Waverton Investment Management Ltd

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.94B
13F filings
3
Latest filing
Jan 23, 2020

Top 10 holdings

CMCSA $175.43M
9.07% of AUM
JPM $131.41M
6.79% of AUM
BDX $129.50M
6.69% of AUM
AMZN $117.93M
6.09% of AUM
UNP $112.46M
5.81% of AUM
HD $101.85M
5.26% of AUM
CRM $99.02M
5.12% of AUM
HON $96.51M
4.99% of AUM
AMT $88.86M
4.59% of AUM
CVX $86.76M
4.48% of AUM

About this filer

FilingIQ has indexed 3 quarterly Form 13F filings from Waverton Investment Management Ltd. Reported assets under management total $1.94B.

View live Waverton Investment Management Ltd filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Waverton Investment Management Ltd have under management?
Per Waverton Investment Management Ltd's most recent SEC Form 13F filing dated Jan 23, 2020, total assets under management are $1.94B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Waverton Investment Management Ltd submitted?
FilingIQ has indexed 3 quarterly Form 13F filings from Waverton Investment Management Ltd. Filings are due 45 days after quarter-end.
Where does Waverton Investment Management Ltd's holdings data come from?
Every position shown on this page sources back to Waverton Investment Management Ltd's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.