VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2020 Filing

Filed November 10, 2020

Portfolio Value

$1.3T

Holdings

164

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
101
VVISA INC COM CL A
11,028$2.2B0.17%
102
JPMJPMORGAN CHASE & CO COM
22,305$2.1B0.16%
103
ENBENBRIDGE INC COM
40,466$2.1B0.16%
104
HDHOME DEPOT INC COM
7,294$2.0B0.15%
105
CP.TOCANADIAN PAC RY LTD COM
4,842$2.0B0.15%
106
TSLATESLA INC COM
4,365$1.9B0.14%
107
ABBVABBVIE INC COM
20,396$1.8B0.14%
108
CRMSALESFORCE COM INC COM
7,035$1.8B0.13%
109
MCDMCDONALDS CORP COM
8,036$1.8B0.13%
110
BMYBRISTOL-MYERS SQUIBB CO COM
29,105$1.8B0.13%
111
PPLPEMBINA PIPELINE CORP COM
61,798$1.7B0.13%
112
AWCAMERICAN WTR WKS CO INC NEW COM
11,845$1.7B0.13%
113
AMGNAMGEN INC COM
6,688$1.7B0.13%
114
ADBEADOBE SYSTEMS INCORPORATED COM
3,141$1.5B0.12%
115
ESEVERSOURCE ENERGY COM
17,819$1.5B0.11%
116
ICEINTERCONTINENTAL EXCHANGE IN COM
14,841$1.5B0.11%
117
INTUINTUIT COM
4,126$1.3B0.10%
118
LOWLOWES COS INC COM
8,095$1.3B0.10%
119
KOCOCA COLA CO COM
27,076$1.3B0.10%
120
LINLINDE PLC SHS
5,604$1.3B0.10%
121
ACNACCENTURE PLC IRELAND SHS CLASS A
5,811$1.3B0.10%
122
LNGCHENIERE ENERGY INC COM NEW
28,014$1.3B0.10%
123
TXNTEXAS INSTRS INC COM
8,889$1.3B0.10%
124
ETRENTERGY CORP NEW COM
12,544$1.2B0.09%
125
CMSCMS ENERGY CORP COM
20,000$1.2B0.09%
126
IBMINTERNATIONAL BUSINESS MACHS COM
9,598$1.2B0.09%
127
LNTALLIANT ENERGY CORP COM
21,823$1.1B0.09%
128
IHS MARKIT LTD SHS
13,645$1.1B0.08%
129
NEMNEWMONT CORP COM
16,692$1.1B0.08%
130
DISDISNEY WALT CO COM DISNEY
8,465$1.1B0.08%
131
WMBWILLIAMS COS INC COM
50,149$985.0M0.07%
132
XELXCEL ENERGY INC COM
13,732$948.0M0.07%
133
FEFIRSTENERGY CORP COM
31,254$897.0M0.07%
134
EIXEDISON INTL COM
17,091$869.0M0.07%
135
EAELECTRONIC ARTS INC COM
6,183$806.0M0.06%
136
COPCONOCOPHILLIPS COM
21,525$707.0M0.05%
137
ATOATMOS ENERGY CORP COM
5,276$504.0M0.04%
138
DDOMINION ENERGY INC COM
3,603$284.0M0.02%
139
SOSOUTHERN CO COM
4,434$240.0M0.02%
140
COFCAPITAL ONE FINL CORP COM
3,220$231.0M0.02%
141
TRVCCITIGROUP INC COM NEW
3,180$137.0M0.01%
142
AERAERCAP HOLDINGS NV SHS
4,600$116.0M0.01%
143
TPCTUTOR PERINI CORP COM
6,290$70.0M0.01%
144
CUBICUSTOMERS BANCORP INC COM
5,255$59.0M0.00%
145
FCXFREEPORT-MCMORAN INC CL B
3,448$54.0M0.00%
146
AAPLAPPLE INC COM
452$52.0M0.00%
147
BCEBCE INC COM NEW
614$45.0M0.00%
148
NVONOVO-NORDISK A S ADR
601$42.0M0.00%
149
7HPHP INC COM
1,875$36.0M0.00%
150
BACBK OF AMERICA CORP COM
1,393$34.0M0.00%
151
STXSEAGATE TECHNOLOGY PLC SHS
619$30.0M0.00%
152
VMWEURVMWARE INC CL A COM
210$30.0M0.00%
153
WYWEYERHAEUSER CO MTN BE COM NEW
916$26.0M0.00%
154
CMICUMMINS INC COM
109$23.0M0.00%
155
TTELUS CORPORATION COM
723$23.0M0.00%
156
HPEHEWLETT PACKARD ENTERPRISE C COM
2,313$22.0M0.00%
157
CICIGNA CORP NEW COM
113$19.0M0.00%
158
KELKELLOGG CO COM
292$19.0M0.00%
159
GMGENERAL MTRS CO COM
598$18.0M0.00%
160
PEOEXELON CORP COM
403$14.0M0.00%
161
DDDUPONT DE NEMOURS INC COM
179$10.0M0.00%
162
INTCINTEL CORP COM
128$7.0M0.00%
163
AXPAMERICAN EXPRESS CO COM
57$6.0M0.00%
164
JCIJOHNSON CTLS INTL PLC SHS
60$2.0M0.00%
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