Oechsle International Advisors as of March 31, 2011
Portfolio Holdings for Oechsle International Advisors
Oechsle International Advisors holds 39 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldcorp | 21.3 | $30M | 593k | 49.80 | |
| Cameco Corporation (CCJ) | 15.0 | $21M | 690k | 30.04 | |
| Sony Corporation (SONY) | 6.7 | $9.3M | 293k | 31.83 | |
| Kinross Gold Corp (KGC) | 6.5 | $9.0M | 573k | 15.75 | |
| Sap (SAP) | 3.7 | $5.1M | 83k | 61.35 | |
| Siemens (SIEGY) | 3.6 | $5.0M | 36k | 137.32 | |
| Sina Corporation | 3.4 | $4.6M | 43k | 107.02 | |
| Repsol YPF (REPYY) | 2.9 | $4.1M | 118k | 34.30 | |
| Royal Dutch Shell | 2.2 | $3.1M | 42k | 72.86 | |
| Novo Nordisk A/S (NVO) | 2.1 | $3.0M | 24k | 125.22 | |
| GlaxoSmithKline | 1.8 | $2.5M | 66k | 38.40 | |
| Eni S.p.A. (E) | 1.7 | $2.4M | 48k | 49.12 | |
| Infosys Technologies (INFY) | 1.7 | $2.4M | 33k | 71.70 | |
| Kubota Corporation (KUBTY) | 1.6 | $2.2M | 47k | 47.09 | |
| ING Groep (ING) | 1.6 | $2.2M | 173k | 12.71 | |
| Toyota Motor Corporation (TM) | 1.6 | $2.2M | 27k | 80.22 | |
| Grupo Televisa (TV) | 1.3 | $1.9M | 76k | 24.53 | |
| Deutsche Bank Ag-registered (DB) | 1.3 | $1.9M | 31k | 59.05 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 1.3 | $1.8M | 142k | 12.86 | |
| Telefonica (TEF) | 1.3 | $1.8M | 72k | 25.22 | |
| Royal Dutch Shell | 1.3 | $1.8M | 24k | 73.23 | |
| Unilever | 1.3 | $1.8M | 56k | 31.36 | |
| Statoil ASA | 1.2 | $1.7M | 63k | 27.64 | |
| ORIX Corporation (IX) | 1.2 | $1.7M | 36k | 46.57 | |
| Canon (CAJPY) | 1.2 | $1.7M | 38k | 43.34 | |
| Prudential Public Limited Company (PUK) | 1.1 | $1.6M | 70k | 22.72 | |
| Lloyds TSB (LYG) | 1.1 | $1.6M | 422k | 3.70 | |
| Credit Suisse Group | 1.1 | $1.5M | 35k | 42.55 | |
| Aegon | 1.0 | $1.4M | 182k | 7.50 | |
| Sanofi-Aventis SA (SNY) | 1.0 | $1.4M | 39k | 35.22 | |
| AstraZeneca (AZN) | 0.9 | $1.2M | 26k | 46.08 | |
| Mitsubishi UFJ Financial (MUFG) | 0.8 | $1.1M | 243k | 4.60 | |
| France Telecom SA | 0.8 | $1.1M | 50k | 22.49 | |
| Alcatel-Lucent | 0.7 | $1.0M | 177k | 5.81 | |
| Nokia Corporation (NOK) | 0.7 | $923k | 109k | 8.50 | |
| Potash Corp. Of Saskatchewan I | 0.5 | $747k | 13k | 58.89 | |
| Nomura Holdings (NMR) | 0.5 | $754k | 145k | 5.20 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $576k | 47k | 12.16 | |
| Veolia Environnement (VEOEY) | 0.3 | $414k | 13k | 31.10 |
