Waverton Investment Management Ltd Top Holdings and 13F Report (2023) About Waverton Investment Management LtdInvestment ActivityWaverton Investment Management Ltd has $6.46 billion in total holdings as of December 31, 2022.Waverton Investment Management Ltd owns shares of 102 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.70% of the portfolio was purchased this quarter.About 2.02% of the portfolio was sold this quarter.This quarter, Waverton Investment Management Ltd has purchased 101 new stocks and bought additional shares in 40 stocks.Waverton Investment Management Ltd sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $408,024,614Amazon.com $342,932,253Alphabet $328,779,624Visa $317,707,396Thermo Fisher Scientific $295,987,704 Largest New Holdings this Quarter 00912X302 - Air Lease $18,311,811 Holding14040H105 - Capital One Financial $6,376,819 Holding75513E101 - RTX $260,205 Holding375558103 - Gilead Sciences $224,040 Holding031162100 - Amgen $222,418 Holding Largest Purchases this Quarter Synopsys 99,957 shares (about $42.85M)Amazon.com 189,427 shares (about $36.04M)Thermo Fisher Scientific 52,324 shares (about $26.04M)Microsoft 68,704 shares (about $25.75M)UnitedHealth Group 41,441 shares (about $21.70M) Largest Sales this Quarter GE Vernova LLC 116,777 shares (about $35.65M)T-Mobile US 116,595 shares (about $31.09M)International Business Machines 61,593 shares (about $15.32M)O'Reilly Automotive 8,783 shares (about $12.58M)Prologis 81,487 shares (about $9.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWaverton Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$408,024,614$25,754,381 ▲6.7%1,088,4726.3%Computer and TechnologyAMZNAmazon.com$342,932,253$36,043,223 ▲11.7%1,802,2985.3%Retail/WholesaleGOOGLAlphabet$328,779,624$21,373,956 ▲7.0%2,127,3355.1%Computer and TechnologyVVisa$317,707,396$1,809,038 ▼-0.6%906,7384.9%Business ServicesTMOThermo Fisher Scientific$295,987,704$26,040,870 ▲9.6%594,7294.6%MedicalMMCMarsh & McLennan Companies$294,283,902$7,883,960 ▲2.8%1,205,9584.6%FinanceCMECME Group$282,331,749$12,262,147 ▲4.5%1,064,4994.4%FinanceUNHUnitedHealth Group$251,602,115$21,703,273 ▲9.4%480,4183.9%MedicalQCOMQUALCOMM$246,504,310$10,150,940 ▲4.3%1,604,8983.8%Computer and TechnologyIBMInternational Business Machines$239,070,472$15,321,567 ▼-6.0%961,0683.7%Computer and TechnologyTE Connectivity PLC$224,384,585$15,442,411 ▲7.4%1,587,2153.5%ORD SHSSNPSSynopsys$215,576,288$42,846,069 ▲24.8%502,9253.3%Computer and TechnologyGEGE Aerospace$211,842,539$4,298,137 ▲2.1%1,057,9963.3%IndustrialsAXPAmerican Express$208,205,934$3,432,024 ▼-1.6%773,6693.2%FinanceYUMCYum China$208,164,587$3,547,565 ▼-1.7%3,995,8653.2%Retail/WholesaleINTUIntuit$179,856,643$18,151,352 ▲11.2%292,9812.8%Computer and TechnologyFerguson Enterprises INC/DE$175,023,932$13,013,281 ▲8.0%1,092,5682.7%COMMON STOCK NEWAMDAdvanced Micro Devices$159,290,824$2,420,437 ▲1.5%1,550,5022.5%Computer and TechnologyGE Vernova LLC$152,302,605$35,645,596 ▼-19.0%498,9522.4%COMTMUST-Mobile US$151,574,889$31,087,725 ▼-17.0%568,4842.3%Computer and TechnologyURIUnited Rentals$141,366,465$7,014,697 ▲5.2%225,6522.2%ConstructionTSMTaiwan Semiconductor Manufacturing$139,361,325$5,673,001 ▼-3.9%839,7792.2%Computer and TechnologyLinde Plc Com EUR0.001$112,410,049$21,513,727 ▲23.7%241,4021.7%SHSAAPLApple$104,227,156$225,638 ▼-0.2%469,3121.6%Computer and TechnologyJPMJPMorgan Chase & Co.$103,264,168$3,982,123 ▲4.0%421,0311.6%FinanceSLBSchlumberger$98,009,234$4,872,795 ▲5.2%2,344,9991.5%EnergyGEHCGE HealthCare Technologies$56,447,219$5,906,899 ▲11.7%699,7300.9%MedicalZTSZoetis$55,373,430$135,816 ▲0.2%336,3610.9%MedicalVMCVulcan Materials$49,432,897$3,440,549 ▲7.5%211,8810.8%ConstructionAIGAmerican International Group$48,392,283$74,164 ▲0.2%556,5850.7%FinancePLDPrologis$48,006,115$9,109,839 ▼-15.9%429,4120.7%FinanceORLYO'Reilly Automotive$45,113,900$12,576,905 ▼-21.8%31,5050.7%Retail/WholesaleVALValaris$44,454,945$14,750,182 ▲49.7%1,131,6010.7%EnergyPEPPepsiCo$42,679,521$1,504,348 ▲3.7%284,6440.7%Consumer StaplesAWKAmerican Water Works$41,244,5470.0%279,4630.6%UtilitiesMELIMercadoLibre$41,013,653$657,514 ▼-1.6%21,0210.6%Retail/WholesaleHCAHCA Healthcare$39,151,5310.0%113,1400.6%MedicalBRK.BBerkshire Hathaway$37,418,307$6,933 ▼0.0%70,1670.6%FinanceCheniere Energy, Inc$33,681,6300.0%145,4930.5%COM NEWIBKRInteractive Brokers Group$32,713,778$593,528 ▼-1.8%197,5410.5%FinanceDHID.R. Horton$32,700,114$7,283,241 ▲28.7%257,3090.5%ConstructionNEMNewmont$32,210,227$7,284,974 ▲29.2%667,3620.5%Basic MaterialsGLDSPDR Gold Shares$20,513,246$1,185,778 ▲6.1%71,1870.3%FinanceALAir Lease$18,311,811$18,311,811 ▲New Holding378,8520.3%TransportationSGOLabrdn Physical Gold Shares ETF$18,254,532$62,612 ▲0.3%612,2600.3%ETFPWRQuanta Services$15,420,904$2,361,655 ▲18.1%60,6740.2%ConstructionCOSTCostco Wholesale$12,917,190$1,110,322 ▼-7.9%13,6580.2%Retail/WholesaleRNRRenaissanceRe$10,300,308$662,516 ▲6.9%42,9260.2%FinanceTPLTexas Pacific Land$9,704,9820.0%7,3220.2%EnergyKOCoca-Cola$7,956,606$1,181,812 ▼-12.9%111,0870.1%Consumer StaplesHTHTH World Group$7,464,778$657,720 ▲9.7%201,6690.1%Consumer DiscretionaryELEstée Lauder Companies$6,665,224$82,531 ▲1.3%100,9500.1%Consumer StaplesCOFCapital One Financial$6,376,819$6,376,819 ▲New Holding35,5750.1%FinanceGOOGAlphabet$6,150,775$145,655 ▲2.4%39,3990.1%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$5,303,912$718,362 ▲15.7%207,9150.1%ManufacturingFPAFirst Trust Asia Pacific ex-Japan AlphaDEX Fund$4,568,803$548,779 ▲13.7%160,9300.1%ManufacturingINFYInfosys$4,415,984$200,915 ▼-4.4%241,7730.1%Computer and TechnologyXOMExxon Mobil$2,360,0280.0%19,8380.0%EnergyMAMastercard$2,312,307$189,632 ▼-7.6%4,2190.0%Business ServicesBABAAlibaba Group$2,243,906$3,067,505 ▼-57.8%16,9710.0%Retail/WholesaleNVDANVIDIA$1,951,244$251,682 ▼-11.4%17,9400.0%Computer and TechnologyCVXChevron$1,859,981$38,669 ▼-2.0%11,1110.0%EnergyHDBHDFC Bank$1,687,648$361,406 ▲27.3%25,4030.0%FinanceWRBW. R. Berkley$1,531,6110.0%21,5250.0%FinanceUNPUnion Pacific$1,125,8720.0%4,7660.0%TransportationPGProcter & Gamble$1,010,450$258,364 ▼-20.4%5,9290.0%Consumer StaplesLMTLockheed Martin$957,893$69,218 ▼-6.7%2,1450.0%AerospaceVZVerizon Communications$929,6200.0%20,4920.0%Computer and TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$909,3820.0%18,8200.0%ManufacturingICEIntercontinental Exchange$908,8470.0%5,2670.0%FinanceMRKMerck & Co., Inc.$887,1730.0%9,8910.0%MedicalWMWaste Management$871,2720.0%3,7640.0%Business ServicesFNVFranco-Nevada$836,116$15,279 ▼-1.8%5,3080.0%Basic MaterialsCRMSalesforce$824,4710.0%3,0730.0%Computer and TechnologyHDHome Depot$698,116$204,854 ▼-22.7%1,9050.0%Retail/WholesaleCRH PLC$678,727$478,496 ▲239.0%7,7150.0%ORDQQQInvesco QQQ$666,818$150,057 ▼-18.4%1,4220.0%FinanceDXJWisdomTree Japan Hedged Equity Fund$640,620$82,583 ▼-11.4%5,8180.0%FinanceBAPCredicorp$595,7280.0%3,2000.0%FinanceAVYAvery Dennison$523,0410.0%2,9400.0%IndustrialsCLColgate-Palmolive$520,913$21,091 ▼-3.9%5,5570.0%Consumer StaplesSYKStryker$515,346$5,585 ▲1.1%1,3840.0%MedicalSPGIS&P Global$514,872$7,624 ▼-1.5%1,0130.0%Business ServicesDHRDanaher$502,8980.0%2,4540.0%MedicalDOVDover$430,6000.0%2,4500.0%IndustrialsCPCanadian Pacific Kansas City$423,788$51,138 ▲13.7%6,0330.0%TransportationFKUFirst Trust United Kingdom AlphaDEX Fund$394,285$113,455 ▼-22.3%9,8350.0%ManufacturingIWFiShares Russell 1000 Growth ETF$384,6610.0%1,0660.0%ETFAVGOBroadcom$365,0520.0%2,1800.0%Computer and TechnologyIVViShares Core S&P 500 ETF$362,351$280,892 ▼-43.7%6450.0%ETFACNAccenture$360,9210.0%1,1560.0%Computer and TechnologyHONHoneywell International$360,619$5,294 ▼-1.4%1,7030.0%Multi-Sector ConglomeratesTJXTJX Companies$295,6210.0%2,4280.0%Retail/WholesaleBACBank of America$272,744$12,944 ▲5.0%6,5320.0%FinanceRTXRTX$260,205$260,205 ▲New Holding1,9650.0%AerospaceCCitigroup$252,103$2,048,781 ▼-89.0%3,5500.0%FinanceVIGVanguard Dividend Appreciation ETF$225,1760.0%1,1610.0%ETFGILDGilead Sciences$224,040$224,040 ▲New Holding2,0000.0%MedicalAMGNAmgen$222,418$222,418 ▲New Holding7140.0%MedicalMCDMcDonald's$218,9050.0%7010.0%Retail/WholesaleShowing 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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