DnB Asset Management AS Q4 2016 Filing

Filed January 17, 2017

Portfolio Value

$5.4B

Holdings

550

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (550 positions)

#StockSharesValue% PortfolioType
1
GOOGLAlphabet Inc A-Shares
344,010$272.6M5.00%
2
AAPLApple Inc
2,067,194$239.4M4.39%
3
MSFTMicrosoft Corp
3,277,989$203.7M3.74%
4
JNJJohnson & Johnson
1,289,425$148.6M2.73%
5
ORCLOracle Corp
3,275,148$125.9M2.31%
6
APCAnadarko Petroleum Corp
1,770,597$123.5M2.27%
7
CMCSAComcast Corp
1,679,246$116.0M2.13%
8
BACBank Of America Corp
5,165,754$114.2M2.10%
9
METAFacebook Inc
975,217$112.2M2.06%
10
TRVCCitigroup Inc
1,829,975$108.8M2.00%
11
UNHUnitedhealth Group Inc
587,602$94.0M1.73%
12
Mellanox Technologies Ltd
1,982,969$81.1M1.49%
13
WDCWestern Digital Corp
1,150,491$78.2M1.43%
14
Ingersoll-Rand Plc
1,027,999$77.1M1.42%
15
PXDEURPioneer Natural Resources Co
405,951$73.1M1.34%
16
CSCOCisco Systems Inc
2,395,453$72.4M1.33%
17
PFEPfizer Inc
2,063,592$67.0M1.23%
18
CTSHCognizant Technology Solutions Corp
1,153,525$64.6M1.19%
19
MGAMagna International Inc
1,458,257$63.3M1.16%
20
CSIQCanadian Solar Inc
4,837,742$59.0M1.08%
21
SYFSynchrony Financial
1,602,832$58.1M1.07%
22
VMWEURVMware Inc
715,759$56.4M1.03%
23
4DHDana Holding Incorporated
2,956,826$56.1M1.03%
24
VSHVishay Intertechnology Inc
3,351,023$54.3M1.00%
25
TEN1Tenneco Inc
859,859$53.7M0.99%
26
ABTAbbott Laboratories
1,289,876$49.5M0.91%
27
JCIJohnson Controls International PLC
1,115,971$46.0M0.84%
28
G3VGreen Plains Inc
1,569,668$43.7M0.80%
29
KMXCarMax Inc
675,215$43.5M0.80%
30
JPMJPMorgan Chase & Co
501,024$43.2M0.79%
31
Fitbit Inc
5,718,526$41.9M0.77%
32
BWABorgwarner Inc
1,049,272$41.4M0.76%
33
XOMExxon Mobil Corp
437,236$39.5M0.72%
34
CVSCvs Health Corp
498,765$39.4M0.72%
35
CCLCarnival Corp
748,106$38.9M0.71%
36
ZNGAEURZynga Inc
14,847,789$38.2M0.70%
37
CRMSalesforce.com Inc
496,778$34.0M0.62%
38
GEGeneral Electric Co
1,043,458$33.0M0.61%
39
VIAVViavi Solutions Inc
4,006,939$32.8M0.60%
40
Lyondellbasell Industries NV
379,022$32.5M0.60%
41
REGIEURRenewable Energy Group Inc
3,081,833$29.9M0.55%
42
Bunge Ltd
407,153$29.4M0.54%
43
GOOGAlphabet Inc C-Shares
37,929$29.3M0.54%
44
NBL2EURNoble Energy Inc
759,644$28.9M0.53%
45
PGProcter & Gamble Co/The
336,646$28.3M0.52%
46
AMZNAmazon.Com Inc
37,254$27.9M0.51%
47
METMetlife Inc
516,059$27.8M0.51%
48
KOCoca-Cola Co/The
653,465$27.1M0.50%
49
INTCIntel Corp
720,310$26.1M0.48%
50
MRKMerck & Co Inc
432,171$25.4M0.47%
51
SLBSchlumberger Ltd
300,820$25.3M0.46%
52
ATVIEURActivision Blizzard Inc
695,007$25.1M0.46%
53
TAT&T Inc
589,623$25.1M0.46%
54
WFCWells Fargo & Co
447,818$24.7M0.45%
55
BIDUNBaidu Inc ADR
146,942$24.2M0.44%
56
DISWalt Disney Co/The
224,501$23.4M0.43%
57
RUNSunrun Inc
4,378,615$23.3M0.43%
58
VVisa Inc
288,768$22.5M0.41%
59
BKNGThe Priceline Group Inc
15,031$22.0M0.40%
60
Newfield Exploration Co
543,922$22.0M0.40%
61
LLYEli Lilly & Co
298,250$21.9M0.40%
62
BACVerizon Communications Inc
398,588$21.3M0.39%
63
Mead Johnson Nutrition Co
298,427$21.1M0.39%
64
UTXZUnited Technologies Corp
187,045$20.5M0.38%
65
BRK/BBerkshire Hathaway Inc
116,993$19.1M0.35%
66
HUNHuntsman Corp
976,989$18.6M0.34%
67
MDTMedtronic Inc
255,855$18.2M0.33%
68
PEPPepsiCo Inc
169,912$17.8M0.33%
69
VFCVF Corp
332,716$17.8M0.33%
70
BMYBristol-Myers Squibb Co
294,506$17.2M0.32%
71
TWXCHFTime Warner Inc
171,589$16.6M0.30%
72
FSLRFirst Solar Inc
514,918$16.5M0.30%
73
GILDGilead Sciences Inc
229,282$16.4M0.30%
74
KLICKulicke & Soffa Industries Inc
1,016,249$16.2M0.30%
75
MODModine Manufacturing Co
1,085,984$16.2M0.30%
76
ELVAnthem Inc
111,950$16.1M0.30%
77
HDHome Depot Inc/The
118,455$15.9M0.29%
78
ACNAccenture Plc
134,752$15.8M0.29%
79
VAREURVarian Medical Systems Inc
172,533$15.5M0.28%
80
IBMInternational Business Machines Corp
86,962$14.4M0.26%
81
XRAYDentsply Sirona Inc
249,204$14.4M0.26%
82
CICigna Corp
106,190$14.2M0.26%
83
CLColgate-Palmolive Co
216,418$14.2M0.26%
84
ZTSZoetis Inc
253,307$13.6M0.25%
85
DCHAmerican Axle & Manufacturing
679,173$13.1M0.24%
86
REXREX American Resources Corp
129,100$12.7M0.23%
87
BABAAlibaba Group Holding Ltd - ADR
144,950$12.7M0.23%
88
Pacific Ethanol Inc
1,306,138$12.4M0.23%
89
MMM3m Co
69,132$12.3M0.23%
90
Aetna Inc
98,271$12.2M0.22%
91
DWDMorgan Stanley
270,654$11.4M0.21%
92
TMOThermo Fisher Scientific Inc
80,648$11.4M0.21%
93
EOGEOG Resources Inc
112,448$11.4M0.21%
94
CERNCHFCerner Corp
237,868$11.3M0.21%
95
QCOMQualcomm Inc
169,690$11.1M0.20%
96
CVXChevron Corp
93,400$11.0M0.20%
97
ROKRockwell Automation Inc
81,776$11.0M0.20%
98
AMATApplied Materials Inc
337,690$10.9M0.20%
99
MCDMcdonald's Corp
89,506$10.9M0.20%
100
SCHWCharles Schwab Corp/The
273,270$10.8M0.20%
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