BHF Kleinwort Benson Group S.A.

data from 31/03/2016

Capitalization

$ 3.441 B -21.12 %

Average holding period

6 ans

Performance

$ 178.583 M 290.72 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BHF Kleinwort Benson Group S.A.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/03/31 AAPL APPLE INC 3.79% 130.249 M $ 1195053 2013/06/30 3.697 M $ 3.53 %
2016/03/31 XOM EXXON MOBIL CORP 2.55% 87.837 M $ 1050808 2013/06/30 8.144 M $ 7.24 %
2016/03/31 CME CME GROUP INC 2.24% 77.149 M $ 803213 2015/06/30 4.008 M $ 6.02 %
2016/03/31 ACN ACCENTURE PLC IRELAND 2.01% 69.205 M $ 599701 2015/12/31 5.797 M $ 10.43 %
2016/03/31 MO ALTRIA GROUP INC 1.93% 66.560 M $ 1062233 2013/09/30 5.405 M $ 7.64 %
2016/03/31 T AT&T INC 1.91% 65.612 M $ 1675052 2013/06/30 7.797 M $ 13.82 %
2016/03/31 VZ VERIZON COMMUNICATIONS INC 1.88% 64.805 M $ 1198317 2013/06/30 9.312 M $ 17.01 %
2016/03/31 CSCO CISCO SYS INC 1.82% 62.696 M $ 2202178 2013/06/30 2.782 M $ 4.82 %
2016/03/31 WFC WELLS FARGO & CO NEW 1.75% 60.365 M $ 1248251 2013/06/30 -7.011 M $ -11.04 %
2016/03/31 MCD MCDONALDS CORP 1.70% 58.479 M $ 465304 2013/06/30 2.183 M $ 6.38 %
2016/03/31 BLK BLACKROCK INC 1.69% 57.996 M $ 170292 2013/09/30 6.754 K $ 0.01 %
2016/03/31 AMGN AMGEN INC 1.67% 57.369 M $ 382640 2013/06/30 -5.013 M $ -7.64 %
2016/03/31 VLO VALERO ENERGY CORP NEW 1.66% 57.219 M $ 892091 2014/03/31 -3.644 M $ -9.29 %
2016/03/31 A AGILENT TECHNOLOGIES INC 1.65% 56.626 M $ 1420972 2015/09/30 -2.557 M $ -4.69 %
2016/03/31 CA CA INC 1.60% 54.946 M $ 1784530 2013/09/30 0.000 $ 0.00 %
2016/03/31 SYY SYSCO CORP 1.56% 53.714 M $ 1149459 2013/06/30 6.148 M $ 13.98 %
2016/03/31 OGE OGE ENERGY CORP 1.49% 51.254 M $ 1790224 2016/03/31 0.000 $ 0.00 %
2016/03/31 HCP HCP INC 1.48% 50.903 M $ 1562414 2013/12/31 0.000 $ 0.00 %
2016/03/31 MRK MERCK & CO INC NEW 1.46% 50.196 M $ 948711 2013/09/30 67.746 K $ 0.16 %
2016/03/31 PNR PENTAIR PLC 1.46% 50.130 M $ 923894 2015/12/31 4.444 M $ 9.56 %
2016/03/31 ABT ABBOTT LABS 1.42% 48.774 M $ 1166007 2013/06/30 -3.091 M $ -6.86 %
2016/03/31 ABC AMERISOURCEBERGEN CORP 1.38% 47.559 M $ 549500 2014/03/31 -4.714 M $ -16.55 %
2016/03/31 HDS HD SUPPLY HLDGS INC 1.38% 47.417 M $ 1433849 2013/12/31 4.780 M $ 10.12 %
2016/03/31 DUN & BRADSTREET CORP DEL NE 1.33% 45.662 M $ 442973 2015/09/30 -390.220 K $ -0.82 %
2016/03/31 DHR DANAHER CORP DEL 1.27% 43.680 M $ 460470 2013/06/30 818.582 K $ 2.13 %
2016/03/31 ECL ECOLAB INC 1.24% 42.599 M $ 381987 2014/12/31 -760.645 K $ -2.50 %
2016/03/31 TJX TJX COS INC NEW 1.23% 42.386 M $ 540979 2014/03/31 3.264 M $ 10.46 %
2016/03/31 PCAR PACCAR INC 1.23% 42.249 M $ 772511 2015/12/31 7.167 M $ 15.38 %
2016/03/31 UPS UNITED PARCEL SERVICE INC 1.16% 39.933 M $ 378616 2013/06/30 3.184 M $ 9.60 %
2016/03/31 LOW LOWES COS INC 1.14% 39.187 M $ 517317 2016/03/31 0.000 $ 0.00 %
2016/03/31 LPT LIBERTY PPTY TR 1.12% 38.612 M $ 1153967 2014/12/31 2.459 M $ 7.76 %
2016/03/31 RXN REXNORD CORP NEW 1.12% 38.426 M $ 1900372 2013/06/30 5.901 M $ 11.59 %
2016/03/31 CALGON CARBON CORP 1.09% 37.552 M $ 2678483 2013/06/30 -9.972 M $ -18.72 %
2016/03/31 TTEK TETRA TECH INC NEW 1.06% 36.564 M $ 1226169 2013/06/30 6.287 M $ 14.60 %
2016/03/31 AET AETNA INC NEW 1.04% 35.866 M $ 319236 2013/09/30 1.298 M $ 3.91 %
2016/03/31 LYB LYONDELLBASELL INDUSTRIES N 1.02% 35.053 M $ 409595 2015/12/31 -450.927 K $ -1.52 %
2016/03/31 SPX CORP 1.01% 34.672 M $ 2308379 2014/12/31 15.249 M $ 60.99 %
2016/03/31 WU WESTERN UN CO 0.99% 34.189 M $ 1772351 2013/06/30 2.294 M $ 7.71 %
2016/03/31 XYL XYLEM INC 0.99% 34.175 M $ 835585 2013/06/30 4.669 M $ 12.05 %
2016/03/31 STX SEAGATE TECHNOLOGY PLC 0.98% 33.595 M $ 975169 2015/12/31 -1.955 M $ -6.03 %
2016/03/31 FAST FASTENAL CO 0.97% 33.527 M $ 684231 2014/03/31 5.318 M $ 20.04 %
2016/03/31 IP INTL PAPER CO 0.96% 33.107 M $ 806696 2013/06/30 2.577 M $ 8.85 %
2016/03/31 HAS HASBRO INC 0.90% 31.067 M $ 387851 2013/06/30 0.000 $ 0.00 %
2016/03/31 SCRIPPS NETWORKS INTERACT IN 0.86% 29.653 M $ 452721 2015/03/31 5.302 M $ 18.64 %
2016/03/31 OII OCEANEERING INTL INC 0.85% 29.306 M $ 881646 2016/03/31 0.000 $ 0.00 %
2016/03/31 GRMN GARMIN LTD 0.80% 27.491 M $ 687973 2015/12/31 1.803 M $ 7.51 %
2016/03/31 ORCL ORACLE CORP 0.80% 27.379 M $ 669247 2013/06/30 1.095 M $ 11.99 %
2016/03/31 VWTR PICO HLDGS INC 0.76% 26.278 M $ 2568733 2013/06/30 -239.686 K $ -0.87 %
2016/03/31 MWA MUELLER WTR PRODS INC 0.75% 25.966 M $ 2628186 2014/06/30 5.946 M $ 14.88 %
2016/03/31 MXIM MAXIM INTEGRATED PRODS INC 0.72% 24.752 M $ 672981 2013/06/30 -655.943 K $ -3.21 %
2016/03/31 WBA WALGREENS BOOTS ALLIANCE INC 0.71% 24.547 M $ 291396 2015/06/30 -232.625 K $ -1.08 %
2016/03/31 TGNA TEGNA INC 0.67% 22.909 M $ 976513 2015/12/31 -1.779 M $ -8.08 %
2016/03/31 CNP CENTERPOINT ENERGY INC 0.64% 22.067 M $ 1054848 2015/12/31 2.495 M $ 13.94 %
2016/03/31 ABBV ABBVIE INC 0.63% 21.787 M $ 381418 2013/06/30 0.000 $ 0.00 %
2016/03/31 COF CAPITAL ONE FINL CORP 0.59% 20.348 M $ 293579 2015/06/30 -691.050 K $ -3.98 %
2016/03/31 AOS SMITH A O 0.59% 20.333 M $ 266454 2016/03/31 0.000 $ 0.00 %
2016/03/31 BK BANK NEW YORK MELLON CORP 0.59% 20.292 M $ 550954 2015/09/30 -2.104 M $ -10.65 %
2016/03/31 TSS TOTAL SYS SVCS INC 0.59% 20.249 M $ 425579 2015/06/30 -1.023 M $ -4.46 %
2016/03/31 GME GAMESTOP CORP NEW 0.58% 20.109 M $ 633750 2014/12/31 537.038 K $ 3.28 %
2016/03/31 HRB BLOCK H & R INC 0.58% 19.897 M $ 753110 2016/03/31 0.000 $ 0.00 %
2016/03/31 WMT WAL-MART STORES INC 0.57% 19.681 M $ 287362 2013/06/30 2.080 M $ 11.75 %
2016/03/31 PRU PRUDENTIAL FINL INC 0.57% 19.653 M $ 272121 2016/03/31 0.000 $ 0.00 %
2016/03/31 SABR SABRE CORP 0.56% 19.365 M $ 669620 2015/09/30 0.000 $ 0.00 %
2016/03/31 MONSANTO CO NEW 0.55% 19.056 M $ 217188 2013/06/30 -1.107 M $ -10.94 %
2016/03/31 AME AMETEK INC NEW 0.49% 16.868 M $ 337500 2016/03/31 0.000 $ 0.00 %
2016/03/31 AWK AMERICAN WTR WKS CO INC NEW 0.49% 16.865 M $ 244663 2013/09/30 3.493 M $ 15.36 %
2016/03/31 AEGN AEGION CORP 0.48% 16.622 M $ 788169 2013/09/30 1.741 M $ 9.22 %
2016/03/31 V VISA INC 0.46% 15.686 M $ 205100 2014/03/31 -190.740 K $ -1.38 %
2016/03/31 FLOW SPX FLOW INC 0.42% 14.342 M $ 571846 2015/09/30 -2.027 M $ -10.14 %
2016/03/31 WMS ADVANCED DRAIN SYS INC DEL 0.42% 14.339 M $ 673201 2016/03/31 0.000 $ 0.00 %
2016/03/31 SPWR SUNPOWER CORP 0.41% 13.957 M $ 624759 2014/03/31 -4.281 M $ -25.54 %
2016/03/31 CWT CALIFORNIA WTR SVC GROUP 0.39% 13.579 M $ 508214 2013/06/30 4.354 M $ 14.83 %
2016/03/31 GOOGL ALPHABET INC 0.38% 13.004 M $ 17046 2015/12/31 -371.595 K $ -1.93 %
2016/03/31 JCI JOHNSON CTLS INC 0.37% 12.675 M $ 325258 2013/06/30 1.219 M $ 10.93 %
2016/03/31 IEX IDEX CORP 0.37% 12.658 M $ 152721 2015/09/30 94.363 K $ 8.18 %
2016/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.37% 12.593 M $ 88759 2013/06/30 921.752 K $ 7.45 %
2016/03/31 CSIQ CANADIAN SOLAR INC 0.36% 12.335 M $ 639777 2014/06/30 -3.874 M $ -33.43 %
2016/03/31 INDA ISHARES TR 0.32% 11.013 M $ 406100 2014/12/31 -155.533 K $ -1.38 %
2016/03/31 BARCLAYS BK PLC 0.32% 10.972 M $ 174739 2013/09/30 -199.414 K $ -1.75 %
2016/03/31 PYPL PAYPAL HLDGS INC 0.29% 10.080 M $ 261130 2015/12/31 615.431 K $ 6.63 %
2016/03/31 CVA COVANTA HLDG CORP 0.29% 9.823 M $ 582622 2014/12/31 905.961 K $ 8.84 %
2016/03/31 PEGI PATTERN ENERGY GROUP INC 0.27% 9.299 M $ 487603 2014/12/31 -554.149 K $ -8.80 %
2016/03/31 FSLR FIRST SOLAR INC 0.26% 9.021 M $ 131751 2014/03/31 397.464 K $ 3.76 %
2016/03/31 FDX FEDEX CORP 0.26% 8.899 M $ 54690 2013/06/30 752.541 K $ 9.22 %
2016/03/31 BAC BANK AMER CORP 0.25% 8.690 M $ 642771 2013/06/30 -2.128 M $ -19.67 %
2016/03/31 STZ CONSTELLATION BRANDS INC 0.25% 8.493 M $ 56209 2015/03/31 542.484 K $ 6.07 %
2016/03/31 UNH UNITEDHEALTH GROUP INC 0.24% 8.215 M $ 63728 2014/03/31 0.000 $ 0.00 %
2016/03/31 FELE FRANKLIN ELEC INC 0.24% 8.171 M $ 254005 2013/06/30 1.101 M $ 19.02 %
2016/03/31 BIIB BIOGEN INC 0.23% 7.916 M $ 30410 2013/06/30 -1.901 M $ -15.03 %
2016/03/31 HST HOST HOTELS & RESORTS INC 0.23% 7.775 M $ 465575 2014/06/30 439.653 K $ 8.87 %
2016/03/31 ITRI ITRON INC 0.22% 7.518 M $ 180206 2013/06/30 3.572 M $ 15.31 %
2016/03/31 CZZ COSAN LTD 0.22% 7.450 M $ 1514294 2013/06/30 2.869 M $ 33.33 %
2016/03/31 HASI HANNON ARMSTRONG SUST INFR C 0.21% 7.330 M $ 381385 2015/09/30 92.363 K $ 1.59 %
2016/03/31 GOOG ALPHABET INC 0.20% 6.806 M $ 9136 2015/12/31 -474.830 K $ -1.82 %
2016/03/31 JPM JPMORGAN CHASE & CO 0.19% 6.623 M $ 111829 2013/06/30 -3.661 M $ -10.31 %
2016/03/31 ETN EATON CORP PLC 0.19% 6.442 M $ 102966 2015/12/31 1.455 M $ 20.22 %
2016/03/31 KIM KIMCO RLTY CORP 0.18% 6.332 M $ 220000 2015/09/30 510.400 K $ 8.77 %
2016/03/31 VMI VALMONT INDS INC 0.18% 6.319 M $ 51027 2016/03/31 0.000 $ 0.00 %
2016/03/31 FLS FLOWSERVE CORP 0.18% 6.268 M $ 141143 2013/06/30 286.734 K $ 5.54 %
2016/03/31 NTES NETEASE INC 0.18% 6.244 M $ 43490 2015/12/31 -1.586 M $ -20.77 %