Alphinity Investment Management Pty Ltd Q1 2018 Filing

Filed May 9, 2018

Portfolio Value

$440.7B

Holdings

25

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (25 positions)

#StockSharesValue% PortfolioType
1
PFEPFIZER INC
855,517$30.4B6.89%
2
TWXCHFTIME WARNER INC
315,774$29.9B6.78%
3
BACBANK AMER CORP
949,362$28.5B6.46%
4
EOGEOG RES INC
219,194$23.1B5.24%
5
UNHUNITEDHEALTH GROUP INC
95,213$20.4B4.62%
6
TMOTHERMO FISHER SCIENTIFIC INC
97,738$20.2B4.58%
7
METAFACEBOOK INC
118,330$18.9B4.29%
8
AMATAPPLIED MATLS INC
327,818$18.2B4.14%
9
PLCECHILDRENS PL INC
134,045$18.1B4.11%
10
MDLZMONDELEZ INTL INC
431,663$18.0B4.09%
11
CBCHUBB LIMITED
129,418$17.7B4.02%
12
MRKMERCK & CO INC
324,957$17.7B4.02%
13
SPLKCHFSPLUNK INC
177,503$17.5B3.96%
14
JPMJPMORGAN CHASE & CO
146,748$16.1B3.66%
15
PEOEXELON CORP
405,875$15.8B3.59%
16
FLT1EURFLEETCOR TECHNOLOGIES INC
77,261$15.6B3.55%
17
MUMICRON TECHNOLOGY INC
299,296$15.6B3.54%
18
AMTAMERICAN TOWER CORP NEW
105,881$15.4B3.49%
19
WMTWALMART INC
170,537$15.2B3.44%
20
MTZMASTEC INC
279,784$13.2B2.99%
21
BCOBRINKS CO
183,304$13.1B2.97%
22
ABBVABBVIE INC
131,060$12.4B2.81%
23
CLSCA INC
345,223$11.7B2.66%
24
NOMDNOMAD FOODS LTD
616,539$9.7B2.20%
25
ETRAE TRADE FINANCIAL CORP
151,621$8.4B1.91%