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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72T
$409 Million 7.12% of portfolio
1,088,472
Q1 2025 Added 6.74%
$2.28T
$343 Million 5.97% of portfolio
1,802,298
Q1 2025 Added 11.74%
$1.07T
$329 Million 5.73% of portfolio
2,127,335
Q1 2025 Added 6.95%
$587B
$318 Million 5.54% of portfolio
906,738
Q1 2025 Reduced 0.57%
$168B
$296 Million 5.16% of portfolio
594,729
Q1 2025 Added 9.65%
$107B
$294 Million 5.13% of portfolio
1,205,958
Q1 2025 Added 2.75%
$99.5B
$282 Million 4.92% of portfolio
1,064,499
Q1 2025 Added 4.54%
$289B
$252 Million 4.38% of portfolio
480,418
Q1 2025 Added 9.44%
$182B
$247 Million 4.29% of portfolio
1,604,898
Q1 2025 Added 4.29%
$262B
$239 Million 4.16% of portfolio
961,068
Q1 2025 Reduced 6.02%
$83.9B
$216 Million 3.76% of portfolio
502,925
Q1 2025 Added 24.81%
$270B
$212 Million 3.69% of portfolio
1,057,996
Q1 2025 Added 2.07%
$245B
$208 Million 3.63% of portfolio
773,669
Q1 2025 Reduced 1.62%
$19.2B
$208 Million 3.62% of portfolio
3,995,865
Q1 2025 Reduced 1.68%
$220B
$180 Million 3.13% of portfolio
292,981
Q1 2025 Added 11.22%
$223B
$159 Million 2.78% of portfolio
1,550,502
Q1 2025 Added 1.54%
$54.9B
$141 Million 2.46% of portfolio
225,652
Q1 2025 Added 5.22%
$1.22T
$139 Million 2.43% of portfolio
839,779
Q1 2025 Reduced 3.91%
$3.43T
$104 Million 1.82% of portfolio
469,312
Q1 2025 Reduced 0.22%
$868B
$103 Million 1.8% of portfolio
421,031
Q1 2025 Added 4.01%
$50.6B
$98 Million 1.71% of portfolio
2,344,999
Q1 2025 Added 5.23%
$74.5B
$55.4 Million 0.96% of portfolio
336,361
Q1 2025 Added 0.25%
$35.4B
$49.4 Million 0.86% of portfolio
211,881
Q1 2025 Added 7.48%
$63.3B
$48.4 Million 0.84% of portfolio
556,585
Q1 2025 Added 0.15%
$99.7B
$48 Million 0.84% of portfolio
429,412
Q1 2025 Reduced 15.95%
$5.74B
$45.1 Million 0.79% of portfolio
31,505
Q1 2025 Reduced 21.8%
$3.42B
$44.4 Million 0.77% of portfolio
1,131,601
Q1 2025 Added 49.66%
$187B
$42.7 Million 0.74% of portfolio
284,644
Q1 2025 Added 3.65%
$25.5B
$41.2 Million 0.72% of portfolio
279,463
Q3 2024 Added 1.98%
$127B
$41 Million 0.71% of portfolio
21,021
Q1 2025 Reduced 1.58%
$108B
$39.1 Million 0.68% of portfolio
113,140
Q4 2024 Reduced 29.01%
$631B
$37.4 Million 0.65% of portfolio
70,167
Q1 2025 Reduced 0.02%
$59.9B
$33.7 Million 0.59% of portfolio
145,493
Q4 2024 Reduced 0.12%
$5.27B
$32.7 Million 0.57% of portfolio
197,541
Q1 2025 Reduced 1.78%
$45.8B
$32.7 Million 0.57% of portfolio
257,309
Q1 2025 Added 28.66%
$47.5B
$32.2 Million 0.56% of portfolio
667,362
Q1 2025 Added 29.23%
$106B
$20.5 Million 0.36% of portfolio
71,187
Q1 2025 Added 6.14%
$4.61B
$18.3 Million 0.32% of portfolio
612,260
Q1 2025 Added 0.34%
$6.63B
$18.3 Million 0.32% of portfolio
378,852
Q1 2025 New
$55.3B
$15.4 Million 0.27% of portfolio
60,674
Q1 2025 Added 18.08%
$437B
$12.9 Million 0.23% of portfolio
13,658
Q1 2025 Reduced 7.92%
$10.5B
$10.3 Million 0.18% of portfolio
42,926
Q1 2025 Added 6.87%
$8.3B
$9.7 Million 0.17% of portfolio
7,322
Q4 2024 Reduced 48.31%
$309B
$7.96 Million 0.14% of portfolio
111,087
Q1 2025 Reduced 12.93%
$10.7B
$7.46 Million 0.13% of portfolio
201,669
Q1 2025 Added 9.66%
$20.5B
$6.66 Million 0.12% of portfolio
100,950
Q1 2025 Added 1.25%
$84.8B
$6.38 Million 0.11% of portfolio
35,575
Q1 2025 New
$1.1T
$6.16 Million 0.11% of portfolio
39,399
Q1 2025 Added 2.43%
$0
$5.31 Million 0.09% of portfolio
207,915
Q1 2025 Added 15.67%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $5.74 Billion
  • Prior Value $5.56 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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