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Jean-Marie Eveillard Buys Willis Group Holdings Ltd., Automatic Data Processing Inc., NRG Energy Inc., Sells Zygo Corp., Verizon Communications Inc., Toyota Motor Corp.

Jean-Marie Eveillard Q2 Portfolio Update

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gurufocus
Aug 13, 2009
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"Sometimes when investing seems most scary it's the best time to invest. This may be one of those times." Wrote Jean-Marie Eveillard back in Feburary, 3 weeks before the march bottom. He is currently worried whether the recovery is sustainable. (Listen to Tips from Jean-Marie Eveillard). This is his Q2 portfolio update.


Jean-Marie Eveillard bought 71 new positions for his portfolio during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 379 stocks with a total value of $8.9 billion. These are the details of the buys and sells.


* New Purchases: AAUK, ACXM, ADP, ADRE, AMV, ANR, AXYS, BLC, BPW, CAL, CEDC, CLDX, CORT, DECC, DPM, DPS, DUG, ETE, ETP, F, FADV, FIS, FO, FTGX, FUJI, GHQ, GILT, HALL, INP, MEDQ.PK, MFW, MGRMD, NRG, NTG, NTRI, PCX, PHI, PLL, PXP, PZZI, RF, SBN, SGMO, SHW, SKM, SNP, SPR, TAP, TCW, TEL, THRX, TMO, TUX, TV, TWX, VARI, WFR, WSH, YUM,

* Added Positions: ABX, AMGN, AXP, BAX, BLL, CHA, CHE, CKH, CLA, CPRT, CRIS, CSX, DELL, DF, DTV, EMN, FYR, GDX, GFI, GG, GS, GTCB, HD, HMY, KGC, KO, LEAP, LIA, MCD, MS, NVDA, OMC, PEP, PFE, QCOM, RGLD, SNMX, TRGT, TWC, VIA-B, WFC, WLP, WYE, CRIS,

* Reduced Positions: APH, BLX, BMY, BRK-B, CCO, COT, CRXX, CYCL, HANS, HES, IMGN, ISCA, IWD, MO, MRK, PCP, PM, SDS, SGP, SLB, SNSS, SPY, TIF, TTM, UNP, XOM, BORL,

* Sold Out: AA, ABIO, ATRN, BTE, CALM, CBS, CDE, CDZI, CEGE, CEO, CEPH, CHL, CPN, CRGN, CTL, DDS, EXEL, FSLR, FXC, GD, GFF, HE, HMC, LINE, LNY, LVS, MHGC, NWL, NYT, OGXI, PBY, PH, PNC, SGEN, SHLM, SIRI, STP, STT, SU, SWKS, SYMS, TBT, TM, UPL, USO, VZ, WLT, XLF, YGE, ZIGO, CCO,


For the details of Jean-Marie Eveillard's stock buys and sells, go to the Link Here

This is the sector weightings of Jean-Marie Eveillard's portfolio:


Technologygreen.gif 10.4%
Financialsgreen.gif 16.4%
Utilitiesgreen.gif 1.8%
Telecommunicationsgreen.gif 0.5%
Consumer Servicesgreen.gif 11%
Health Caregreen.gif 7.8%
Consumer Goodsgreen.gif 1%
Industrialsgreen.gif 17.8%
Basic Materialsgreen.gif 18.5%
Oil & Gasgreen.gif 13%



These are the top 5 holdings of Jean-Marie Eveillard


  1. Gold Fields Ltd. (GFI) - 37,782,452 shares, 5.11% of the total portfolio
  2. Berkshire Hathaway Inc. (BRK-A) - 4,994 shares, 5.05% of the total portfolio
  3. Newmont Mining Corp. (NEM) - 9,100,476 shares, 4.18% of the total portfolio
  4. Microsoft Corp. (MSFT) - 13,018,707 shares, 3.47% of the total portfolio
  5. 3M Company (MMM) - 5,138,946 shares, 3.47% of the total portfolio


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