Top Ten Equity Holdings - 31st March 2010
As at 31st March 2010 the top ten equity holdings and the sector breakdowns as follows:
Top 10 Longs
|
%
|
|
Sector Breakdown
|
%
|
Apple
|
6.8%
|
|
Semiconductors
|
24.5%
|
Microsoft
|
4.9%
|
|
Computing
|
19.4%
|
Google
|
4.5%
|
|
Comms Equipment
|
19.2%
|
Cisco Systems
|
3.6%
|
|
Software
|
18.9%
|
International Business Machines
|
3.1%
|
|
Internet / Consumer
|
10.7%
|
Oracle
|
2.8%
|
|
Services
|
3.6%
|
Hewlett-Packard
|
2.7%
|
|
Telecoms / Media
|
1.1%
|
Intel
|
2.6%
|
|
Electronic Components
|
1.1%
|
Samsung Electronics
|
2.5%
|
|
Other Sectors
|
0.9%
|
Qualcomm
|
2.3%
|
|
Healthcare
|
0.4%
|
Total
|
35.8%
|
|
Defence / Security
|
0.1%
|
|
|
|
Clean Energy
|
0.1%
|
|
|
|
Total
|
100.0%
|
|
|
|
|
|
Ben Rogoff
Thursday 1st April 2010