Waverton Investment Management LTD Portfolio Holdings
Waverton Investment Management LTD
- $5.74 Billion
- Q1 2025
Waverton Investment Management LTD has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.74 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $409M, Amazon Com Inc with a value of $343M, Alphabet Inc. with a value of $329M, Visa Inc. with a value of $318M, and Thermo Fisher Scientific Inc. with a value of $296M.
Examining the 13F form we can see an increase of $183M in the current position value, from $5.56B to 5.74B.
Below you can find more details about Waverton Investment Management LTD portfolio as well as his latest detailed transactions.
Portfolio value
$5.74 Billion
Technology: $1.7 Billion
Financial Services: $1.35 Billion
Consumer Cyclical: $681 Million
Healthcare: $644 Million
Communication Services: $488 Million
Industrials: $391 Million
Energy: $190 Million
Basic Materials: $82.5 Million
Other: $213 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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