Five Oceans Asset Management LTD 13F 持仓 · 最近申报 2014年Q2
Five Oceans Asset Management 在 2014年Q2（报告期截至 2014-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 4.38 亿美元。前几大持仓：DHR（5.88%）、WFC（5.45%）、USB（5.06%）。本季前 25 大持仓中：新建仓 1 只、增持 23 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | $25.8M | 5.88% | 327,112 | 增持 |
| 2 | WFC | WELLS FARGO & CO NEW | $23.9M | 5.45% | 454,110 | 增持 |
| 3 | USB | US BANCORP DEL | $22.2M | 5.06% | 511,719 | 增持 |
| 4 | VAR | VARIAN MED SYS INC | $21.6M | 4.93% | 259,346 | 增持 |
| 5 | AET | AETNA INC NEW | $17.3M | 3.95% | 213,224 | 增持 |
| 6 | JNJ | JOHNSON & JOHNSON | $17.1M | 3.92% | 163,874 | 增持 |
| 7 | UNH | UNITEDHEALTH GROUP INC | $14.6M | 3.33% | 178,339 | 增持 |
| 8 | UPS | UNITED PARCEL SERVICE INC | $14.2M | 3.24% | 138,103 | 增持 |
| 9 | HOG | HARLEY DAVIDSON INC | $14.1M | 3.23% | 202,468 | 增持 |
| 10 | BHI | BAKER HUGHES INC | $13.1M | 2.99% | 175,835 | 增持 |
| 11 | YUM | YUM BRANDS INC | $12.1M | 2.76% | 148,912 | 增持 |
| 12 | AAPL | APPLE INC | $10.7M | 2.45% | 115,443 | 增持 |
| 13 | EMR | EMERSON ELEC CO | $10.5M | 2.41% | 158,847 | 增持 |
| 14 | NEBLQ | NOBLE CORP PLC | $10.1M | 2.31% | 300,688 | 增持 |
| 15 | LOW | LOWES COS INC | $10.1M | 2.30% | 209,711 | 增持 |
| 16 | SLB | SCHLUMBERGER LTD | $9.8M | 2.25% | 83,471 | 减持 |
| 17 | MRSH | MARSH & MCLENNAN COS INC | $9.5M | 2.17% | 183,259 | 增持 |
| 18 | ORCL | ORACLE CORP | $9.5M | 2.17% | 234,291 | 增持 |
| 19 | DVN | DEVON ENERGY CORP NEW | $9.3M | 2.14% | 117,695 | 增持 |
| 20 | GWW | GRAINGER W W INC | $9.4M | 2.14% | 36,809 | 增持 |
| 21 | HAR | HARMAN INTL INDS INC | $9.4M | 2.14% | 87,204 | 增持 |
| 22 | JCI | JOHNSON CTLS INC | $9.3M | 2.13% | 186,517 | 增持 |
| 23 | VALE | VALE S A | $8.9M | 2.04% | 676,368 | 增持 |
| 24 | SIRO | SIRONA DENTAL SYSTEMS INC | $8.8M | 2.01% | 106,693 | 增持 |
| 25 | GOOG | GOOGLE INC | $8.7M | 1.99% | 14,999 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2014-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR