AUSTIN CALVERT & FLAVIN INC

data from 31/12/2011

Capitalization

$ 298.816 M 107 844.76 %

Average holding period

3 ans

Performance

$ -18.083 B 30 692.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AUSTIN CALVERT & FLAVIN INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2011/12/31 MCHP MICROCHIP TECHNOLOGY INC 3.04% 9.082 M $ 247945 2010/06/30 2.949 M $ 35 487.42 %
2011/12/31 HD HOME DEPOT INC 2.94% 8.786 M $ 208997 2010/06/30 2.043 M $ 27 896.51 %
2011/12/31 AAPL APPLE, INC. 2.74% 8.174 M $ 20183 2010/06/30 491.991 K $ 6 168.40 %
2011/12/31 CAT CATERPILLAR INC 2.72% 8.126 M $ 89687 2010/06/30 1.583 M $ 22 699.30 %
2011/12/31 PEP PEPSICO INC 2.61% 7.811 M $ 117730 2010/06/30 594.435 K $ 7 188.72 %
2011/12/31 SBUX STARBUCKS CORP 2.61% 7.796 M $ 169447 2010/06/30 1.546 M $ 23 383.32 %
2011/12/31 OXY OCCIDENTAL PETROLEUM CORP 2.41% 7.196 M $ 76795 2010/06/30 1.746 M $ 31 025.53 %
2011/12/31 PRAXAIR INC 2.30% 6.872 M $ 64284 2010/09/30 7.177 M $ 114 251.69 %
2011/12/31 NKE NIKE INC CLASS B 2.15% 6.438 M $ 66802 2010/06/30 725.055 K $ 12 675.79 %
2011/12/31 JCI JOHNSON CTLS INC 2.15% 6.424 M $ 205512 2010/12/31 1.110 M $ 19 961.75 %
2011/12/31 SLB SCHLUMBERGER LTD 2.02% 6.047 M $ 88519 2010/06/30 777.253 K $ 14 364.32 %
2011/12/31 PH PARKER HANNIFIN CORP 2.02% 6.037 M $ 79177 2010/06/30 1.063 M $ 20 782.40 %
2011/12/31 HAL HALLIBURTON CO 2.01% 5.993 M $ 173654 2010/06/30 712.789 K $ 13 073.91 %
2011/12/31 DD DU PONT E I DE NEMOURS & CO 2.00% 5.965 M $ 130300 2010/06/30 836.327 K $ 15 767.86 %
2011/12/31 UPS UNITED PARCEL SERVICE INC- CL 1.99% 5.946 M $ 81235 2010/06/30 844.363 K $ 15 898.40 %
2011/12/31 INTC INTEL CORP 1.98% 5.929 M $ 244507 2010/06/30 704.711 K $ 13 638.70 %
2011/12/31 BA BOEING CO 1.95% 5.813 M $ 79245 2011/06/30 1.020 M $ 21 219.66 %
2011/12/31 ALLERGAN INC 1.91% 5.711 M $ 65090 2010/09/30 5.905 M $ 106 408.68 %
2011/12/31 MONSANTO CO NEW COM 1.91% 5.703 M $ 81395 2011/09/30 5.784 M $ 116 610.34 %
2011/12/31 CSX CSX CORP 1.90% 5.676 M $ 269530 2010/06/30 666.876 K $ 12 854.20 %
2011/12/31 IBM INTERNATIONAL BUSINESS MACHIN 1.89% 5.639 M $ 30665 2010/06/30 259.689 K $ 5 150.53 %
2011/12/31 HON HONEYWELL INTL INC 1.86% 5.556 M $ 102222 2010/06/30 1.037 M $ 23 361.34 %
2011/12/31 BRCM BROADCOM CORP COM 1.81% 5.401 M $ 183953 2010/06/30 -721.107 K $ -11 805.96 %
2011/12/31 EMC E M C CORP MASS 1.80% 5.388 M $ 250146 2011/03/31 0.000 $ 0.00 %
2011/12/31 XOM EXXON MOBIL CORP 1.79% 5.346 M $ 63077 2010/06/30 864.808 K $ 16 701.59 %
2011/12/31 SIGMA ALDRICH CORP 1.76% 5.268 M $ 84345 2010/06/30 5.385 M $ 100 980.26 %
2011/12/31 KLAC KLA-TENCOR CORP COM 1.76% 5.265 M $ 109114 2010/06/30 1.112 M $ 26 042.92 %
2011/12/31 ORCL ORACLE CORP 1.75% 5.243 M $ 204408 2010/06/30 -730.871 K $ -10 751.27 %
2011/12/31 GPC GENUINE PARTS CO 1.74% 5.201 M $ 84990 2010/09/30 909.792 K $ 20 472.37 %
2011/12/31 CVX CHEVRON CORPORATION 1.67% 4.999 M $ 46987 2010/06/30 660.559 K $ 14 914.43 %
2011/12/31 NOV NATIONAL-OILWELL INC COM 1.65% 4.935 M $ 72590 2010/06/30 1.282 M $ 33 709.96 %
2011/12/31 XLNX XILINX INC 1.65% 4.929 M $ 153735 2010/06/30 681.681 K $ 16 835.79 %
2011/12/31 MMM 3M COMPANY 1.64% 4.908 M $ 60055 2010/06/30 463.365 K $ 11 575.46 %
2011/12/31 CHKP CHECK POINT SOFTWARE TECH LTO 1.63% 4.864 M $ 92570 2011/06/30 -20.176 K $ -416.95 %
2011/12/31 HOT STARWOOD HOTELS & RESORTS WRL 1.59% 4.762 M $ 99270 2011/12/31 0.000 $ 0.00 %
2011/12/31 IFF INTERNATIONAL FLAVORS&FRAGRAN 1.54% 4.594 M $ 87640 2010/12/31 -342.607 K $ -6 758.89 %
2011/12/31 DHR DANAHER CORP SHS BEN INT 1.54% 4.592 M $ 97627 2011/03/31 509.790 K $ 12 132.08 %
2011/12/31 AMGN AMGEN INC 1.51% 4.503 M $ 70125 2011/12/31 0.000 $ 0.00 %
2011/12/31 BWA BORGWARNER INC 1.50% 4.496 M $ 70541 2010/06/30 232.162 K $ 5 292.05 %
2011/12/31 NVS NOVARTIS AG - ADR 1.44% 4.303 M $ 75275 2011/09/30 8.343 K $ 2 343.69 %
2011/12/31 COVIDIEN PLC 1.44% 4.300 M $ 95535 2011/12/31 0.000 $ 0.00 %
2011/12/31 UNITED TECHNOLOGIES CORP 1.41% 4.201 M $ 57477 2010/06/30 5.619 M $ 103 779.87 %
2011/12/31 V VISA INC 1.39% 4.145 M $ 40825 2010/09/30 617.937 K $ 18 429.41 %
2011/12/31 IP INTL PAPER CO 1.24% 3.696 M $ 124865 2011/09/30 773.177 K $ 27 311.10 %
2011/12/31 TROW PRICE T ROWE GROUP INC 1.21% 3.607 M $ 63340 2010/06/30 552.177 K $ 19 219.53 %
2011/12/31 TIF TIFFANY & CO NEW COM 1.18% 3.528 M $ 53250 2011/06/30 290.577 K $ 8 943.60 %
2011/12/31 SAP SAP AG- ADR 0.92% 2.755 M $ 52025 2011/06/30 170.078 K $ 4 602.93 %
2011/12/31 COACH INC COM 0.89% 2.662 M $ 43610 2011/06/30 2.315 M $ 117 666.55 %
2011/12/31 APA APACHE CORP 0.85% 2.552 M $ 28170 2010/06/30 236.372 K $ 12 888.35 %
2011/12/31 BAX BAXTER INTL INC 0.81% 2.425 M $ 49000 2011/09/30 -443.217 K $ -11 869.77 %
2011/12/31 TEL TE CONNECTIVITY LTD 0.53% 1.590 M $ 51595 2011/09/30 203.787 K $ 9 487.33 %
2011/12/31 CFR CULLEN FROST BANKERS INC 0.45% 1.337 M $ 25275 2010/06/30 189.821 K $ 15 370.14 %
2011/12/31 VFC VF CORPORATION 0.42% 1.255 M $ 9885 2010/06/30 55.812 K $ 4 508.32 %
2011/12/31 LORILLARD INC COM 0.24% 723.900 K $ 6350 2010/06/30 780.141 K $ 102 921.11 %
2011/12/31 TALEO CORP CL A 0.18% 540.693 K $ 13975 2011/12/31 0.000 $ 0.00 %
2011/12/31 BMY BRISTOL MYERS SQUIBB CO 0.17% 521.482 K $ 14798 2011/09/30 55.962 K $ 12 299.40 %
2011/12/31 SDRL SEADRILL LIMITED SHS 0.17% 507.554 K $ 15297 2011/06/30 0.000 $ 0.00 %
2011/12/31 PETSMART INC COM 0.17% 495.461 K $ 9660 2011/06/30 488.899 K $ 120 122.75 %
2011/12/31 JOY JOY GLOBAL INC COM 0.16% 487.305 K $ 6500 2011/06/30 -93.863 K $ -24 700.79 %
2011/12/31 DCI DONALDSON INC COM 0.16% 486.432 K $ 7145 2011/06/30 9.362 K $ 2 419.22 %
2011/12/31 FMC FMC CORP COM NEW 0.16% 483.115 K $ 5615 2011/06/30 91.617 K $ 24 366.23 %
2011/12/31 SOLARWINDS INC COM 0.16% 482.417 K $ 17260 2011/09/30 196.892 K $ 127 027.42 %
2011/12/31 INT WORLD FUEL SVCS CORP COM 0.16% 481.301 K $ 11465 2011/06/30 105.662 K $ 28 557.36 %
2011/12/31 TSCO TRACTOR SUPPLY CO COM 0.16% 466.498 K $ 6650 2011/06/30 4.989 K $ 1 213.97 %
2011/12/31 PII POLARIS INDS INC COM 0.16% 466.313 K $ 8330 2011/06/30 49.612 K $ 12 012.72 %
2011/12/31 T A T & T INC (NEW) 0.15% 458.196 K $ 15152 2010/06/30 25.274 K $ 5 989.26 %
2011/12/31 TFX TELEFLEX INC COM 0.15% 456.917 K $ 7455 2011/12/31 0.000 $ 0.00 %
2011/12/31 JWN NORDSTROM INC 0.15% 453.355 K $ 9120 2011/06/30 36.370 K $ 8 827.85 %
2011/12/31 ABT ABBOTT LABS 0.15% 448.715 K $ 7980 2011/09/30 39.453 K $ 9 912.89 %
2011/12/31 COP CONOCOPHILLIPS COM 0.15% 443.778 K $ 6090 2010/06/30 57.524 K $ 15 258.36 %
2011/12/31 R RYDER SYS INC 0.14% 432.560 K $ 8140 2011/06/30 125.430 K $ 41 671.35 %
2011/12/31 INTU INTUIT INC COM 0.14% 428.871 K $ 8155 2011/03/31 41.406 K $ 10 867.72 %
2011/12/31 CORN PRODS INTL INC 0.14% 418.091 K $ 7950 2011/06/30 413.049 K $ 134 106.95 %
2011/12/31 TIBCO SOFTWARE INC COM 0.14% 415.556 K $ 17380 2011/06/30 397.608 K $ 106 597.57 %
2011/12/31 ROK ROCKWELL AUTOMATION INC 0.14% 408.671 K $ 5570 2011/06/30 86.676 K $ 31 066.77 %
2011/12/31 COOPER INDUSTRIES PLC 0.14% 405.042 K $ 7480 2010/06/30 4.303 M $ 117 313.08 %
2011/12/31 DUKE ENERGY CORP 0.13% 402.952 K $ 18316 2010/06/30 402.585 K $ 109 996.17 %
2011/12/31 GNTX GENTEX CORP COM 0.13% 401.684 K $ 13575 2011/12/31 0.000 $ 0.00 %
2011/12/31 OII OCEANEERING INTL INC COM 0.13% 397.641 K $ 8620 2011/12/31 0.000 $ 0.00 %
2011/12/31 JEFFERIES GROUP INC NEW 0.13% 394.625 K $ 28700 2011/12/31 0.000 $ 0.00 %
2011/12/31 TIDEWATER INC COM 0.13% 383.308 K $ 7775 2011/06/30 376.823 K $ 117 025.78 %
2011/12/31 WW WEIGHT WATCHERS INTL INC NEWC 0.13% 380.669 K $ 6920 2011/12/31 0.000 $ 0.00 %
2011/12/31 STT STATE STR CORP 0.13% 380.244 K $ 9433 2010/06/30 76.878 K $ 25 372.59 %
2011/12/31 TUP TUPPERWARE CORP COM 0.12% 369.962 K $ 6610 2011/09/30 14.494 K $ 4 153.30 %
2011/12/31 TAL INTL GROUP INC COM 0.12% 367.792 K $ 12775 2011/06/30 361.001 K $ 115 335.94 %
2011/12/31 ENSCO INTL PLC - ADR 0.12% 366.211 K $ 7805 2011/06/30 361.441 K $ 115 846.54 %
2011/12/31 PENTAIR INC COM 0.12% 365.691 K $ 10985 2011/06/30 359.685 K $ 103 955.30 %
2011/12/31 DE DEERE & CO 0.12% 359.678 K $ 4650 2010/06/30 64.283 K $ 19 779.51 %
2011/12/31 DKS DICKS SPORTING GOODS INC COM 0.12% 359.396 K $ 9745 2011/12/31 0.000 $ 0.00 %
2011/12/31 ALB ALBEMARLE CORP COM 0.12% 348.208 K $ 6760 2011/06/30 74.103 K $ 27 547.84 %
2011/12/31 CRS CARPENTER TECHNOLOGY CORP COM 0.11% 342.857 K $ 6660 2011/06/30 43.395 K $ 14 660.52 %
2011/12/31 KO COCA COLA CO 0.11% 335.856 K $ 4800 2010/06/30 12.584 K $ 3 585.19 %
2011/12/31 WWW WOLVERINE WORLD WIDE INC COM 0.11% 320.047 K $ 8980 2011/06/30 21.074 K $ 7 168.33 %
2011/12/31 OGE OGE ENERGY CORP 0.09% 283.550 K $ 5000 2010/06/30 44.699 K $ 18 702.93 %
2011/12/31 SO SOUTHERN CO 0.09% 261.539 K $ 5650 2010/06/30 22.148 K $ 9 266.95 %
2011/12/31 PKI PERKINELMER INC COM 0.09% 258.100 K $ 12905 2011/06/30 10.036 K $ 4 113.50 %
2011/12/31 EAT BRINKER INTL INC COM 0.09% 257.164 K $ 9610 2011/12/31 0.000 $ 0.00 %
2011/12/31 CCL CARNIVAL PAIRED CERTIFICATES 0.08% 244.180 K $ 7481 2010/06/30 17.505 K $ 7 711.69 %
2011/12/31 CERN CERNER CORP COM 0.07% 194.469 K $ 3175 2011/06/30 -23.373 K $ -10 624.11 %
2011/12/31 MJN MEAD JOHNSON NUTRITION CO COM 0.06% 187.083 K $ 2722 2011/09/30 -272.000 $ -145.56 %