VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$1.6B

Holdings

198

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (198 positions)

StockValue
PEGPUBLIC SVC ENTERPRISE GRP IN COM
$2.8M
MRKMERCK & CO INC COM
$2.7M
SYYSYSCO CORP COM
$2.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$2.6M
ENBENBRIDGE INC COM
$2.5M
XYLXYLEM INC COM
$2.4M
VENVENTAS INC COM
$2.4M
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW
$2.3M
HDHOME DEPOT INC COM
$2.3M
UNPUNION PACIFIC CORP COM
$2.1M
BNSBANK N S HALIFAX COM
$2.1M
PPGPPG INDS INC COM
$1.9M
NEENEXTERA ENERGY INC COM
$1.8M
LINLINDE PLC SHS
$1.8M
PGPROCTER & GAMBLE CO COM
$1.7M
AXPAMERICAN EXPRESS CO COM
$1.5M
MCDMCDONALDS CORP COM
$1.4M
KOCOCA COLA CO COM
$1.4M
CMECME GROUP INC COM
$1.4M
DISDISNEY WALT CO COM DISNEY
$1.3M
AMGNAMGEN INC COM
$1.3M
UPSUNITED PARCEL SERVICE INC CL B
$1.3M
PSXPHILLIPS 66 COM
$1.2M
CBCHUBB LIMITED COM
$1.2M
ABBVABBVIE INC COM
$1.2M
PEPPEPSICO INC COM
$1.1M
INTCINTEL CORP COM
$1.1M
BMYBRISTOL MYERS SQUIBB CO COM
$1.0M
PPLPEMBINA PIPELINE CORP COM
$1.0M
XELXCEL ENERGY INC COM
$979K
TXNTEXAS INSTRS INC COM
$914K
ESEVERSOURCE ENERGY COM
$907K
CRMSALESFORCE COM INC COM
$895K
NVDANVIDIA CORP COM
$893K
EIXEDISON INTL COM
$869K
ADBEADOBE INC COM
$852K
CP.TOCANADIAN PAC RY LTD COM
$848K
AWCAMERICAN WTR WKS CO INC NEW COM
$840K
CMSCMS ENERGY CORP COM
$808K
CSXCSX CORP COM
$799K
ACNACCENTURE PLC IRELAND SHS CLASS A
$757K
LNTALLIANT ENERGY CORP COM
$751K
EQIXEQUINIX INC COM
$648K
WMBWILLIAMS COS INC DEL COM
$639K
S76STORE CAP CORP COM
$629K
SRESEMPRA ENERGY COM
$628K
EAELECTRONIC ARTS INC COM
$587K
IBMINTERNATIONAL BUSINESS MACHS COM
$559K
JCIJOHNSON CTLS INTL PLC SHS
$549K
LNGCHENIERE ENERGY INC COM NEW
$477K
AEPAMERICAN ELEC PWR CO INC COM
$430K
MGAMAGNA INTL INC COM
$363K
DDOMINION ENERGY INC COM
$298K
TAT&T INC COM
$260K
GIB/ACGI INC CL A SUB VTG
$260K
CNPCENTERPOINT ENERGY INC COM
$244K
COFCAPITAL ONE FINL CORP COM
$234K
AAPLAPPLE INC COM
$201K
LUVSOUTHWEST AIRLS CO COM
$180K
ROSTROSS STORES INC COM
$175K
7HPHP INC COM
$171K
WMWASTE MGMT INC DEL COM
$157K
FDXFEDEX CORP COM
$156K
FMCF M C CORP COM NEW
$146K
AERAERCAP HOLDINGS NV SHS
$141K
NSCNORFOLK SOUTHERN CORP COM
$140K
NVONOVO-NORDISK A S ADR
$117K
ZBHZIMMER BIOMET HLDGS INC COM
$116K
SYFSYNCHRONY FINL COM
$115K
APDAIR PRODS & CHEMS INC COM
$111K
METMETLIFE INC COM
$111K
TFCTRUIST FINL CORP COM
$106K
ORCLORACLE CORP COM
$100K
BDXBECTON DICKINSON & CO COM
$97K
ELVANTHEM INC COM
$90K
CUBICUSTOMERS BANCORP INC COM
$88K
PFEPFIZER INC COM
$81K
TRVCCITIGROUP INC COM NEW
$73K
TPCTUTOR PERINI CORP COM
$55K
TECK/BTECK RESOURCES LTD CL B
$51K
ARANTERO RES CORP COM
$49K
TTELUS CORP COM
$45K
DISCAUSDDISCOVERY INC COM SER A
$40K
WYWEYERHAEUSER CO COM
$36K
HESHESS CORP COM
$35K
IRINGERSOLL-RAND PLC SHS
$35K
BACBANK AMER CORP COM
$34K
KELKELLOGG CO COM
$31K
CMICUMMINS INC COM
$31K
GMGENERAL MTRS CO COM
$29K
NEMNEWMONT GOLDCORP CORPORATION COM
$27K
BCEBCE INC COM NEW
$27K
HPEHEWLETT PACKARD ENTERPRISE C COM
$19K
PEOEXELON CORP COM
$15K
VMWEURVMWARE INC CL A COM
$9K
GOOGLALPHABET INC CAP STK CL A
$7K
BKNGBOOKING HLDGS INC COM
$4K
BLKCHFBLACKROCK INC COM
$3K
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