Top Ten Equity Holdings - 31st August 2010
As at 31st August 2010 the top ten equity holdings and the sector breakdowns as follows:
Top 10 Longs
|
%
|
Sector Breakdown
|
%
|
Apple
|
8.0%
|
Semiconductors
|
21.8%
|
Google
|
4.4%
|
Software
|
20.4%
|
Microsoft
|
4.1%
|
Computing
|
19.3%
|
Cisco Systems
|
3.2%
|
Comms Equipment
|
17.8%
|
Oracle
|
2.4%
|
Internet / Consumer
|
10.4%
|
International Business Machines
|
2.4%
|
Services
|
6.2%
|
Qualcomm
|
2.2%
|
Telecoms / Media
|
1.5%
|
Intel
|
2.2%
|
Electronic Components
|
1.0%
|
Samsung Electronics
|
1.9%
|
Other Sectors
|
0.8%
|
Infosys Techs
|
1.8%
|
Healthcare
|
0.5%
|
Total
|
32.6%
|
Defence / Security
|
0.2%
|
|
|
Clean Energy
|
0.1%
|
|
|
Total
|
100.0%
|
Ben Rogoff
Wednesday 1st September 2010