Johnston Asset Management as of Sept. 30, 2016
Portfolio Holdings for Johnston Asset Management
Johnston Asset Management holds 78 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nxp Semiconductors N V (NXPI) | 11.1 | $244M | 2.4M | 101.98 | |
Broad | 9.4 | $208M | 1.2M | 172.59 | |
Allergan | 7.6 | $167M | 723k | 230.33 | |
HDFC Bank (HDB) | 7.5 | $164M | 2.3M | 71.88 | |
Mobileye | 5.2 | $113M | 2.7M | 42.57 | |
Qiagen | 4.7 | $104M | 3.8M | 27.44 | |
Asml Holding (ASML) | 4.6 | $102M | 930k | 109.62 | |
Baidu (BIDU) | 4.2 | $92M | 508k | 182.14 | |
Adobe Systems Incorporated (ADBE) | 2.2 | $49M | 447k | 108.51 | |
Stanley Black & Decker (SWK) | 1.9 | $42M | 338k | 122.97 | |
Edwards Lifesciences (EW) | 1.9 | $41M | 342k | 120.53 | |
Schlumberger (SLB) | 1.7 | $37M | 468k | 78.64 | |
Celgene Corporation | 1.6 | $36M | 342k | 104.56 | |
F5 Networks (FFIV) | 1.5 | $32M | 259k | 124.66 | |
Comcast Corporation (CMCSA) | 1.4 | $32M | 480k | 66.34 | |
Monsanto Company | 1.4 | $32M | 309k | 102.10 | |
MasterCard Incorporated (MA) | 1.4 | $31M | 302k | 101.79 | |
Marsh & McLennan Companies (MMC) | 1.4 | $30M | 449k | 67.25 | |
Medtronic (MDT) | 1.3 | $29M | 339k | 86.40 | |
Apple (AAPL) | 1.3 | $29M | 255k | 113.09 | |
Cognizant Technology Solutions (CTSH) | 1.3 | $28M | 588k | 47.72 | |
Automatic Data Processing (ADP) | 1.2 | $27M | 307k | 88.20 | |
Microsoft Corporation (MSFT) | 1.2 | $26M | 450k | 57.60 | |
Shire | 1.2 | $26M | 133k | 193.86 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $25M | 32k | 804.06 | |
Johnson & Johnson (JNJ) | 1.1 | $24M | 205k | 118.13 | |
Varian Medical Systems | 1.1 | $24M | 240k | 99.53 | |
Cisco Systems (CSCO) | 1.0 | $23M | 720k | 31.72 | |
Dick's Sporting Goods (DKS) | 1.0 | $22M | 391k | 56.72 | |
EOG Resources (EOG) | 1.0 | $22M | 224k | 96.71 | |
General Electric Company | 1.0 | $21M | 718k | 29.62 | |
FLIR Systems | 0.9 | $21M | 659k | 31.42 | |
Albemarle Corporation (ALB) | 0.9 | $20M | 237k | 85.27 | |
Alphabet Inc Class C cs (GOOG) | 0.9 | $20M | 26k | 778.34 | |
Cerner Corporation | 0.9 | $19M | 309k | 61.75 | |
Quest Diagnostics Incorporated (DGX) | 0.8 | $18M | 214k | 84.63 | |
Nielsen Hldgs Plc Shs Eur | 0.8 | $18M | 328k | 53.57 | |
Amazon (AMZN) | 0.8 | $17M | 20k | 837.50 | |
James Hardie Industries SE (JHX) | 0.7 | $16M | 1.0M | 15.73 | |
Becton, Dickinson and (BDX) | 0.7 | $16M | 88k | 179.73 | |
Fresenius Medical Care AG & Co. (FMS) | 0.7 | $16M | 356k | 43.77 | |
Facebook Inc cl a (META) | 0.7 | $16M | 121k | 128.27 | |
Koninklijke Philips Electronics NV (PHG) | 0.7 | $14M | 479k | 29.59 | |
Total (TTE) | 0.6 | $14M | 297k | 47.70 | |
FMC Corporation (FMC) | 0.6 | $13M | 264k | 48.34 | |
Novo Nordisk A/S (NVO) | 0.4 | $9.7M | 233k | 41.59 | |
Teradata Corporation (TDC) | 0.4 | $8.4M | 270k | 31.00 | |
Diageo (DEO) | 0.4 | $8.3M | 72k | 116.04 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $8.1M | 111k | 72.92 | |
ORIX Corporation (IX) | 0.3 | $7.6M | 102k | 74.16 | |
Enterprise Products Partners (EPD) | 0.3 | $6.5M | 234k | 27.63 | |
Jazz Pharmaceuticals (JAZZ) | 0.3 | $5.6M | 46k | 121.48 | |
Abbvie (ABBV) | 0.1 | $3.3M | 52k | 63.08 | |
Exxon Mobil Corporation (XOM) | 0.1 | $3.0M | 34k | 87.28 | |
Abbott Laboratories (ABT) | 0.1 | $2.2M | 52k | 42.29 | |
Liberty Property Trust | 0.1 | $2.3M | 57k | 40.36 | |
Dell Technologies Inc Class V equity | 0.1 | $2.1M | 44k | 47.79 | |
Procter & Gamble Company (PG) | 0.1 | $1.9M | 21k | 89.76 | |
M&T Bank Corporation (MTB) | 0.1 | $1.6M | 14k | 116.13 | |
Highwoods Properties (HIW) | 0.1 | $1.3M | 25k | 52.13 | |
Vodafone Group New Adr F (VOD) | 0.1 | $1.3M | 44k | 29.14 | |
At&t (T) | 0.0 | $803k | 20k | 40.63 | |
Merck & Co (MRK) | 0.0 | $821k | 13k | 62.43 | |
Oneok Partners | 0.0 | $885k | 22k | 39.94 | |
Energy Transfer Partners | 0.0 | $971k | 26k | 37.02 | |
Microchip Technology (MCHP) | 0.0 | $615k | 9.9k | 62.12 | |
Coca-Cola Company (KO) | 0.0 | $536k | 13k | 42.35 | |
Chevron Corporation (CVX) | 0.0 | $345k | 3.4k | 102.99 | |
Royal Dutch Shell | 0.0 | $416k | 8.3k | 50.12 | |
IPG Photonics Corporation (IPGP) | 0.0 | $469k | 5.7k | 82.28 | |
Westpac Banking Corporation | 0.0 | $532k | 23k | 22.75 | |
Continental Resources | 0.0 | $208k | 4.0k | 52.00 | |
Emerson Electric (EMR) | 0.0 | $290k | 5.3k | 54.50 | |
Credit Suisse Group | 0.0 | $185k | 14k | 13.15 | |
Linear Technology Corporation | 0.0 | $296k | 5.0k | 59.20 | |
Hershey Company (HSY) | 0.0 | $277k | 2.9k | 95.52 | |
Targa Res Corp (TRGP) | 0.0 | $222k | 4.5k | 49.05 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $280k | 9.5k | 29.41 |