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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.79B
$107 Million 2.0% of portfolio
294,400
Q4 2024 Added 1.5%
$1.42B
$1.6 Million 0.03% of portfolio
99,000
Q3 2019 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $5.33 Billion
  • Prior Value $5.86 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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