
	Charles Brandes
	Brandes Investment

	Last update 2018-10-09	138 Stocks (8 new)
	Value $4.44 Bil	Turnover 6 %
	Top Holdings: ERJ (9.18%) CX (7.96%) C (3.36%) PFE (2.8%) SNY (2.57%)
	Guru Portfolio Report Download

Price change from average %

Market Cap

Charles Brandes Latest Trades


										JEF	Jefferies Financial Group Inc	2018-06-30	New Buy	+1.35 %	0 $ 0 0	$21.44	-8.45 %	New holding	2,642,753
CAH	Cardinal Health Inc	2018-06-30	Add	+0.84 %	0 $ 0 0	$53.19	-6.31 %	Add 63.37%	1,968,288
CX	Cemex SAB de CV	2018-06-30	Add	+0.71 %	0 $ 0 0	$5.90	-6.79 %	Add 9.82%	53,750,845
MSFT	Microsoft Corp	2018-06-30	Reduce	-0.55 %	0 $ 0 0	$108.66	12.15 %	Reduce -32.30%	587,503
BP	BP PLC	2018-06-30	Reduce	-0.54 %	0 $ 0 0	$44	-1.94 %	Reduce -31.50%	1,347,836
ERJ	Embraer SA	2018-06-30	Reduce	-0.48 %	0 $ 0 0	$20	-21.38 %	Reduce -5.05%	16,141,413
PBR.A	Petroleo Brasileiro SA Petrobras	2018-06-30	Reduce	-0.44 %	0 $ 0 0	$13.87	22.10 %	Reduce -22.87%	5,397,664
CMCSA	Comcast Corp	2018-06-30	Add	+0.40 %	0 $ 0 0	$35.98	10.33 %	Add 313.93%	713,178
ENIC	Enel Chile SA	2018-06-30	Reduce	-0.28 %	0 $ 0 0	$4.61	-20.24 %	Reduce -26.84%	5,684,482
YPF	YPF SA	2018-06-30	Add	+0.26 %	0 $ 0 0	$14.32	-26.79 %	Add 13.39%	7,312,564
AGRO	Adecoagro SA	2018-06-30	Add	+0.25 %	0 $ 0 0	$8.09	1.13 %	Add 46.26%	4,365,626
E	Eni SpA	2018-06-30	Reduce	-0.24 %	0 $ 0 0	$35.48	-5.51 %	Reduce -13.32%	2,058,961
EPC	Edgewell Personal Care Co	2018-06-30	Add	+0.23 %	0 $ 0 0	$45.47	-1.09 %	Add 30.02%	874,314
WPP	WPP PLC	2018-06-30	Add	+0.23 %	0 $ 0 0	$67.67	-18.40 %	Add 19.75%	800,581
BGG	Briggs & Stratton Corp	2018-06-30	Add	+0.20 %	0 $ 0 0	$16.91	-11.14 %	Add 25.15%	2,529,341
MBT	Mobile TeleSystems PJSC	2018-06-30	Reduce	-0.20 %	0 $ 0 0	$8.29	-16.43 %	Reduce -27.00%	2,195,199
CBD	Companhia Brasileira De Distribuicao	2018-06-30	Reduce	-0.19 %	0 $ 0 0	$21.46	2.43 %	Reduce -27.82%	1,147,419
CCJ	Cameco Corp	2018-06-30	Reduce	-0.19 %	0 $ 0 0	$11.49	5.41 %	Reduce -55.64%	810,845
TMHC	Taylor Morrison Home Corp	2018-06-30	Add	+0.19 %	0 $ 0 0	$15.45	-30.66 %	Add 62.71%	1,047,473
ERIC	Telefonaktiebolaget L M Ericsson	2018-06-30	Reduce	-0.18 %	0 $ 0 0	$9.36	27.87 %	Reduce -20.82%	5,084,324
INFY	Infosys Ltd	2018-06-30	Reduce	-0.18 %	0 $ 0 0	$9.58	7.04 %	Reduce -53.27%	420,215
RCII	Rent-A-Center Inc	2018-06-30	Reduce	-0.18 %	0 $ 0 0	$14.26	31.31 %	Reduce -51.92%	896,854
CALM	Cal-Maine Foods Inc	2018-06-30	Reduce	-0.14 %	0 $ 0 0	$47.86	-0.91 %	Reduce -96.89%	4,618
CRH	CRH PLC	2018-06-30	Add	+0.14 %	0 $ 0 0	$28.30	-21.35 %	Add 193.39%	258,034
FCN	FTI Consulting Inc	2018-06-30	Sold Out	-0.14 %	0 $ 0 0	$67.60	16.63 %	Sold Out	-
EMR	Emerson Electric Co	2018-06-30	Reduce	-0.12 %	0 $ 0 0	$72.27	2.85 %	Reduce -6.48%	1,152,896
MUFG	Mitsubishi UFJ Financial Group Inc	2018-06-30	Add	+0.12 %	0 $ 0 0	$6.11	-3.63 %	Add 19.22%	5,876,369
PNC	PNC Financial Services Group Inc	2018-06-30	Reduce	-0.12 %	0 $ 0 0	$125.16	-14.23 %	Reduce -7.37%	476,449
SHPG	Shire PLC	2018-06-30	New Buy	+0.12 %	0 $ 0 0	$175.01	8.49 %	New holding	32,141
SNY	Sanofi SA	2018-06-30	Add	+0.12 %	0 $ 0 0	$44.57	13.15 %	Add 5.02%	2,851,133
BAC	Bank of America Corporation	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$28.32	-5.13 %	Reduce -4.58%	3,636,641
WFC	Wells Fargo & Co	2018-06-30	Add	+0.11 %	0 $ 0 0	$52.89	-1.27 %	Add 4.27%	2,058,431
MDC	M.D.C. Holdings Inc	2018-06-30	Reduce	-0.10 %	0 $ 0 0	$26.77	-11.65 %	Reduce -23.45%	535,322
UBS	UBS Group AG	2018-06-30	Add	+0.10 %	0 $ 0 0	$13.84	-14.99 %	Add 7.98%	4,101,567
AIG	American International Group Inc	2018-06-30	Add	+0.09 %	0 $ 0 0	$47.20	-12.82 %	Add 5.48%	1,428,292
HCA	HCA Healthcare Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$133.71	32.20 %	Reduce -6.56%	604,320
TI	Telecom Italia SpA	2018-06-30	Add	+0.09 %	0 $ 0 0	$5.84	-36.11 %	Add 13.22%	4,796,685
AVT	Avnet Inc	2018-06-30	Reduce	-0.08 %	0 $ 0 0	$41.03	1.16 %	Reduce -24.05%	322,774
BK	Bank of New York Mellon Corp	2018-06-30	Reduce	-0.07 %	0 $ 0 0	$47.40	-14.10 %	Reduce -3.13%	1,984,023
BPOP	Popular Inc	2018-06-30	Reduce	-0.07 %	0 $ 0 0	$50.17	9.64 %	Reduce -46.39%	98,090

Total 4669