Waverton Investment Management LTD Portfolio Holdings
Waverton Investment Management LTD
- $6.48 Billion
- Q2 2025
Waverton Investment Management LTD has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.48 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $553M, Amazon Com Inc with a value of $421M, Alphabet Inc. with a value of $385M, Visa Inc. with a value of $329M, and Synopsys Inc with a value of $296M.
Examining the 13F form we can see an increase of $737M in the current position value, from $5.74B to 6.48B.
Below you can find more details about Waverton Investment Management LTD portfolio as well as his latest detailed transactions.
Portfolio value
$6.48 Billion
Technology: $2.11 Billion
Financial Services: $1.65 Billion
Consumer Cyclical: $763 Million
Healthcare: $548 Million
Industrials: $499 Million
Communication Services: $435 Million
Energy: $170 Million
Basic Materials: $98 Million
Other: $202 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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