Johnston Asset Management as of Dec. 31, 2013
Portfolio Holdings for Johnston Asset Management
Johnston Asset Management holds 78 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Diageo (DEO) | 10.6 | $161M | 1.2M | 132.40 | |
Asml Holding (ASML) | 5.7 | $88M | 934k | 93.74 | |
Qiagen | 5.5 | $83M | 3.5M | 23.81 | |
Mindray Medical International | 4.4 | $68M | 1.9M | 36.33 | |
Adobe Systems Incorporated (ADBE) | 3.2 | $49M | 817k | 59.90 | |
Celgene Corporation | 3.0 | $46M | 271k | 168.97 | |
2.9 | $45M | 40k | 1120.95 | ||
Cognizant Technology Solutions (CTSH) | 2.9 | $44M | 434k | 100.98 | |
Pall Corporation | 2.6 | $40M | 471k | 85.35 | |
Schlumberger (SLB) | 2.4 | $37M | 409k | 90.11 | |
Abb (ABBNY) | 2.4 | $36M | 1.4M | 26.56 | |
EOG Resources (EOG) | 2.3 | $34M | 205k | 167.84 | |
ICICI Bank (IBN) | 2.2 | $33M | 890k | 37.23 | |
NetApp (NTAP) | 2.1 | $32M | 788k | 41.15 | |
Shire | 2.1 | $33M | 230k | 141.29 | |
Comcast Corporation (CMCSA) | 2.1 | $31M | 605k | 51.96 | |
Credit Suisse Group | 2.1 | $31M | 1.0M | 31.04 | |
Qualcomm (QCOM) | 2.0 | $31M | 421k | 74.21 | |
Apple (AAPL) | 2.0 | $31M | 55k | 561.14 | |
Toyota Motor Corporation (TM) | 2.0 | $31M | 250k | 121.92 | |
General Electric Company | 2.0 | $30M | 1.1M | 28.03 | |
ORIX Corporation (IX) | 2.0 | $30M | 334k | 89.10 | |
HSBC Holdings (HSBC) | 1.9 | $29M | 527k | 55.13 | |
Automatic Data Processing (ADP) | 1.9 | $29M | 354k | 80.80 | |
Marsh & McLennan Companies (MMC) | 1.9 | $29M | 590k | 48.36 | |
Medtronic | 1.6 | $25M | 432k | 57.39 | |
EMC Corporation | 1.6 | $24M | 962k | 25.14 | |
Cytec Industries | 1.4 | $21M | 227k | 93.15 | |
Varian Medical Systems | 1.4 | $21M | 266k | 77.69 | |
F5 Networks (FFIV) | 1.3 | $20M | 224k | 90.86 | |
Johnson & Johnson (JNJ) | 1.3 | $20M | 218k | 91.59 | |
Microsoft Corporation (MSFT) | 1.3 | $20M | 521k | 37.41 | |
Cerner Corporation | 1.3 | $19M | 346k | 55.74 | |
FLIR Systems | 1.3 | $19M | 638k | 30.11 | |
Cisco Systems (CSCO) | 1.2 | $18M | 807k | 22.43 | |
Stanley Black & Decker (SWK) | 1.1 | $16M | 198k | 80.69 | |
KLA-Tencor Corporation (KLAC) | 1.0 | $16M | 243k | 64.46 | |
Quest Diagnostics Incorporated (DGX) | 0.9 | $14M | 262k | 53.54 | |
Monsanto Company | 0.9 | $13M | 113k | 116.55 | |
Amgen (AMGN) | 0.9 | $13M | 115k | 114.08 | |
Becton, Dickinson and (BDX) | 0.8 | $12M | 107k | 110.49 | |
Sap (SAP) | 0.8 | $12M | 134k | 87.14 | |
Occidental Petroleum Corporation (OXY) | 0.7 | $11M | 116k | 95.10 | |
Teradata Corporation (TDC) | 0.7 | $11M | 235k | 45.42 | |
Edwards Lifesciences (EW) | 0.7 | $11M | 160k | 65.76 | |
Enterprise Products Partners (EPD) | 0.6 | $8.9M | 134k | 66.30 | |
Koninklijke Philips Electronics NV (PHG) | 0.3 | $4.5M | 122k | 36.97 | |
Honda Motor (HMC) | 0.3 | $4.5M | 109k | 41.35 | |
Mitsubishi UFJ Financial (MUFG) | 0.3 | $4.2M | 633k | 6.68 | |
Nomura Holdings (NMR) | 0.2 | $3.7M | 475k | 7.77 | |
Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | 32k | 101.22 | |
Novartis (NVS) | 0.2 | $2.7M | 33k | 80.37 | |
Abbvie (ABBV) | 0.2 | $2.7M | 51k | 52.82 | |
Fresenius Medical Care AG & Co. (FMS) | 0.1 | $2.3M | 66k | 35.59 | |
Vodafone | 0.1 | $2.2M | 56k | 39.32 | |
Liberty Property Trust | 0.1 | $2.1M | 63k | 33.87 | |
Abbott Laboratories (ABT) | 0.1 | $2.0M | 51k | 38.33 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $1.9M | 155k | 12.39 | |
M&T Bank Corporation (MTB) | 0.1 | $1.8M | 15k | 116.40 | |
Procter & Gamble Company (PG) | 0.1 | $1.8M | 22k | 81.42 | |
Oneok Partners | 0.1 | $1.4M | 26k | 52.64 | |
Energy Transfer Partners | 0.1 | $1.4M | 25k | 57.24 | |
Highwoods Properties (HIW) | 0.1 | $1.1M | 30k | 36.18 | |
At&t (T) | 0.1 | $726k | 21k | 35.16 | |
Union Pacific Corporation (UNP) | 0.0 | $538k | 3.2k | 168.12 | |
Merck & Co (MRK) | 0.0 | $621k | 12k | 50.04 | |
Royal Dutch Shell | 0.0 | $570k | 8.0k | 71.25 | |
Westpac Banking Corporation | 0.0 | $681k | 23k | 29.07 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $683k | 65k | 10.49 | |
Coca-Cola Company (KO) | 0.0 | $448k | 11k | 41.27 | |
Chevron Corporation (CVX) | 0.0 | $463k | 3.7k | 124.90 | |
Microchip Technology (MCHP) | 0.0 | $443k | 9.9k | 44.75 | |
Targa Resources Partners | 0.0 | $382k | 7.3k | 52.33 | |
Kinder Morgan Energy Partners | 0.0 | $415k | 5.2k | 80.58 | |
Hershey Company (HSY) | 0.0 | $282k | 2.9k | 97.24 | |
Fulton Financial (FULT) | 0.0 | $298k | 23k | 13.09 | |
Advanced Semiconductor Engineering | 0.0 | $49k | 10k | 4.81 | |
United Microelectronics (UMC) | 0.0 | $24k | 12k | 2.01 |