Waverton Investment Management Ltd
CIK: 0001344114SEC EDGAR →
Portfolio Value
$7.8B
Holdings
101
As of
Q3 2025
New Positions
2
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,088,503 | $563.8B | 7255.62% |
| 2 | ALPHABET INC | 1,945,771 | $473.0B | 6086.67% |
| 3 | AMAZON COM INC | 1,945,143 | $427.0B | 5495.69% |
| 4 | VISA INC | 1,121,755 | $382.6B | 4924.28% |
| 5 | GE AEROSPACE | 1,137,708 | $342.1B | 4402.94% |
| 6 | INTERACTIVE BROKERS GROUP IN | 4,922,936 | $338.8B | 4359.78% |
| 7 | THERMO FISHER SCIENTIFIC INC | 691,342 | $335.0B | 4311.68% |
| 8 | FERGUSON ENTERPRISES INC | 1,465,335 | $328.9B | 4232.75% |
| 9 | MARSH & MCLENNAN COS INC | 1,560,628 | $314.6B | 4048.09% |
| 10 | CME GROUP INC | 1,155,894 | $312.3B | 4018.50% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $2.0T | 26.1% |
| Financial Services | 27 | $2.0T | 26.0% |
| Industrials | 16 | $952.8B | 12.3% |
| Healthcare | 8 | $776.7B | 10.0% |
| Consumer Cyclical | 11 | $752.9B | 9.7% |
| Communication Services | 4 | $485.2B | 6.2% |
| Utilities | 1 | $258.5B | 3.3% |
| Energy | 7 | $188.6B | 2.4% |
| Basic Materials | 4 | $145.6B | 1.9% |
| Unknown | 4 | $114.1B | 1.5% |
| Consumer Defensive | 5 | $43.0B | 0.6% |