Rothschild & CO Wealth Management Uk LTD Portfolio Holdings
Rothschild & CO Wealth Management Uk LTD
- $5.86 Billion
- Q3 2024
Rothschild & CO Wealth Management Uk LTD has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.86 Billion distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $884M, Berkshire Hathaway Inc Class B with a value of $795M, Mastercard Inc with a value of $738M, S&P Global Inc. with a value of $651M, and Moodys Corp with a value of $646M.
Examining the 13F form we can see an increase of $381M in the current position value, from $5.48B to 5.86B.
Below you can find more details about Rothschild & CO Wealth Management Uk LTD portfolio as well as his latest detailed transactions.
Portfolio value
$5.86 Billion
Financial Services: $3.73 Billion
Communication Services: $817 Million
Consumer Cyclical: $656 Million
Industrials: $597 Million
ETFs: $41.3 Million
Technology: $22.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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