Baillie Gifford 13F holdings, Q4 2001
Holdings as of December 31, 2001 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 68 US equity positions worth $2.0bn in its Q4 2001 13F filing. The largest position was D Golden West Financial at 6.7% of the reported book, followed by D Philip Morris and D Freddie Mac. Against the Q3 2001 filing, it opened 5 new positions, added to 17 and reduced 10 among the top 50 holdings.
What did Baillie Gifford own in Q4 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2001 |
|---|---|---|---|---|---|---|---|
| 1 | D Golden West Financial | 6.7% | $135.8m | 2,307,629 | 15% | added | |
| 2 | D Philip Morris | 6.5% | $131.7m | 2,872,497 | -0% | held | |
| 3 | D Freddie Mac | 6.5% | $131.5m | 2,010,703 | -4% | reduced | |
| 4 | PFE D Pfizer | Healthcare | 6.0% | $121.4m | 3,045,525 | 3% | added |
| 5 | D Wellpoint Health Networks | 5.3% | $106.7m | 913,396 | 7% | added | |
| 6 | D Walgreen | 4.4% | $89.2m | 2,649,752 | -8% | reduced | |
| 7 | D Amerada Hess | 4.3% | $87.4m | 1,398,891 | 1% | added | |
| 8 | COST D Costco Companies | Consumer Defensive | 4.3% | $87.4m | 1,969,140 | -1% | reduced |
| 9 | D DST Systems Inc | 4.1% | $83.0m | 1,664,523 | -7% | reduced | |
| 10 | EOG D EOG Resources | Energy | 4.1% | $82.0m | 2,096,516 | -0% | held |
| 11 | STT D State Str.Boston | Financial Services | 3.9% | $78.0m | 1,492,521 | 0% | held |
| 12 | D AOL Time Warner | 3.7% | $75.1m | 2,341,033 | -1% | reduced | |
| 13 | D Wrigley | 3.6% | $73.5m | 1,430,143 | -1% | reduced | |
| 14 | BF/B D Brown-Forman B | 3.4% | $68.2m | 1,089,767 | 0% | held | |
| 15 | MTB D M&T Bank | Financial Services | 3.2% | $64.0m | 878,301 | 2% | added |
| 16 | D TMP Worldwide | 3.2% | $63.9m | 1,488,387 | -22% | reduced | |
| 17 | MXIM D Maxim Integrated Products | 2.8% | $56.5m | 1,075,046 | -23% | reduced | |
| 18 | D Duke Realty Corporation | 2.2% | $43.9m | 1,802,888 | 1% | added | |
| 19 | MRSH D Marsh & McLennan | Financial Services | 2.1% | $42.2m | 392,803 | 14% | added |
| 20 | OMC D Omnicom (U$) | Communication Services | 1.8% | $35.8m | 400,624 | 18% | added |
| 21 | LLY D Eli Lilly | Healthcare | 1.6% | $32.8m | 417,353 | 3% | added |
| 22 | D Gillette | 1.6% | $32.1m | 962,515 | – | new | |
| 23 | D Crown Castle International | 1.5% | $30.1m | 2,816,613 | 11% | added | |
| 24 | D First Data | 1.5% | $29.5m | 376,421 | 1% | added | |
| 25 | MCO D Moodys Corp | Financial Services | 1.4% | $28.6m | 717,639 | – | new |
| 26 | ADP D Automatic Data Processing | Technology | 1.2% | $25.0m | 424,467 | 1% | added |
| 27 | D Suncor Energy | 0.8% | $16.7m | 507,582 | 4% | added | |
| 28 | D Burlington Resources | 0.7% | $14.8m | 395,000 | 0% | held | |
| 29 | D Merck | 0.7% | $13.9m | 236,851 | -0% | held | |
| 30 | FHI D Federated Investors Inc | Financial Services | 0.7% | $13.5m | 423,296 | 2% | added |
| 31 | D Molex 'A' Share | 0.6% | $12.5m | 461,960 | 0% | held | |
| 32 | D DeVry | 0.6% | $12.2m | 430,599 | 0% | held | |
| 33 | MFC D Manulife Financial | Financial Services | 0.6% | $12.1m | 464,671 | 4% | added |
| 34 | MCHP D Microchip Technology | Technology | 0.6% | $12.1m | 311,655 | -1% | reduced |
| 35 | GE D General Electric | Industrials | 0.6% | $11.4m | 284,730 | 0% | held |
| 36 | BNS D Bank of Nova Scotia | Financial Services | 0.5% | $9.5m | 310,264 | 4% | added |
| 37 | RY D Royal Bank of Canada | Financial Services | 0.4% | $9.1m | 279,440 | 5% | added |
| 38 | D Tembec Inc | 0.4% | $8.0m | 1,007,020 | 0% | held | |
| 39 | D ChevronTexaco Corporation | 0.4% | $7.8m | 86,974 | 0% | held | |
| 40 | D Four Seasons Hotels (C$) | 0.4% | $7.5m | 161,189 | -30% | reduced | |
| 41 | D Rothmans Inc | 0.3% | $7.0m | 377,000 | – | new | |
| 42 | D Precision Drilling | 0.3% | $5.8m | 223,628 | 0% | held | |
| 43 | D Nortel Networks | 0.2% | $4.6m | 619,511 | 0% | held | |
| 44 | D Choicepoint | 0.1% | $1.1m | 22,377 | 0% | held | |
| 45 | MSFT D Microsoft | Technology | 0.0% | $728.0k | 11,000 | 0% | held |
| 46 | D Fannie Mae | 0.0% | $671.0k | 8,435 | 0% | held | |
| 47 | NTRS D Northern Trust | Financial Services | 0.0% | $602.0k | 10,000 | 0% | held |
| 48 | D TCF Financial | 0.0% | $576.0k | 12,000 | – | new | |
| 49 | MRCY D Mercury Computer Systems | Industrials | 0.0% | $555.0k | 14,190 | 0% | held |
| 50 | PXGBX D Praxair | 0.0% | $552.0k | 10,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.