Tax-Managed International Equity Portfolio

Tax-Managed International Equity Portfolio is a registered fund series of Tax-Managed International Equity Portfolio (series S000005249). Net assets $75.5M as of 2024-10-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
State Street Global Advisors$8.3M1100.56%
Nestle SA$891K118.02%
SAP SE$886K117.38%
Cie Financiere Richemont SA$856K113.39%
Novo Nordisk A/S$772K102.25%
Deutsche Telekom AG$738K97.81%
Engie SA$645K85.40%
Air Liquide SA$640K84.82%
Sanofi SA$637K84.36%
E.ON SE$594K78.64%
CSL Ltd$557K73.84%
TotalEnergies SE$555K73.54%
Morgan Stanley & Co. LLC$553K73.31%
AstraZeneca PLC$553K73.21%
Holcim AG$530K70.18%

Net asset history

Report dateNet assets
2024-10-31$75.5M
2024-07-31$74.8M
2024-04-30$68.8M
2024-01-31$68.9M
2023-10-31$62.6M
2023-07-31$71.1M
2023-04-30$69.4M
2023-01-31$68.5M

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