Caledonia Investments

Latest statistics and disclosures from Caledonia Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, FLS, ORCL, PM, BDX, and represent 57.80% of Caledonia Investments's stock portfolio.
  • Added to shares of these 3 stocks: WSO, BDX, TMO.
  • Caledonia Investments was a net buyer of stock by $6.23M.
  • Caledonia Investments has $352.93M in assets under management (AUM), dropping by -0.63%.

Companies in the Caledonia Investments portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 13.14 673000 68.93
Flowserve Corporation (FLS) 12.79 972500 46.43
Oracle Corporation (ORCL) 12.25 862500 50.14
Philip Morris International (PM) 10.88 327000 117.45
Becton, Dickinson and (BDX) 8.72 157800 +4% 195.11
Thermo Fisher Scientific (TMO) 8.35 168917 +4% 174.47
Bristow (BRS) 6.17 2.85M 7.65
Colgate-Palmolive Company (CL) 5.04 240000 74.13
Waters Corporation (WAT) 4.69 90000 183.84
Altria (MO) 4.30 204000 74.47
Watsco, Incorporated (WSO) 3.93 90000 +35% 154.20
Pfizer (PFE) 3.42 359000 33.59
AT&T; (T) 3.25 304000 37.73
General Electric Company (GE) 3.05 398000 27.01

Past 13F-HR SEC Filings by Caledonia Investments

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