Aristotle Capital Management, LLC Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$33.1T

Holdings

171

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
DHRDANAHER CORPORATION
7,482,041$1.6T4.86%
2
ADBEADOBE SYSTEMS INCORPORATED
3,056,616$1.5T4.52%
3
MSFTMICROSOFT CORP
6,659,937$1.4T4.23%
4
AKXANSYS INC
3,974,953$1.3T3.93%
5
AMGNAMGEN INC
4,167,910$1.1T3.20%
6
LENLENNAR CORP
12,231,549$999.1B3.02%
7
QCOMQUALCOMM INC
7,906,668$930.5B2.81%
8
MCHPMICROCHIP TECHNOLOGY INC.
8,854,797$909.9B2.75%
9
SONYSONY CORP
11,580,652$888.8B2.68%
10
MDTMEDTRONIC PLC
8,013,030$832.7B2.52%
11
PGPROCTER AND GAMBLE CO
5,856,158$813.9B2.46%
12
KOCOCA COLA CO
15,877,221$783.9B2.37%
13
PYPLPAYPAL HLDGS INC
3,971,919$782.6B2.36%
14
PHPARKER-HANNIFIN CORP
3,862,287$781.5B2.36%
15
RPMRPM INTL INC
9,315,227$771.7B2.33%
16
CTVACORTEVA INC
26,238,813$755.9B2.28%
17
A4SAMERIPRISE FINL INC
4,872,720$750.9B2.27%
18
TWTRUSDTWITTER INC
16,820,309$748.5B2.26%
19
XYLXYLEM INC
8,805,845$740.7B2.24%
20
MLMMARTIN MARIETTA MATLS INC
3,128,822$736.4B2.22%
21
JCIJOHNSON CTLS INTL PLC
17,147,151$700.5B2.12%
22
ALCALCON AG
12,237,850$696.9B2.11%
23
OSKOSHKOSH CORP
9,387,120$690.0B2.08%
24
ALLEALLEGION PLC
6,898,358$682.3B2.06%
25
ELANELANCO ANIMAL HEALTH INC
24,100,769$673.1B2.03%
26
JPMJPMORGAN CHASE & CO
6,872,181$661.6B2.00%
27
CTRACABOT OIL & GAS CORP
37,583,682$652.5B1.97%
28
PNCPNC FINL SVCS GROUP INC
5,692,928$625.7B1.89%
29
NVSNNOVARTIS AG
6,759,493$587.8B1.78%
30
TSNTYSON FOODS INC
8,931,470$531.2B1.60%
31
GDGENERAL DYNAMICS CORP
3,511,946$486.2B1.47%
32
COFCAPITAL ONE FINL CORP
6,758,909$485.7B1.47%
33
CBCHUBB LIMITED
4,175,108$484.8B1.46%
34
WSMWILLIAMS SONOMA INC
5,120,657$463.1B1.40%
35
CBSHCOMMERCE BANCSHARES INC
7,410,966$417.2B1.26%
36
PSXPHILLIPS 66
7,432,566$385.3B1.16%
37
SUISUN CMNTYS INC
2,678,019$376.6B1.14%
38
ELSEQUITY LIFESTYLE PPTYS INC
5,938,200$364.0B1.10%
39
EWBCEAST WEST BANCORP INC
10,560,854$345.8B1.04%
40
WBAWALGREENS BOOTS ALLIANCE INC
7,917,702$284.4B0.86%
41
MUFGMITSUBISHI UFJ FINL GROUP IN
66,860,444$268.1B0.81%
42
CFRCULLEN FROST BANKERS INC
4,152,787$265.6B0.80%
43
PXDEURPIONEER NAT RES CO
3,075,565$264.5B0.80%
44
CINFCINCINNATI FINL CORP
3,212,131$250.4B0.76%
45
BACBK OF AMERICA CORP
8,577,287$206.6B0.62%
46
BOKFBOK FINL CORP
3,613,499$186.1B0.56%
47
HONHONEYWELL INTL INC
875,012$144.0B0.44%
48
ACNACCENTURE PLC IRELAND
314,277$71.0B0.21%
49
SYIEYSYMRISE AG UNSPONS ADR
1,506,556$52.1B0.16%
50
NJDCYNIDEC CORP SPONS ADR
1,948,946$45.5B0.14%
51
BAMBROOKFIELD ASSET MGMT INC
1,350,417$44.6B0.13%
52
DASTYDASSAULT SYSTEMES SE SPONS ADR
237,987$44.6B0.13%
53
EXPGYEXPERIAN PLC SPONS ADR
1,130,590$42.6B0.13%
54
RTORENTOKIL INITIAL PLC SPONS ADR
1,165,806$40.6B0.12%
55
AKZOYAKZO NOBEL NV SPONS ADR
1,199,075$40.5B0.12%
56
DWDMORGAN STANLEY
831,306$40.2B0.12%
57
ASHTYASHTEAD GROUP PLC UNSPONS ADR
272,706$39.5B0.12%
58
UNUSDUNILEVER N V
645,854$39.0B0.12%
59
LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE ADR
401,799$37.8B0.11%
60
FANUYFANUC CORP ADR
1,959,766$37.5B0.11%
61
CCEPCOCA COLA EUROPEAN PARTNERS
956,059$37.3B0.11%
62
HEINYHEINEKEN NV SPONS ADR L1
825,017$36.7B0.11%
63
ASAZYASSA ABLOY AB SPONS ADR
3,086,053$36.1B0.11%
64
KUBTYKUBOTA CORP ADR
394,871$35.4B0.11%
65
AAGIYAIA GROUP LTD SPONS ADR
888,240$35.2B0.11%
66
MGAMAGNA INTL INC
756,423$34.6B0.10%
67
KDDIYKDDI CORP ADR
2,653,142$33.4B0.10%
68
SPYSPDR S&P 500 ETF TR
96,390$32.3B0.10%
69
RECKITT BENCKISER GROUP PLC SPONS ADR
1,566,443$30.7B0.09%
70
OTSKYOTSUKA HOLDINGS CO LTD UNSPONS ADR
1,428,266$30.1B0.09%
71
MAURYMARUI GROUP CO LTD ADR
784,130$30.1B0.09%
72
INGING GROEP N.V.
4,102,787$29.0B0.09%
73
CMPGYCOMPASS GROUP PLC SPONS ADR
1,826,704$27.6B0.08%
74
DBSDYDBS GROUP HOLDINGS LTD SPONS ADR
463,789$27.3B0.08%
75
DASSAULT SYSTEMES SE
144,850$26.4B0.08%
76
IBOCNIDEC CORP
274,422$25.5B0.08%
77
SAFRYSAFRAN SA SPONS ADR
1,028,440$25.5B0.08%
78
TTENTOTAL SE
719,688$24.7B0.07%
79
SYMRISE AG
177,891$24.6B0.07%
80
OGNSONY CORP
319,770$24.4B0.07%
81
BASFYBASF SE SPONS ADR
1,534,124$23.4B0.07%
82
UBSUBS GROUP AG
2,032,678$22.7B0.07%
83
IXORIX CORP
347,380$21.7B0.07%
84
CLOSE BROTHERS GROUP PLC UNSPONS ADR
741,562$19.6B0.06%
85
GLLVMH MOET HENNESSY LOUIS VUITTON SE
41,683$19.5B0.06%
86
AIA GROUP LTD
1,928,380$18.4B0.06%
87
FANUC CORP
95,200$18.2B0.05%
88
EBKDYERSTE GROUP BANK AG SPONS ADR
1,696,953$18.0B0.05%
89
FLRKUBOTA CORP
989,870$17.1B0.05%
90
ASSA ABLOY AB
664,917$15.3B0.05%
91
CCOCAMECO CORP
1,497,753$15.1B0.05%
92
ALCALCON INC
266,299$14.7B0.04%
93
EFAISHARES TR
230,778$14.7B0.04%
94
AKZO NOBEL NV
143,999$14.6B0.04%
95
EXPERIAN PLC
386,480$14.6B0.04%
96
HEINEKEN NV
162,837$14.5B0.04%
97
MASIRENTOKIL INITIAL PLC
2,071,029$14.3B0.04%
98
ASHTEAD GROUP PLC
391,255$14.2B0.04%
99
MARUI GROUP CO LTD
735,140$14.0B0.04%
100
EXELKDDI CORP
552,870$13.9B0.04%
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