WI

Waverton Investment Management Ltd

13F
Waverton Investment Management Ltd
Last update 2024-08-05 94 Stocks (4 new)
Value $5.31 Bil Turnover 10 %
Countries:
Top Holdings: MSFT(7.56%)GOOGL(5.96%)AMZN(5.63%)QCOM(5.08%)TMO(4.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Waverton Investment Management... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
897,362
400941.340
+7.70%
7.560
+0.54%
0.010
+0.52%
+14.09%
3172348.353
Software
GOOGL 		Alphabet Inc
1,736,847
316253.790
+11.62%
5.960
+0.62%
0.010
-0.04%
+19.65%
2061370.900
Interactive Media
AMZN 		Amazon.com Inc
1,545,781
298907.670
+10.44%
5.630
+0.53%
0.010
+3.23%
+23.99%
1977259.845
Retail - Cyclical
QCOM 		Qualcomm Inc
1,354,660
269577.340
+6.90%
5.080
+0.33%
0.120
-3.85%
+20.79%
191853.080
Semiconductors
TMO 		Thermo Fisher Scientific Inc
431,116
238133.390
+17.79%
4.490
+0.68%
0.110
-8.94%
+4.30%
211067.830
Medical Diagnostics & Research
V 		Visa Inc
878,769
230514.290
+3.64%
4.340
+0.15%
0.050
+9.75%
+9.78%
552999.285
Credit Services
AMD 		Advanced Micro Devices Inc
1,390,510
225505.960
+20.53%
4.250
+0.72%
0.090
+14.24%
+8.49%
258827.617
Semiconductors
MMC 		Marsh & McLennan Companies Inc
1,054,632
222242.600
+10.09%
4.190
+0.38%
0.210
+2.15%
+18.80%
108950.400
Insurance
UNH 		UnitedHealth Group Inc
397,201
202252.760
+10.50%
3.810
+0.36%
0.040
-0.43%
+8.63%
521952.875
Healthcare Plans
TEL 		TE Connectivity Ltd
1,304,360
196169.220
+3.32%
3.700
+0.12%
0.430
-3.11%
+8.76%
45852.209
Hardware

Waverton Investment Management Ltd's Historical Top Holdings Breakdowns

Waverton Investment Management Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COST 		Costco Wholesale Corp2024-06-30Reduce
-1.50%
●
704.88 ($780.33) 870.75
$890.96
14.18%
Reduce -85.86%
16,261
-98,754
GEV 		GE Vernova Inc2024-06-30Add
+1.29%
●
122.7 ($158.47) 181.45
$289.23
82.51%
Add 150.96%
661,249
397,762
FERG 		Ferguson Enterprises Inc2024-06-30Add
+1.12%
●
190.98 ($209.74) 223.85
$197.25
-5.95%
Add 61.05%
812,904
308,138
AMD 		Advanced Micro Devices Inc2024-06-30Add
+0.72%
●
144.27 ($160.87) 183.34
$159.92
-0.59%
Add 20.53%
1,390,510
236,882
TMO 		Thermo Fisher Scientific Inc2024-06-30Add
+0.68%
●
541.52 ($572.88) 599.02
$552.54
-3.55%
Add 17.79%
431,116
65,120
GOOGL 		Alphabet Inc2024-06-30Add
+0.62%
●
150.53 ($168.57) 185.41
$166.72
-1.10%
Add 11.62%
1,736,847
180,755
AXP 		American Express Co2024-06-30Reduce
-0.55%
●
217.5 ($231.59) 243.08
$271.47
17.22%
Reduce -13.09%
774,060
-116,615
SNPS 		Synopsys Inc2024-06-30Add
+0.55%
●
510.71 ($565.46) 620.31
$496.18
-12.25%
Add 21.92%
274,452
49,336
MSFT 		Microsoft Corp2024-06-30Add
+0.54%
●
389.33 ($422.32) 452.85
$426.71
1.04%
Add 7.7%
897,362
64,195
AMZN 		Amazon.com Inc2024-06-30Add
+0.53%
●
173.67 ($183.7) 197.85
$188.39
2.55%
Add 10.44%
1,545,781
146,144

Waverton Investment Management Ltd Total Holding History ($B)

To

Waverton Investment Management Ltd's Asset Allocation

To

Waverton Investment Management Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Waverton Investment Management Ltd's Hypothetical Growth since 2024-06-30

Waverton Investment Management Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Waverton Investment Management Ltd's Holdings Heat Map

Size field:

Waverton Investment Management Ltd's Holdings Bubble Chart

Waverton Investment Management Ltd News

  • 1

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