Rothschild & Co Wealth Management Uk Ltd Top Holdings and 13F Report (2024) About Rothschild & Co Wealth Management Uk LtdInvestment ActivityRothschild & Co Wealth Management Uk Ltd has $5.87 billion in total holdings as of June 30, 2024.Rothschild & Co Wealth Management Uk Ltd owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.69% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Rothschild & Co Wealth Management Uk Ltd has purchased 33 new stocks and bought additional shares in 12 stocks.Rothschild & Co Wealth Management Uk Ltd sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings American Express $828,972,618Berkshire Hathaway $805,306,975Moody's $667,503,638Mastercard $647,537,736Booking $596,142,366 Largest Purchases this Quarter Berkshire Hathaway 29,810 shares (about $12.13M)Booking 2,393 shares (about $9.48M)Cable One 13,570 shares (about $4.80M)Charter Communications 14,717 shares (about $4.40M)Ryanair 21,343 shares (about $2.49M) Largest Sales this Quarter Moody's 85,424 shares (about $35.96M)S&P Global 78,391 shares (about $34.96M)FOX 9,601 shares (about $329.99K)Visa 1,116 shares (about $292.92K)Wayfair 5,177 shares (about $272.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRothschild & Co Wealth Management Uk Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXPAmerican Express$828,972,618$885,679 ▲0.1%3,580,10214.1%FinanceBRK.BBerkshire Hathaway$805,306,975$12,126,708 ▲1.5%1,979,61413.7%FinanceMCOMoody's$667,503,638$35,957,524 ▼-5.1%1,585,78311.4%FinanceMAMastercard$647,537,736$2,155,949 ▲0.3%1,467,80711.0%Business ServicesBKNGBooking$596,142,366$9,479,870 ▲1.6%150,48410.2%Retail/WholesaleSPGIS&P Global$576,929,544$34,962,386 ▼-5.7%1,293,5649.8%Business ServicesDEDeere & Company$428,780,403$1,800,523 ▲0.4%1,147,6077.3%Industrial ProductsCMCSAComcast$423,318,738$1,111,243 ▲0.3%10,809,9787.2%Consumer DiscretionaryCPCanadian Pacific Kansas City$387,151,311$870,833 ▲0.2%4,917,4566.6%TransportationCHTRCharter Communications$163,207,944$4,399,794 ▲2.8%545,9192.8%Consumer DiscretionaryRYAAYRyanair$113,934,444$2,485,179 ▲2.2%978,4821.9%TransportationCABOCable One$103,087,986$4,803,780 ▲4.9%291,2091.8%Consumer DiscretionaryLBRDKLiberty Broadband$45,499,558$129,594 ▼-0.3%829,9810.8%Consumer DiscretionaryQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$14,383,778$206,942 ▲1.5%162,0890.2%ETFVVisa$14,291,492$292,917 ▼-2.0%54,4500.2%Business ServicesFOXAFOX$11,188,982$329,986 ▼-2.9%325,5450.2%Consumer DiscretionaryWWayfair$11,141,269$272,983 ▼-2.4%211,2890.2%Retail/WholesaleEWUiShares MSCI United Kingdom ETF$8,312,218$36,554 ▼-0.4%238,3090.1%ETFVPLVanguard FTSE Pacific ETF$4,007,9450.0%54,0300.1%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$3,226,4320.0%44,8240.1%ETFIVViShares Core S&P 500 ETF$2,697,2970.0%4,9290.0%ETFACWIiShares MSCI ACWI ETF$2,384,903$44,960 ▲1.9%21,2180.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,985,2670.0%37,0870.0%ETFURTHiShares MSCI World ETF$1,466,1980.0%9,9410.0%ETFVWOVanguard FTSE Emerging Markets ETF$1,262,0380.0%28,8400.0%ETFBRK.ABerkshire Hathaway$1,224,4820.0%20.0%FinanceEEMiShares MSCI Emerging Markets ETF$1,196,7790.0%28,1000.0%FinanceVGKVanguard FTSE Europe ETF$1,142,5680.0%17,1120.0%ETFVOTVanguard Mid-Cap Growth ETF$1,067,9130.0%4,6520.0%ETFLCLendingClub$837,5400.0%99,0000.0%FinanceVOOVanguard S&P 500 ETF$787,7050.0%1,5750.0%ETFESGEiShares ESG Aware MSCI EM ETF$299,6910.0%8,9380.0%ManufacturingVSGXVanguard ESG International Stock ETF$248,6660.0%4,3420.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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