Location
Tokyo, M0
Holdings as of
3/31/2014
Date filed
5/7/2014
Form type
13F-HR
Num holdings
835
Total value ($000)
$3,755,213
Net value change ($000)
+268,891 (7.7%)
New positions
21
Sold out positions
17
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VZ 13,914 46.6%
MSFT 9,285 16.4%
Alphabet Inc. Class C 7,775 11.6%
JNJ 7,617 14.8%
AAPL 6,648 6.6%
META 6,452 27.4%
MRK 5,623 20.9%
HAL 5,313 42.6%
ORCL 4,870 20.0%
QCOM 4,798 17.3%
Top Reduces (Value $000, Stocks/ETFs)
C -4,149 -13.2%
PERRIGO CO PLC F -3,762 -100.0%
LIFE TECHNOLOGIES -2,418 -100.0%
LBTYA -1,906 -55.0%
PM -1,903 -6.9%
GREEN MOUNTAIN COFFE -1,785 -100.0%
NFLX -1,718 -31.6%
COLE REAL ESTATE INVTS INC COM -1,648 -100.0%
People's United Financial, Inc. -1,330 -60.4%
AES -1,124 -37.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type