Aristotle Capital Management, LLC Q3 2016 Filing

Filed November 14, 2016

Portfolio Value

$9.6T

Holdings

109

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
MDTMEDTRONIC PLC
3,842,452$332.0B3.45%
2
ADBEADOBE SYS INC
2,995,489$325.1B3.38%
3
BAXBAXTER INTL INC
6,612,524$314.8B3.27%
4
MSFTMICROSOFT CORP
4,963,938$285.9B2.97%
5
HDHOME DEPOT INC
2,160,500$278.0B2.89%
6
WBAWALGREENS BOOTS ALLIANCE INC
3,397,411$273.9B2.84%
7
MCHPMICROCHIP TECHNOLOGY INC
4,304,342$267.5B2.78%
8
MLMMARTIN MARIETTA MATLS INC
1,482,798$265.6B2.76%
9
ABBVABBVIE INC
4,195,788$264.6B2.75%
10
TWXCHFTIME WARNER INC
3,303,774$263.0B2.73%
11
TXNTEXAS INSTRS INC
3,745,244$262.8B2.73%
12
PSXPHILLIPS 66
3,083,350$248.4B2.58%
13
FRCBFIRST REP BK SAN FRANCISCO C
3,173,629$244.7B2.54%
14
MDLZMONDELEZ INTL INC
5,534,246$243.0B2.52%
15
GDGENERAL DYNAMICS CORP
1,522,207$236.2B2.45%
16
WSMWILLIAMS SONOMA INC
4,619,535$236.0B2.45%
17
LENLENNAR CORP
5,565,751$235.7B2.45%
18
CBCHUBB LIMITED
1,840,620$231.3B2.40%
19
A4SAMERIPRISE FINL INC
2,307,695$230.2B2.39%
20
OSKOSHKOSH CORP
4,013,759$224.8B2.33%
21
AMGNAMGEN INC
1,343,855$224.2B2.33%
22
BACBANK AMER CORP
14,321,143$224.1B2.33%
23
PPGPPG INDS INC
2,128,065$220.0B2.28%
24
EQTEQT CORP
3,000,919$217.9B2.26%
25
DOW CHEM CO
4,161,540$215.7B2.24%
26
NVSNNOVARTIS A G
2,715,700$214.4B2.23%
27
UNUSDUNILEVER N V
4,595,314$211.8B2.20%
28
DHRDANAHER CORP DEL
2,651,157$207.8B2.16%
29
PXDEURPIONEER NAT RES CO
1,117,904$207.5B2.16%
30
ADMARCHER DANIELS MIDLAND CO
4,381,570$184.8B1.92%
31
AESAES CORP
14,160,954$182.0B1.89%
32
HALHALLIBURTON CO
3,947,324$177.2B1.84%
33
DEODIAGEO P L C
1,479,319$171.7B1.78%
34
PYPLPAYPAL HLDGS INC
4,119,698$168.8B1.75%
35
MTBM & T BK CORP
1,396,237$162.1B1.68%
36
NFGNATIONAL FUEL GAS CO N J
2,893,169$156.4B1.62%
37
JPMJPMORGAN CHASE & CO
2,243,475$149.4B1.55%
38
DEDEERE & CO
1,708,553$145.8B1.51%
39
BOKFBOK FINL CORP
1,798,013$124.0B1.29%
40
CFRCULLEN FROST BANKERS INC
1,695,770$122.0B1.27%
41
BBVABANCO BILBAO VIZCAYA ARGENTA
20,313,610$121.1B1.26%
42
MUFGMITSUBISHI UFJ FINL GROUP IN
23,698,851$119.7B1.24%
43
COTYCOTY INC
4,540,064$106.7B1.11%
44
GEGENERAL ELECTRIC CO
1,418,513$42.0B0.44%
45
LOWLOWES COS INC
501,124$36.2B0.38%
46
SCHWSCHWAB CHARLES CORP NEW
1,094,149$34.5B0.36%
47
KRKROGER CO
850,000$25.2B0.26%
48
DWDMORGAN STANLEY
730,000$23.4B0.24%
49
ACNACCENTURE PLC IRELAND
126,230$15.4B0.16%
50
SLBSCHLUMBERGER LTD
161,874$12.7B0.13%
51
BAMBROOKFIELD ASSET MGMT INC
306,197$10.8B0.11%
52
IWDISHARES TR
91,826$9.7B0.10%
53
STSENSATA TECHNOLOGIES HLDG NV
233,394$9.1B0.09%
54
UBSUBS GROUP AG
617,042$8.4B0.09%
55
IXORIX CORP
109,574$8.1B0.08%
56
TTENTOTAL S A
159,841$7.6B0.08%
57
CCOCAMECO CORP
791,443$6.8B0.07%
58
NGGNATIONAL GRID PLC
90,507$6.4B0.07%
59
VFCV F CORP
97,254$5.5B0.06%
60
JNJJOHNSON & JOHNSON
45,888$5.4B0.06%
61
ITWILLINOIS TOOL WKS INC
41,109$4.9B0.05%
62
PEPPEPSICO INC
43,007$4.7B0.05%
63
XOMEXXON MOBIL CORP
52,485$4.6B0.05%
64
ABTABBOTT LABS
98,432$4.2B0.04%
65
SPYSPDR S&P 500 ETF TR
15,020$3.2B0.03%
66
PFEPFIZER INC
78,951$2.7B0.03%
67
CHDCHURCH & DWIGHT INC
50,666$2.4B0.03%
68
SJMSMUCKER J M CO
17,917$2.4B0.03%
69
MMM3M CO
12,783$2.3B0.02%
70
AEMAGNICO EAGLE MINES LTD
41,258$2.2B0.02%
71
SYYSYSCO CORP
45,064$2.2B0.02%
72
CITCINTAS CORP
19,382$2.2B0.02%
73
AXTAAXALTA COATING SYS LTD
71,190$2.0B0.02%
74
CLCOLGATE PALMOLIVE CO
26,762$2.0B0.02%
75
PAGPENSKE AUTOMOTIVE GRP INC
39,385$1.9B0.02%
76
KMBKIMBERLY CLARK CORP
10,370$1.3B0.01%
77
FELEFRANKLIN ELEC INC
31,934$1.3B0.01%
78
JWNUSDNORDSTROM INC
23,133$1.2B0.01%
79
KOCOCA COLA CO
28,000$1.2B0.01%
80
AXPAMERICAN EXPRESS CO
17,655$1.1B0.01%
81
BRK-BBERKSHIRE HATHAWAY INC DEL
5$1.1B0.01%
82
INTUINTUIT
8,360$920.0M0.01%
83
UTXZUNITED TECHNOLOGIES CORP
8,907$905.0M0.01%
84
EMREMERSON ELEC CO
16,399$894.0M0.01%
85
GWWGRAINGER W W INC
3,533$794.0M0.01%
86
ECLECOLAB INC
5,400$657.0M0.01%
87
DISDISNEY WALT CO
6,836$635.0M0.01%
88
UNPUNION PAC CORP
6,032$588.0M0.01%
89
ZBHZIMMER BIOMET HLDGS INC
4,500$585.0M0.01%
90
DOVDOVER CORP
7,620$561.0M0.01%
91
USBUS BANCORP DEL
13,000$558.0M0.01%
92
DCIDONALDSON INC
14,900$556.0M0.01%
93
ULUNILEVER PLC
10,799$512.0M0.01%
94
CVXCHEVRON CORP NEW
4,800$494.0M0.01%
95
PGPROCTER AND GAMBLE CO
5,262$472.0M0.00%
96
HSYHERSHEY CO
4,381$419.0M0.00%
97
BRK/BBERKSHIRE HATHAWAY INC DEL
2,650$383.0M0.00%
98
IXJISHARES TR
3,300$332.0M0.00%
99
EFAISHARES TR
5,545$328.0M0.00%
100
BDXBECTON DICKINSON & CO
1,650$297.0M0.00%
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