William Von Mueffling - Cantillon Capital Management Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of John William Von Mueffling’s - Cantillon Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 16 stocks with a total portfolio worth of USD 1,889,918,000.
William Von Mueffling’s fund positions as of Q4/2011 with actual share movements:
| Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
| GOOG - Google Inc. | 13.89 | Add 5.55% | $645.90 |
| KO - Coca Cola Co. | 13.2 | Add 6.59% | $69.97 |
| ADI - Analog Devices | 11.58 | Add 5.24% | $35.78 |
| ORCL - Oracle Corp. | 10.98 | Add 6.51% | $25.65 |
| PM - Philip Morris Intl. | 9.79 | Add 6.81% | $78.48 |
| CL - Colgate-Palmolive | 9.1 | Add 5.26% | $92.39 |
| WSH - Willis Group Holdings Plc | 8.74 | Add 6.81% | $38.80 |
| SLH - Solera Holdings Inc. | 4.1 | Add 6.71% | $44.54 |
| PCLN - Priceline.com Inc. | 4.01 | Buy | $467.71 |
| BBD - Banco Bradesco | 3.98 | Add 6.77% | $16.68 |
| ABV - Companhia De Bebidas | 3.87 | Add 6.71% | $36.09 |
| WAT - Waters Corp. | 2.82 | Add 6.60% | $74.05 |
| ALTR - Altera Corp. | 2.32 | Add 7.60% | $37.10 |
| OPEN - OpenTable Inc. | 1.1 | Buy | $39.13 |
| UL - Unilever PLC | 0.28 | 0 | $33.52 |
| BTI - British American Tobacco plc | 0.24 | 0 | $94.88 |
Related Stock Ticker:
GOOG, KO, ADI, ORCL, PM, CL, WSH, SLH, PCLN, BBD, ABV, WAT, ALTR, OPEN, UL, BTI