Abanco Investors Ltd 13F annual report
Abanco Investors Ltd is an investment fund managing more than $57.9 billion ran by Kristina Sherman. There are currently 8 companies in Mrs. Sherman’s portfolio. The largest investments include Procter And Gamble Co and Philip Morris International Inc, together worth $27.8 billion.
$57.9 billion Assets Under Management (AUM)
As of 7th February 2023, Abanco Investors Ltd’s top holding is 97,692 shares of Procter And Gamble Co currently worth over $14.8 billion and making up 25.6% of the portfolio value.
In addition, the fund holds 128,606 shares of Philip Morris International Inc worth $13 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Automatic Data Processing In worth $7.9 billion and the next is Starbucks worth $6.64 billion, with 66,892 shares owned.
Currently, Abanco Investors Ltd's portfolio is worth at least $57.9 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Abanco Investors Ltd
The Abanco Investors Ltd office and employees reside in Middletown, Rhode Island. According to the last 13-F report filed with the SEC, Kristina Sherman serves as the Chief Compliance Officer of Brandywine Managers, LLC at Abanco Investors Ltd.
One of the average hedge funds
The two most similar investment funds to Abanco Investors Ltd are Ifs Advisors and Trellus Management. They manage $57.9 billion and $57.8 billion respectively.
Kristina Sherman investment strategy
Abanco Investors Ltd’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Consumer Staples — making up 39.1% of
the total portfolio value.
The fund focuses on investments in the United States as
50.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $86.9 billion.
The complete list of Abanco Investors Ltd trades based on 13F SEC filings
These positions were updated on February 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Procter And Gamble Co |
No change
97,692
|
$14,806,200,000 | 25.59% |
| Philip Morris International Inc |
No change
128,606
|
$13,016,213,000 | 22.49% |
| Automatic Data Processing In |
No change
33,074
|
$7,900,056,000 | 13.65% |
| Starbucks Corp. |
No change
66,892
|
$6,635,686,000 | 11.47% |
| Keurig Dr Pepper Inc |
No change
181,636
|
$6,477,140,000 | 11.19% |
| Zebra Technologies Corporati |
No change
14,196
|
$3,639,996,000 | 6.29% |
| Clorox Co. |
No change
22,174
|
$3,111,677,000 | 5.38% |
| Expeditors Intl Wash Inc |
No change
21,907
|
$2,276,575,000 | 3.93% |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
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