Amova Asset Management Americas, Inc. Q2 2017 Filing

Filed August 4, 2017

Portfolio Value

$1.7T

Holdings

315

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (315 positions)

#StockSharesValue% PortfolioType
101
KMIKinder Morgan Inc/DE
263,100$5.0B0.30%
102
Israel Corp Ltd/The
1,041,526$4.9B0.29%
103
PSXPhillips 66
57,000$4.7B0.28%
104
TECK/BTeck Resources Ltd
256,651$4.4B0.26%
105
BABoeing Co/The
22,000$4.4B0.26%
106
KMBKimberly-Clark Corp
29,900$3.9B0.23%
107
MPCMarathon Petroleum Corp
72,800$3.8B0.23%
108
ETNEaton Corp PLC
47,400$3.7B0.22%
109
CMCanadian Imperial Bank of Com
44,400$3.6B0.21%
110
Rowan Cos Plc
341,900$3.5B0.21%
111
GISGeneral Mills Inc
59,600$3.3B0.20%
112
BNSBank of Nova Scotia/The
54,600$3.3B0.20%
113
PTENPatterson-UTI Energy Inc
158,500$3.2B0.19%
114
RESRFPS Management Co II LP
155,200$3.1B0.19%
115
EMREmerson Electric Co
52,200$3.1B0.19%
116
DPZDomino's Pizza Inc
14,300$3.0B0.18%
117
CMICummins Inc
18,500$3.0B0.18%
118
RCI/BRogers Communications Inc
59,400$2.8B0.17%
119
4I1Philip Morris International I
23,900$2.8B0.17%
120
TROWT Rowe Price Group Inc
37,700$2.8B0.17%
121
SJR/BEURShaw Communications Inc
117,100$2.5B0.15%
122
PAYXPaychex Inc
44,600$2.5B0.15%
123
GILDGilead Sciences Inc
35,100$2.5B0.15%
124
CELGCelgene Corp
17,700$2.3B0.14%
125
Seagate Technology PLC
57,800$2.2B0.13%
126
EBIXEUREbix Inc
40,790$2.2B0.13%
127
JNJJohnson & Johnson
16,200$2.1B0.13%
128
TAT&T Inc
55,100$2.1B0.12%
129
PEPPepsiCo Inc
17,400$2.0B0.12%
130
AMTAMT US
15,100$2.0B0.12%
131
PGRProgressive Corp/The
43,700$1.9B0.11%
132
Laboratory Corp of America Ho
11,500$1.8B0.11%
133
COOCooper Cos Inc/The
7,000$1.7B0.10%
134
W3UWestern Union Co/The
86,000$1.6B0.10%
135
MXIMMaxim Integrated Products Inc
36,300$1.6B0.10%
136
GEGeneral Electric Co
58,600$1.6B0.09%
137
RMEResMed Inc
20,200$1.6B0.09%
138
KEYKeyCorp
83,700$1.6B0.09%
139
ICLRICON PLC
15,900$1.6B0.09%
140
HBANHuntington Bancshares Inc/OH
113,000$1.5B0.09%
141
UNHUnitedHealth Group Inc
8,100$1.5B0.09%
142
ELEstee Lauder Cos Inc/The
15,600$1.5B0.09%
143
LKQ1LKQ Corp
45,300$1.5B0.09%
144
JPMJPMorgan Chase & Co
15,849$1.4B0.09%
145
DISWalt Disney Co/The
13,300$1.4B0.08%
146
7SUSummit Materials Inc
48,900$1.4B0.08%
147
SIVBEURSVB Financial Group
7,900$1.4B0.08%
148
KOCoca-Cola Co/The
30,800$1.4B0.08%
149
WFCWells Fargo & Co
24,200$1.3B0.08%
150
CMCSAComcast Corp
34,000$1.3B0.08%
151
BACBank of America Corp
50,600$1.2B0.07%
152
MMM3M Co
5,300$1.1B0.07%
153
MAMastercard Inc
8,800$1.1B0.06%
154
CSCOCisco Systems Inc
33,800$1.1B0.06%
155
ORCLOracle Corp
19,400$973.0M0.06%
156
HDHome Depot Inc/The
6,300$966.0M0.06%
157
TRPTransCanada Corp
20,200$962.0M0.06%
158
AWNAdvance Auto Parts Inc
7,700$898.0M0.05%
159
AMGNAmgen Inc
4,800$827.0M0.05%
160
ITWIllinois Tool Works Inc
5,700$817.0M0.05%
161
WMTWal-Mart Stores Inc
10,549$798.0M0.05%
162
MCDMcDonald's Corp
5,100$781.0M0.05%
163
CATCaterpillar Inc
7,000$752.0M0.04%
164
TXNTexas Instruments Inc
9,600$739.0M0.04%
165
AMATApplied Materials Inc
17,100$706.0M0.04%
166
HDSUSDHD Supply Holdings Inc
22,700$695.0M0.04%
167
CHTRCharter Communications Inc
2,000$674.0M0.04%
168
BACVerizon Communications Inc
14,000$625.0M0.04%
169
TWXCHFTime Warner Inc
6,211$624.0M0.04%
170
OGEOGE Energy Corp
17,700$616.0M0.04%
171
SPGSPG US
3,800$615.0M0.04%
172
PCGPG&E Corp
8,800$584.0M0.03%
173
TDToronto-Dominion Bank/The
11,300$569.0M0.03%
174
BKNGPriceline Group Inc/The
300$561.0M0.03%
175
MDTMedtronic PLC
6,100$541.0M0.03%
176
CVSCVS Health Corp
6,700$539.0M0.03%
177
BMYBristol-Myers Squibb Co
9,600$535.0M0.03%
178
HRSEURHarris Corp
4,900$534.0M0.03%
179
HONHoneywell International Inc
3,900$520.0M0.03%
180
AIGAmerican International Group
8,200$513.0M0.03%
181
EIXEdison International
6,400$500.0M0.03%
182
UNPUnion Pacific Corp
4,400$479.0M0.03%
183
BBDBBD US
55,596$473.0M0.03%
184
PRUPrudential Financial Inc
4,200$454.0M0.03%
185
PHParker-Hannifin Corp
2,700$432.0M0.03%
186
TRVTravelers Cos Inc/The
3,400$430.0M0.03%
187
ABTAbbott Laboratories
8,800$428.0M0.03%
188
ADBEAdobe Systems Inc
3,000$424.0M0.03%
189
SPGIS&P Global Inc
2,900$423.0M0.03%
190
LVSLas Vegas Sands Corp
6,500$415.0M0.02%
191
LLYEli Lilly & Co
5,000$412.0M0.02%
192
ACNAccenture PLC
3,300$408.0M0.02%
193
RYRoyal Bank of Canada
5,500$399.0M0.02%
194
UPSUnited Parcel Service Inc
3,600$398.0M0.02%
195
ALSAllstate Corp/The
4,500$398.0M0.02%
196
CMSCMS Energy Corp
8,400$389.0M0.02%
197
ADPAutomatic Data Processing Inc
3,800$389.0M0.02%
198
BKBank of New York Mellon Corp/
7,600$388.0M0.02%
199
BIIBBiogen Inc
1,400$380.0M0.02%
200
BLKCHFBlackRock Inc
900$380.0M0.02%
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