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Size ($ in 1000's)
At 12/31/2023: $4,117,523
At 09/30/2023: $3,457,714
Waverton Investment Management Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Waverton Investment Management Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Waverton Investment Management Ltd top holdings by largest position size, as per the latest 13f filing made by Waverton Investment Management Ltd.
In the Waverton Investment Management Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Waverton Investment Management Ltd in that top holding, then the share count change between reporting periods, and finally the Waverton Investment Management Ltd top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Microsoft Corporation Com US 0.00000625 |
753,539 |
+1,727 |
$283,301 | | MSFT | 753,539 | +1,727 | $283,301 | | Visa Inc Com Stock US 0.0001 |
827,248 |
+4,280 |
$215,544 | | V | 827,248 | +4,280 | $215,544 | | Alphabet Inc US 0.001 A |
1,445,421 |
-30,162 |
$201,933 | | GOOGL | 1,445,421 | -30,162 | $201,933 | | Amazon.com Inc Com US 0.01 |
1,299,990 |
+94,156 |
$197,527 | | AMZN | 1,299,990 | +94,156 | $197,527 | | UnitedHealth Group Com US 0.01 |
365,008 |
+15,806 |
$192,335 | | UNH | 365,008 | +15,806 | $192,335 | | Advanced Micro Devices |
1,300,221 |
-61,176 |
$191,685 | | AMD | 1,300,221 | -61,176 | $191,685 | | Linde Plc Com |
464,571 |
-20,238 |
$190,843 | | LIN | 464,571 | -20,238 | $190,843 | | CME Group Inc Com US 0.01 A |
832,248 |
+7,726 |
$175,317 | | CME | 832,248 | +7,726 | $175,317 | | Marsh & McLennan Cos Inc Com US 1.00 |
904,724 |
+9,187 |
$171,423 | | MMC | 904,724 | +9,187 | $171,423 | | American Express Co Com US 0.20 |
896,554 |
+24,597 |
$167,965 | | AXP | 896,554 | +24,597 | $167,965 | | TE Connectivity Ltd Com CHF1.37 |
1,193,146 |
+41,293 |
$167,703 | | TEL | 1,193,146 | +41,293 | $167,703 | | Intuit Inc Com US 0.01 |
266,832 |
+4,304 |
$166,841 | | INTU | 266,832 | +4,304 | $166,841 | | Qualcomm Inc Com US 0.0001 |
1,074,761 |
+47,629 |
$155,448 | | QCOM | 1,074,761 | +47,629 | $155,448 | | Costco Wholesale Corp Com Stock US 0.005 |
230,200 |
-49,477 |
$151,993 | | COST | 230,200 | -49,477 | $151,993 | | IBM Com US 0.20 |
921,613 |
+96,967 |
$150,762 | | IBM | 921,613 | +96,967 | $150,762 | | Thermo Fisher Scientific COM US 1 |
276,308 |
+153,344 |
$146,787 | | TMO | 276,308 | +153,344 | $146,787 | | United Rentals Inc Com US 0.01 |
212,493 |
+212,493 |
$121,884 | | URI | 212,493 | +212,493 | $121,884 | | Synopsys Inc US 0.01 |
186,818 |
-1,876 |
$96,161 | | SNPS | 186,818 | -1,876 | $96,161 | | T Mobile US Inc |
584,698 |
+20,163 |
$93,759 | | TMUS | 584,698 | +20,163 | $93,759 | | Schlumberger Com US 0.01 |
1,536,665 |
+163,127 |
$79,960 | | SLB | 1,536,665 | +163,127 | $79,960 | | Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW 10 |
704,644 |
-92,075 |
$73,251 | | TSM | 704,644 | -92,075 | $73,251 | | Apple Inc Com |
375,208 |
+8,683 |
$72,233 | | AAPL | 375,208 | +8,683 | $72,233 | | JP Morgan Chase Com US 1 US quote |
304,377 |
+19,581 |
$51,822 | | JPM | 304,377 | +19,581 | $51,822 | | American International Group Inc Com US 2.50 |
565,145 |
-143,627 |
$38,286 | | AIG | 565,145 | -143,627 | $38,286 | | Vulcan Materials Com 1 |
159,891 |
+15,787 |
$36,287 | | VMC | 159,891 | +15,787 | $36,287 | | Coca Cola Com US 0.25 |
612,199 |
+32,034 |
$36,074 | | KO | 612,199 | +32,034 | $36,074 | | Zoetis Inc Com US 0.01 A |
167,092 |
-2,958 |
$32,988 | | ZTS | 167,092 | -2,958 | $32,988 | | Valaris Ltd |
463,775 |
+49,384 |
$31,803 | | VAL | 463,775 | +49,384 | $31,803 | | HCA Healthcare Inc |
116,332 |
UNCH |
$31,493 | | HCA | 116,332 | UNCH | $31,493 | | Prologis Inc. |
232,088 |
+13,428 |
$30,941 | | PLD | 232,088 | +13,428 | $30,941 | | Mercadolibre Inc Com US 0.001 |
19,269 |
UNCH |
$30,263 | | MELI | 19,269 | UNCH | $30,263 |  Berkshire Hathaway B Com US 0.1667 |
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$30,129 | | BRK.B | 84,398 | -1,367 | $30,129 | | Cummins Inc 2.50 |
107,663 |
+9,386 |
$25,793 | | CMI | 107,663 | +9,386 | $25,793 | | American Water Works Company Inc US 0.01 |
184,231 |
UNCH |
$24,318 | | AWK | 184,231 | UNCH | $24,318 | | Yum China Holdings Inc. US 0.01 |
494,312 |
-54,993 |
$20,974 | | YUMC | 494,312 | -54,993 | $20,974 | | O Reilly Automotive Inc New 0.01 |
21,746 |
+485 |
$20,666 | | ORLY | 21,746 | +485 | $20,666 | | Cheniere Energy Inc |
120,287 |
UNCH |
$20,537 | | LNG | 120,287 | UNCH | $20,537 | | Pepsico Inc Cap Stock US 0.0166 |
113,677 |
+42,167 |
$19,308 | | PEP | 113,677 | +42,167 | $19,308 | | D.R. Horton Inc Com US 0.01 |
117,133 |
UNCH |
$17,801 | | DHI | 117,133 | UNCH | $17,801 | | Abrdn Physical Gold Shares ETF (SGOL) |
666,405 |
-12,590 |
$13,152 | | SGOL | 666,405 | -12,590 | $13,152 | | SPDR Gold Trust Shares (GLD) |
59,910 |
+2,765 |
$11,454 | | GLD | 59,910 | +2,765 | $11,454 | | Quanta Services Inc |
50,080 |
-35,237 |
$10,811 | | PWR | 50,080 | -35,237 | $10,811 | | Alibaba Group Holdings Ltd Sponsored ADR |
106,883 |
-4,010 |
$8,284 | | BABA | 106,883 | -4,010 | $8,284 | | Chevron Corporation Com US 0.75 |
53,551 |
-4,475 |
$7,987 | | CVX | 53,551 | -4,475 | $7,987 | | Alphabet Inc US 0.001 C |
53,849 |
+15,180 |
$7,591 | | GOOG | 53,849 | +15,180 | $7,591 | | Oaktree Specialty Com USD 0.01 |
334,769 |
UNCH |
$6,838 | | OCSL | 334,769 | UNCH | $6,838 | | Home Depot Inc Com US 0.05 |
16,686 |
-8,282 |
$5,782 | | HD | 16,686 | -8,282 | $5,782 | | Infosys Ltd ADR Each Rep 1 Ord Shares (INFY) |
306,935 |
-12,025 |
$5,643 | | INFY | 306,935 | -12,025 | $5,643 | | Texas Pacific Land Corporation TPL 0.01 |
3,443 |
+3,443 |
$5,418 | | TPL | 3,443 | +3,443 | $5,418 | | S&P Global Inc |
12,245 |
-1,946 |
$5,396 | | SPGI | 12,245 | -1,946 | $5,396 |
See Full List: All Stocks Held By Waverton Investment Management Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Waverton Investment Management Ltd
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