Wilkinson Global Asset Management LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $120M, Microsoft Corp with a value of $119M, Apple Inc. with a value of $105M, Jpmorgan Chase & CO with a value of $103M, and Amgen Inc with a value of $91.9M.

Examining the 13F form we can see an increase of $52.4M in the current position value, from $1.54B to 1.6B.

Below you can find more details about Wilkinson Global Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.6 Billion
Technology: $541 Million
Consumer Cyclical: $279 Million
Industrials: $263 Million
Financial Services: $224 Million
Healthcare: $167 Million
Basic Materials: $58.5 Million
Communication Services: $51.1 Million
Energy: $8.34 Million
Other: $4.75 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $1.6 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Wilkinson Global Asset Management LLC Portfolio

Follow Wilkinson Global Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilkinson Global Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkinson Global Asset Management LLC with notifications on news.