FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 7, 2018

Total Value ($000): $10,461,793 (99.3% shares, 0.7% debt)

Holdings (102)

BRK/B BERKSHIRE HATHAWAY B 12.4%
Value ($000) $1,300,436 Shares 6,560,571 Est. Cost $150.03 Unrealized +26.6%
GOOGL ALPHABET - CLASS A 6.7%
Value ($000) $700,926 Shares 665,394 Est. Cost $40.25 Unrealized +27.3%
PM PHILIP MORRIS INTL. 6.7%
Value ($000) $698,592 Shares 6,612,322 Est. Cost $72.48 Unrealized -4.0%
DHR DANAHER 6.0%
Value ($000) $627,881 Shares 6,764,501 Est. Cost $58.57 Unrealized +33.6%
ABT ABBOTT LABORATORIES 5.0%
Value ($000) $518,234 Shares 9,080,680 Est. Cost $34.48 Unrealized +39.6%
PRICELINE GROUP 4.4%
Value ($000) $456,473 Shares 262,682 Est. Cost $1767.37 Unrealized
BARRICK GOLD 4.2%
Value ($000) $440,172 Shares 30,419,688 Est. Cost $15.93 Unrealized
MONSANTO 4.0%
Value ($000) $419,861 Shares 3,595,314 Est. Cost $106.41 Unrealized
IBM IBM 4.0%
Value ($000) $414,442 Shares 2,701,356 Est. Cost $101.36 Unrealized +0.7%
TJX TJX COMPANIES 3.7%
Value ($000) $387,337 Shares 5,065,875 Est. Cost $32.41 Unrealized -0.0%
VANTIV CLASS A 3.7%
Value ($000) $385,942 Shares 5,247,346 Est. Cost $72.32 Unrealized
NEM NEWMONT MINING 3.0%
Value ($000) $318,930 Shares 8,500,271 Est. Cost $26.70 Unrealized +9.1%
UNITED TECHNOLOGIES 2.6%
Value ($000) $269,715 Shares 2,114,253 Est. Cost $113.92 Unrealized
LOW LOWE'S COS 2.3%
Value ($000) $245,599 Shares 2,642,550 Est. Cost $62.67 Unrealized +13.7%
ROST ROSS STORES 2.3%
Value ($000) $245,454 Shares 3,058,616 Est. Cost $56.76 Unrealized +13.6%
MICHAEL KORS 2.3%
Value ($000) $239,226 Shares 3,800,247 Est. Cost $55.23 Unrealized
GIS GENERAL MILLS 2.1%
Value ($000) $214,765 Shares 3,622,280 Est. Cost $42.00 Unrealized -3.5%
MDT MEDTRONIC 2.0%
Value ($000) $207,901 Shares 2,574,631 Est. Cost $60.73 Unrealized +7.0%
MSFT MICROSOFT 2.0%
Value ($000) $206,887 Shares 2,418,602 Est. Cost $35.01 Unrealized +115.0%
OXY OCCIDENTAL PETROLEUM 1.6%
Value ($000) $165,000 Shares 2,240,020 Est. Cost $50.71 Unrealized +8.7%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $161,902 Shares 1,158,760 Est. Cost $70.64 Unrealized +57.1%
META FACEBOOK 1.5%
Value ($000) $161,592 Shares 915,745 Est. Cost $161.86 Unrealized +8.4%
EA ELECTRONICS ARTS 1.3%
Value ($000) $139,782 Shares 1,330,500 Est. Cost $108.08 Unrealized 0.0%
AMZN AMAZON.COM 1.1%
Value ($000) $111,415 Shares 95,270 Est. Cost $41.72 Unrealized +31.9%
MA MASTERCARD 1.0%
Value ($000) $109,460 Shares 723,175 Est. Cost $83.08 Unrealized +71.2%
L BRANDS 0.9%
Value ($000) $98,170 Shares 1,630,190 Est. Cost $57.17 Unrealized
NKE NIKE 0.9%
Value ($000) $95,861 Shares 1,532,550 Est. Cost $47.96 Unrealized +8.0%
GOLDCORP 0.7%
Value ($000) $76,412 Shares 5,983,720 Est. Cost $14.04 Unrealized
V VISA - CLASS A 0.7%
Value ($000) $73,782 Shares 647,100 Est. Cost $69.81 Unrealized +49.5%
ORCL ORACLE 0.7%
Value ($000) $71,195 Shares 1,505,825 Est. Cost $41.30 Unrealized +5.3%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $67,910 Shares 1,283,020 Est. Cost $29.78 Unrealized +7.3%
KELLOGG 0.6%
Value ($000) $59,499 Shares 875,250 Est. Cost $44.70 Unrealized 0.0%
SLB SCHLUMBERGER 0.4%
Value ($000) $46,378 Shares 688,200 Est. Cost $53.65 Unrealized -4.5%
MMM 3M 0.4%
Value ($000) $41,773 Shares 177,480 Est. Cost $90.08 Unrealized +60.9%
KO COCA-COLA 0.4%
Value ($000) $40,351 Shares 879,490 Est. Cost $31.10 Unrealized +14.6%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $38,757 Shares 513,675 Est. Cost $56.27 Unrealized +7.1%
AEM AGNICO EAGLE MINES 0.4%
Value ($000) $38,357 Shares 830,600 Est. Cost $37.85 Unrealized 0.0%
TPR TAPESTRY 0.4%
Value ($000) $38,243 Shares 864,650 Est. Cost $32.95 Unrealized 0.0%
FTV FORTIVE 0.4%
Value ($000) $37,177 Shares 513,845 Est. Cost $31.25 Unrealized +41.8%
PYPL PAYPAL 0.3%
Value ($000) $32,774 Shares 445,175 Est. Cost $36.94 Unrealized +95.3%
MONSANTO CALL 0.3%
Value ($000) $31,998 Shares 2,740 Est. Cost Unrealized
EXPE EXPEDIA 0.3%
Value ($000) $31,102 Shares 259,680 Est. Cost $125.31 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS 0.2%
Value ($000) $24,398 Shares 343,530 Est. Cost $63.28 Unrealized +2.9%
AAPL APPLE 0.2%
Value ($000) $23,742 Shares 140,295 Est. Cost $26.16 Unrealized +49.4%
AMGN AMGEN 0.2%
Value ($000) $22,850 Shares 131,400 Est. Cost $112.56 Unrealized +22.8%
2,250 LIBERTY MEDIA 30.09.2046 0.2%
Value ($000) $21,921 Shares 21,000,000 Est. Cost $1.05 Unrealized
QCOM QUALCOMM 0.2%
Value ($000) $20,807 Shares 325,000 Est. Cost $47.57 Unrealized +3.0%
PG PROCTER & GAMBLE 0.2%
Value ($000) $18,370 Shares 199,940 Est. Cost $59.67 Unrealized +21.7%
EBAY EBAY 0.2%
Value ($000) $16,692 Shares 442,290 Est. Cost $32.09 Unrealized +2.9%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $15,172 Shares 217,700 Est. Cost $42.57 Unrealized +25.1%
UNP UNION PACIFIC 0.1%
Value ($000) $14,358 Shares 107,070 Est. Cost $78.84 Unrealized +27.8%
XOM EXXON MOBIL 0.1%
Value ($000) $13,729 Shares 164,140 Est. Cost $56.24 Unrealized +1.6%
EL ESTEE LAUDER 0.1%
Value ($000) $13,564 Shares 106,605 Est. Cost $72.37 Unrealized +50.0%
MARATHON OIL 0.1%
Value ($000) $13,544 Shares 800,000 Est. Cost $12.89 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $12,833 Shares 233,800 Est. Cost $51.92 Unrealized -23.6%
AME AMETEK 0.1%
Value ($000) $10,608 Shares 146,371 Est. Cost $45.61 Unrealized +44.6%
1,250 CTRIP.COM 15.09.2022 0.1%
Value ($000) $9,759 Shares 9,500,000 Est. Cost $1.07 Unrealized
1,375 LIBERTY MEDIA 15.10.2023 0.1%
Value ($000) $9,251 Shares 8,000,000 Est. Cost $0.99 Unrealized
NATIONAL OILWELL VARCO 0.1%
Value ($000) $8,910 Shares 247,350 Est. Cost $63.16 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $8,725 Shares 143,810 Est. Cost $39.71 Unrealized +13.5%
0,900 PRICELINE 15.09.2021 0.1%
Value ($000) $8,246 Shares 7,000,000 Est. Cost $1.10 Unrealized
CHD CHURCH & DWIGHT 0.1%
Value ($000) $8,097 Shares 161,400 Est. Cost $44.03 Unrealized -3.9%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $7,607 Shares 40,060 Est. Cost $118.66 Unrealized +58.0%
MCD MCDONALDS 0.1%
Value ($000) $7,475 Shares 43,428 Est. Cost $80.86 Unrealized +71.5%
WMT WAL-MART STORES 0.1%
Value ($000) $6,973 Shares 70,610 Est. Cost $20.72 Unrealized +29.4%
1,000 NUANCE COMMUNICATIONS 15.12.2035 0.1%
Value ($000) $6,713 Shares 7,000,000 Est. Cost $0.94 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $6,126 Shares 154,500 Est. Cost $32.64 Unrealized
1,875 JAZZ INVESTMENTS 15.08.2021 0.1%
Value ($000) $6,073 Shares 6,000,000 Est. Cost $1.03 Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $5,483 Shares 51,000 Est. Cost $102.22 Unrealized -4.8%
LIBERTY INTERACTIVE A 0.0%
Value ($000) $5,128 Shares 210,000 Est. Cost $23.35 Unrealized
2,000 MACQUARIE INFRASTRUCTURE 01.10.2023 0.0%
Value ($000) $4,113 Shares 4,250,000 Est. Cost $1.01 Unrealized
NEWMONT MINING CALL 0.0%
Value ($000) $3,752 Shares 1,000 Est. Cost Unrealized
EXPEDIA CALL 0.0%
Value ($000) $3,593 Shares 300 Est. Cost Unrealized
BIDU BAIDU ADR 0.0%
Value ($000) $3,572 Shares 15,250 Est. Cost $179.27 Unrealized
QUALCOMM CALL 0.0%
Value ($000) $2,881 Shares 450 Est. Cost Unrealized
BARRICK GOLD CALL 0.0%
Value ($000) $2,749 Shares 1,900 Est. Cost Unrealized
ALPHABET - CLASS A CALL 0.0%
Value ($000) $2,634 Shares 25 Est. Cost Unrealized
1,000 CTRIP.COM 01.07.2020 0.0%
Value ($000) $2,117 Shares 2,000,000 Est. Cost $1.06 Unrealized
ABEV AMBEV ADR 0.0%
Value ($000) $1,615 Shares 250,000 Est. Cost $5.59 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $1,596 Shares 17,000 Est. Cost $85.23 Unrealized
MO ALTRIA GROUP 0.0%
Value ($000) $1,571 Shares 22,000 Est. Cost $39.19 Unrealized -6.5%
BABA ALIBABA 0.0%
Value ($000) $1,509 Shares 8,750 Est. Cost $172.46 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $1,475 Shares 7,650 Est. Cost $149.80 Unrealized +18.1%
0,350 PRICELINE 15.06.2020 0.0%
Value ($000) $1,386 Shares 1,000,000 Est. Cost $1.39 Unrealized
DDS DILLARDS 0.0%
Value ($000) $1,201 Shares 20,000 Est. Cost $66.25 Unrealized -37.1%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,190 Shares 4 Est. Cost $186480.80 Unrealized +52.7%
UGP ULTRAPAR ADR 0.0%
Value ($000) $1,137 Shares 50,000 Est. Cost $20.15 Unrealized
NTES NETEASE ADR 0.0%
Value ($000) $1,121 Shares 3,250 Est. Cost $307.57 Unrealized
CHINA MOBILE ADR 0.0%
Value ($000) $1,028 Shares 20,340 Est. Cost $52.61 Unrealized
BAP CREDICORP 0.0%
Value ($000) $933 Shares 4,500 Est. Cost $128.86 Unrealized +31.2%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $907 Shares 3,500 Est. Cost $165.84 Unrealized +47.5%
YUM YUM! BRANDS 0.0%
Value ($000) $849 Shares 10,400 Est. Cost $57.10 Unrealized +19.5%
INFY INFOSYS ADR 0.0%
Value ($000) $750 Shares 46,240 Est. Cost $16.17 Unrealized
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $731 Shares 100,000 Est. Cost $9.66 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $626 Shares 16,340 Est. Cost $19.76 Unrealized +41.5%
MELI MERCADOLIBRE 0.0%
Value ($000) $472 Shares 1,500 Est. Cost $264.74 Unrealized +2.1%
JD JD.COM ADR 0.0%
Value ($000) $311 Shares 7,500 Est. Cost $41.47 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $270 Shares 3,770 Est. Cost $52.78 Unrealized +5.9%
GENERAL ELECTRIC 0.0%
Value ($000) $254 Shares 14,560 Est. Cost $17.45 Unrealized
DISCOVERY COMMUNICATIONS-A 0.0%
Value ($000) $219 Shares 9,780 Est. Cost $21.27 Unrealized
AFL AFLAC 0.0%
Value ($000) $212 Shares 2,410 Est. Cost $35.30 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $202 Shares 5,220 Est. Cost $28.01 Unrealized 0.0%