ANALYTIC INVESTORS, LLC

data from 30/09/2016

Capitalization

$ 8.932 B 5.59 %

Average holding period

5 ans

Performance

$ -74.139 B 1 469.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ANALYTIC INVESTORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/09/30 JNJ JOHNSON & JOHNSON 3.07% 274.367 M $ 2322594 2012/12/31 -7.581 M $ -2.61 %
2016/09/30 MCD MCDONALD'S CORP 2.85% 254.304 M $ 2204440 2012/12/31 -5.090 M $ -4.14 %
2016/09/30 SYY SYSCO CORP 2.49% 222.400 M $ 4537840 2014/12/31 -8.199 M $ -3.41 %
2016/09/30 KMB KIMBERLY-CLARK CORP 2.47% 220.640 M $ 1749167 2012/12/31 -16.596 M $ -8.25 %
2016/09/30 PEP PEPSICO INC 2.45% 219.134 M $ 2014652 2012/12/31 4.229 M $ 2.67 %
2016/09/30 T AT&T INC 2.33% 207.953 M $ 5120716 2012/12/31 -12.783 M $ -6.01 %
2016/09/30 WMT WAL-MART STORES INC 2.16% 192.606 M $ 2670637 2012/12/31 -1.067 M $ -1.23 %
2016/09/30 CLX CLOROX COMPANY 2.15% 191.836 M $ 1532480 2012/12/31 -20.864 M $ -9.55 %
2016/09/30 GIS GENERAL MILLS INC 1.92% 171.520 M $ 2685034 2012/12/31 -21.893 M $ -10.43 %
2016/09/30 VZ VERIZON COMMUNICATIONS INC 1.87% 166.928 M $ 3211388 2012/12/31 -11.626 M $ -6.91 %
2016/09/30 DR PEPPER SNAPPLE GROUP INC 1.86% 166.321 M $ 1821500 2012/12/31 -8.195 M $ -5.51 %
2016/09/30 COST COSTCO WHOLESALE CORP 1.81% 161.327 M $ 1057812 2012/12/31 -2.230 M $ -2.88 %
2016/09/30 MO ALTRIA GROUP INC 1.79% 159.642 M $ 2524790 2012/12/31 -15.063 M $ -8.31 %
2016/09/30 PM PHILIP MORRIS INTERNATIONAL 1.73% 154.695 M $ 1591182 2015/12/31 -6.334 M $ -4.42 %
2016/09/30 LMT LOCKHEED MARTIN CORP 1.60% 143.116 M $ 597012 2012/12/31 -4.298 M $ -3.40 %
2016/09/30 TGT TARGET CORP 1.34% 119.948 M $ 1746465 2012/12/31 -843.611 K $ -1.63 %
2016/09/30 MKC MCCORMICK & CO-NON VTG SHRS 1.34% 119.320 M $ 1194164 2015/06/30 -7.543 M $ -6.32 %
2016/09/30 DOX AMDOCS LTD 1.33% 119.043 M $ 2057784 2014/06/30 271.782 K $ 0.23 %
2016/09/30 KO COCA-COLA CO/THE 1.29% 115.486 M $ 2728880 2014/06/30 -1.053 M $ -6.64 %
2016/09/30 SO SOUTHERN CO/THE 1.17% 104.906 M $ 2044960 2012/12/31 -4.424 M $ -4.34 %
2016/09/30 TFX TELEFLEX INC 1.13% 101.276 M $ 602656 2015/06/30 -5.397 M $ -5.22 %
2016/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.12% 100.374 M $ 1861534 2014/12/31 -29.431 M $ -26.69 %
2016/09/30 ARMK ARAMARK 1.10% 97.885 M $ 2573909 2014/06/30 12.226 M $ 13.76 %
2016/09/30 MAT MATTEL INC 1.06% 94.665 M $ 3126319 2016/06/30 -1.024 M $ -3.23 %
2016/09/30 CBOE CBOE HOLDINGS INC 1.05% 93.643 M $ 1444000 2014/12/31 -2.609 M $ -2.66 %
2016/09/30 BAX BAXTER INTERNATIONAL INC 1.05% 93.518 M $ 1964662 2016/06/30 4.066 M $ 5.26 %
2016/09/30 HSY HERSHEY CO/THE 1.03% 92.364 M $ 966147 2012/12/31 -20.040 M $ -15.76 %
2016/09/30 AMGN AMGEN INC 0.98% 87.674 M $ 525597 2012/12/31 3.758 M $ 9.64 %
2016/09/30 MICHAEL KORS HOLDINGS LTD 0.92% 81.989 M $ 1752292 2014/03/31 -2.737 M $ -5.44 %
2016/09/30 MCK MCKESSON CORP 0.91% 81.294 M $ 487517 2012/12/31 -9.437 M $ -10.66 %
2016/09/30 GILD GILEAD SCIENCES INC 0.89% 79.405 M $ 1003604 2012/12/31 -2.704 M $ -5.15 %
2016/09/30 CAH CARDINAL HEALTH INC 0.87% 77.628 M $ 999068 2014/12/31 -259.697 K $ -0.40 %
2016/09/30 ACN ACCENTURE PLC-CL A 0.84% 75.255 M $ 615984 2014/06/30 5.281 M $ 7.84 %
2016/09/30 RE EVEREST RE GROUP LTD 0.84% 74.772 M $ 393598 2012/12/31 2.908 M $ 4.00 %
2016/09/30 GME GAMESTOP CORP-CLASS A 0.82% 73.127 M $ 2650478 2015/03/31 664.625 K $ 0.94 %
2016/09/30 DG DOLLAR GENERAL CORP 0.80% 71.699 M $ 1024415 2012/12/31 -37.176 M $ -25.54 %
2016/09/30 ACGL ARCH CAPITAL GROUP LTD 0.78% 69.697 M $ 879352 2014/06/30 7.140 M $ 10.08 %
2016/09/30 BAH BOOZ ALLEN HAMILTON HOLDINGS 0.78% 69.614 M $ 2202258 2012/12/31 3.994 M $ 6.65 %
2016/09/30 WM WASTE MANAGEMENT INC 0.75% 67.006 M $ 1050918 2015/03/31 -380.362 K $ -3.79 %
2016/09/30 HRL HORMEL FOODS CORP 0.72% 64.749 M $ 1707059 2012/12/31 3.718 M $ 3.63 %
2016/09/30 MRK MERCK & CO. INC. 0.71% 63.487 M $ 1017267 2012/12/31 1.558 M $ 8.33 %
2016/09/30 NLOK SYMANTEC CORP 0.71% 63.199 M $ 2517952 2016/09/30 0.000 $ 0.00 %
2016/09/30 DRI DARDEN RESTAURANTS INC 0.69% 61.868 M $ 1008927 2015/09/30 -1.882 M $ -3.19 %
2016/09/30 PG PROCTER & GAMBLE CO/THE 0.65% 58.258 M $ 649114 2012/12/31 3.079 M $ 6.00 %
2016/09/30 XEL XCEL ENERGY INC 0.63% 56.006 M $ 1361362 2014/12/31 -5.549 M $ -8.13 %
2016/09/30 FLO FLOWERS FOODS INC 0.60% 53.351 M $ 3528460 2015/06/30 -12.255 M $ -19.36 %
2016/09/30 UPS UNITED PARCEL SERVICE-CL B 0.59% 53.065 M $ 485236 2015/06/30 609.881 K $ 1.52 %
2016/09/30 TWO HARBORS INVESTMENT CORP 0.58% 51.385 M $ 6024088 2014/06/30 -225.176 K $ -0.35 %
2016/09/30 NEM NEWMONT MINING CORP 0.56% 49.854 M $ 1268851 2015/03/31 22.471 K $ 0.43 %
2016/09/30 K KELLOGG CO 0.55% 49.170 M $ 634692 2015/12/31 -2.572 M $ -5.11 %
2016/09/30 PNW PINNACLE WEST CAPITAL 0.55% 49.113 M $ 646300 2015/06/30 -3.734 M $ -6.25 %
2016/09/30 VALIDUS HOLDINGS LTD 0.55% 49.022 M $ 983984 2012/12/31 1.221 M $ 2.53 %
2016/09/30 CDW CDW CORP/DE 0.54% 48.425 M $ 1058937 2015/03/31 4.902 M $ 14.10 %
2016/09/30 UTHR UNITED THERAPEUTICS CORP 0.53% 47.528 M $ 402511 2012/12/31 6.267 M $ 11.48 %
2016/09/30 PF PINNACLE FOODS INC 0.52% 46.644 M $ 929714 2015/03/31 5.324 M $ 8.38 %
2016/09/30 INTC INTEL CORP 0.51% 45.934 M $ 1216831 2012/12/31 4.423 M $ 15.09 %
2016/09/30 KR KROGER CO 0.51% 45.556 M $ 1534901 2012/12/31 -14.366 M $ -19.33 %
2016/09/30 PFE PFIZER INC 0.49% 43.483 M $ 1283839 2012/12/31 -424.332 K $ -3.80 %
2016/09/30 ISRG INTUITIVE SURGICAL INC 0.48% 42.752 M $ 58982 2016/09/30 0.000 $ 0.00 %
2016/09/30 ALLIED WORLD ASSURANCE CO 0.47% 42.247 M $ 1045190 2012/12/31 7.060 M $ 15.03 %
2016/09/30 LSTR LANDSTAR SYSTEM INC 0.47% 42.065 M $ 617877 2013/12/31 -360.802 K $ -0.84 %
2016/09/30 ATVI ACTIVISION BLIZZARD INC 0.45% 40.334 M $ 910471 2015/12/31 8.523 M $ 11.78 %
2016/09/30 CSCO CISCO SYSTEMS INC 0.45% 39.750 M $ 1253161 2012/12/31 3.617 M $ 10.56 %
2016/09/30 EQR EQUITY RESIDENTIAL 0.44% 39.724 M $ 617504 2016/06/30 -1.334 M $ -6.61 %
2016/09/30 RNR RENAISSANCERE HOLDINGS LTD 0.43% 38.682 M $ 321922 2012/12/31 861.867 K $ 2.32 %
2016/09/30 AXS AXIS CAPITAL HOLDINGS LTD 0.43% 38.364 M $ 706127 2014/06/30 -586.010 K $ -1.22 %
2016/09/30 LUV SOUTHWEST AIRLINES CO 0.41% 36.259 M $ 932339 2012/12/31 -12.491 K $ -0.82 %
2016/09/30 ENH ENDURANCE SPECIALTY HOLDINGS 0.40% 35.806 M $ 547071 2014/03/31 -947.305 K $ -2.55 %
2016/09/30 CSRA CSRA INC 0.39% 34.896 M $ 1297242 2015/12/31 2.547 M $ 14.81 %
2016/09/30 ABBV ABBVIE INC 0.39% 34.799 M $ 551753 2016/03/31 258.487 K $ 1.87 %
2016/09/30 MFA MFA FINANCIAL INC 0.38% 33.754 M $ 4512533 2013/03/31 953.428 K $ 2.89 %
2016/09/30 CMP COMPASS MINERALS INTERNATION 0.38% 33.620 M $ 456173 2013/06/30 -226.604 K $ -0.66 %
2016/09/30 AHL ASPEN INSURANCE HOLDINGS LTD 0.37% 33.335 M $ 715496 2014/06/30 0.000 $ 0.00 %
2016/09/30 BR BROADRIDGE FINANCIAL SOLUTIO 0.36% 32.499 M $ 479397 2013/09/30 2.724 M $ 3.97 %
2016/09/30 RTN RAYTHEON COMPANY 0.36% 32.070 M $ 235588 2015/09/30 26.946 K $ 0.13 %
2016/09/30 LH LABORATORY CRP OF AMER HLDGS 0.35% 31.452 M $ 228775 2016/09/30 0.000 $ 0.00 %
2016/09/30 ED CONSOLIDATED EDISON INC 0.35% 31.346 M $ 416287 2012/12/31 -4.762 M $ -6.39 %
2016/09/30 ORCL ORACLE CORP 0.35% 31.027 M $ 789927 2016/03/31 -351.299 K $ -4.03 %
2016/09/30 CPB CAMPBELL SOUP CO 0.34% 30.487 M $ 557340 2015/03/31 -12.978 M $ -17.78 %
2016/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.33% 29.765 M $ 2834822 2012/12/31 -1.559 M $ -5.15 %
2016/09/30 MDRX ALLSCRIPTS HEALTHCARE SOLUTI 0.33% 29.509 M $ 2240584 2016/06/30 24.358 K $ 3.70 %
2016/09/30 USB US BANCORP 0.32% 28.735 M $ 669976 2012/12/31 1.184 M $ 6.35 %
2016/09/30 QUINTILES IMS HOLDINGS INC 0.31% 27.903 M $ 344219 2015/06/30 5.629 M $ 24.10 %
2016/09/30 HII HUNTINGTON INGALLS INDUSTRIE 0.30% 26.997 M $ 175969 2015/09/30 -4.060 M $ -8.69 %
2016/09/30 MSFT MICROSOFT CORP 0.30% 26.960 M $ 468053 2012/12/31 4.312 M $ 12.57 %
2016/09/30 MAS MASCO CORP 0.30% 26.734 M $ 779167 2014/12/31 1.326 M $ 10.89 %
2016/09/30 FIRST DATA CORP- CLASS A 0.27% 24.557 M $ 1866032 2016/06/30 809.352 K $ 18.88 %
2016/09/30 AMERICAN NATIONAL INSURANCE 0.27% 24.177 M $ 198241 2015/06/30 1.764 M $ 7.79 %
2016/09/30 COP CONOCOPHILLIPS 0.27% 24.017 M $ 552510 2016/03/31 -9.721 K $ -0.30 %
2016/09/30 INGRAM MICRO INC-CL A 0.26% 23.574 M $ 661074 2013/06/30 584.829 K $ 2.53 %
2016/09/30 VMW VMWARE INC-CLASS A 0.25% 22.565 M $ 307642 2015/12/31 0.000 $ 0.00 %
2016/09/30 NUE NUCOR CORP 0.25% 22.403 M $ 453044 2015/12/31 1.056 K $ 0.08 %
2016/09/30 SNPS SYNOPSYS INC 0.25% 21.906 M $ 369113 2014/09/30 1.932 M $ 9.75 %
2016/09/30 SBUX STARBUCKS CORP 0.24% 21.711 M $ 401017 2015/06/30 -3.612 M $ -5.22 %
2016/09/30 ITW ILLINOIS TOOL WORKS 0.24% 21.267 M $ 177467 2016/09/30 0.000 $ 0.00 %
2016/09/30 CA CA INC 0.24% 21.243 M $ 642195 2012/12/31 0.000 $ 0.00 %
2016/09/30 XOM EXXON MOBIL CORP 0.23% 20.704 M $ 237205 2012/12/31 -566.212 K $ -6.89 %
2016/09/30 GOOGL ALPHABET INC-CL A 0.23% 20.642 M $ 25673 2016/03/31 2.576 M $ 14.27 %
2016/09/30 UNH UNITEDHEALTH GROUP INC 0.23% 20.133 M $ 143804 2012/12/31 -91.013 K $ -0.85 %
2016/09/30 IVZ INVESCO LTD 0.22% 20.038 M $ 640824 2016/06/30 3.513 M $ 22.44 %