Ninety One International Franchise Fund
ADVISORS' INNER CIRCLE III

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jul 31, 2024 → Oct 31, 2024

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

Security Shares Jul 2024 Shares Oct 2024 Δ shares End % Δ value
LONDON STOCK EXCHANGE GRP PLC 1,571 1,860 289 5.25% $60.28K
L'OREAL SA ORD 419 465 46 3.64% -$7.05K
NINTENDO CO LTD 2,400 2,700 300 2.97% $10.22K
Amadeus IT Holding, S.A. 1,442 1,747 305 2.64% $31.44K
Security Shares Jul 2024 Shares Oct 2024 Δ shares End % Δ value
TAIWAN SEMIC MFG CO LTD SP ADR 1,443 1,151 -292 4.58% -$19.94K
REA GROUP LTD COMMON STOCK 1,087 918 -169 2.82% -$10.86K
ASML Holding NV 221 194 -27 2.72% -$75.43K
Security Shares Jul 2024 Shares Oct 2024 Δ shares End % Δ value
SAP SE 1,862 1,862 0 9.06% $40.30K
CONSTELLATION SOFTWARE INC 101 101 0 6.35% -$14.25K
MASTERCARD INC CL A 596 596 0 6.22% $21.38K
ESSILORLUXOTTICA 1,044 1,044 0 5.10% $5.53K
WOLTERS KLUWER 1,265 1,265 0 4.43% $471
PHILIP MORRIS INTL INC 1,293 1,293 0 3.58% $22.68K
ALCON INC 1,864 1,864 0 3.57% -$5.00K
Hermes International SCA 65 65 0 3.08% $5.42K
ACCENTURE PLC-A 426 426 0 3.07% $6.05K
NESTLE SA (REG) 1,513 1,513 0 2.98% -$10.04K
EXPERIAN PLC COMMON STOCK USD.1 2,903 2,903 0 2.95% $4.42K
BEIERSDORF AG 987 987 0 2.78% -$10.26K
ICON PLC 540 540 0 2.50% -$57.42K
INTERCONTINENTAL HOTELS GROUP PLC 1,063 1,063 0 2.44% $9.90K
HEINEKEN NV 1,333 1,333 0 2.28% -$9.16K
LONZA GROUP -REG 164 164 0 2.10% -$8.12K
RECKITT BENCKISE 1,664 1,664 0 2.10% $11.21K
SIEMENS HEALTHINEERS AG COMMON STOCK 1,867 1,867 0 2.03% -$2.78K
NETEASE INC 5,700 5,700 0 1.91% -$13.44K
Novartis AG (Registered) 838 838 0 1.90% -$2.47K
AIA Group Ltd 10,600 10,600 0 1.75% $12.75K
KWEICHOW MOUTAI CO LTD A 304 304 0 1.36% $5.53K
Sartorius Aktiengesellschaft 234 234 0 1.26% -$5.86K
HANGZHOU TIGER-H 6,200 6,200 0 0.58% $4.17K
CONSTELLATION SO 40 40 0 0.00% $0

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