$824 Million is the total value of Waverton Investment Management Ltd's 77 reported holdings in Q2 2012. The portfolio turnover from Q1 2012 to Q2 2012 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2012 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation Com US$0.0000125 | 45 | Q2 2024 | 11.0% |
| Apple Inc Com | 45 | Q2 2024 | 7.6% |
| Marsh & McLennan Cos Inc Com US$1.00 | 45 | Q2 2024 | 5.6% |
| American Express Co Com US$0.20 | 45 | Q2 2024 | 5.2% |
| Salesforce Inc Com USD0.001 | 45 | Q2 2024 | 5.7% |
| Colgate-Palmolive Co Com US$1.00 | 45 | Q2 2024 | 6.7% |
| Pfizer Inc Com US$0.05 | 45 | Q2 2024 | 6.7% |
| Verizon Communications Inc | 45 | Q2 2024 | 2.4% |
| Exxon Mobil Corporation Com | 45 | Q2 2024 | 2.6% |
| Merck & Co Inc Com US$0.50 | 45 | Q2 2024 | 0.1% |
View Waverton Investment Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-13 |
View Waverton Investment Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.