Johnston Asset Management as of June 30, 2013
Portfolio Holdings for Johnston Asset Management
Johnston Asset Management holds 76 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Diageo (DEO) | 9.4 | $137M | 1.2M | 114.95 | |
ICICI Bank (IBN) | 7.9 | $115M | 3.0M | 38.25 | |
Qiagen | 6.4 | $94M | 4.7M | 19.91 | |
Asml Holding (ASML) | 6.1 | $88M | 1.1M | 79.11 | |
Mindray Medical International | 4.6 | $68M | 1.8M | 37.45 | |
2.6 | $39M | 44k | 880.38 | ||
Adobe Systems Incorporated (ADBE) | 2.6 | $38M | 829k | 45.56 | |
Celgene Corporation | 2.3 | $34M | 288k | 116.98 | |
Toyota Motor Corporation (TM) | 2.2 | $32M | 264k | 120.66 | |
Pall Corporation | 2.1 | $31M | 470k | 66.43 | |
Abb (ABBNY) | 2.1 | $31M | 1.4M | 21.66 | |
Shire | 2.1 | $30M | 315k | 95.11 | |
Qualcomm (QCOM) | 2.0 | $30M | 491k | 61.09 | |
General Electric Company | 2.0 | $30M | 1.3M | 23.19 | |
NetApp (NTAP) | 2.0 | $30M | 780k | 37.78 | |
Schlumberger (SLB) | 2.0 | $29M | 411k | 71.66 | |
EOG Resources (EOG) | 2.0 | $29M | 222k | 131.68 | |
HSBC Holdings (HSBC) | 2.0 | $29M | 556k | 51.90 | |
Credit Suisse Group | 1.9 | $28M | 1.1M | 26.46 | |
Cognizant Technology Solutions (CTSH) | 1.9 | $27M | 432k | 62.64 | |
Comcast Corporation (CMCSA) | 1.8 | $27M | 636k | 41.75 | |
EMC Corporation | 1.7 | $25M | 1.1M | 23.62 | |
Automatic Data Processing (ADP) | 1.7 | $25M | 358k | 68.86 | |
Marsh & McLennan Companies (MMC) | 1.6 | $24M | 595k | 39.92 | |
ORIX Corporation (IX) | 1.6 | $23M | 340k | 68.33 | |
Medtronic | 1.5 | $22M | 436k | 51.47 | |
Apple (AAPL) | 1.4 | $20M | 50k | 396.52 | |
Varian Medical Systems | 1.4 | $20M | 292k | 67.45 | |
Cisco Systems (CSCO) | 1.3 | $20M | 804k | 24.34 | |
Maxim Integrated Products | 1.3 | $20M | 702k | 27.78 | |
Johnson & Johnson (JNJ) | 1.3 | $19M | 217k | 85.86 | |
Microsoft Corporation (MSFT) | 1.2 | $18M | 518k | 34.54 | |
FLIR Systems | 1.2 | $17M | 637k | 26.97 | |
Cerner Corporation | 1.1 | $17M | 174k | 96.09 | |
Monsanto Company | 1.1 | $16M | 166k | 98.80 | |
Cytec Industries | 1.1 | $16M | 222k | 73.25 | |
Sap (SAP) | 1.0 | $14M | 198k | 72.83 | |
Quest Diagnostics Incorporated (DGX) | 1.0 | $14M | 232k | 60.63 | |
KLA-Tencor Corporation (KLAC) | 0.9 | $14M | 244k | 55.73 | |
Fresenius Medical Care AG & Co. (FMS) | 0.8 | $12M | 327k | 35.27 | |
Amgen (AMGN) | 0.8 | $11M | 115k | 98.66 | |
Becton, Dickinson and (BDX) | 0.7 | $11M | 108k | 98.83 | |
Occidental Petroleum Corporation (OXY) | 0.7 | $10M | 117k | 89.23 | |
Enterprise Products Partners (EPD) | 0.6 | $8.3M | 134k | 62.15 | |
Edwards Lifesciences (EW) | 0.5 | $7.8M | 116k | 67.20 | |
Stanley Black & Decker (SWK) | 0.5 | $6.6M | 85k | 77.30 | |
Veolia Environnement (VEOEY) | 0.4 | $6.3M | 554k | 11.41 | |
F5 Networks (FFIV) | 0.4 | $6.1M | 88k | 68.80 | |
Sony Corporation (SONY) | 0.4 | $5.3M | 249k | 21.19 | |
Mitsubishi UFJ Financial (MUFG) | 0.3 | $5.1M | 817k | 6.21 | |
Exxon Mobil Corporation (XOM) | 0.2 | $2.9M | 32k | 90.36 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $2.7M | 147k | 18.32 | |
Teva Pharmaceutical Industries (TEVA) | 0.2 | $2.6M | 67k | 39.21 | |
Novartis (NVS) | 0.2 | $2.7M | 38k | 70.71 | |
Liberty Property Trust | 0.2 | $2.3M | 63k | 36.95 | |
Nomura Holdings (NMR) | 0.1 | $2.3M | 304k | 7.44 | |
Abbvie (ABBV) | 0.1 | $2.2M | 53k | 41.35 | |
Abbott Laboratories (ABT) | 0.1 | $1.8M | 53k | 34.88 | |
M&T Bank Corporation (MTB) | 0.1 | $1.7M | 15k | 111.76 | |
Procter & Gamble Company (PG) | 0.1 | $1.7M | 22k | 77.00 | |
Vodafone | 0.1 | $1.6M | 56k | 28.74 | |
Oneok Partners | 0.1 | $1.3M | 26k | 49.52 | |
Energy Transfer Partners | 0.1 | $1.2M | 24k | 50.56 | |
Highwoods Properties (HIW) | 0.1 | $1.1M | 30k | 35.62 | |
At&t (T) | 0.1 | $752k | 21k | 35.39 | |
Merck & Co (MRK) | 0.0 | $576k | 12k | 46.41 | |
Westpac Banking Corporation | 0.0 | $640k | 4.9k | 131.93 | |
Coca-Cola Company (KO) | 0.0 | $435k | 11k | 40.07 | |
Chevron Corporation (CVX) | 0.0 | $439k | 3.7k | 118.42 | |
Microchip Technology (MCHP) | 0.0 | $369k | 9.9k | 37.27 | |
Union Pacific Corporation (UNP) | 0.0 | $494k | 3.2k | 154.38 | |
Royal Dutch Shell | 0.0 | $510k | 8.0k | 63.75 | |
Targa Resources Partners | 0.0 | $368k | 7.3k | 50.41 | |
Kinder Morgan Energy Partners | 0.0 | $440k | 5.2k | 85.44 | |
Hershey Company (HSY) | 0.0 | $259k | 2.9k | 89.31 | |
Fulton Financial (FULT) | 0.0 | $261k | 23k | 11.47 |