Kevin O’Leary, Halftime Report: Europe Stocks

August 16, 2021

Europe Large Caps | Kevin O'Leary

Kevin O’Leary, Chairman of O’Shares ETFs, is constructive on stocks heading into year end, putting money to work in Europe, specifically the 50 companies that comprise OEUR.
Name
(As of 10/19/2021)
Stock TickerSector% Of Market ValueShares/ParIsin
ROCHE HOLDING AGROGHealth Care5.33%5380CH0012032048
NESTLE SANESNConsumer Staples4.99%15966CH0038863350
NOVO NORDISK A/SNOVOBHealth Care4.18%15612DK0060534915
LVMH MOET HENNESSY LOUIS VUITTON SEMCConsumer Discretionary3.72%1937FR0000121014
SAP SESAPInformation Technology3.45%9322DE0007164600
UNILEVER PLCULVRConsumer Staples3.13%23494GB00B10RZP78
ASML HOLDING NVASMLInformation Technology2.78%1368NL0010273215
L'OREAL SAORConsumer Staples2.77%2569FR0000120321
NOVARTIS AGNOVNHealth Care2.61%12270CH0012005267
ASTRAZENECA PLCAZNHealth Care2.52%8190GB0009895292
DEUTSCHE POST AGDPWIndustrials2.42%15172DE0005552004
WOLTERS KLUWER NVWKLIndustrials2.19%8029NL0000395903
KONE OYJKNEBVIndustrials2.11%11986FI0009013403
SIEMENS AGSIEIndustrials2.03%4862DE0007236101
DIAGEO PLCDGEConsumer Staples2.02%15916GB0002374006
SANOFISANHealth Care1.98%8064FR0000120578
GLAXOSMITHKLINE PLCGSKHealth Care1.90%38352GB0009252882
MERCK KGAAMRKHealth Care1.83%3156DE0006599905
SCHNEIDER ELECTRIC SESUIndustrials1.80%4245FR0000121972
RELX PLCRELIndustrials1.73%22275GB00B2B0DG97
INDUSTRIA DE DISENO TEXTIL SAITXConsumer Discretionary1.70%18053ES0148396007
ESSILORLUXOTTICA SAELConsumer Discretionary1.68%3358FR0000121667
ATLAS COPCO ABATCOAIndustrials1.65%9950SE0011166610
IBERDROLA SAIBEUtilities1.64%57388ES0144580Y14
HERMES INTERNATIONALRMSConsumer Discretionary1.64%431FR0000052292
ABB LTDABBNIndustrials1.64%18561CH0012221716
KERING SAKERConsumer Discretionary1.59%821FR0000121485
PARTNERS GROUP HOLDING AGPGHNFinancials1.56%366CH0024608827
DANONE SABNConsumer Staples1.51%9138FR0000120644
SIEMENS HEALTHINEERS AGSHLHealth Care1.49%8644DE000SHL1006
LEGRAND SALRIndustrials1.49%5332FR0010307819
3I GROUP PLCIIIFinancials1.48%32096GB00B1YW4409
SWISSCOM AGSCMNCommunication Services1.47%981CH0008742519
CARLSBERG ASCARLBConsumer Staples1.46%3462DK0010181759
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCAMLConsumer Discretionary1.46%3709FR0000121261
ESSITY ABESSITYBConsumer Staples1.44%18553SE0009922164
INVESTOR ABINVEBFinancials1.44%24566SE0015811963
HEXAGON ABHEXABInformation Technology1.44%35866SE0015961909
ORSTED ASORSTEDUtilities1.44%4064DK0060094928
SGS SASGSNIndustrials1.44%187CH0002497458
SWEDISH MATCH ABSWMAConsumer Staples1.43%61336SE0015812219
GEBERIT AGGEBNIndustrials1.43%725CH0030170408
ASSA ABLOY ABASSABIndustrials1.42%18993SE0007100581
BUNZL PLCBNZLIndustrials1.41%15899GB00B0744B38
COLOPLAST A/SCOLOBHealth Care1.41%3369DK0060448595
HENKEL AG & CO KGAAHENConsumer Staples1.41%6646DE0006048408
INDUSTRIVARDEN ABINDUCFinancials1.39%16894SE0000107203
SCHINDLER HOLDING AGSCHPIndustrials1.39%1962CH0024638196
KUEHNE + NAGEL INTERNATIONAL AGKNINIndustrials1.28%1555CH0025238863
ADMIRAL GROUP PLCADMFinancials1.24%11727GB00B02J6398
CASH0.04%15100.94
EURO0.00%-512.28
BRITISH POUND0.00%-1.93
SWEDISH KRONA0.00%1.15
Holdings subject to change.
For standardized performance please click here.

Price/earnings Ratio (P/E): The price to earnings ratio, which equals the security’s current price divided by the earnings per share (price/eps).

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