Wilkinson Global Asset Management LLC Portfolio Holdings
Wilkinson Global Asset Management LLC
- $1.6 Billion
- Q3 2024
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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|