875% JAZZ INVESTMENTS 15.08.2021 0.1%
Value ($000) $7,127 Shares 7,000,000 Est. Cost $1.03 Unrealized
0,350% PRICELINE 15.06.2020 0.1%
Value ($000) $6,541 Shares 5,100,000 Est. Cost $1.12 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $6,537 Shares 89,650 Est. Cost $56.86 Unrealized +0.9%
QIAGEN 0.1%
Value ($000) $6,470 Shares 235,000 Est. Cost $23.99 Unrealized
0,500% TOLL BROTHERS 15.09.2032 0.1%
Value ($000) $5,907 Shares 6,000,000 Est. Cost $1.06 Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $4,736 Shares 51,000 Est. Cost $102.22 Unrealized -13.1%
2,500% LIVE NATION ENTERTAINMENT 15.05.2019 0.1%
Value ($000) $4,370 Shares 4,000,000 Est. Cost $1.00 Unrealized
1,375% BROCADE 01.01.2020 0.1%
Value ($000) $3,977 Shares 4,000,000 Est. Cost $0.99 Unrealized
7,500% WELLS FARGO 15.12.2049 0.1%
Value ($000) $3,922 Shares 3,000 Est. Cost $1307.33 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $3,411 Shares 111,500 Est. Cost $22.49 Unrealized
0,900% PRICELINE 15.09.2021 0.1%
Value ($000) $3,401 Shares 3,160,000 Est. Cost $1.01 Unrealized
1,000% ON SEMICONDUCTOR 01.12.2020 0.1%
Value ($000) $3,156 Shares 3,100,000 Est. Cost $0.90 Unrealized
1,625% MOLINA HEALTHCARE 15.08.2044 0.0%
Value ($000) $2,978 Shares 2,500,000 Est. Cost $1.10 Unrealized
1,990% CTRIP.COM 01.07.2025 0.0%
Value ($000) $2,838 Shares 2,500,000 Est. Cost $1.09 Unrealized
3,000% MICRON TECHNOLOGY 15.11.2043 0.0%
Value ($000) $2,719 Shares 3,000,000 Est. Cost $1.20 Unrealized
ABEV AMBEV ADR 0.0%
Value ($000) $2,527 Shares 415,000 Est. Cost $5.70 Unrealized
DDS DILLARDS 0.0%
Value ($000) $2,520 Shares 40,000 Est. Cost $81.65 Unrealized -42.8%
CR BARD 0.0%
Value ($000) $2,467 Shares 11,000 Est. Cost $224.27 Unrealized
ROST ROSS STORES 0.0%
Value ($000) $2,379 Shares 37,000 Est. Cost $41.35 Unrealized +35.5%
SU SUNCOR ENERGY 0.0%
Value ($000) $2,358 Shares 85,000 Est. Cost $18.43 Unrealized +5.9%
MO ALTRIA GROUP 0.0%
Value ($000) $2,213 Shares 35,000 Est. Cost $34.76 Unrealized 0.0%
1,000% CTRIP.COM 01.07.2020 0.0%
Value ($000) $2,182 Shares 2,000,000 Est. Cost $1.06 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $2,162 Shares 68,170 Est. Cost $19.43 Unrealized +18.7%
RDY DR REDDY'S LABORATORIES ADR 0.0%
Value ($000) $1,857 Shares 40,000 Est. Cost $47.92 Unrealized
BARRICK GOLD 0.0%
Value ($000) $1,772 Shares 100,000 Est. Cost $17.72 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $1,666 Shares 23,100 Est. Cost $21.78 Unrealized -5.4%
UGP ULTRAPAR ADR 0.0%
Value ($000) $1,587 Shares 72,500 Est. Cost $19.36 Unrealized
INFY INFOSYS ADR 0.0%
Value ($000) $1,499 Shares 95,000 Est. Cost $16.69 Unrealized
SEAGATE TECHNOLOGY 0.0%
Value ($000) $1,349 Shares 35,000 Est. Cost $53.96 Unrealized
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $1,342 Shares 152,500 Est. Cost $9.87 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $1,158 Shares 12,750 Est. Cost $57.10 Unrealized -5.7%
FMX FEMSA ADR 0.0%
Value ($000) $1,151 Shares 12,500 Est. Cost $92.08 Unrealized
INTC INTEL 0.0%
Value ($000) $1,133 Shares 30,000 Est. Cost $25.12 Unrealized +13.9%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,081 Shares 5 Est. Cost $186480.80 Unrealized +17.6%
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $1,072 Shares 7,500 Est. Cost $80.81 Unrealized +32.7%
CHINA MOBILE ADR 0.0%
Value ($000) $1,061 Shares 17,250 Est. Cost $52.64 Unrealized
BAP CREDICORP 0.0%
Value ($000) $951 Shares 6,250 Est. Cost $114.39 Unrealized +8.0%
HON HONEYWELL INTERNATIONAL 0.0%
Value ($000) $379 Shares 3,250 Est. Cost $75.15 Unrealized +14.5%
META FACEBOOK 0.0%
Value ($000) $238 Shares 1,855 Est. Cost $114.43 Unrealized +7.7%