FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 4, 2018

Total Value ($000): $9,756,489 (99.2% shares, 0.8% debt)

Holdings (103)

BRK/B BERKSHIRE HATHAWAY B 11.6%
Value ($000) $1,127,881 Shares 5,654,106 Est. Cost $150.03 Unrealized +36.9%
PM PHILIP MORRIS INTL. 9.8%
Value ($000) $953,684 Shares 9,594,407 Est. Cost $71.30 Unrealized -3.7%
GOOGL ALPHABET - CLASS A 7.4%
Value ($000) $723,870 Shares 697,948 Est. Cost $40.94 Unrealized +34.4%
DHR DANAHER 5.6%
Value ($000) $549,710 Shares 5,614,445 Est. Cost $58.57 Unrealized +43.9%
BARRICK GOLD 5.4%
Value ($000) $529,420 Shares 42,523,724 Est. Cost $14.94 Unrealized
WORLDPAY 4.8%
Value ($000) $470,214 Shares 5,717,577 Est. Cost $82.24 Unrealized
NEM NEWMONT MINING 4.0%
Value ($000) $388,000 Shares 9,930,898 Est. Cost $27.27 Unrealized +12.4%
ABT ABBOTT LABORATORIES 3.9%
Value ($000) $383,589 Shares 6,401,690 Est. Cost $34.48 Unrealized +52.5%
BKNG BOOKING HOLDINGS 3.1%
Value ($000) $301,783 Shares 145,061 Est. Cost $1933.58 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $297,109 Shares 2,318,450 Est. Cost $89.51 Unrealized +21.1%
TJX TJX COMPANIES 2.9%
Value ($000) $283,829 Shares 3,480,002 Est. Cost $32.41 Unrealized +9.5%
META FACEBOOK 2.4%
Value ($000) $229,627 Shares 1,437,055 Est. Cost $167.83 Unrealized +6.2%
PG PROCTER & GAMBLE 2.2%
Value ($000) $217,168 Shares 2,739,255 Est. Cost $67.27 Unrealized +0.9%
UBS UBS GROUP 2.1%
Value ($000) $206,753 Shares 11,740,600 Est. Cost $19.01 Unrealized 0.0%
MDT MEDTRONIC 2.1%
Value ($000) $202,146 Shares 2,519,901 Est. Cost $60.73 Unrealized +10.8%
UNITED TECHNOLOGIES 2.0%
Value ($000) $195,470 Shares 1,553,565 Est. Cost $113.92 Unrealized
LOW LOWE'S COS 1.9%
Value ($000) $187,551 Shares 2,137,339 Est. Cost $62.67 Unrealized +30.7%
IBM IBM 1.8%
Value ($000) $176,952 Shares 1,153,305 Est. Cost $101.36 Unrealized +5.9%
EA ELECTRONICS ARTS 1.6%
Value ($000) $152,398 Shares 1,256,995 Est. Cost $108.08 Unrealized +9.0%
MSFT MICROSOFT 1.6%
Value ($000) $151,618 Shares 1,661,205 Est. Cost $35.01 Unrealized +140.9%
ROST ROSS STORES 1.5%
Value ($000) $147,801 Shares 1,895,366 Est. Cost $56.76 Unrealized +29.2%
OXY OCCIDENTAL PETROLEUM 1.4%
Value ($000) $135,084 Shares 2,079,495 Est. Cost $50.71 Unrealized +13.3%
ORCL ORACLE 1.4%
Value ($000) $132,718 Shares 2,900,939 Est. Cost $42.72 Unrealized +3.6%
MONSANTO 1.3%
Value ($000) $131,369 Shares 1,125,799 Est. Cost $106.41 Unrealized
GIS GENERAL MILLS 1.0%
Value ($000) $97,924 Shares 2,173,191 Est. Cost $42.00 Unrealized -2.4%
V VISA - CLASS A 0.8%
Value ($000) $81,002 Shares 677,160 Est. Cost $71.80 Unrealized +59.8%
NXSTAGE MEDICAL 0.8%
Value ($000) $74,411 Shares 2,993,199 Est. Cost $24.86 Unrealized
MA MASTERCARD 0.7%
Value ($000) $71,830 Shares 410,080 Est. Cost $83.08 Unrealized +97.0%
L BRANDS 0.6%
Value ($000) $61,395 Shares 1,606,790 Est. Cost $57.17 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $60,605 Shares 1,267,360 Est. Cost $29.78 Unrealized +10.9%
AMZN AMAZON.COM 0.6%
Value ($000) $59,018 Shares 40,777 Est. Cost $41.72 Unrealized +71.4%
QCOM QUALCOMM 0.6%
Value ($000) $57,903 Shares 1,045,000 Est. Cost $50.56 Unrealized +2.7%
AEM AGNICO EAGLE MINES 0.6%
Value ($000) $57,640 Shares 1,370,100 Est. Cost $37.45 Unrealized -1.6%
GOLDCORP 0.6%
Value ($000) $55,998 Shares 4,051,940 Est. Cost $14.04 Unrealized
EXPE EXPEDIA GROUP 0.6%
Value ($000) $55,111 Shares 499,145 Est. Cost $119.22 Unrealized -5.5%
HDB HDFC BANK ADR 0.5%
Value ($000) $51,828 Shares 524,730 Est. Cost $98.77 Unrealized
SLB SCHLUMBERGER 0.5%
Value ($000) $49,667 Shares 766,700 Est. Cost $53.87 Unrealized +3.5%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $48,042 Shares 670,225 Est. Cost $57.07 Unrealized +4.6%
MMM 3M 0.5%
Value ($000) $45,580 Shares 207,635 Est. Cost $98.81 Unrealized +52.0%
NKE NIKE 0.4%
Value ($000) $39,302 Shares 591,540 Est. Cost $47.96 Unrealized +24.3%
KO COCA-COLA 0.4%
Value ($000) $37,905 Shares 872,790 Est. Cost $31.10 Unrealized +12.8%
CTSH COGNIZANT TECH SOLUTIONS 0.4%
Value ($000) $36,271 Shares 450,571 Est. Cost $65.02 Unrealized +8.6%
UNP UNION PACIFIC 0.3%
Value ($000) $31,301 Shares 232,845 Est. Cost $97.33 Unrealized +16.2%
FTV FORTIVE 0.3%
Value ($000) $29,149 Shares 376,024 Est. Cost $31.25 Unrealized +47.5%
PANW PALO ALTO NETWORKS 0.3%
Value ($000) $27,392 Shares 150,906 Est. Cost $27.78 Unrealized 0.0%
AAPL APPLE 0.3%
Value ($000) $26,097 Shares 155,545 Est. Cost $27.56 Unrealized +46.7%
2,250 LIBERTY MEDIA 30.09.2046 0.2%
Value ($000) $21,869 Shares 21,000,000 Est. Cost $1.05 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $15,958 Shares 233,650 Est. Cost $43.69 Unrealized +35.0%
CHKP CHECK POINT SOFTWARE 0.2%
Value ($000) $15,878 Shares 159,835 Est. Cost $103.02 Unrealized 0.0%
TPR TAPESTRY 0.2%
Value ($000) $15,519 Shares 294,980 Est. Cost $32.95 Unrealized +20.7%
XOM EXXON MOBIL 0.1%
Value ($000) $14,328 Shares 192,040 Est. Cost $56.17 Unrealized -0.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $13,091 Shares 220,800 Est. Cost $51.92 Unrealized -15.7%
MARATHON OIL 0.1%
Value ($000) $12,904 Shares 800,000 Est. Cost $12.89 Unrealized
PYPL PAYPAL 0.1%
Value ($000) $12,753 Shares 168,090 Est. Cost $36.94 Unrealized +114.2%
MICHAEL KORS 0.1%
Value ($000) $12,459 Shares 200,700 Est. Cost $55.23 Unrealized
ADBE ADOBE SYSTEMS 0.1%
Value ($000) $11,706 Shares 54,175 Est. Cost $203.33 Unrealized 0.0%
1,250 CTRIP.COM 15.09.2022 0.1%
Value ($000) $10,980 Shares 10,500,000 Est. Cost $1.07 Unrealized
EL ESTEE LAUDER 0.1%
Value ($000) $10,351 Shares 69,135 Est. Cost $72.37 Unrealized +73.4%
AMGN AMGEN 0.1%
Value ($000) $10,247 Shares 60,108 Est. Cost $112.56 Unrealized +28.3%
NATIONAL OILWELL VARCO 0.1%
Value ($000) $9,712 Shares 263,850 Est. Cost $61.51 Unrealized
0,900 BOOKING HOLDINGS 15.09.2021 0.1%
Value ($000) $8,732 Shares 7,000,000 Est. Cost $1.10 Unrealized
1,000 NUANCE COMMUNICATIONS 15.12.2035 0.1%
Value ($000) $8,608 Shares 9,000,000 Est. Cost $0.94 Unrealized
WMT WALMART 0.1%
Value ($000) $8,143 Shares 91,520 Est. Cost $22.46 Unrealized +26.2%
WFC WELLS FARGO 0.1%
Value ($000) $7,537 Shares 143,810 Est. Cost $39.71 Unrealized +20.2%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $7,466 Shares 36,160 Est. Cost $118.66 Unrealized +73.2%
AME AMETEK 0.1%
Value ($000) $7,415 Shares 97,605 Est. Cost $45.61 Unrealized +57.8%
EXPEDIA CALL 0.1%
Value ($000) $7,177 Shares 650 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $6,892 Shares 157,500 Est. Cost $32.85 Unrealized
MCD MCDONALDS 0.1%
Value ($000) $6,791 Shares 43,428 Est. Cost $80.86 Unrealized +69.0%
1,875 JAZZ INVESTMENTS 15.08.2021 0.1%
Value ($000) $6,300 Shares 6,000,000 Est. Cost $1.03 Unrealized
1,375 LIBERTY MEDIA 15.10.2023 0.1%
Value ($000) $5,777 Shares 5,000,000 Est. Cost $0.99 Unrealized
PROCTER & GAMBLE CALL 0.1%
Value ($000) $5,550 Shares 700 Est. Cost Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $5,122 Shares 51,000 Est. Cost $102.22 Unrealized -1.2%
2,000 MACQUARIE INFRASTRUCTURE 01.10.2023 0.0%
Value ($000) $3,835 Shares 4,250,000 Est. Cost $1.01 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $3,749 Shares 17,300 Est. Cost $194.57 Unrealized 0.0%
1,000 LIBERTY MEDIA 30.01.2023 0.0%
Value ($000) $3,159 Shares 3,000,000 Est. Cost $1.05 Unrealized
BARRICK GOLD CALL 0.0%
Value ($000) $3,113 Shares 2,500 Est. Cost Unrealized
PEP PEPSICO 0.0%
Value ($000) $3,111 Shares 28,500 Est. Cost $89.25 Unrealized 0.0%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $3,027 Shares 60,100 Est. Cost $44.03 Unrealized +1.4%
MO ALTRIA GROUP 0.0%
Value ($000) $2,867 Shares 46,000 Est. Cost $37.82 Unrealized -3.3%
1,000 CTRIP.COM 01.07.2020 0.0%
Value ($000) $2,161 Shares 2,000,000 Est. Cost $1.06 Unrealized
BABA ALIBABA 0.0%
Value ($000) $2,019 Shares 11,000 Est. Cost $174.73 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $1,646 Shares 18,000 Est. Cost $85.57 Unrealized
0,350 BOOKING HOLDINGS 15.06.2020 0.0%
Value ($000) $1,608 Shares 1,000,000 Est. Cost $1.39 Unrealized
NTES NETEASE ADR 0.0%
Value ($000) $1,542 Shares 5,500 Est. Cost $296.44 Unrealized
ACTIVISION BLIZZARD 0.0%
Value ($000) $1,484 Shares 22,000 Est. Cost $67.45 Unrealized
ABEV AMBEV ADR 0.0%
Value ($000) $1,309 Shares 180,000 Est. Cost $5.59 Unrealized
JD JD.COM ADR 0.0%
Value ($000) $1,215 Shares 30,000 Est. Cost $40.74 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,196 Shares 4 Est. Cost $186480.80 Unrealized +65.3%
MELI MERCADOLIBRE 0.0%
Value ($000) $1,194 Shares 3,350 Est. Cost $320.44 Unrealized +14.1%
UGP ULTRAPAR ADR 0.0%
Value ($000) $1,081 Shares 50,000 Est. Cost $20.15 Unrealized
BIDU BAIDU ADR 0.0%
Value ($000) $1,071 Shares 4,800 Est. Cost $179.27 Unrealized
BAP CREDICORP 0.0%
Value ($000) $1,022 Shares 4,500 Est. Cost $128.86 Unrealized +42.0%
CHINA MOBILE ADR 0.0%
Value ($000) $931 Shares 20,340 Est. Cost $52.61 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $885 Shares 10,400 Est. Cost $57.10 Unrealized +24.3%
0,000 PALO ALTO NETWORKS 01.07.2019 0.0%
Value ($000) $827 Shares 500,000 Est. Cost $1.65 Unrealized
EBAY EBAY 0.0%
Value ($000) $696 Shares 17,290 Est. Cost $32.09 Unrealized +14.8%
GILD GILEAD SCIENCES 0.0%
Value ($000) $284 Shares 3,770 Est. Cost $52.78 Unrealized +11.6%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $236 Shares 5,510 Est. Cost $19.76 Unrealized +69.3%
HON HONEYWELL INTERNATIONAL 0.0%
Value ($000) $233 Shares 1,610 Est. Cost $117.49 Unrealized 0.0%
DKS DICK'S SPORTING GOODS 0.0%
Value ($000) $213 Shares 6,090 Est. Cost $25.66 Unrealized 0.0%
AFL AFLAC 0.0%
Value ($000) $211 Shares 4,820 Est. Cost $36.04 Unrealized +2.1%
GENERAL ELECTRIC 0.0%
Value ($000) $184 Shares 13,655 Est. Cost $17.45 Unrealized