Gareth Morgan Investments Limited Partnership as of Dec. 31, 2009
Portfolio Holdings for Gareth Morgan Investments Limited Partnership
Gareth Morgan Investments Limited Partnership holds 22 positions in its portfolio as reported in the December 2009 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.4 | $14M | 470k | 30.48 | |
| Apple (AAPL) | 7.9 | $12M | 57k | 210.74 | |
| 7.7 | $12M | 19k | 620.00 | ||
| Cisco Systems (CSCO) | 7.2 | $11M | 458k | 23.94 | |
| McDonald's Corporation (MCD) | 6.3 | $9.7M | 155k | 62.44 | |
| Novartis (NVS) | 6.3 | $9.7M | 178k | 54.43 | |
| Procter & Gamble Company (PG) | 5.1 | $7.8M | 129k | 60.63 | |
| Energy Select Sector SPDR (XLE) | 5.1 | $7.8M | 137k | 57.01 | |
| Baxter International (BAX) | 4.8 | $7.3M | 124k | 58.68 | |
| Pepsi (PEP) | 4.5 | $6.8M | 112k | 60.80 | |
| Coca-Cola Company (KO) | 4.3 | $6.6M | 116k | 57.00 | |
| Telefonica (TEF) | 4.3 | $6.5M | 78k | 83.52 | |
| Wal-Mart Stores (WMT) | 4.1 | $6.2M | 116k | 53.45 | |
| Yum! Brands (YUM) | 4.0 | $6.0M | 173k | 34.97 | |
| Royal Dutch Shell | 3.6 | $5.5M | 92k | 60.11 | |
| Bunge | 3.2 | $4.9M | 77k | 63.83 | |
| China Mobile | 3.1 | $4.7M | 101k | 46.43 | |
| Monsanto Company | 3.0 | $4.5M | 55k | 81.74 | |
| Nike (NKE) | 2.8 | $4.2M | 64k | 66.07 | |
| Johnson & Johnson (JNJ) | 1.7 | $2.6M | 40k | 64.40 | |
| Vodafone | 1.1 | $1.7M | 75k | 23.09 | |
| BP (BP) | 0.6 | $880k | 15k | 58.00 |
