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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.85B
$111 Million 1.9% of portfolio
2,467,944
Q3 2024 Added 152.22%
$2.47B
$101 Million 1.73% of portfolio
290,048
Q3 2024 Reduced 0.4%
$3.89B
$12.1 Million 0.21% of portfolio
216,069
Q3 2024 Added 2.26%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $5.86 Billion
  • Prior Value $5.48 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Rothschild & CO Wealth Management Uk LTD Portfolio

Follow Rothschild & CO Wealth Management Uk LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild & CO Wealth Management Uk LTD, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild & CO Wealth Management Uk LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email