Fund HoldingsAristotle Capital Management, LLC

Total Portfolio Value
$51.70B
Total Bought
$1.54B
Total Sold
$4.64B
Net Transaction
-$3.10B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AMERICAN WTR WKS CO INC NEW06,902,883+6,902,8830891,5761.72%+891,576
AMERICAN INTL GROUP INC04,909,154+4,909,1540364,4560.70%+364,456
QUALCOMM INC(QCOM)7,579,9077,314,896-265,0111,283,2771,456,9752.82%+173,698
ADOBE INC(ADBE)02,722,322+2,722,32201,512,3582.93%+1,512,358
AMGEN INC(AMGN)03,925,609+3,925,60901,226,5562.37%+1,226,556
ROCHE HOLDING AG SPONS ADR521,7902,384,441+1,862,65116,64182,6980.16%+66,057
ALCON AG(ALC)12,147,23112,007,210-140,0211,011,7431,069,6022.07%+57,859
MITSUBISHI UFJ FINL GROUP IN(MUFG)64,707,60764,326,461-381,146661,959694,7261.34%+32,767
SPDR S&P 500 ETF TR(SPY)0127,586+127,586069,4350.13%+69,435
HONEYWELL INTL INC(HON)04,654,832+4,654,8320993,9931.92%+993,993
GENERAL DYNAMICS CORP(GD)2,972,5722,959,891-12,681839,719858,7841.66%+19,065
CAMECO CORP(CCJ)02,382,861+2,382,8610117,2370.23%+117,237
XYLEM INC(XYL)8,594,7108,291,543-303,1671,110,7801,124,5822.18%+13,802
CAMECO CORP2,581,6522,547,052-34,600111,808125,4670.24%+13,659
DBS GROUP HOLDINGS LTD SPONS ADR0821,212+821,212086,7480.17%+86,748
ING GROEP N.V.(ING)7,136,7267,279,825+143,099117,685124,7760.24%+7,092
ERSTE GROUP BANK AG SPONS ADR3,844,0923,911,414+67,32285,73192,7280.18%+6,997
UNILEVER PLC(UL)01,080,916+1,080,916059,4400.11%+59,440
EXPERIAN GP LTD ADR1,635,5911,662,396+26,80571,36677,4590.15%+6,094
DBS GROUP HOLDINGS LTD3,328,9723,582,566+253,59488,88994,5600.18%+5,671
COCA-COLA EUROPACIFIC PARTNE
SHS
2,091,1102,092,508+1,398147,177152,6350.30%+5,458
NIDEC CORP SPONS ADR3,323,1423,542,967+219,82534,16539,5640.08%+5,399
MUENCHENER RUECK-UNSPONS ADR2,644,9222,687,736+42,814129,199134,5240.26%+5,325
COCA COLA CO(KO)16,162,40415,615,784-546,620988,814993,9441.92%+5,130
ALCON INC(ALC)1,048,2151,027,515-20,70086,91391,7080.18%+4,795
DAIKIN INDUSTRIES LTD UNSPONS ADR04,541,520+4,541,520063,1590.12%+63,159
ISHARES TR0308,532+308,532024,1670.05%+24,167
ROCHE HOLDING AG246,992242,934-4,05862,94067,4370.13%+4,497
COMMERCE BANCSHARES INC(CBSH)08,386,035+8,386,0350467,7730.90%+467,773
ERSTE GROUP BANK AG1,404,2361,385,936-18,30062,57265,6870.13%+3,115
UNILEVER PLC807,173792,673-14,50040,51643,5470.08%+3,030
EXPERIAN PLC1,324,5211,301,921-22,60057,74960,6820.12%+2,933
SYMRISE AG UNSPONS ADR2,614,1722,649,397+35,22578,31081,1380.16%+2,828
NIDEC CORP0754,122+754,122033,6800.07%+33,680
OTSUKA HOLDINGS CO LTD UNSPONS ADR3,533,9213,585,822+51,90173,21675,4560.15%+2,241
HEINEKEN NV SPONS ADR L101,350,453+1,350,453065,3480.13%+65,348
ECOLAB INC(ECL)4,750,7704,615,197-135,5731,096,9531,098,4172.12%+1,464
AIA GROUP LTD SPONS ADR01,471,926+1,471,926039,9690.08%+39,969
BROOKFIELD CORP(BN)2,888,8342,932,804+43,970120,955121,8290.24%+873
EXXON MOBIL CORP25,23732,260+7,0232,9343,7140.01%+780
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFG)1,620,8001,616,800-4,00016,64917,3660.03%+718
VANGUARD TAX-MANAGED FDS012,676+12,67606260.00%+626
SYMRISE AG533,651526,234-7,41763,74664,3250.12%+579
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN296,214289,545-6,669144,234144,7290.28%+495
DSM FIRMENICH AG ADR7,325,4237,500,321+174,89885,56185,9540.17%+393
APPLE INC(AAPL)08,000+8,00001,6850.00%+1,685
AIA GROUP LTD06,943,465+6,943,465047,1280.09%+47,128
VANGUARD INTL EQUITY INDEX F03,924+3,92402300.00%+230
ORACLE CORP(ORCL)01,500+1,50002120.00%+212
DAIKIN INDUSTRIES LTD(DKILF)0348,600+348,600048,4720.09%+48,472
RTX CORPORATION(RTX)02,008+2,00802020.00%+202
UNILEVER PLC41,21041,21002,0682,2640.00%+196
ROYAL BK CDA(RY)033,470+33,47003,5610.01%+3,561
COSTCO WHSL CORP NEW(COST)01,245+1,24501,0580.00%+1,058
CINTAS CORP(CTAS)9,7179,702-156,6766,7940.01%+118
VANGUARD INDEX FDS02,154+2,15403460.00%+346
ISHARES TR026,822+26,82204,6800.01%+4,680
SERVICE CORP INTL(SCI)34,60537,117+2,5122,5682,6400.01%+72
KIMBERLY-CLARK CORP(KMB)07,790+7,79001,0770.00%+1,077
AMERICAN EXPRESS CO(AXP)11,53011,53002,6252,6700.01%+45
BANK AMERICA CORP013,300+13,30005290.00%+529
JPMORGAN CHASE & CO.(JPM)012,211+12,21102,4700.00%+2,470
KONTOOR BRANDS INC(KTB)03,894+3,89402580.00%+258
NORDSTROM INC016,000+16,00003400.00%+340
PFIZER INC(PFE)046,072+46,07201,2890.00%+1,289
DOVER CORP(DOV)02,600+2,60004690.00%+469
WELLS FARGO CO NEW(WFC)0600+6000360.00%+36
NESTLE SA01,971+1,97102010.00%+201
DONALDSON INC(DCI)06,000+6,00004290.00%+429
WELLS FARGO CO NEW(WFC)72172108798570.00%-22
3M CO(MMM)06,316+6,31606450.00%+645
MONDELEZ INTL INC(MDLZ)05,379+5,37903520.00%+352
BERKSHIRE HATHAWAY INC DEL02,075+2,07508440.00%+844
EMERSON ELEC CO(EMR)09,600+9,60001,0580.00%+1,058
UNION PAC CORP(UNP)01,820+1,82004120.00%+412
CINCINNATI FINL CORP(CINF)05,733+5,73306770.00%+677
VISA INC(V)02,200+2,20005770.00%+577
CHURCH & DWIGHT CO INC(CHD)028,566+28,56602,9620.01%+2,962
STARBUCKS CORP(SBUX)04,000+4,00003110.00%+311
MONOTARO CO LTD UNSPONS ADR0245,060+245,06002,8810.01%+2,881
BERKSHIRE HATHAWAY INC DEL4402,5382,4490.00%-89
ZIMMER BIOMET HOLDINGS INC(ZBH)03,833+3,83304160.00%+416
ASSA ABLOY AB ADR05,143,699+5,143,699072,7580.14%+72,758
ISHARES INC079,381+79,38105,2460.01%+5,246
RENTOKIL INITIAL PLC(RTO)2,019,8362,050,258+30,42260,89860,7900.12%-108
SMUCKER J M CO(SJM)09,367+9,36701,0210.00%+1,021
FRANKLIN ELEC INC(FELE)018,052+18,05201,7390.00%+1,739
PHILLIPS 66(PSX)07,334+7,33401,0350.00%+1,035
OTSUKA HOLDINGS CO LTD1,584,2001,564,900-19,30066,04465,8470.13%-197
SAMSUNG ELECTRONICS CO LTD029,400+29,40001,3580.00%+1,358
GRAINGER W W INC(GWW)1,8611,833-281,8931,6540.00%-239
PEPSICO INC(PEP)025,276+25,27604,1690.01%+4,169
JOHNSON & JOHNSON(JNJ)026,262+26,26203,8380.01%+3,838
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA2,384,5952,352,401-32,19491,39291,0030.18%-389
ABBOTT LABS054,757+54,75705,6900.01%+5,690
FANUC CORP01,868,925+1,868,925051,2200.10%+51,220
MONOTARO CO LTD2,263,4002,259,300-4,10027,17826,5450.05%-633
HEINEKEN NV0688,274+688,274066,5830.13%+66,583
HALEON PLC(HLN)8,887,5589,050,366+162,80875,45574,7560.14%-699
SYSCO CORP(SYY)025,631+25,63101,8300.00%+1,830
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