Waverton Investment Management LTD Portfolio Holdings
Waverton Investment Management LTD
- $5.11 Billion
- Q2 2024
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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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