Wormser Freres Gestion Portfolio Holdings

Wormser Freres Gestion

  • $168 Billion
  • Q4 2024

Wormser Freres Gestion has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $11.2B, Visa Inc. with a value of $11.1B, Accenture PLC with a value of $9.93B, Salesforce, Inc. with a value of $9.51B, and Emerson Electric CO with a value of $9.36B.

Examining the 13F form we can see an increase of $4.42B in the current position value, from $164B to 168B. Also it can be appreciated an additional of 5 stocks purchases and 2 closed positions.

Wormser Freres Gestion is based out at Paris, I0

Below you can find more details about Wormser Freres Gestion portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
Healthcare: $50.8 Billion
Technology: $44.1 Billion
Consumer Cyclical: $23.9 Billion
Communication Services: $14.4 Billion
Financial Services: $11.1 Billion
Industrials: $10.5 Billion
Basic Materials: $7.46 Billion
ETFs: $2.31 Billion
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $168 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 20, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 17 stocks
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