FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 8, 2019

Total Value ($000): $12,556,342 (98.4% shares, 1.6% debt)

Holdings (100)

PM PHILIP MORRIS INTERNAT. 11.1%
Value ($000) $1,398,394 Shares 18,416,880 Est. Cost $63.50 Unrealized -10.7%
BRK/B BERKSHIRE HATHAWAY B 11.1%
Value ($000) $1,398,086 Shares 6,720,922 Est. Cost $162.24 Unrealized +27.0%
GOOGL ALPHABET - CLASS A 8.0%
Value ($000) $999,211 Shares 818,261 Est. Cost $44.90 Unrealized +30.9%
MMM 3M 6.6%
Value ($000) $828,361 Shares 5,038,691 Est. Cost $118.02 Unrealized -6.3%
JNJ JOHNSON & JOHNSON 6.6%
Value ($000) $824,712 Shares 6,374,338 Est. Cost $101.36 Unrealized +8.5%
BARRICK GOLD 6.4%
Value ($000) $799,989 Shares 46,162,137 Est. Cost $14.32 Unrealized
META FACEBOOK 6.0%
Value ($000) $748,458 Shares 4,202,929 Est. Cost $168.68 Unrealized +11.9%
NEM NEWMONT GOLDCORP 4.7%
Value ($000) $588,752 Shares 15,526,170 Est. Cost $27.26 Unrealized +18.8%
BABA ALIBABA GROUP ADR 3.4%
Value ($000) $429,977 Shares 2,571,171 Est. Cost $167.88 Unrealized
AAPL APPLE 3.4%
Value ($000) $422,448 Shares 1,886,179 Est. Cost $44.08 Unrealized +13.9%
BLACKROCK 2.4%
Value ($000) $299,935 Shares 673,044 Est. Cost $433.93 Unrealized
BKNG BOOKING HOLDINGS 2.4%
Value ($000) $299,235 Shares 152,468 Est. Cost $1871.65 Unrealized +1.8%
ABT ABBOTT LABORATORIES 2.1%
Value ($000) $265,313 Shares 3,170,951 Est. Cost $34.48 Unrealized +120.6%
MSFT MICROSOFT 2.0%
Value ($000) $248,291 Shares 1,785,878 Est. Cost $68.45 Unrealized +89.8%
DHR DANAHER 1.5%
Value ($000) $193,715 Shares 1,341,241 Est. Cost $62.68 Unrealized +94.2%
CHKP CHECK POINT SOFTWARE 1.5%
Value ($000) $191,389 Shares 1,747,845 Est. Cost $99.94 Unrealized +11.6%
MDT MEDTRONIC 1.4%
Value ($000) $181,167 Shares 1,667,899 Est. Cost $63.60 Unrealized +37.7%
PYPL PAYPAL 1.4%
Value ($000) $174,109 Shares 1,680,750 Est. Cost $102.13 Unrealized +7.6%
ACTIVISION BLIZZARD 1.2%
Value ($000) $151,759 Shares 2,867,698 Est. Cost $63.57 Unrealized
AMZN AMAZON.COM 1.2%
Value ($000) $149,785 Shares 86,286 Est. Cost $73.48 Unrealized +26.2%
FTV FORTIVE 1.2%
Value ($000) $146,345 Shares 2,134,560 Est. Cost $44.52 Unrealized +0.8%
CTSH COGNIZANT TECH SOLUTIONS 1.1%
Value ($000) $137,626 Shares 2,283,685 Est. Cost $68.88 Unrealized -16.6%
V VISA - CLASS A 0.8%
Value ($000) $102,676 Shares 596,917 Est. Cost $86.98 Unrealized +95.8%
BDX BECTON DICKINSON 0.8%
Value ($000) $101,863 Shares 402,685 Est. Cost $211.41 Unrealized +5.7%
0,750 PALO ALTO NETWORKS 01.07.2023 0.8%
Value ($000) $100,427 Shares 95,050,000 Est. Cost $1.06 Unrealized
PANW PALO ALTO NETWORKS 0.7%
Value ($000) $82,328 Shares 403,906 Est. Cost $33.89 Unrealized +4.4%
TJX TJX COMPANIES 0.6%
Value ($000) $78,704 Shares 1,411,981 Est. Cost $37.97 Unrealized +31.9%
IBM INTL. BUSINESS MACHINES 0.6%
Value ($000) $75,381 Shares 518,369 Est. Cost $101.47 Unrealized +1.0%
MA MASTERCARD 0.6%
Value ($000) $75,067 Shares 276,419 Est. Cost $89.31 Unrealized +198.0%
EA ELECTRONIC ARTS 0.6%
Value ($000) $73,050 Shares 746,784 Est. Cost $108.56 Unrealized -15.9%
ADBE ADOBE 0.6%
Value ($000) $72,418 Shares 262,147 Est. Cost $267.26 Unrealized +9.2%
CRM SALESFORCE.COM 0.6%
Value ($000) $70,274 Shares 473,420 Est. Cost $149.46 Unrealized +0.5%
AEM AGNICO EAGLE MINES 0.5%
Value ($000) $66,911 Shares 1,248,100 Est. Cost $36.85 Unrealized +33.0%
HDB HDFC BANK ADR 0.5%
Value ($000) $58,231 Shares 1,020,708 Est. Cost $76.24 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.4%
Value ($000) $52,294 Shares 458,720 Est. Cost $138.02 Unrealized +2.3%
1,000 CTRIP.COM 01.07.2020 0.4%
Value ($000) $48,049 Shares 49,000,000 Est. Cost $0.98 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $43,722 Shares 724,354 Est. Cost $31.08 Unrealized +30.1%
PEP PEPSICO 0.3%
Value ($000) $35,965 Shares 262,330 Est. Cost $92.80 Unrealized +17.8%
KO COCA-COLA 0.3%
Value ($000) $33,406 Shares 613,634 Est. Cost $33.40 Unrealized +31.6%
UBER UBER TECHNOLOGIES 0.2%
Value ($000) $30,470 Shares 1,000,000 Est. Cost $37.63 Unrealized 0.0%
UNP UNION PACIFIC 0.2%
Value ($000) $30,092 Shares 185,775 Est. Cost $101.67 Unrealized +43.4%
OXY OCCIDENTAL PETROLEUM 0.2%
Value ($000) $25,745 Shares 578,939 Est. Cost $53.06 Unrealized -21.4%
SYK STRYKER 0.2%
Value ($000) $25,294 Shares 116,939 Est. Cost $159.14 Unrealized +25.8%
PG PROCTER & GAMBLE 0.2%
Value ($000) $22,776 Shares 183,120 Est. Cost $67.90 Unrealized +48.7%
UBS UBS GROUP 0.2%
Value ($000) $21,574 Shares 1,900,000 Est. Cost $18.86 Unrealized -40.3%
NKE NIKE 0.2%
Value ($000) $21,369 Shares 227,526 Est. Cost $55.89 Unrealized +40.9%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $19,343 Shares 66,408 Est. Cost $229.23 Unrealized +22.9%
AME AMETEK 0.2%
Value ($000) $19,301 Shares 210,200 Est. Cost $67.64 Unrealized +25.0%
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $16,974 Shares 47,600 Est. Cost $310.61 Unrealized +12.6%
MCD MCDONALDS 0.1%
Value ($000) $15,988 Shares 74,463 Est. Cost $113.34 Unrealized +63.0%
XOM EXXON MOBIL 0.1%
Value ($000) $14,890 Shares 210,875 Est. Cost $56.03 Unrealized -4.0%
WMT WALMART 0.1%
Value ($000) $12,599 Shares 106,162 Est. Cost $25.15 Unrealized +37.0%
QCOM QUALCOMM 0.1%
Value ($000) $11,251 Shares 147,500 Est. Cost $48.96 Unrealized +32.7%
SLB SCHLUMBERGER 0.1%
Value ($000) $11,240 Shares 328,940 Est. Cost $53.25 Unrealized -41.9%
TPR TAPESTRY 0.1%
Value ($000) $10,029 Shares 384,975 Est. Cost $29.92 Unrealized -25.2%
KHC KRAFT HEINZ 0.1%
Value ($000) $9,945 Shares 356,005 Est. Cost $24.19 Unrealized -12.5%
ROST ROSS STORES 0.1%
Value ($000) $9,611 Shares 87,490 Est. Cost $79.10 Unrealized +25.2%
AMGN AMGEN 0.1%
Value ($000) $9,499 Shares 49,090 Est. Cost $117.90 Unrealized +34.0%
MARATHON OIL 0.1%
Value ($000) $9,243 Shares 753,300 Est. Cost $17.19 Unrealized
1,500 WESTERN DIGITAL 01.02.2024 0.1%
Value ($000) $8,919 Shares 9,200,000 Est. Cost $0.97 Unrealized
ALC ALCON 0.1%
Value ($000) $8,895 Shares 152,500 Est. Cost $57.87 Unrealized +2.2%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $8,458 Shares 126,500 Est. Cost $43.88 Unrealized +23.9%
2,250 VISHAY INTERTECHNOLOGY 15.06.2025 0.1%
Value ($000) $8,382 Shares 8,900,000 Est. Cost $0.94 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $8,335 Shares 113,386 Est. Cost $55.54 Unrealized +12.6%
1,625 ON SEMICONDUCTOR 15.10.2023 0.1%
Value ($000) $7,382 Shares 6,100,000 Est. Cost $1.21 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $7,204 Shares 155,000 Est. Cost $35.20 Unrealized
1,000 NUANCE COMMUNICATIONS 15.12.2035 0.1%
Value ($000) $7,170 Shares 7,550,000 Est. Cost $0.93 Unrealized
1,500 JAZZ INVESTMENTS 15.08.2024 0.1%
Value ($000) $6,759 Shares 7,000,000 Est. Cost $0.92 Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $6,646 Shares 51,000 Est. Cost $102.22 Unrealized +31.3%
SPGI S&P GLOBAL 0.1%
Value ($000) $6,559 Shares 26,773 Est. Cost $198.06 Unrealized +19.6%
LOW LOWE'S COS 0.1%
Value ($000) $6,513 Shares 59,234 Est. Cost $71.33 Unrealized +31.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $6,496 Shares 114,000 Est. Cost $51.24 Unrealized -11.6%
NFLX NETFLIX 0.0%
Value ($000) $6,122 Shares 22,875 Est. Cost $31.29 Unrealized 0.0%
WFC WELLS FARGO 0.0%
Value ($000) $5,449 Shares 108,020 Est. Cost $39.71 Unrealized +0.2%
0,125 AKAMAI TECHNOLOGIES 01.05.2025 0.0%
Value ($000) $5,397 Shares 4,700,000 Est. Cost $1.07 Unrealized
EXPE EXPEDIA GROUP 0.0%
Value ($000) $5,175 Shares 38,498 Est. Cost $118.80 Unrealized +9.4%
ORCL ORACLE 0.0%
Value ($000) $4,994 Shares 90,745 Est. Cost $42.64 Unrealized +18.2%
MO ALTRIA GROUP 0.0%
Value ($000) $4,866 Shares 118,980 Est. Cost $32.75 Unrealized -15.7%
NEWMONT GOLDCORP CALL 0.0%
Value ($000) $4,361 Shares 1,150 Est. Cost Unrealized
EL ESTEE LAUDER 0.0%
Value ($000) $4,277 Shares 21,500 Est. Cost $126.84 Unrealized +38.8%
0,350 BOOKING HOLDINGS 15.06.2020 0.0%
Value ($000) $2,695 Shares 1,800,000 Est. Cost $1.42 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $2,656 Shares 29,000 Est. Cost $89.14 Unrealized
DDS DILLARDS 0.0%
Value ($000) $2,314 Shares 35,000 Est. Cost $52.49 Unrealized -7.5%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $1,843 Shares 24,500 Est. Cost $57.36 Unrealized +22.4%
MELI MERCADOLIBRE 0.0%
Value ($000) $1,791 Shares 3,250 Est. Cost $396.98 Unrealized +52.7%
BAP CREDICORP 0.0%
Value ($000) $1,615 Shares 7,750 Est. Cost $163.52 Unrealized +12.2%
FIS FIDELITY NATIONAL INFO SERVICE 0.0%
Value ($000) $1,593 Shares 12,000 Est. Cost $117.12 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,559 Shares 5 Est. Cost $211365.03 Unrealized +46.4%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $1,388 Shares 8,600 Est. Cost $128.82 Unrealized +11.8%
STNE STONECO 0.0%
Value ($000) $1,043 Shares 30,000 Est. Cost $29.57 Unrealized
HTHT HUAZHU GROUP ADR 0.0%
Value ($000) $991 Shares 30,000 Est. Cost $34.12 Unrealized
ITUB ITAU UNIBANCO ADR 0.0%
Value ($000) $925 Shares 110,000 Est. Cost $8.84 Unrealized
EBAY EBAY 0.0%
Value ($000) $674 Shares 17,290 Est. Cost $31.45 Unrealized +14.5%
1,250 NUANCE COMMUNICATIONS 01.04.2025 0.0%
Value ($000) $459 Shares 460,000 Est. Cost $0.99 Unrealized
INTC INTEL 0.0%
Value ($000) $299 Shares 5,810 Est. Cost $43.10 Unrealized -0.2%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $272 Shares 5,360 Est. Cost $36.77 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL 0.0%
Value ($000) $221 Shares 4,000 Est. Cost $44.10 Unrealized +5.9%
DISCOVERY COMMUNICATIONS-A 0.0%
Value ($000) $216 Shares 8,110 Est. Cost $27.50 Unrealized
UNITED TECHNOLOGIES 0.0%
Value ($000) $205 Shares 1,500 Est. Cost $136.67 Unrealized
INFY INFOSYS ADR 0.0%
Value ($000) $168 Shares 14,780 Est. Cost $10.15 Unrealized