Rothschild & CO Wealth Management Uk LTD Portfolio Holdings
Rothschild & CO Wealth Management Uk LTD
- $5.33 Billion
- Q4 2024
Rothschild & CO Wealth Management Uk LTD has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.33 Billion distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $821M, Mastercard Inc with a value of $693M, Booking Holdings Inc. with a value of $675M, Berkshire Hathaway Inc Class B with a value of $637M, and Moodys Corp with a value of $513M.
Examining the 13F form we can see an decrease of $538M in the current position value, from $5.86B to 5.33B.
Below you can find more details about Rothschild & CO Wealth Management Uk LTD portfolio as well as his latest detailed transactions.
Portfolio value
$5.33 Billion
Financial Services: $3.19 Billion
Communication Services: $783 Million
Consumer Cyclical: $684 Million
Industrials: $615 Million
ETFs: $35.6 Million
Technology: $22.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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