Amova Asset Management Americas, Inc. Q2 2017 Filing

Filed August 4, 2017

Portfolio Value

$1.7B

Holdings

315

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (315 positions)

StockValue
JCIJohnson Controls Internationa
$364K
CECelanese Corp
$351K
ADIAnalog Devices Inc
$350K
FDXFedEx Corp
$348K
FEFirstEnergy Corp
$341K
DUKDuke Energy Corp
$334K
DWDMorgan Stanley
$334K
UBS Group AG
$325K
Ingersoll-Rand PLC
$311K
Dr Pepper Snapple Group Inc
$310K
CPBCampbell Soup Co
$302K
GMGeneral Motors Co
$300K
LyondellBasell Industries NV
$287K
KELKellogg Co
$278K
STZConstellation Brands Inc
$271K
HUMHumana Inc
$265K
COFCapital One Financial Corp
$264K
WYNEURWyndham Worldwide Corp
$261K
ENBEnbridge Inc
$255K
Twenty-First Century Fox Inc
$247K
SIRIEURLiberty Media Corp
$244K
SLG2EURSLG US
$243K
SYYSysco Corp
$226K
FFord Motor Co
$214K
BMOBank of Montreal
$206K
LRCXEURLam Research Corp
$198K
SOSouthern Co/The
$187K
ROSTRoss Stores Inc
$185K
Ferrari NV
$180K
A4SAmeriprise Financial Inc
$178K
DYHTarget Corp
$167K
7HPHP Inc
$166K
WBAWalgreens Boots Alliance Inc
$157K
SJMJM Smucker Co/The
$154K
XLNXEURXilinx Inc
$154K
PYPLNXP Semiconductors NV
$153K
MFCManulife Financial Corp
$151K
HPEHewlett Packard Enterprise Co
$149K
AFLAflac Inc
$148K
LOWLowe's Cos Inc
$147K
CNRCanadian National Railway Co
$146K
FDCKKR & Co LP
$140K
IVZInvesco Ltd
$137K
HRLHormel Foods Corp
$136K
LivaNova PLC
$135K
WDCWestern Digital Corp
$133K
KRKroger Co/The
$128K
CTXSEURCitrix Systems Inc
$127K
AerCap Holdings NV
$121K
BMRNBioMarin Pharmaceutical Inc
$118K
GGP US
$118K
TE Connectivity Ltd
$118K
OKEONEOK Inc
$115K
LOGMEURLogMeIn Inc
$112K
Fiat Chrysler Automobiles NV
$111K
PVHPVH Corp
$103K
GIBCGI Group Inc
$102K
PKGPackaging Corp of America
$100K
PLDPLD US
$100K
MUMicron Technology Inc
$99K
DALDelta Air Lines Inc
$97K
SUXSYNNEX Corp
$96K
VRSNVeriSign Inc
$93K
Bioverativ Inc
$93K
Quintiles IMS Holdings Inc
$90K
LPTUSDLPT US
$90K
CNDTConduent Inc
$90K
MANManpowerGroup Inc
$89K
ORLYO'Reilly Automotive Inc
$87K
TJXTJX Cos Inc/The
$87K
TRVCCitigroup Inc
$87K
DVNDevon Energy Corp
$86K
PPLPembina Pipeline Corp
$86K
UHSUniversal Health Services Inc
$85K
DLTRDollar Tree Inc
$84K
Tesoro Corp
$84K
CICigna Corp
$84K
INGRIngredion Inc
$83K
GRMNGarmin Ltd
$82K
IMOExxon Mobil Corp
$82K
DFSEURDiscover Financial Services
$81K
SBACSBAC US
$81K
FTSFortis Inc/Canada
$81K
WMWaste Management Inc
$81K
MEOHMethanex Corp
$79K
SNASnap-on Inc
$79K
PCARPACCAR Inc
$79K
VMWEURDell Technologies Inc
$79K
USBUS Bancorp
$78K
WHRWhirlpool Corp
$77K
MCHPMicrochip Technology Inc
$77K
BFHAlliance Data Systems Corp
$77K
SYFSynchrony Financial
$75K
WOOFoot Locker Inc
$74K
YUMYum! Brands Inc
$74K
DEDeere & Co
$74K
KLACKLA-Tencor Corp
$73K
ARWArrow Electronics Inc
$71K
LEALear Corp
$71K
URIUnited Rentals Inc
$68K
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