Majedie Asset Management Ltd

data from 31/03/2022

Capitalization

$ 1.220 B -7.09 %

Average holding period

11 ans

Performance

$ 899.149 M 90.55 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Majedie Asset Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/03/31 NEM NEWMONT CORP 9.30% 113.448 M $ 1431290 2019/03/31 16.176 M $ 28.07 %
2022/03/31 EFX EQUIFAX INC 5.24% 63.929 M $ 270266 2019/03/31 -17.516 M $ -19.00 %
2022/03/31 MSFT MICROSOFT CORP 4.24% 51.701 M $ 168086 2014/06/30 -4.680 M $ -8.32 %
2022/03/31 FISV FISERV INC 3.91% 47.771 M $ 472222 2019/06/30 -1.442 M $ -2.30 %
2022/03/31 GOLD BARRICK GOLD CORP 3.74% 45.650 M $ 1865448 2014/06/30 5.419 M $ 29.07 %
2022/03/31 ZBH ZIMMER BIOMET HOLDINGS INC 3.30% 40.268 M $ 315580 2019/09/30 922.814 K $ 3.77 %
2022/03/31 AMZN AMAZON COM INC 3.17% 38.731 M $ 11909 2017/03/31 -809.620 K $ -2.23 %
2022/03/31 GOOGL ALPHABET INC 2.87% 35.049 M $ 12631 2016/06/30 -1.782 M $ -3.99 %
2022/03/31 EA ELECTRONIC ARTS INC 2.58% 31.489 M $ 249491 2019/03/31 -1.324 M $ -4.08 %
2022/03/31 ELV ANTHEM INC 2.26% 27.586 M $ 56290 2016/09/30 1.901 M $ 5.96 %
2022/03/31 ICE INTERCONTINENTAL EXCHANGE IN 2.16% 26.350 M $ 199908 2014/06/30 -924.424 K $ -3.40 %
2022/03/31 HAS HASBRO INC 2.05% 25.048 M $ 306489 2021/06/30 -6.183 M $ -19.49 %
2022/03/31 LHX L3HARRIS TECHNOLOGIES INC 1.97% 24.012 M $ 96867 2021/06/30 1.392 M $ 16.50 %
2022/03/31 IBKR INTERACTIVE BROKERS GROUP IN 1.96% 23.859 M $ 362847 2020/12/31 -4.630 M $ -16.99 %
2022/03/31 FICO FAIR ISAAC CORP 1.92% 23.383 M $ 50247 2021/12/31 3.073 M $ 7.55 %
2022/03/31 CCK CROWN HLDGS INC 1.82% 22.252 M $ 178304 2020/03/31 3.210 M $ 13.07 %
2022/03/31 WSC WILLSCOT MOBIL MINI HLDNG CO 1.68% 20.490 M $ 524886 2020/09/30 -907.055 K $ -4.18 %
2022/03/31 INTC INTEL CORP 1.66% 20.299 M $ 410548 2021/03/31 -364.964 K $ -3.76 %
2022/03/31 USFD US FOODS HLDG CORP 1.56% 19.045 M $ 507298 2016/12/31 1.458 M $ 8.03 %
2022/03/31 AON AON PLC SHS 1.54% 18.777 M $ 57800 2020/06/30 1.060 M $ 8.33 %
2022/03/31 FCX FREEPORT-MCMORAN INC 1.49% 18.121 M $ 365175 2019/06/30 3.289 M $ 19.17 %
2022/03/31 FTDR FRONTDOOR INC 1.37% 16.737 M $ 562043 2018/09/30 -4.059 M $ -18.53 %
2022/03/31 CZOO CAZOO GROUP LTD 1.23% 14.956 M $ 5431801 2021/12/31 -17.762 M $ -54.16 %
2022/03/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.17% 14.251 M $ 137010 2014/09/30 -2.311 M $ -13.32 %
2022/03/31 SQM SOCIEDAD QUIMICA Y MINERA DE 1.16% 14.141 M $ 165589 2014/09/30 6.150 M $ 69.66 %
2022/03/31 NVDA NVIDIA CORPORATION 1.13% 13.756 M $ 50532 2021/03/31 -1.291 M $ -7.20 %
2022/03/31 MELI MERCADOLIBRE INC 1.09% 13.348 M $ 11248 2014/09/30 -1.744 M $ -11.77 %
2022/03/31 CNC CENTENE CORP DEL 1.00% 12.187 M $ 145092 2021/12/31 259.277 K $ 2.17 %
2022/03/31 VRT VERTIV HOLDINGS CO 0.94% 11.516 M $ 824535 2020/12/31 -5.654 M $ -43.88 %
2022/03/31 MU MICRON TECHNOLOGY INC 0.92% 11.248 M $ 144745 2019/03/31 -2.428 M $ -16.36 %
2022/03/31 GFI GOLD FIELDS LTD 0.92% 11.217 M $ 727266 2017/03/31 3.620 M $ 40.63 %
2022/03/31 CBOE CBOE GLOBAL MKTS INC 0.91% 11.150 M $ 97681 2018/09/30 -1.624 M $ -12.24 %
2022/03/31 MRK MERCK & CO INC 0.91% 11.058 M $ 135087 2020/06/30 661.902 K $ 7.05 %
2022/03/31 EOG EOG RES INC 0.89% 10.869 M $ 91379 2022/03/31 0.000 $ 0.00 %
2022/03/31 ARMK ARAMARK 0.89% 10.846 M $ 289133 2021/09/30 178.923 K $ 2.03 %
2022/03/31 PFE PFIZER INC 0.83% 10.082 M $ 195212 2017/03/31 -1.115 M $ -12.31 %
2022/03/31 BAP CREDICORP LTD 0.82% 10.033 M $ 58514 2014/09/30 3.010 M $ 40.75 %
2022/03/31 NVS NOVARTIS AG 0.82% 9.961 M $ 113784 2022/03/31 0.000 $ 0.00 %
2022/03/31 TAP MOLSON COORS BEVERAGE CO 0.80% 9.814 M $ 184292 2021/03/31 1.192 M $ 15.15 %
2022/03/31 KHC KRAFT HEINZ CO 0.80% 9.753 M $ 248185 2021/03/31 964.852 K $ 9.71 %
2022/03/31 ADBE ADOBE SYSTEMS INCORPORATED 0.79% 9.690 M $ 21318 2022/03/31 0.000 $ 0.00 %
2022/03/31 ICLR ICON PLC 0.79% 9.590 M $ 39523 2021/12/31 -1.115 M $ -21.44 %
2022/03/31 PFGC PERFORMANCE FOOD GROUP CO 0.79% 9.584 M $ 188702 2022/03/31 0.000 $ 0.00 %
2022/03/31 DAL DELTA AIR LINES INC DEL 0.78% 9.573 M $ 242493 2020/06/30 212.708 K $ 1.25 %
2022/03/31 CNHI CNH INDL N V 0.78% 9.564 M $ 598594 2020/06/30 -216.683 K $ -5.15 %
2022/03/31 XPO XPO LOGISTICS INC 0.78% 9.537 M $ 131318 2020/09/30 -803.133 K $ -5.97 %
2022/03/31 CAH CARDINAL HEALTH INC 0.74% 9.010 M $ 159279 2021/03/31 813.734 K $ 10.11 %
2022/03/31 UHS UNIVERSAL HLTH SVCS INC 0.73% 8.889 M $ 61471 2021/03/31 863.961 K $ 11.78 %
2022/03/31 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.72% 8.824 M $ 57530 2013/12/31 -1.690 M $ -13.48 %
2022/03/31 SHEL SHELL PLC 0.71% 8.644 M $ 157740 2022/03/31 0.000 $ 0.00 %
2022/03/31 IBM INTERNATIONAL BUSINESS MACHS 0.68% 8.267 M $ 63731 2020/06/30 -351.525 K $ -2.72 %
2022/03/31 NFLX NETFLIX INC 0.68% 8.245 M $ 22062 2021/09/30 -4.335 M $ -37.78 %
2022/03/31 GSK GLAXOSMITHKLINE PLC 0.67% 8.133 M $ 187150 2018/12/31 -99.040 K $ -0.98 %
2022/03/31 CPA COPA HOLDINGS SA 0.63% 7.680 M $ 92036 2014/09/30 93.572 K $ 1.18 %
2022/03/31 BAH BOOZ ALLEN HAMILTON HLDG COR 0.60% 7.367 M $ 84067 2022/03/31 0.000 $ 0.00 %
2022/03/31 HII HUNTINGTON INGALLS INDS INC 0.60% 7.297 M $ 36674 2021/06/30 471.347 K $ 6.79 %
2022/03/31 TTE TOTALENERGIES SE 0.59% 7.226 M $ 143311 2020/03/31 262.738 K $ 2.18 %
2022/03/31 IONS IONIS PHARMACEUTICALS INC 0.59% 7.224 M $ 195492 2015/12/31 1.160 M $ 21.70 %
2022/03/31 SBSW SIBANYE STILLWATER LTD 0.57% 7.015 M $ 433220 2020/03/31 1.176 M $ 29.39 %
2022/03/31 IT GARTNER INC 0.57% 7.015 M $ 23639 2020/12/31 -841.661 K $ -11.01 %
2022/03/31 WBA WALGREENS BOOTS ALLIANCE INC 0.54% 6.585 M $ 147439 2022/03/31 0.000 $ 0.00 %
2022/03/31 VTRS VIATRIS INC 0.51% 6.234 M $ 574322 2021/03/31 -1.862 M $ -19.56 %
2022/03/31 SCHW SCHWAB CHARLES CORP 0.49% 5.941 M $ 70637 2020/12/31 21.966 K $ 0.25 %
2022/03/31 TCOM TRIP COM GROUP LTD 0.49% 5.921 M $ 256695 2019/12/31 -395.223 K $ -6.09 %
2022/03/31 PARA PARAMOUNT GLOBAL CLASS B 0.48% 5.916 M $ 156827 2019/12/31 1.451 M $ 25.25 %
2022/03/31 MGM MGM RESORTS INTERNATIONAL 0.45% 5.540 M $ 132417 2020/09/30 -1.104 M $ -6.54 %
2022/03/31 HST HOST HOTELS & RESORTS INC 0.44% 5.365 M $ 276759 2020/12/31 1.163 M $ 11.72 %
2022/03/31 CCJ CAMECO CORP 0.43% 5.283 M $ 181962 2018/12/31 1.624 M $ 33.39 %
2022/03/31 ALNY ALNYLAM PHARMACEUTICALS INC 0.42% 5.136 M $ 31529 2022/03/31 0.000 $ 0.00 %
2022/03/31 C CITIGROUP INC 0.38% 4.694 M $ 88110 2020/06/30 -1.164 M $ -11.56 %
2022/03/31 IBP INSTALLED BLDG PRODS INC 0.30% 3.663 M $ 43460 2021/12/31 -2.373 M $ -39.48 %
2022/03/31 ADSK AUTODESK INC 0.30% 3.608 M $ 16871 2021/12/31 -1.253 M $ -23.74 %
2022/03/31 ALC ALCON AG 0.29% 3.517 M $ 44026 2019/06/30 -346.460 K $ -8.79 %
2022/03/31 BFAM BRIGHT HORIZONS FAM SOL IN D 0.26% 3.201 M $ 24183 2021/09/30 221.576 K $ 5.40 %
2022/03/31 GXO GXO LOGISTICS INCORPORATED 0.25% 3.084 M $ 43327 2021/09/30 -753.424 K $ -21.43 %
2022/03/31 ETSY ETSY INC 0.18% 2.245 M $ 18108 2019/12/31 -3.813 M $ -43.18 %
2022/03/31 ILMN ILLUMINA INC 0.16% 1.972 M $ 5658 2016/03/31 -185.001 K $ -7.92 %
2022/03/31 MRVL MARVELL TECHNOLOGY INC 0.16% 1.952 M $ 27284 2021/06/30 -430.541 K $ -18.01 %
2022/03/31 FRC FIRST REP BK SAN FRANCISCO C 0.14% 1.752 M $ 10833 2014/09/30 -517.598 K $ -21.48 %
2022/03/31 SGEN SEAGEN INC 0.11% 1.308 M $ 9099 2020/12/31 -95.994 K $ -6.82 %
2022/03/31 META META PLATFORMS INC 0.10% 1.245 M $ 5613 2016/06/30 -10.261 M $ -33.85 %
2022/03/31 SE SEA LTD 0.09% 1.057 M $ 8842 2021/03/31 -918.860 K $ -46.41 %
2022/03/31 NXPI NXP SEMICONDUCTORS N V 0.08% 1.003 M $ 5432 2020/06/30 -9.178 M $ -18.72 %
2022/03/31 MMYT MAKEMYTRIP LIMITED MAURITIUS 0.06% 740.000 K $ 27664 2017/09/30 -24.344 K $ -3.17 %
2022/03/31 ON ON SEMICONDUCTOR CORP 0.06% 712.000 K $ 11404 2019/12/31 -978.967 K $ -7.81 %
2022/03/31 CCL CARNIVAL CORP 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2022/03/31 LYV LIVE NATION ENTERTAINMENT IN 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2022/03/31 RDS-B ROYAL DUTCH SHELL PLC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2022/03/31 LOPE GRAND CANYON ED INC 0.00% 0.000 $ 0 2020/09/30 0.000 $ 0.00 %
2022/03/31 VNO VORNADO RLTY TR 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2022/03/31 ATUS ALTICE USA INC 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2022/03/31 AEO AMERICAN EAGLE OUTFITTERS IN 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %