Hermes Investment Management Ltd 13F 持仓 · 最近申报 2018年Q2
Hermes Investment Management 在 2018年Q2（报告期截至 2018-06-30）的 SEC 13F 申报中报告了 220 只证券，申报市值合计 75.24 亿美元。前几大持仓：BABA（7.87%）、TSM（5.57%）、BIDU（3.49%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $592.4M | 7.87% | 3.2M | 增持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $418.8M | 5.57% | 11.5M | 增持 |
| 3 | BIDU | BAIDU INC | $262.5M | 3.49% | 1.1M | 增持 |
| 4 | AMZN | AMAZON COM INC | $184.6M | 2.45% | 108,579 | 增持 |
| 5 | JD | JD COM INC | $177.8M | 2.36% | 4.6M | 减持 |
| 6 | GOOGL | ALPHABET INC | $118.5M | 1.57% | 104,922 | 增持 |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $118.5M | 1.57% | 571,922 | 增持 |
| 8 | BAP | CREDICORP LTD | $110.4M | 1.47% | 490,416 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $97.1M | 1.29% | 984,497 | 增持 |
| 10 | WST | WEST PHARMACEUTICAL SVSC INC | $96.2M | 1.28% | 968,945 | 增持 |
| 11 | BAC | BANK AMER CORP | $92.6M | 1.23% | 3.3M | 增持 |
| 12 | DAL | DELTA AIR LINES INC DEL | $91.4M | 1.21% | 1.8M | 增持 |
| 13 | STE | STERIS PLC | $86.7M | 1.15% | 825,676 | 增持 |
| 14 | AAPL | APPLE INC | $84.4M | 1.12% | 455,814 | 减持 |
| 15 | WTFC | WINTRUST FINL CORP | $84.1M | 1.12% | 966,370 | 增持 |
| 16 | HES | HESS CORP | $82.1M | 1.09% | 1.2M | 减持 |
| 17 | AWK | AMERICAN WTR WKS CO INC NEW | $79.3M | 1.05% | 929,305 | 增持 |
| 18 | DIS | DISNEY WALT CO | $78.7M | 1.05% | 751,022 | 增持 |
| 19 | PG | PROCTER AND GAMBLE CO | $78.8M | 1.05% | 1.0M | 增持 |
| 20 | WEX | WEX INC | $79.3M | 1.05% | 416,242 | 增持 |
| 21 | ABT | ABBOTT LABS | $78.2M | 1.04% | 1.3M | 增持 |
| 22 | MU | MICRON TECHNOLOGY INC | $77.1M | 1.02% | 1.5M | 增持 |
| 23 | RPM | RPM INTL INC | $75.5M | 1.00% | 1.3M | 增持 |
| 24 | ACN | ACCENTURE PLC IRELAND | $74.5M | 0.99% | 455,411 | 增持 |
| 25 | EWBC | EAST WEST BANCORP INC | $74.3M | 0.99% | 1.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2018-06-30
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