CIK: 0001427274
Total reported value
$7.9B
Reporting period: 2013-06-30 · Number of holdings: 1955
Irish Life Investment Managers Ltd. disclosed 1955 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $7.9B and a quarterly turnover rate of 0.0%.
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Irish Life Investment Managers Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 148 equally-sized positions, well below its 1955 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.50), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
Showing top 200 holdings (of 1955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 2.67% | — | — | — |
| 2 | AAPL | Apple INC | Stock-Tech | 2.45% | — | — | — |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | — | — | — |
| 4 | CVX | Chevron CORP | Stock-Energy | 1.72% | — | — | — |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | — | — | — |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | — | — | — |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | — | — | — |
| 8 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 1.51% | — | — | — |
| 9 | GOOG | Alphabet A | Stock-Comm Services | 1.50% | — | — | — |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | — | — | — |
| 11 | PFE | Pfizer INC | Stock-Healthcare | 1.44% | — | — | — |
| 12 | T | At&t INC | Stock-Comm Services | 1.40% | — | — | — |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.31% | — | — | — |
| 14 | MRK | Merck & Co. INC. | Stock-Healthcare | 1.14% | — | — | — |
| 15 | C | Citigroup INC | Stock-Financials | 1.12% | — | — | — |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | — | — | — |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | — | — | — |
| 18 | WMT | Walmart INC | Stock-Consumer Staples | 1.00% | — | — | — |
| 19 | CSCO | Cisco Systems INC | Stock-Tech | 0.94% | — | — | — |
| 20 | VZ | Verizon Communications INC | Stock-Comm Services | 0.94% | — | — | — |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.88% | — | — | — |
| 22 | PEP | Pepsico INC | Stock-Consumer Staples | 0.87% | — | — | — |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.85% | — | — | — |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | — | — | — |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | — | — | — |
| 26 | UTXZ | United Tech CORP | Stock-Other | 0.72% | — | — | — |
| 27 | HD | Home Depot INC | Stock-Consumer Disc | 0.72% | — | — | — |
| 28 | INTC | Intel CORP | Stock-Tech | 0.69% | — | — | — |
| 29 | AMGN | Amgen INC | Stock-Healthcare | 0.64% | — | — | — |
| 30 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.62% | — | — | — |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | — | — | — |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.62% | — | — | — |
| 33 | QCOM | Qualcomm INC | Stock-Tech | 0.59% | — | — | — |
| 34 | GS | Goldman Sachs Group INC | Stock-Financials | 0.59% | — | — | — |
| 35 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.56% | — | — | — |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | — | — |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.50% | — | — | — |
| 38 | HPE | Hewlett-Packard Company | Stock-Tech | 0.49% | — | — | — |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.48% | — | — | — |
| 40 | CAT | Caterpillar INC | Stock-Industrials | 0.48% | — | — | — |
| 41 | MET | Metlife INC | Stock-Financials | 0.48% | — | — | — |
| 42 | MMM | 3m Co | Stock-Industrials | 0.47% | — | — | — |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | — | — | — |
| 44 | TWXCHF | Time Warner INC | Stock-Other | 0.45% | — | — | — |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.45% | — | — | — |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | — | — | — |
| 47 | COP | Conocophillips | Stock-Energy | 0.44% | — | — | — |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.43% | — | — | — |
| 49 | ✓ | Stock-Other | 0.42% | — | — | — | |
| 50 | ✓ | Stock-Other | 0.41% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
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