Aristotle Capital Management, LLC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$52.3T

Holdings

179

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (179 positions)

#StockSharesValue% PortfolioType
101
RLTOTALENERGIES SE
712,207$29.5B0.06%
102
CCLCARNIVAL CORP
1,030,156$27.2B0.05%
103
MARUI GROUP CO LTD
1,500,426$26.5B0.05%
104
EFAISHARES TR
331,176$26.1B0.05%
105
ERSTE GROUP BANK AG
755,485$26.0B0.05%
106
MASIRENTOKIL INITIAL PLC
3,772,992$25.8B0.05%
107
AMUNDI SA
290,597$25.6B0.05%
108
AMKRCAMECO CORP
1,466,357$25.5B0.05%
109
OTSUKA HOLDINGS CO LTD
629,800$24.8B0.05%
110
SAFRAN SA
172,343$23.9B0.05%
111
EXPERIAN PLC
613,673$23.6B0.05%
112
UNILEVER PLC
392,764$23.0B0.04%
113
NVSNOVARTIS AG
220,384$20.1B0.04%
114
CLOSE BROTHERS GROUP PLC
956,420$20.0B0.04%
115
BACBK OF AMERICA CORP
566,472$19.6B0.04%
116
RECKITT BENCKISER GROUP PLC
216,854$19.2B0.04%
117
CARNIVAL PLC
720,141$15.3B0.03%
118
SYYSYSCO CORP
176,749$13.7B0.03%
119
MRATIONAL AG
18,085$13.4B0.03%
120
IWDISHARES TR
82,692$13.1B0.03%
121
PAGPENSKE AUTOMOTIVE GRP INC
190,144$12.0B0.02%
122
AXTAAXALTA COATING SYS LTD
371,275$9.4B0.02%
123
LENLENNAR CORP
113,853$9.3B0.02%
124
EWYISHARES INC
95,139$8.9B0.02%
125
ABTABBOTT LABS
75,598$8.8B0.02%
126
LHXPAN PACIFIC INTERNATIONAL HOLDINGS CORP
511,400$8.7B0.02%
127
ABBVABBVIE INC
75,277$8.5B0.02%
128
VFCV F CORP
71,819$5.9B0.01%
129
JNJJOHNSON & JOHNSON
34,400$5.7B0.01%
130
PEPPEPSICO INC
36,007$5.3B0.01%
131
CITCINTAS CORP
12,417$4.7B0.01%
132
MUFGMITSUBISHI UFJ FINANCIAL GROUP INC
1,054,900$4.5B0.01%
133
RYROYAL BK CDA
33,470$3.4B0.01%
134
CHDCHURCH & DWIGHT INC
37,316$3.2B0.01%
135
PFEPFIZER INC
69,179$2.7B0.01%
136
SYFSAMSUNG ELECTRONICS CO LTD
40,800$2.7B0.01%
137
ITWILLINOIS TOOL WKS INC
11,066$2.5B0.00%
138
XOMEXXON MOBIL CORP
36,628$2.3B0.00%
139
AXPAMERICAN EXPRESS CO
13,196$2.2B0.00%
140
CLCOLGATE PALMOLIVE CO
26,762$2.2B0.00%
141
SSUSAMSUNG ELECTRONICS CO LTD SPONS ADR
1,220$2.2B0.00%
142
FELEFRANKLIN ELEC INC
26,034$2.1B0.00%
143
BRK-BBERKSHIRE HATHAWAY INC DEL
5$2.1B0.00%
144
MMM3M CO
9,608$1.9B0.00%
145
SJMSMUCKER J M CO
13,317$1.7B0.00%
146
KMBKIMBERLY-CLARK CORP
10,290$1.4B0.00%
147
PXDEURPIONEER NAT RES CO
8,400$1.4B0.00%
148
EMREMERSON ELEC CO
13,600$1.3B0.00%
149
AAPLAPPLE INC
8,000$1.1B0.00%
150
UNPUNION PAC CORP
4,952$1.1B0.00%
151
BRK/BBERKSHIRE HATHAWAY INC DEL
3,500$973.0M0.00%
152
IXJISHARES TR
10,700$889.0M0.00%
153
NEM.DENEMETSCHEK SE SHS
11,656$857.0M0.00%
154
INTUINTUIT
1,720$843.0M0.00%
155
GWWGRAINGER W W INC
1,883$825.0M0.00%
156
RATIONAL AG SHS
833$753.0M0.00%
157
USBUS BANCORP DEL
13,000$741.0M0.00%
158
ZBHZIMMER BIOMET HOLDINGS INC
4,500$724.0M0.00%
159
DCIDONALDSON INC
10,900$692.0M0.00%
160
VVISA INC
2,700$631.0M0.00%
161
JWNUSDNORDSTROM INC
16,000$585.0M0.00%
162
DQJCYPAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADS
26,613$553.0M0.00%
163
BAMBROOKFIELD ASSET MGMT REINS
9,504$494.0M0.00%
164
MDLZMONDELEZ INTL INC
7,400$462.0M0.00%
165
DOVDOVER CORP
3,020$455.0M0.00%
166
SBUXSTARBUCKS CORP
4,000$447.0M0.00%
167
COSTCOSTCO WHSL CORP NEW
1,100$435.0M0.00%
168
KTBKONTOOR BRANDS INC
7,187$405.0M0.00%
169
SYKSTRYKER CORPORATION
1,400$364.0M0.00%
170
VEAVANGUARD TAX-MANAGED INTL FD
6,211$320.0M0.00%
171
BROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD
5,463$289.0M0.00%
172
DOWDOW INC
4,474$283.0M0.00%
173
CVXCHEVRON CORP NEW
2,632$276.0M0.00%
174
DDDUPONT DE NEMOURS INC
3,259$252.0M0.00%
175
WMTWALMART INC
1,610$227.0M0.00%
176
NEENEXTERA ENERGY INC
2,920$214.0M0.00%
177
NSRGYNESTLE SA
1,696$211.0M0.00%
178
CATCATERPILLAR INC
932$203.0M0.00%
179
TAT&T INC
7,030$202.0M0.00%
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