Legg Mason Investment Counsel, LLC 13F 持仓 · 最近申报 2014年Q3
Legg Mason Investment Counsel 在 2014年Q3（报告期截至 2014-09-30）的 SEC 13F 申报中报告了 1,000 只证券，申报市值合计 48.63 亿美元。前几大持仓：XOM（3.75%）、AAPL（2.40%）、GILD（1.79%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $182.2M | 3.75% | 1.9M | 增持 |
| 2 | AAPL | APPLE INC | $116.9M | 2.40% | 1.2M | 增持 |
| 3 | GILD | GILEAD SCIENCES INC | $87.1M | 1.79% | 818,657 | 减持 |
| 4 | VFC | V F CORP | $85.7M | 1.76% | 1.3M | 减持 |
| 5 | SLB | SCHLUMBERGER LTD | $73.7M | 1.52% | 725,122 | 增持 |
| 6 | USB | US BANCORP DEL | $68.6M | 1.41% | 1.6M | 减持 |
| 7 | WFC | WELLS FARGO & CO NEW | $68.4M | 1.41% | 1.3M | 减持 |
| 8 | CVS | CVS HEALTH CORP | $67.2M | 1.38% | 843,714 | 减持 |
| 9 | AXP | AMERICAN EXPRESS CO | $65.9M | 1.35% | 752,313 | 减持 |
| 10 | CELG | CELGENE CORP | $65.6M | 1.35% | 692,618 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $61.2M | 1.26% | 1.0M | 增持 |
| 12 | AWK | AMERICAN WTR WKS CO INC NEW | $59.4M | 1.22% | 1.2M | 减持 |
| 13 | CVX | CHEVRON CORP NEW | $58.8M | 1.21% | 492,767 | 减持 |
| 14 | PEP | PEPSICO INC | $59.0M | 1.21% | 633,876 | 减持 |
| 15 | UNH | UNITEDHEALTH GROUP INC | $59.0M | 1.21% | 684,603 | 减持 |
| 16 | CERN | CERNER CORP | $57.4M | 1.18% | 962,732 | 增持 |
| 17 | RTX | UNITED TECHNOLOGIES CORP | $57.2M | 1.18% | 542,031 | 增持 |
| 18 | DHR | DANAHER CORP DEL | $56.5M | 1.16% | 743,333 | 减持 |
| 19 | ESRX | EXPRESS SCRIPTS HLDG CO | $56.4M | 1.16% | 798,991 | 减持 |
| 20 | UNP | UNION PAC CORP | $56.3M | 1.16% | 519,229 | 减持 |
| 21 | GIS | GENERAL MLS INC | $55.7M | 1.14% | 1.1M | 增持 |
| 22 | PG | PROCTER & GAMBLE CO | $50.4M | 1.04% | 601,970 | 减持 |
| 23 | NOV | NATIONAL OILWELL VARCO INC | $50.2M | 1.03% | 659,429 | 减持 |
| 24 | PWR | QUANTA SVCS INC | $49.4M | 1.02% | 1.4M | 增持 |
| 25 | TJX | TJX COS INC NEW | $48.0M | 0.99% | 810,835 | 减持 |
来源：SEC 13F 申报文件 · 截至 2014-09-30
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