Five Oceans Asset Management LTD

data from 30/06/2014

Capitalization

$ 437.671 M 26.39 %

Average holding period

10 ans

Performance

$ 90.766 M 27 541.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Five Oceans Asset Management LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/06/30 DHR DANAHER CORP DEL 5.88% 25.754 M $ 327112 2010/12/31 958.264 K $ 4.96 %
2014/06/30 WFC WELLS FARGO & CO NEW 5.45% 23.868 M $ 454110 2010/12/31 998.184 K $ 5.67 %
2014/06/30 USB US BANCORP DEL 5.07% 22.168 M $ 511719 2010/12/31 181.131 K $ 1.07 %
2014/06/30 VAR VARIAN MED SYS INC 4.93% 21.562 M $ 259346 2010/12/31 -174.131 K $ -1.01 %
2014/06/30 AET AETNA INC NEW 3.95% 17.288 M $ 213224 2010/12/31 1.078 M $ 8.15 %
2014/06/30 JNJ JOHNSON & JOHNSON 3.92% 17.144 M $ 163874 2010/12/31 851.135 K $ 6.51 %
2014/06/30 UNH UNITEDHEALTH GROUP INC 3.33% 14.579 M $ 178339 2010/12/31 -35.868 K $ -0.29 %
2014/06/30 UPS UNITED PARCEL SERVICE INC 3.24% 14.178 M $ 138103 2010/12/31 643.653 K $ 5.42 %
2014/06/30 HOG HARLEY DAVIDSON INC 3.23% 14.142 M $ 202468 2010/12/31 556.735 K $ 4.86 %
2014/06/30 BAKER HUGHES INC 2.99% 13.091 M $ 175835 2010/12/31 1.273 M $ 14.50 %
2014/06/30 YUM YUM BRANDS INC 2.76% 12.092 M $ 148912 2010/12/31 625.656 K $ 7.71 %
2014/06/30 AAPL APPLE INC 2.45% 10.728 M $ 115443 2010/12/31 2.317 M $ 21.18 %
2014/06/30 EMR EMERSON ELEC CO 2.41% 10.541 M $ 158847 2010/12/31 -57.985 K $ -0.66 %
2014/06/30 NOBLE CORP PLC 2.31% 10.091 M $ 300688 2013/12/31 190.884 K $ 2.50 %
2014/06/30 LOW LOWES COS INC 2.30% 10.064 M $ 209711 2011/06/30 -158.076 K $ -1.86 %
2014/06/30 SLB SCHLUMBERGER LTD 2.25% 9.845 M $ 83471 2010/12/31 2.048 M $ 20.98 %
2014/06/30 ORCL ORACLE CORP 2.17% 9.496 M $ 234291 2011/06/30 -87.595 K $ -0.93 %
2014/06/30 MMC MARSH & MCLENNAN COS INC 2.17% 9.496 M $ 183259 2012/09/30 321.453 K $ 5.11 %
2014/06/30 HARMAN INTL INDS INC 2.14% 9.368 M $ 87204 2013/06/30 72.441 K $ 0.97 %
2014/06/30 GWW GRAINGER W W INC 2.14% 9.359 M $ 36809 2011/06/30 48.937 K $ 0.64 %
2014/06/30 DVN DEVON ENERGY CORP NEW 2.14% 9.345 M $ 117695 2010/12/31 1.467 M $ 18.63 %
2014/06/30 JCI JOHNSON CTLS INC 2.13% 9.313 M $ 186517 2011/09/30 414.597 K $ 6.05 %
2014/06/30 VALE VALE S A 2.04% 8.948 M $ 676368 2010/12/31 -327.736 K $ -4.34 %
2014/06/30 SIRO SIRONA DENTAL SYSTEMS INC 2.01% 8.798 M $ 106693 2011/09/30 688.254 K $ 10.43 %
2014/06/30 GOOG GOOGLE INC 1.99% 8.727 M $ 14999 2014/06/30 0.000 $ 0.00 %
2014/06/30 JPM JPMORGAN CHASE & CO 1.92% 8.389 M $ 145599 2013/03/31 -344.602 K $ -5.09 %
2014/06/30 PG PROCTER & GAMBLE CO 1.75% 7.638 M $ 97192 2010/12/31 -161.670 K $ -2.49 %
2014/06/30 EBAY EBAY INC 1.69% 7.415 M $ 148129 2011/09/30 -640.415 K $ -9.38 %
2014/06/30 GM GENERAL MTRS CO 1.56% 6.824 M $ 187979 2013/12/31 265.969 K $ 5.46 %
2014/06/30 FMX FOMENTO ECONOMICO MEXICANO S 1.52% 6.648 M $ 70990 2010/12/31 21.995 K $ 0.44 %
2014/06/30 EL LAUDER ESTEE COS INC 1.51% 6.587 M $ 88701 2013/06/30 545.514 K $ 11.03 %
2014/06/30 CTXS CITRIX SYS INC 1.37% 5.988 M $ 95724 2014/03/31 465.614 K $ 11.17 %
2014/06/30 APA APACHE CORP 1.37% 5.988 M $ 59513 2010/12/31 682.839 K $ 21.30 %
2014/06/30 QCOM QUALCOMM INC 1.32% 5.777 M $ 72947 2012/03/31 24.964 K $ 0.43 %
2014/06/30 URBN URBAN OUTFITTERS INC 1.29% 5.654 M $ 166989 2011/03/31 -361.719 K $ -7.16 %
2014/06/30 ANSS ANSYS INC 1.16% 5.070 M $ 66867 2014/03/31 -39.914 K $ -1.56 %
2014/06/30 ROP ROPER INDS INC NEW 0.95% 4.142 M $ 28370 2014/06/30 0.000 $ 0.00 %
2014/06/30 CMCSA COMCAST CORP NEW 0.93% 4.049 M $ 75433 2013/09/30 203.352 K $ 7.27 %
2014/06/30 IBN ICICI BK LTD 0.85% 3.718 M $ 74500 2011/03/31 243.589 K $ 13.94 %
2014/06/30 ACN ACCENTURE PLC IRELAND 0.77% 3.359 M $ 41549 2011/03/31 36.962 K $ 1.40 %
2014/06/30 BK BANK NEW YORK MELLON CORP 0.73% 3.185 M $ 84974 2014/03/31 154.736 K $ 6.21 %
2014/06/30 SBUX STARBUCKS CORP 0.67% 2.947 M $ 38091 2014/06/30 0.000 $ 0.00 %
2014/06/30 C CITIGROUP INC 0.63% 2.746 M $ 58306 2014/03/31 -17.628 K $ -1.05 %
2014/06/30 RHI ROBERT HALF INTL INC 0.62% 2.697 M $ 56498 2010/12/31 733.934 K $ 13.80 %
2014/06/30 FXI ISHARES 0.59% 2.571 M $ 69400 2012/09/30 39.689 K $ 3.52 %
2014/06/30 COACH INC 0.52% 2.259 M $ 66076 2010/12/31 -2.264 M $ -31.15 %
2014/06/30 ISHARES 0.48% 2.117 M $ 134000 2013/03/31 94.470 K $ 9.80 %
2014/06/30 A AGILENT TECHNOLOGIES INC 0.34% 1.469 M $ 25568 2012/03/31 19.301 K $ 2.70 %
2014/06/30 AIG AMERICAN INTL GROUP INC 0.10% 449.000 K $ 8232 2012/09/30 46.440 K $ 9.14 %
2014/06/30 GOOGL GOOGLE INC 0.00% 0.000 $ 0 2010/12/31 0.000 $ 0.00 %