Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$174.67M
Total Bought
$139.02M
Total Sold
$104.85M
Net Transaction
+$34.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)04,051+4,05102,0041.15%+2,004
DUKE ENERGY CORP NEW(DUK)020,716+20,71602,0031.15%+2,003
ALLIANT ENERGY CORP(LNT)039,750+39,75002,0031.15%+2,003
MONDELEZ INTL INC(MDLZ)028,598+28,59802,0021.15%+2,002
CENTERPOINT ENERGY INC(CNP)070,237+70,23702,0011.15%+2,001
CONSOLIDATED EDISON INC(ED)022,030+22,03002,0011.15%+2,001
S&P GLOBAL INC(SPGI)04,697+4,69701,9981.14%+1,998
PULTE GROUP INC(PHM)016,562+16,56201,9981.14%+1,998
CHUBB LIMITED
COM
07,707+7,70701,9971.14%+1,997
ILLINOIS TOOL WKS INC(ITW)07,442+7,44201,9971.14%+1,997
PEPSICO INC(PEP)011,372+11,37201,9901.14%+1,990
MCDONALDS CORP(MCD)07,022+7,02201,9801.13%+1,980
MERCK & CO INC(MRK)014,237+14,23701,8791.08%+1,879
LABORATORY CORP AMER HLDGS08,597+8,59701,8781.08%+1,878
VERISK ANALYTICS INC(VRSK)07,917+7,91701,8661.07%+1,866
SCHWAB CHARLES CORP(SCHW)025,355+25,35501,8341.05%+1,834
MARATHON PETE CORP(MPC)08,739+8,73901,7611.01%+1,761
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)023,877+23,87701,7501.00%+1,750
AMERICAN WTR WKS CO INC NEW013,995+13,99501,7100.98%+1,710
AMPHENOL CORP NEW013,917+13,91701,6050.92%+1,605
MARRIOTT INTL INC NEW(MAR)06,323+6,32301,5950.91%+1,595
PNC FINL SVCS GROUP INC(PNC)09,789+9,78901,5820.91%+1,582
AVERY DENNISON CORP06,520+6,52001,4560.83%+1,456
UNION PAC CORP(UNP)05,881+5,88101,4460.83%+1,446
WABTEC(WAB)09,722+9,72201,4160.81%+1,416
SEMPRA(SRE)019,522+19,52201,4020.80%+1,402
RAYMOND JAMES FINL INC(RJF)010,899+10,89901,4000.80%+1,400
GLOBAL PMTS INC(GPN)010,282+10,28201,3740.79%+1,374
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
014,296+14,29601,3300.76%+1,330
METLIFE INC(MET)9,32525,682+16,3576171,9031.09%+1,287
ROPER TECHNOLOGIES INC(ROP)02,261+2,26101,2680.73%+1,268
PG&E CORP(PCG)087,021+87,02101,4580.83%+1,458
CHURCH & DWIGHT CO INC(CHD)012,013+12,01301,2530.72%+1,253
HOME DEPOT INC(HD)03,106+3,10601,1910.68%+1,191
DOW INC(DOW)020,286+20,28601,1750.67%+1,175
QUALCOMM INC(QCOM)4,78010,966+6,1866911,8571.06%+1,165
AUTOMATIC DATA PROCESSING IN3,6818,021+4,3408582,0031.15%+1,146
VULCAN MATLS CO(VMC)2,3885,962+3,5745421,6270.93%+1,085
CUMMINS INC(CMI)03,662+3,66201,0790.62%+1,079
RTX CORPORATION(RTX)010,721+10,72101,0460.60%+1,046
VALERO ENERGY CORP(VLO)06,065+6,06501,0350.59%+1,035
NORDSON CORP(NDSN)03,703+3,70301,0170.58%+1,017
PROGRESS SOFTWARE CORP(PRGS)019,063+19,06301,0160.58%+1,016
AES CORP(AES)067,745+67,74501,2150.70%+1,215
TYSON FOODS INC(TSN)015,816+15,81609290.53%+929
CONOCOPHILLIPS(COP)07,198+7,19809160.52%+916
CISCO SYS INC(CSCO)018,221+18,22109090.52%+909
RPM INTL INC(RPM)07,584+7,58409020.52%+902
KEURIG DR PEPPER INC(KDP)33,16165,115+31,9541,1051,9971.14%+892
KB HOME(KBH)012,584+12,58408920.51%+892
CITIZENS FINL GROUP INC(CFG)024,202+24,20208780.50%+878
AMGEN INC(AMGN)03,080+3,08008760.50%+876
PRUDENTIAL FINL INC(PFH)07,298+7,29808570.49%+857
GENERAL DYNAMICS CORP(GD)02,993+2,99308450.48%+845
VERTEX PHARMACEUTICALS INC(VRTX)02,015+2,01508420.48%+842
TELEDYNE TECHNOLOGIES INC(TDY)01,930+1,93008290.47%+829
ALLSTATE CORP(ALL)8,45611,573+3,1171,1842,0021.15%+819
YUM BRANDS INC(YUM)05,801+5,80108040.46%+804
ENTERGY CORP NEW(ETR)9,77216,874+7,1029891,7831.02%+794
ARCH CAP GROUP LTD
ORD
8,31015,111+6,8016171,3970.80%+780
SHERWIN WILLIAMS CO(SHW)1,5443,631+2,0874821,2610.72%+780
IDEX CORP(IEX)03,134+3,13407650.44%+765
UNITED RENTALS INC(URI)01,056+1,05607610.44%+761
MARSH & MCLENNAN COS INC(MRSH)03,689+3,68907600.44%+760
QUEST DIAGNOSTICS INC(DGX)05,657+5,65707530.43%+753
M & T BK CORP(MTB)07,171+7,17101,0430.60%+1,043
MATADOR RES CO(MTDR)011,046+11,04607380.42%+738
CAMPBELL SOUP CO(CPB)021,687+21,68709640.55%+964
ABBOTT LABS06,331+6,33107200.41%+720
REGIONS FINANCIAL CORP NEW(RF)034,195+34,19507190.41%+719
CLOROX CO DEL(CLX)04,629+4,62907090.41%+709
VITAL ENERGY INC013,257+13,25706970.40%+697
NASDAQ INC(NDAQ)010,854+10,85406850.39%+685
FOX CORP(FOX)23,13943,828+20,6896871,3710.78%+684
3M CO(MMM)08,385+8,38508890.51%+889
AFFILIATED MANAGERS GROUP IN03,973+3,97306650.38%+665
SERVICENOW INC(NOW)01,169+1,16908910.51%+891
SNAP ON INC(SNA)02,112+2,11206260.36%+626
COMCAST CORP NEW(CCZ)013,964+13,96406050.35%+605
TRACTOR SUPPLY CO(TSCO)02,310+2,31006050.35%+605
AKAMAI TECHNOLOGIES INC(AKAM)05,550+5,55006040.35%+604
T-MOBILE US INC(TMUS)03,689+3,68906020.34%+602
MEDTRONIC PLC(MDT)5,75812,276+6,5184741,0700.61%+596
MIDDLEBY CORP(MIDD)03,681+3,68105920.34%+592
BROADRIDGE FINL SOLUTIONS IN(BR)02,872+2,87205880.34%+588
INVESCO LTD(IVZ)035,341+35,34105860.34%+586
JANUS HENDERSON GROUP PLC017,775+17,77505850.33%+585
FORD MTR CO DEL(F)043,839+43,83905820.33%+582
AUTODESK INC02,203+2,20305740.33%+574
LYONDELLBASELL INDUSTRIES N
SHS - A -
05,433+5,43305560.32%+556
CARDINAL HEALTH INC(CAH)04,928+4,92805510.32%+551
BROADCOM INC(AVGO)0641+64108500.49%+850
NRG ENERGY INC(NRG)07,946+7,94605380.31%+538
PHILIP MORRIS INTL INC(PM)05,860+5,86005370.31%+537
FRANKLIN RESOURCES INC(BEN)028,221+28,22107930.45%+793
REVVITY INC(RVTY)05,052+5,05205300.30%+530
APPLIED MATLS INC02,569+2,56905300.30%+530
INTERNATIONAL FLAVORS&FRAGRA(IFF)05,992+5,99205150.29%+515
BOOKING HOLDINGS INC(BKNG)0142+14205150.29%+515
CARTERS INC(CRI)06,083+6,08305150.29%+515
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