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

RankStockSharesValue% 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

ICE↑ Increased
$256.2B
COF↑ Increased
$234.5B
IBKR↑ Increased
$92.7B
FERG↑ Increased
$84.9B
GE↑ Increased
$71.5B

Top Sells

AXP↓ Decreased
$227.0B
TEL↓ Decreased
$174.7B
GOOGL↓ Decreased
$88.4B
AAPL↓ Decreased
$77.1B
JPM↓ Decreased
$59.5B

New Positions (2)

$284.6M · 2K shares
$204.7M · 1K shares

Closed Positions (6)

$45.1B · 429K shares
$38.9B · 279K shares
$13.5B · 14K shares
$11.0B · 45K shares
$3.9B · 211K shares
$547.0M · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Technology14$2.0T26.1%
Financial Services27$2.0T26.0%
Industrials16$952.8B12.3%
Healthcare8$776.7B10.0%
Consumer Cyclical11$752.9B9.7%
Communication Services4$485.2B6.2%
Utilities1$258.5B3.3%
Energy7$188.6B2.4%
Basic Materials4$145.6B1.9%
Unknown4$114.1B1.5%
Consumer Defensive5$43.0B0.6%