Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$133.45M
Total Bought
$99.36M
Total Sold
$140.24M
Net Transaction
-$40.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
OCCIDENTAL PETE CORP(OXY)031,646+31,64601,9951.49%+1,995
BANK NEW YORK MELLON CORP033,230+33,23001,9901.49%+1,990
WELLS FARGO CO NEW(WFC)033,382+33,38201,9831.49%+1,983
FIFTH THIRD BANCORP(FITB)054,235+54,23501,9791.48%+1,979
EDISON INTL(EIX)027,121+27,12101,9481.46%+1,948
PPL CORP(PPL)069,917+69,91701,9331.45%+1,933
XYLEM INC(XYL)014,125+14,12501,9161.44%+1,916
DOVER CORP(DOV)010,054+10,05401,8141.36%+1,814
BERKSHIRE HATHAWAY INC DEL04,011+4,01101,6321.22%+1,632
THERMO FISHER SCIENTIFIC INC(TMO)02,757+2,75701,5251.14%+1,525
WILLIAMS COS INC(WMB)033,507+33,50701,4241.07%+1,424
PRINCIPAL FINANCIAL GROUP IN(PFG)017,243+17,24301,3531.01%+1,353
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,43318,858+13,4255561,8041.35%+1,248
IDEX CORP(IEX)3,1349,918+6,7847651,9961.50%+1,231
CHEVRON CORP NEW(CVX)07,664+7,66401,1990.90%+1,199
THE CIGNA GROUP(CI)03,610+3,61001,1930.89%+1,193
BECTON DICKINSON & CO(BDX)05,208+5,20801,2170.91%+1,217
PFIZER INC(PFE)034,313+34,31309600.72%+960
FASTENAL CO(FAST)015,278+15,27809600.72%+960
AMERICAN FINL GROUP INC OHIO07,794+7,79409590.72%+959
PROSPERITY BANCSHARES INC(PB)015,664+15,66409580.72%+958
VERIZON COMMUNICATIONS INC(VZ)022,660+22,66009340.70%+934
ALTRIA GROUP INC(MO)019,761+19,76109000.67%+900
CONSTELLATION BRANDS INC(STZ)03,485+3,48508970.67%+897
PUBLIC SVC ENTERPRISE GRP IN(PEG)011,902+11,90208770.66%+877
DONALDSON INC(DCI)015,714+15,71401,1240.84%+1,124
KINDER MORGAN INC DEL(KMI)042,872+42,87208520.64%+852
COSTCO WHSL CORP NEW(COST)01,002+1,00208520.64%+852
AMERICAN ELEC PWR CO INC09,652+9,65208470.63%+847
MEDTRONIC PLC(MDT)12,27624,282+12,0061,0701,9111.43%+841
INTERCONTINENTAL EXCHANGE IN(ICE)06,014+6,01408230.62%+823
DOMINION ENERGY INC(D)016,745+16,74508210.61%+821
HALLIBURTON CO(HAL)024,135+24,13508150.61%+815
WILLIS TOWERS WATSON PLC LTD(WTW)03,104+3,10408140.61%+814
FACTSET RESH SYS INC(FDS)01,962+1,96208010.60%+801
ATMOS ENERGY CORP(ATO)06,798+6,79807930.59%+793
LEIDOS HOLDINGS INC(LDOS)05,327+5,32707770.58%+777
US BANCORP DEL(USB)019,350+19,35007680.58%+768
FISERV INC(FISV)05,111+5,11107620.57%+762
ZIMMER BIOMET HOLDINGS INC(ZBH)07,005+7,00507600.57%+760
AMAZON COM INC(AMZN)03,904+3,90407540.57%+754
VERISIGN INC04,200+4,20007470.56%+747
HENRY JACK & ASSOC INC(JKHY)04,477+4,47707430.56%+743
HARTFORD FINL SVCS GROUP INC(HIG)07,245+7,24507280.55%+728
SEI INVTS CO(SEIC)010,813+10,81306990.52%+699
WALMART INC(WMT)015,330+15,33001,0380.78%+1,038
BOSTON SCIENTIFIC CORP(BSX)08,994+8,99406930.52%+693
ELEVANCE HEALTH INC(ELV)01,233+1,23306680.50%+668
TAYLOR MORRISON HOME CORP(TMHC)011,974+11,97406640.50%+664
BRUNSWICK CORP(BC)08,969+8,96906530.49%+653
BALL CORP010,806+10,80606490.49%+649
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)02,095+2,09506470.48%+647
EAST WEST BANCORP INC(EWBC)011,658+11,65808540.64%+854
HASBRO INC(HAS)010,899+10,89906380.48%+638
ARAMARK(ARMK)018,658+18,65806350.48%+635
MCKESSON CORP(MCK)01,078+1,07806300.47%+630
EMERSON ELEC CO(EMR)05,666+5,66606240.47%+624
INTUIT(INTU)0942+94206190.46%+619
CBOE GLOBAL MKTS INC(CBOE)03,522+3,52205990.45%+599
BUNGE GLOBAL SA(BG)05,594+5,59405970.45%+597
HORMEL FOODS CORP(HRL)019,588+19,58805970.45%+597
FOX CORP(FOX)43,82857,121+13,2931,3711,9631.47%+593
OLIN CORP(OLN)017,766+17,76608380.63%+838
BROWN & BROWN INC(BRO)06,512+6,51205820.44%+582
MOODYS CORP(MCO)01,363+1,36305740.43%+574
INGREDION INC(INGR)04,884+4,88405600.42%+560
GENERAL MTRS CO(GM)011,794+11,79405480.41%+548
AVIENT CORPORATION(AVNT)012,474+12,47405440.41%+544
CITIZENS FINL GROUP INC(CFG)24,20239,328+15,1268781,4171.06%+539
SERVICE CORP INTL(SCI)07,351+7,35105230.39%+523
CABOT CORP(CBT)05,653+5,65305190.39%+519
DEVON ENERGY CORP NEW(DVN)010,787+10,78705110.38%+511
SIMPLY GOOD FOODS CO(SMPL)014,045+14,04505070.38%+507
ASSOCIATED BANC CORP023,242+23,24204920.37%+492
OTIS WORLDWIDE CORP(OTIS)09,867+9,86709500.71%+950
ITT INC(ITT)03,672+3,67204740.36%+474
WYNN RESORTS LTD(WYNN)05,272+5,27204720.35%+472
UNIVERSAL HLTH SVCS INC(UHS)02,551+2,55104720.35%+472
CHARLES RIV LABS INTL INC(CRL)02,245+2,24504640.35%+464
EVEREST GROUP LTD(EG)01,217+1,21704640.35%+464
EXLSERVICE HOLDINGS INC(EXLS)014,545+14,54504560.34%+456
MGM RESORTS INTERNATIONAL(MGM)010,211+10,21104540.34%+454
APPLIED MATLS INC2,5694,164+1,5955309830.74%+453
ENERGIZER HLDGS INC NEW(ENR)015,308+15,30804520.34%+452
FORTINET INC(FTNT)07,136+7,13604300.32%+430
UFP INDUSTRIES INC(UFPI)03,802+3,80204260.32%+426
IQVIA HLDGS INC(IQV)02,008+2,00804250.32%+425
HUNT J B TRANS SVCS INC(JBHT)02,653+2,65304240.32%+424
EBAY INC.(EBAY)07,898+7,89804240.32%+424
GILEAD SCIENCES INC(GILD)06,106+6,10604190.31%+419
CHURCH & DWIGHT CO INC(CHD)12,01316,098+4,0851,2531,6691.25%+416
JACOBS SOLUTIONS INC(J)02,949+2,94904120.31%+412
MADDEN STEVEN LTD(SHOO)09,651+9,65104080.31%+408
ASSURED GUARANTY LTD(AGO)05,287+5,28704080.31%+408
HOME BANCSHARES INC(HOMB)016,694+16,69404000.30%+400
CALIFORNIA WTR SVC GROUP(CWT)08,221+8,22103990.30%+399
ASSURANT INC(AIZ)02,391+2,39103980.30%+398
PROCTER AND GAMBLE CO(PG)02,348+2,34803870.29%+387
NORTHERN TR CORP(NTRS)04,608+4,60803870.29%+387
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)02,479+2,47903850.29%+385
Page 1 of 1