VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$2.8B

Holdings

206

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
XYLXYLEM INC COM
$5.9M
JNJJOHNSON & JOHNSON COM
$5.7M
MCDMCDONALDS CORP COM
$4.9M
WMBWILLIAMS COS INC COM
$4.8M
SRESEMPRA COM
$4.7M
AREALEXANDRIA REAL ESTATE EQ IN COM
$4.5M
AEPAMERICAN ELEC PWR CO INC COM
$3.9M
HDHOME DEPOT INC COM
$3.9M
BNSBANK NOVA SCOTIA B C COM
$3.7M
NVDANVIDIA CORPORATION COM
$3.6M
CP.TOCANADIAN PAC RY LTD COM
$3.6M
XELXCEL ENERGY INC COM
$3.6M
LNGCHENIERE ENERGY INC COM NEW
$3.6M
VVISA INC COM CL A
$3.5M
CRMSALESFORCE COM INC COM
$3.4M
AWCAMERICAN WTR WKS CO INC NEW COM
$3.4M
HSTHOST HOTELS & RESORTS INC COM
$3.3M
DWDMORGAN STANLEY COM NEW
$3.1M
DDOMINION ENERGY INC COM
$3.0M
ENBENBRIDGE INC COM
$3.0M
TRPTC ENERGY CORP COM
$2.9M
LOWLOWES COS INC COM
$2.9M
ATVIEURACTIVISION BLIZZARD INC COM
$2.6M
ACNACCENTURE PLC IRELAND SHS CLASS A
$2.5M
ETRENTERGY CORP NEW COM
$2.5M
PGPROCTER AND GAMBLE CO COM
$2.5M
TXNTEXAS INSTRS INC COM
$2.3M
DISDISNEY WALT CO COM
$2.2M
KOCOCA COLA CO COM
$2.2M
NNNNATIONAL RETAIL PROPERTIES I COM
$2.1M
JCIJOHNSON CTLS INTL PLC SHS
$2.1M
DDOGDATADOG INC CL A COM
$2.1M
LINLINDE PLC SHS
$2.0M
BMYBRISTOL-MYERS SQUIBB CO COM
$1.9M
ICEINTERCONTINENTAL EXCHANGE IN COM
$1.8M
AAPLAPPLE INC COM
$1.7M
DOVDOVER CORP COM
$1.6M
EBAEBAY INC. COM
$1.6M
IPGINTERPUBLIC GROUP COS INC COM
$1.6M
AMGNAMGEN INC COM
$1.3M
NEMNEWMONT CORP COM
$1.3M
SOSOUTHERN CO COM
$1.3M
TDWTIDEWATER INC NEW COM
$1.2M
IFFINTERNATIONAL FLAVORS&FRAGRA COM
$992K
EIXEDISON INTL COM
$960K
SPGIS&P GLOBAL INC COM
$938K
DUKDUKE ENERGY CORP NEW COM NEW
$916K
PSAPUBLIC STORAGE COM
$913K
NOBLE CORP NEW SHS
$758K
ATOATMOS ENERGY CORP COM
$728K
UNHUNITEDHEALTH GROUP INC COM
$690K
CMSCMS ENERGY CORP COM
$683K
ESEVERSOURCE ENERGY COM
$580K
DDDUPONT DE NEMOURS INC COM
$495K
ABTABBOTT LABS COM
$466K
NFLXNETFLIX INC COM
$381K
AERAERCAP HOLDINGS NV SHS
$301K
TRVCCITIGROUP INC COM NEW
$299K
AONAON PLC SHS CL A
$281K
ACCUSDAMERICAN CAMPUS CMNTYS INC COM
$223K
CLCOLGATE PALMOLIVE CO COM
$218K
IBMINTERNATIONAL BUSINESS MACHS COM
$217K
JT5MUELLER WTR PRODS INC COM SER A
$209K
OTISOTIS WORLDWIDE CORP COM
$207K
WMTWALMART INC COM
$207K
TTELUS CORPORATION COM
$196K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$191K
CAGCONAGRA BRANDS INC COM
$186K
INTCINTEL CORP COM
$178K
EAELECTRONIC ARTS INC COM
$171K
VALVALARIS LIMITED CL A
$160K
PPGPPG INDS INC COM
$153K
COFCAPITAL ONE FINL CORP COM
$149K
RCI/BROGERS COMMUNICATIONS INC CL B
$96K
BCEBCE INC COM NEW
$91K
LLYLILLY ELI & CO COM
$91K
APTVAPTIV PLC SHS
$82K
CICIGNA CORP NEW COM
$66K
7HPHP INC COM
$55K
WYWEYERHAEUSER CO MTN BE COM NEW
$52K
MLB1MERCADOLIBRE INC COM
$52K
CSXCSX CORP COM
$47K
EQIXEQUINIX INC COM
$45K
VRTXVERTEX PHARMACEUTICALS INC COM
$44K
HPEHEWLETT PACKARD ENTERPRISE C COM
$43K
KELKELLOGG CO COM
$42K
MCOMOODYS CORP COM
$42K
BACBK OF AMERICA CORP COM
$40K
GMGENERAL MTRS CO COM
$36K
ROPROPER TECHNOLOGIES INC COM
$35K
STXSEAGATE TECHNOLOGY HLDNGS PL ORD SHS
$34K
CMICUMMINS INC COM
$31K
PEOEXELON CORP COM
$25K
GOOGLALPHABET INC CAP STK CL A
$23K
ESSESSEX PPTY TR INC COM
$16K
TMOTHERMO FISHER SCIENTIFIC INC COM
$13K
BLKCHFBLACKROCK INC COM
$13K
OGNORGANON & CO COMMON STOCK
$11K
BKNGBOOKING HOLDINGS INC COM
$10K
BM TECHNOLOGIES INC CL A COM
$7K
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