Rwc Asset Management LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.52 Billion distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hp Inc with a value of $141M, Macy'S, Inc. with a value of $124M, Exelon Corp with a value of $80.5M, Cisco Systems, Inc. with a value of $56.8M, and Constellation Energy Corp with a value of $53M.
Examining the 13F form we can see an decrease of $24M in the current position value, from $1.55B to 1.52B.
Rwc Asset Management LLP is based out at London, X0
Below you can find more details about Rwc Asset Management LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1.52 Billion
Utilities: $390 Million
Consumer Cyclical: $244 Million
Technology: $234 Million
Consumer Defensive: $227 Million
Real Estate: $89.4 Million
Industrials: $68.5 Million
Healthcare: $66.1 Million
Basic Materials: $64.9 Million
Other: $138 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
