Waverton Investment Management Ltd
CIK: 0001344114SEC EDGAR →
Portfolio Value
$7.8B
Holdings
101
As of
Q3 2025
New Positions
2
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 1,945,771 | $473.0M | 6.09% |
| 2 | AMAZON COM INC | 1,945,143 | $427.0M | 5.50% |
| 3 | VISA INC | 1,121,755 | $382.6M | 4.92% |
| 4 | GE AEROSPACE | 1,137,708 | $342.1M | 4.40% |
| 5 | INTERACTIVE BROKERS GROUP IN | 4,922,936 | $338.8M | 4.36% |
| 6 | THERMO FISHER SCIENTIFIC INC | 691,342 | $335.0M | 4.31% |
| 7 | FERGUSON ENTERPRISES INC | 1,465,335 | $328.9M | 4.23% |
| 8 | MARSH & MCLENNAN COS INC | 1,560,628 | $314.6M | 4.05% |
| 9 | CME GROUP INC | 1,155,894 | $312.3M | 4.02% |
| 10 | ADVANCED MICRO DEVICES INC | 1,736,942 | $281.0M | 3.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $2.0B | 31.6% |
| Technology | 14 | $1.2B | 19.4% |
| Healthcare | 8 | $776.7M | 12.1% |
| Consumer Cyclical | 11 | $752.9M | 11.8% |
| Industrials | 16 | $726.6M | 11.3% |
| Communication Services | 4 | $485.2M | 7.6% |
| Energy | 7 | $181.8M | 2.8% |
| Basic Materials | 4 | $145.6M | 2.3% |
| Consumer Defensive | 5 | $43.0M | 0.7% |
| Unknown | 4 | $27.2M | 0.4% |
| Utilities | 1 | $258K | 0.0% |