Hardman Johnston Global Advisors LLC — Q3 2014 13F Holdings

Name: Hardman Johnston Global Advisors LLC — 13F Holdings, Q3 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001006364

Total reported value

$2.1B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NXPI	NXP Semiconductors N.V.	Stock-Tech	10.58%	—	+6.45%
2	QGEN	Qiagen N.V.	Stock-Healthcare	7.42%	—	+28.61%
3	ETN	Eaton Corporation plc	Stock-Industrials	6.33%	—	+61.92%
4	ASML	ASML Holding N.V.	Stock-Tech	6.10%	-0.51%	+2.84%
5	DEO	Diageo Plc-sponsored Adr	Stock-Consumer Staples	4.77%	—	-38.43%
6	IBN	Icici Bank Ltd-spon Adr	Stock-Financials	4.03%	-4.18%	+4.66%
7	✓	Mindray Medical Intl LTD	Stock-Other	2.93%	—	-0.62%
8	CELG	Celgene CORP	Stock-Other	2.65%	—	-1.59%
9	✓	Shire PLC	Stock-Other	2.38%	—	-4.53%
10	SLB	Slb LTD	Stock-Energy	2.28%	+0.54%	-2.20%
11	ADBE	Adobe INC	Stock-Tech	2.27%	-0.36%	-10.58%
12	AAPL	Apple INC	Stock-Tech	2.18%	-0.38%	-0.24%
13	PDM	Piedmont Realty Trust, Inc.	Stock-Other	2.16%	—	-1.68%
14	CTSH	Cognizant Tech Solutions-a	Stock-Tech	2.14%	—	-1.50%
15	FFIV	F5 INC	Stock-Tech	2.07%	—	-1.45%
16	QCOM	Qualcomm INC	Stock-Tech	1.91%	—	-5.60%
17	EOG	Eog Resources INC	Stock-Energy	1.73%	+0.09%	NEW
18	CMCSA	Comcast Corp-class A	Stock-Comm Services	1.64%	—	-4.50%
19	MRSH	Marsh & Mclennan Cos	Stock-Financials	1.57%	-0.15%	-4.94%
20	TM	Toyota Motor CORP -spon Adr	Stock-Consumer Disc	1.55%	—	-4.71%
21	ADP	Automatic Data Processing	Stock-Tech	1.52%	-0.34%	-3.74%
22	✓		Stock-Other	1.48%	—	-4.60%
23	SWK	Stanley Black & Decker INC	Stock-Industrials	1.47%	+0.37%	-1.65%
24	MDT	Medtronic plc	Stock-Healthcare	1.38%	—	-4.03%
25	IX	Orix - Sponsored Adr	Stock-Other	1.35%	—	-2.46%
26	✓	Cytec Inds INC	Stock-Other	1.34%	—	+98.85%
27	✓		Stock-Other	1.32%	—	-4.42%
28	GOOG	Alphabet A	Stock-Comm Services	1.30%	—	-0.79%
29	MSFT	Microsoft CORP	Stock-Tech	1.26%	-1.47%	-4.41%
30	✓	Google INC Class C	Stock-Other	1.22%	—	-1.02%
31	JNJ	Johnson & Johnson	Stock-Healthcare	1.20%	—	-3.59%
32	FLIR	Flir Systems INC	Stock-Other	1.12%	—	-0.98%
33	VAREUR	Varian Medical Systems INC	Stock-Other	1.11%	—	-2.70%
34	AEP	American Electric Power Company, Inc.	Stock-Utilities	1.08%	—	-3.84%
35	CERNCHF	Cerner CORP	Stock-Other	1.07%	—	-4.35%
36	CSCO	Cisco Systems INC	Stock-Tech	1.06%	—	-4.43%
37	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.94%	-0.19%	-0.95%
38	HAL	Halliburton Co	Stock-Energy	0.86%	—	+2.30%
39	AMGN	Amgen INC	Stock-Healthcare	0.83%	—	-3.72%
40	DGX	Quest Diagnostics INC	Stock-Healthcare	0.81%	—	-6.49%
41	NMR	Nomura Holdings Inc-spon Adr	Stock-Other	0.80%	—	-2.33%
42	✓		Stock-Other	0.68%	—	-3.29%
43	TDC	Teradata CORP	Stock-Tech	0.67%	—	+64.13%
44	BDX	Becton Dickinson And Co	Stock-Healthcare	0.64%	-0.12%	-1.58%
45	KLAC	Kla CORP	Stock-Tech	0.64%	—	-38.37%
46	EPD	Enterprise Products Partners	Stock-Energy	0.60%	—	+100.00%
47	OXY	Occidental Petroleum CORP	Stock-Energy	0.58%	—	-1.97%
48	DKS	Dick's Sporting Goods INC	Stock-Consumer Disc	0.57%	—	-4.38%
49	XOM	Exxon Mobil CORP	Stock-Energy	0.16%	—	—
50	ABBV	Abbvie INC	Stock-Healthcare	0.16%	—	—

1–50 of 80

Holding changes this quarter

Position changes disclosed by Hardman Johnston Global Advisors LLC for the quarter ending Q3 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ETN	Eaton Corporation plc	+1.7%	+61.92%	Add
2	QGEN	Qiagen N.V.	+1.4%	+28.61%	Add
3	NXPI	NXP Semiconductors N.V.	+1.3%	+6.45%	Add
4	ASML	ASML Holding N.V.	+0.7%	+2.84%	Add
5	TDC	Teradata CORP	+0.3%	+64.13%	Add
6	CELG	Celgene CORP	+0.3%	-1.59%	Trim
7	IBN	Icici Bank Ltd-spon Adr	+0.3%	+4.66%	Add
8	AAPL	Apple INC	+0.2%	-0.24%	Trim
9	✓	Shire PLC	+0.2%	-4.53%	Trim
10	EW	Edwards Lifesciences CORP	+0.2%	-0.95%	Trim
11	FFIV	F5 INC	+0.2%	-1.45%	Trim
12	AMGN	Amgen INC	+0.1%	-3.72%	Trim
13	CERNCHF	Cerner CORP	+0.1%	-4.35%	Trim
14	✓		+0.1%	-4.42%	Trim
15	MSFT	Microsoft CORP	+0.1%	-4.41%	Trim
16	JNJ	Johnson & Johnson	0%	-3.59%	Trim
17	PDM	Piedmont Realty Trust, Inc.	—	-1.68%	Trim
18	CSCO	Cisco Systems INC	—	-4.43%	Trim
19	DGX	Quest Diagnostics INC	—	-6.49%	Trim
20	MRSH	Marsh & Mclennan Cos	0%	-4.94%	Trim
21	BDX	Becton Dickinson And Co	0%	-1.58%	Trim
22	CMCSA	Comcast Corp-class A	0%	-4.50%	Trim
23	AEP	American Electric Power Company, Inc.	0%	-3.84%	Trim
24	HAL	Halliburton Co	0%	+2.30%	Add
25	OXY	Occidental Petroleum CORP	0%	-1.97%	Trim
26	NVS	Novartis Ag-sponsored Adr	0%	-30.07%	Trim
27	HMC	Honda Motor Co Ltd-spons Adr	0%	-18.86%	Trim
28	PHG	Koninklijke Philips Nvr- Ny	0%	-18.98%	Trim
29	VAREUR	Varian Medical Systems INC	0%	-2.70%	Trim
30	DKS	Dick's Sporting Goods INC	0%	-4.38%	Trim
31	MUFG	Mitsubishi Ufj Finl-spon Adr	0%	-18.71%	Trim
32	✓	Mindray Medical Intl LTD	-0.1%	-0.62%	Trim
33	TM	Toyota Motor CORP -spon Adr	-0.1%	-4.71%	Trim
34	MDT	Medtronic plc	-0.1%	-4.03%	Trim
35	✓		-0.1%	-4.60%	Trim
36	✓		-0.1%	-3.29%	Trim
37	FLIR	Flir Systems INC	-0.1%	-0.98%	Trim
38	✓	Cytec Inds INC	-0.1%	+98.85%	Add
39	NMR	Nomura Holdings Inc-spon Adr	-0.1%	-2.33%	Trim
40	CTSH	Cognizant Tech Solutions-a	-0.2%	-1.50%	Trim
41	QCOM	Qualcomm INC	-0.2%	-5.60%	Trim
42	IX	Orix - Sponsored Adr	-0.3%	-2.46%	Trim
43	KLAC	Kla CORP	-0.3%	-38.37%	Trim
44	ADBE	Adobe INC	-0.3%	-10.58%	Trim
45	SLB	Slb LTD	-0.3%	-2.20%	Trim
46	EOG	Eog Resources INC	-0.9%	-24.72%	Trim
47	DEO	Diageo Plc-sponsored Adr	-3.5%	-38.43%	Trim
48	ABBNY	Abb Ltd-spon Adr	—	EXIT	Sold out
49	CP	Canadian Pacific Kansa F	—	NEW	New buy
50	SMFG	Sumitomo Mitsui-spons Adr	—	EXIT	Sold out