Waverton Investment Management LTD has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $5.11 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 $401M, Alphabet Inc. with a value of $316M, Amazon Com Inc with a value of $299M, Qualcomm Inc with a value of $270M, and Thermo Fisher Scientific Inc. with a value of $238M.

Examining the 13F form we can see an increase of $392M in the current position value, from $4.72B to 5.11B.

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

Portfolio value $5.11 Billion
Technology: $1.82 Billion
Financial Services: $955 Million
Healthcare: $543 Million
Industrials: $484 Million
Communication Services: $457 Million
Consumer Cyclical: $426 Million
Energy: $181 Million
Consumer Defensive: $78.8 Million
Other: $167 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $5.11 Billion
  • Prior Value $4.72 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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