Ostrum Asset Management U.S., LLC 13F 持仓 · 最近申报 2019年Q1
Ostrum Asset Management U.S. 在 2019年Q1（报告期截至 2019-03-31）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 3.59 亿美元。前几大持仓：TMO（9.20%）、MA（9.19%）、MSFT（8.97%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TMO | THERMO FISHER SCIENTIFIC INC. | $33.0M | 9.20% | 120,699 | 减持 |
| 2 | MA | MASTERCARD INC. | $33.0M | 9.19% | 140,190 | 减持 |
| 3 | MSFT | MICROSOFT CORP. | $32.2M | 8.97% | 273,296 | 减持 |
| 4 | GOOGL | ALPHABET INC | $30.3M | 8.44% | 25,744 | 减持 |
| 5 | DHR | DANAHER CORP. | $27.9M | 7.77% | 211,464 | 减持 |
| 6 | ECL | ECOLAB INC | $25.4M | 7.08% | 144,046 | 减持 |
| 7 | V | VISA INC. | $22.2M | 6.17% | 141,970 | 减持 |
| 8 | ROP | ROPER TECHNOLOGIES INC | $21.4M | 5.96% | 62,559 | 减持 |
| 9 | AWK | AMERICAN WATER WORKS CO INC | $17.3M | 4.81% | 165,819 | 减持 |
| 10 | AMZN | AMAZON COM INC. | $15.8M | 4.41% | 8,885 | 减持 |
| 11 | EBAY | EBAY INC. | $14.9M | 4.14% | 400,440 | 增持 |
| 12 | AOS | SMITH CORP.(A.O.) | $13.2M | 3.67% | 246,891 | 减持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MFG CO. | $11.1M | 3.09% | 270,575 | 增持 |
| 14 | NEE | NEXTERA ENERGY INC | $10.8M | 3.02% | 56,124 | 减持 |
| 15 | SBNY | SIGNATURE BANK/NEW YORK NY | $10.1M | 2.82% | 79,032 | 减持 |
| 16 | GILD | GILEAD SCIENCES INC. | $10.0M | 2.77% | 153,206 | 减持 |
| 17 | EL | LAUDER ESTEE COS INC. | $7.1M | 1.99% | 43,094 | 减持 |
| 18 | ORCL | ORACLE CORP. | $6.9M | 1.91% | 128,001 | 减持 |
| 19 | WTS | WATTS WATER TECHNOLOGIES INC. | $5.7M | 1.58% | 70,176 | 减持 |
| 20 | ILMN | ILLUMINA INC. | $4.8M | 1.35% | 15,597 | 减持 |
| 21 | IFF | INTL FLAVORS FRAGRANCES INC. | $4.5M | 1.25% | 34,953 | 减持 |
| 22 | OTEX | OPEN TEXT CORP. | $252,000 | 0.07% | 6,552 | 增持 |
| 23 | TU | TELUS CORP. | $254,000 | 0.07% | 7,236 | 增持 |
| 24 | FNV | FRANCO-NEVADA MINING CORP.LTD | $211,000 | 0.06% | 2,820 | 增持 |
| 25 | B | BARRICK GOLD CORP. | $170,000 | 0.05% | 12,432 | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-03-31
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