Waverton Investment Management LTD has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.72 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $351M, Amazon Com Inc with a value of $252M, Visa Inc. with a value of $237M, Alphabet Inc. with a value of $235M, and Qualcomm Inc with a value of $215M.

Examining the 13F form we can see an increase of $797M in the current position value, from $3.92B to 4.72B.

Below you can find more details about Waverton Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $4.72 Billion
Technology: $1.6 Billion
Financial Services: $966 Million
Healthcare: $473 Million
Industrials: $471 Million
Consumer Cyclical: $366 Million
Communication Services: $361 Million
Energy: $181 Million
Consumer Defensive: $156 Million
Other: $139 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 94
  • Current Value $4.72 Billion
  • Prior Value $3.92 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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