Wilkinson Global Asset Management LLC Portfolio Holdings
Wilkinson Global Asset Management LLC
- $1.55 Billion
- Q1 2025
Wilkinson Global Asset Management LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.55 Billion distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $121M, Jpmorgan Chase & CO with a value of $110M, Microsoft Corp with a value of $102M, Apple Inc. with a value of $97.2M, and Amgen Inc with a value of $86.1M.
Examining the 13F form we can see an decrease of $30.6M in the current position value, from $1.58B to 1.55B.
Below you can find more details about Wilkinson Global Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.55 Billion
Technology: $488 Million
Consumer Cyclical: $276 Million
Industrials: $258 Million
Financial Services: $241 Million
Healthcare: $148 Million
Basic Materials: $76.9 Million
Communication Services: $50.1 Million
Energy: $6.73 Million
Other: $3.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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