Waverton Investment Management LTD Portfolio Holdings
Waverton Investment Management LTD
- $5.42 Billion
- Q3 2024
Waverton Investment Management LTD has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.42 Billion distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $411M, Alphabet Inc. with a value of $320M, Thermo Fisher Scientific Inc. with a value of $297M, Amazon Com Inc with a value of $296M, and Unitedhealth Group Inc with a value of $264M.
Examining the 13F form we can see an increase of $314M in the current position value, from $5.11B to 5.42B.
Below you can find more details about Waverton Investment Management LTD portfolio as well as his latest detailed transactions.
Portfolio value
$5.42 Billion
Technology: $1.69 Billion
Financial Services: $1.11 Billion
Healthcare: $690 Million
Consumer Cyclical: $610 Million
Communication Services: $481 Million
Industrials: $396 Million
Energy: $169 Million
Basic Materials: $76.3 Million
Other: $201 Million