Johnston Asset Management as of Sept. 30, 2015
Portfolio Holdings for Johnston Asset Management
Johnston Asset Management holds 73 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Qiagen | 10.5 | $158M | 6.1M | 25.80 | |
Nxp Semiconductors N V (NXPI) | 10.3 | $155M | 1.8M | 87.08 | |
HDFC Bank (HDB) | 5.6 | $85M | 1.4M | 61.09 | |
Asml Holding (ASML) | 5.3 | $79M | 903k | 88.01 | |
Baidu (BIDU) | 4.4 | $67M | 485k | 137.36 | |
Eaton (ETN) | 4.1 | $62M | 1.2M | 51.30 | |
Cognizant Technology Solutions (CTSH) | 3.0 | $46M | 731k | 62.60 | |
Adobe Systems Incorporated (ADBE) | 2.9 | $43M | 521k | 82.22 | |
Celgene Corporation | 2.4 | $36M | 334k | 108.19 | |
F5 Networks (FFIV) | 2.3 | $35M | 298k | 115.83 | |
Apple (AAPL) | 2.3 | $34M | 311k | 110.26 | |
Stanley Black & Decker (SWK) | 2.3 | $34M | 353k | 96.94 | |
Comcast Corporation (CMCSA) | 2.0 | $30M | 527k | 56.88 | |
Nomura Holdings (NMR) | 1.9 | $29M | 5.0M | 5.82 | |
Marsh & McLennan Companies (MMC) | 1.8 | $27M | 514k | 52.22 | |
Dick's Sporting Goods (DKS) | 1.8 | $27M | 538k | 49.56 | |
Toyota Motor Corporation (TM) | 1.8 | $26M | 224k | 117.28 | |
Automatic Data Processing (ADP) | 1.7 | $26M | 324k | 80.36 | |
Medtronic (MDT) | 1.7 | $25M | 379k | 66.94 | |
Shire | 1.7 | $25M | 123k | 205.23 | |
Edwards Lifesciences (EW) | 1.6 | $24M | 168k | 142.19 | |
Schlumberger (SLB) | 1.6 | $23M | 339k | 68.99 | |
Cytec Industries | 1.5 | $22M | 302k | 73.85 | |
FLIR Systems | 1.4 | $22M | 777k | 28.00 | |
ORIX Corporation (IX) | 1.4 | $22M | 336k | 64.93 | |
Microsoft Corporation (MSFT) | 1.4 | $21M | 482k | 44.26 | |
1.4 | $21M | 33k | 638.61 | ||
Google Inc Class C | 1.4 | $21M | 35k | 607.98 | |
MasterCard Incorporated (MA) | 1.4 | $21M | 231k | 90.11 | |
Cisco Systems (CSCO) | 1.3 | $20M | 750k | 26.25 | |
EMC Corporation | 1.3 | $19M | 802k | 24.16 | |
Cerner Corporation | 1.3 | $19M | 320k | 59.96 | |
General Electric Company | 1.3 | $19M | 749k | 25.22 | |
Johnson & Johnson (JNJ) | 1.2 | $19M | 200k | 93.35 | |
Varian Medical Systems | 1.2 | $18M | 244k | 73.78 | |
Monsanto Company | 1.1 | $17M | 204k | 85.21 | |
EOG Resources (EOG) | 1.1 | $17M | 232k | 72.80 | |
Quest Diagnostics Incorporated (DGX) | 0.9 | $14M | 233k | 61.47 | |
Becton, Dickinson and (BDX) | 0.8 | $13M | 96k | 132.66 | |
Facebook Inc cl a (META) | 0.8 | $12M | 135k | 89.89 | |
Teradata Corporation (TDC) | 0.8 | $11M | 392k | 28.96 | |
Diageo (DEO) | 0.6 | $8.7M | 80k | 107.79 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $7.1M | 108k | 66.15 | |
Enterprise Products Partners (EPD) | 0.5 | $6.7M | 269k | 24.90 | |
FMC Corporation (FMC) | 0.4 | $6.4M | 190k | 33.91 | |
Fresenius Medical Care AG & Co. (FMS) | 0.2 | $2.7M | 69k | 39.01 | |
Abbvie (ABBV) | 0.2 | $2.8M | 51k | 54.41 | |
Exxon Mobil Corporation (XOM) | 0.1 | $2.3M | 31k | 74.37 | |
Abbott Laboratories (ABT) | 0.1 | $2.0M | 51k | 40.22 | |
Honda Motor (HMC) | 0.1 | $2.1M | 72k | 29.90 | |
Liberty Property Trust | 0.1 | $2.1M | 65k | 31.52 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $1.9M | 232k | 8.37 | |
M&T Bank Corporation (MTB) | 0.1 | $1.7M | 14k | 121.96 | |
Vodafone Group New Adr F (VOD) | 0.1 | $1.5M | 46k | 31.74 | |
Procter & Gamble Company (PG) | 0.1 | $1.4M | 19k | 71.94 | |
Highwoods Properties (HIW) | 0.1 | $1.2M | 30k | 38.75 | |
Energy Transfer Partners | 0.1 | $1.0M | 26k | 41.09 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $936k | 154k | 6.09 | |
Oneok Partners | 0.1 | $736k | 25k | 29.25 | |
At&t (T) | 0.0 | $654k | 20k | 32.59 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $571k | 24k | 23.46 | |
Novartis (NVS) | 0.0 | $571k | 6.2k | 91.95 | |
Merck & Co (MRK) | 0.0 | $573k | 12k | 49.35 | |
Coca-Cola Company (KO) | 0.0 | $436k | 11k | 40.16 | |
Microchip Technology (MCHP) | 0.0 | $427k | 9.9k | 43.13 | |
Credit Suisse Group | 0.0 | $380k | 16k | 24.03 | |
Westpac Banking Corporation | 0.0 | $492k | 23k | 21.04 | |
Chevron Corporation (CVX) | 0.0 | $292k | 3.7k | 78.77 | |
Union Pacific Corporation (UNP) | 0.0 | $371k | 4.2k | 88.33 | |
Royal Dutch Shell | 0.0 | $355k | 7.5k | 47.33 | |
Hershey Company (HSY) | 0.0 | $266k | 2.9k | 91.72 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $261k | 9.5k | 27.42 | |
Targa Resources Partners | 0.0 | $212k | 7.3k | 29.04 |