Nomura Asset Management U.K. Ltd

data from 30/09/2012

Capitalization

$ 218.017 K

5.36%

Performance

$ -30.484 M

112,009.34%

Average holding period

4 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Nomura Asset Management U.K. Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2012/09/30 AAPL APPLE INC 4.00% 8.712 K $ 13060 2011/03/31 1.083 M $ 12 897.14 %
2012/09/30 MICROSOFT CORP 3.01% 6.557 K $ 220328 2012/09/30 0.000 $ 0.00 %
2012/09/30 JOHNSON & JOHNSON 2.87% 6.254 K $ 90751 2012/09/30 0.000 $ 0.00 %
2012/09/30 CVX CHEVRON CORP NEW 2.76% 6.022 K $ 51661 2009/12/31 630.516 K $ 11 137.90 %
2012/09/30 GOOGLE INC 2.56% 5.591 K $ 7410 2012/09/30 0.000 $ 0.00 %
2012/09/30 EXXON MOBIL CORP 2.55% 5.570 K $ 60905 2012/09/30 0.000 $ 0.00 %
2012/09/30 WFC WELLS FARGO & CO NEW 2.48% 5.417 K $ 156886 2012/06/30 219.373 K $ 3 768.01 %
2012/09/30 PM PHILIP MORRIS INTL INC 2.46% 5.355 K $ 59539 2012/09/30 0.000 $ 0.00 %
2012/09/30 T AT & T INC 2.44% 5.316 K $ 141010 2010/12/31 370.201 K $ 5 833.62 %
2012/09/30 PFE PFIZER INC 2.40% 5.238 K $ 210775 2012/09/30 0.000 $ 0.00 %
2012/09/30 EXPRESS SCRIPTS HLDG CO 1.98% 4.309 K $ 68797 2012/09/30 0.000 $ 0.00 %
2012/09/30 JPMORGAN CHASE & CO 1.96% 4.264 K $ 105341 2012/09/30 0.000 $ 0.00 %
2012/09/30 PEP PEPSICO INC 1.88% 4.104 K $ 57987 2012/09/30 0.000 $ 0.00 %
2012/09/30 FREEPORT-MCMORAN COPPER & GO 1.87% 4.087 K $ 103256 2012/09/30 0.000 $ 0.00 %
2012/09/30 MERCK & CO INC NEW 1.70% 3.712 K $ 82308 2012/09/30 0.000 $ 0.00 %
2012/09/30 RSG REPUBLIC SVCS INC 1.67% 3.641 K $ 132350 2012/09/30 0.000 $ 0.00 %
2012/09/30 WALGREEN CO 1.62% 3.538 K $ 97100 2012/06/30 674.000 $ 23.17 %
2012/09/30 AIG AMERICAN INTL GROUP INC 1.59% 3.461 K $ 105560 2011/03/31 18.602 K $ 3 647.65 %
2012/09/30 QCOM QUALCOMM INC 1.56% 3.407 K $ 54540 2012/09/30 0.000 $ 0.00 %
2012/09/30 DG DOLLAR GENERAL CORP 1.54% 3.349 K $ 64970 2012/03/31 -166.827 K $ -5 111.15 %
2012/09/30 CCK CROWN HOLDINGS INC 1.50% 3.271 K $ 89000 2012/06/30 109.962 K $ 7 131.13 %
2012/09/30 TIME WARNER CABLE INC 1.46% 3.184 K $ 33495 2012/06/30 482.000 $ 15.79 %
2012/09/30 ANTM WELLPOINT INC 1.38% 3.014 K $ 51960 2012/06/30 0.000 $ 0.00 %
2012/09/30 GENERAL DYNAMICS CORP 1.38% 3.004 K $ 45438 2012/09/30 0.000 $ 0.00 %
2012/09/30 SU SUNCOR ENERGY INC NEW 1.38% 3.003 K $ 91373 2012/06/30 432.658 K $ 14 751.39 %
2012/09/30 METLIFE INC 1.37% 2.983 K $ 86569 2012/09/30 0.000 $ 0.00 %
2012/09/30 KO COCA COLA CO 1.36% 2.971 K $ 78322 2008/12/31 -71.367 K $ -1 841.75 %
2012/09/30 ARG AIRGAS INC 1.35% 2.938 K $ 35700 2011/09/30 -32.384 K $ -1 095.16 %
2012/09/30 AXP AMERICAN EXPRESS CO 1.35% 2.933 K $ 51587 2008/12/31 -27.488 K $ -824.48 %
2012/09/30 CNQ CANADIAN NATURAL RES LTD 1.32% 2.888 K $ 93680 2009/12/31 312.742 K $ 17 452.17 %
2012/09/30 APA APACHE CORP 1.28% 2.792 K $ 32290 2008/06/30 -48.100 K $ -1 684.17 %
2012/09/30 LORILLARD INC 1.28% 2.785 K $ 23920 2012/09/30 0.000 $ 0.00 %
2012/09/30 LAS VEGAS SANDS CORP 1.26% 2.740 K $ 59090 2012/09/30 0.000 $ 0.00 %
2012/09/30 INGREDION INC 1.25% 2.729 K $ 49480 2011/12/31 0.000 $ 0.00 %
2012/09/30 C CITIGROUP INC 1.24% 2.714 K $ 82943 2011/03/31 341.295 K $ 19 480.33 %
2012/09/30 GLW CORNING INC 1.16% 2.519 K $ 191590 2012/03/31 27.867 K $ 1 237.44 %
2012/09/30 DIS DISNEY WALT CO 1.09% 2.381 K $ 45546 2005/12/31 200.119 K $ 7 360.06 %
2012/09/30 LAZARD LTD 1.08% 2.356 K $ 80600 2012/09/30 0.000 $ 0.00 %
2012/09/30 COACH INC 1.07% 2.343 K $ 41820 2012/06/30 -58.000 $ -4.19 %
2012/09/30 NV ENERGY INC 1.07% 2.342 K $ 130040 2012/09/30 0.000 $ 0.00 %
2012/09/30 TGT TARGET CORP 1.03% 2.244 K $ 35356 2012/06/30 189.052 K $ 8 248.38 %
2012/09/30 TD TORONTO DOMINION BK ONT 1.01% 2.198 K $ 26372 2012/06/30 145.973 K $ 6 371.62 %
2012/09/30 XLNX XILINX INC 1.00% 2.189 K $ 65528 2012/06/30 723.000 $ 29.79 %
2012/09/30 HOME DEPOT INC 0.99% 2.155 K $ 35695 2012/09/30 0.000 $ 0.00 %
2012/09/30 DR PEPPER SNAPPLE GROUP INC 0.96% 2.096 K $ 47070 2011/12/31 48.000 $ 1.77 %
2012/09/30 AGRIUM INC 0.95% 2.062 K $ 19890 2012/06/30 374.000 $ 17.14 %
2012/09/30 GRACO INC 0.91% 1.990 K $ 39580 2012/09/30 0.000 $ 0.00 %
2012/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTION 0.91% 1.990 K $ 28470 2011/09/30 353.113 K $ 18 762.68 %
2012/09/30 AVY AVERY DENNISON CORP 0.90% 1.968 K $ 61840 2012/03/31 273.091 K $ 16 641.74 %
2012/09/30 CSCO CISCO SYSTEMS INC 0.88% 1.928 K $ 100980 2011/03/31 184.138 K $ 10 889.35 %
2012/09/30 AWK AMERICAN WATER WORKS 0.86% 1.866 K $ 50360 2012/06/30 138.520 K $ 7 060.18 %
2012/09/30 GENERAL ELECTRIC CO 0.84% 1.833 K $ 80700 2011/06/30 173.000 $ 8.98 %
2012/09/30 PNC PNC FINL SVCS GROUP 0.81% 1.761 K $ 27901 2012/09/30 0.000 $ 0.00 %
2012/09/30 BTU PEABODY ENERGY CORP 0.77% 1.671 K $ 74979 2012/09/30 0.000 $ 0.00 %
2012/09/30 HEWLETT PACKARD CO 0.75% 1.629 K $ 95470 2011/06/30 0.000 $ 0.00 %
2012/09/30 WMT WAL-MART STORES INC 0.73% 1.587 K $ 21500 2012/06/30 105.408 K $ 6 196.83 %
2012/09/30 AVAGO TECHNOLOGIES LTD 0.72% 1.562 K $ 44800 2011/09/30 -51.000 $ -2.88 %
2012/09/30 NATIONAL INSTRS CORP 0.68% 1.472 K $ 58570 2012/09/30 0.000 $ 0.00 %
2012/09/30 NETAPP INC 0.62% 1.358 K $ 41300 2011/09/30 53.000 $ 3.32 %
2012/09/30 TALISMAN ENERGY INC 0.58% 1.275 K $ 95470 2012/06/30 201.000 $ 16.71 %
2012/09/30 BAC BANK OF AMERICA CORP 0.55% 1.196 K $ 135445 2008/03/31 123.977 K $ 9 536.70 %
2012/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.55% 1.194 K $ 9 2010/12/31 88.605 K $ 6 448.69 %
2012/09/30 CTXS CITRIX SYSTEMS INC 0.55% 1.190 K $ 15540 2011/06/30 -219.874 K $ -12 041.34 %
2012/09/30 PCG PG & E CORP 0.54% 1.187 K $ 27810 2012/09/30 0.000 $ 0.00 %
2012/09/30 WARNACO GROUP INC 0.52% 1.141 K $ 21980 2012/06/30 226.000 $ 21.91 %
2012/09/30 DUN & BRADSTREET CORP DEL 0.52% 1.140 K $ 14314 2012/09/30 0.000 $ 0.00 %
2012/09/30 VZ VERIZON COMMUNICATIONS INC 0.48% 1.044 K $ 22900 2012/06/30 35.346 K $ 3 081.60 %
2012/09/30 PG PROCTER & GAMBLE CO 0.41% 888.000 $ 12800 2012/09/30 0.000 $ 0.00 %
2012/09/30 INGERSOLL-RAND PLC 0.32% 688.000 $ 15350 2012/09/30 0.000 $ 0.00 %
2012/09/30 INTERNATIONAL BUSINESS MACHS 0.31% 685.000 $ 3300 2011/09/30 45.000 $ 6.16 %
2012/09/30 AFL AFLAC INC 0.27% 594.000 $ 12400 2011/06/30 64.000 K $ 11 743.12 %
2012/09/30 PSX PHILLIPS 66 0.27% 589.000 $ 12700 2012/09/30 0.000 $ 0.00 %
2012/09/30 GOLDMAN SACHS GROUP INC 0.27% 580.000 $ 5100 2012/09/30 0.000 $ 0.00 %
2012/09/30 FORD MOTOR CO DEL 0.24% 527.000 $ 53400 2012/09/30 0.000 $ 0.00 %
2012/09/30 INTEL CORP 0.24% 519.000 $ 22900 2012/09/30 0.000 $ 0.00 %
2012/09/30 EDWARDS LIFESCIENCES CORP 0.24% 514.000 $ 4790 2012/09/30 0.000 $ 0.00 %
2012/09/30 COP CONOCOPHILLIPS 0.22% 486.000 $ 8500 2007/09/30 15.146 K $ 2 739.06 %
2012/09/30 DUKE ENERGY CORP NEW 0.21% 447.000 $ 6894 2012/09/30 0.000 $ 0.00 %
2012/09/30 MORGAN STANLEY 0.20% 432.000 $ 25800 2012/09/30 0.000 $ 0.00 %
2012/09/30 RY ROYAL BK CDA MONTREAL QUE 0.19% 419.000 $ 7300 2012/09/30 0.000 $ 0.00 %
2012/09/30 CMCSA COMCAST CORP NEW 0.19% 418.000 $ 11700 2011/03/31 47.260 K $ 10 644.14 %
2012/09/30 FACEBOOK INC 0.19% 412.000 $ 19020 2012/09/30 0.000 $ 0.00 %
2012/09/30 GENERAL MOTORS CO 0.18% 396.000 $ 17400 2012/09/30 0.000 $ 0.00 %
2012/09/30 ABT ABBOTT LABS 0.18% 391.000 $ 5700 2011/03/31 30.860 K $ 7 143.70 %
2012/09/30 ECOPETROL S A 0.16% 359.000 $ 6100 2012/09/30 0.000 $ 0.00 %
2012/09/30 VLO VALERO ENERGY CORP NEW 0.16% 352.000 $ 11100 2012/06/30 106.868 K $ 32 984.10 %
2012/09/30 CVS CVS CAREMARK CORP 0.16% 349.000 $ 7200 2011/03/31 16.490 K $ 4 153.65 %
2012/09/30 KRAFT FOODS INC 0.16% 343.000 $ 8289 2012/09/30 0.000 $ 0.00 %
2012/09/30 UNITED TECHNOLOGIES CORP 0.15% 321.000 $ 4100 2012/06/30 12.000 $ 3.53 %
2012/09/30 TWX TIME WARNER INC 0.15% 319.000 $ 7033 2012/06/30 59.031 K $ 18 163.38 %
2012/09/30 OXY OCCIDENTAL PETROLEUM 0.15% 318.000 $ 3700 2012/09/30 0.000 $ 0.00 %
2012/09/30 MO ALTRIA GROUP INC 0.15% 317.000 $ 9500 2011/03/31 -10.282 K $ -2 636.67 %
2012/09/30 LILLY ELI & CO 0.14% 308.000 $ 6500 2012/09/30 0.000 $ 0.00 %
2012/09/30 ORCL ORACLE CORP 0.14% 305.000 $ 9700 2012/09/30 0.000 $ 0.00 %
2012/09/30 MCDONALDS CORP 0.14% 303.000 $ 3300 2012/09/30 0.000 $ 0.00 %
2012/09/30 MARATHON OIL CORP 0.14% 296.000 $ 10000 2012/09/30 0.000 $ 0.00 %
2012/09/30 UNH UNITEDHEALTH GROUP INC 0.13% 288.000 $ 5200 2012/06/30 -12.239 K $ -3 487.18 %
2012/09/30 SPRINT CORP 0.13% 286.000 $ 51800 2012/09/30 0.000 $ 0.00 %
2012/09/30 BNS BK.OF NOVA SCOTIA 0.13% 279.000 $ 5100 2011/03/31 17.980 K $ 5 993.33 %
2012/09/30 USB US BANCORP 0.13% 274.000 $ 8000 2012/06/30 18.335 K $ 5 991.83 %