Waverton Investment Management Ltd

Investment Portfolio & 13F Holdings Analysis

About

Waverton Investment Management Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 102 holdings worth $6.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 102
Total Value: 6460973312
Accession Number: 0001140361-25-015311
Form Type: 13F-HR
CIK: 0001344114
Manager Name: Waverton Investment Management Ltd

Data Enrichment

94% identified

96 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $6,460,973.312K total value

102 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

1088472(+6.7%)

Value:

$408.0B(-5.1%)

AMAZON COM INC

AMZN|023135106

1802298(+11.7%)

Value:

$342.9B(-3.1%)

Alphabet Inc.

GOOGL|02079K305

2127335(+7.0%)

Value:

$328.8B(-12.7%)

VISA INC.

V|92826C839

906738(-0.6%)

Value:

$317.7B(+10.1%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

594729(+9.6%)

Value:

$296.0B(+4.9%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

1205958(+2.8%)

Value:

$294.3B(+18.0%)

CME GROUP INC.

CME|12572Q105

1064499(+4.5%)

Value:

$282.3B(+19.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

480418(+9.4%)

Value:

$251.6B(+13.2%)

QUALCOMM INC/DE

QCOM|747525103

1604898(+4.3%)

Value:

$246.5B(+4.3%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

961068(-6.0%)

Value:

$239.1B(+6.3%)

TE Connectivity plc

TEL|G87052109

1587215(+7.4%)

Value:

$224.4B(+6.2%)

SYNOPSYS INC

SNPS|871607107

502925(+24.8%)

Value:

$215.6B(+10.3%)

GENERAL ELECTRIC CO

GE|369604301

1057996(+2.1%)

Value:

$211.8B(+22.5%)

AMERICAN EXPRESS CO

AXP|025816109

773669(-1.6%)

Value:

$208.2B(-10.8%)

Yum China Holdings, Inc.

YUMC|98850P109

3995865(-1.7%)

Value:

$208.2B(+6.3%)

INTUIT INC.

INTU|461202103

292981(+11.2%)

Value:

$179.9B(+8.6%)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

1092568(+8.0%)

Value:

$175.0B(-0.3%)

ADVANCED MICRO DEVICES INC

AMD|007903107

1550502(+1.5%)

Value:

$159.3B(-13.6%)

GE Vernova Inc.

GEV|36828A101

498952(-19.0%)

Value:

$152.3B(-24.9%)

T-Mobile US, Inc.

TMUS|872590104

568484(-17.0%)

Value:

$151.6B(+0.2%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	1.1M	QoQ +6.73% (-68.7K) YoY +30.64% (+255.3K)	All Managers (Combined)	$408.0M	QoQ -5.06% (-$21.8M) YoY +16.59% (+$58.1M)
Amazon Com Inc(AMZNcusip023135106)	1.8M	QoQ +11.74% (-189.4K) YoY +28.76% (+402.7K)	All Managers (Combined)	$342.9M	QoQ -3.07% (-$10.9M) YoY +35.93% (+$90.7M)
Alphabet Inc.(GOOGLcusip02079K305)	2.1M	QoQ +6.95% (-138.3K) YoY +36.71% (+571.2K)	All Managers (Combined)	$328.8M	QoQ -12.69% (-$47.8M) YoY +40.10% (+$94.1M)
Visa Inc.(Vcusip92826C839)	906.7K	QoQ -0.56% (-5.2K) YoY +6.94% (+58.9K)	All Managers (Combined)	$317.7M	QoQ +10.14% (-$29.3M) YoY +34.43% (+$81.4M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	594.7K	QoQ +9.64% (+52.3K) YoY +62.49% (+228.7K)	All Managers (Combined)	$296.0M	QoQ +4.89% (+$13.8M) YoY +39.28% (+$83.5M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	1.2M	QoQ +2.75% (+32.3K) YoY +25.88% (+248.0K)	All Managers (Combined)	$294.3M	QoQ +18.03% (+$45.0M) YoY +49.19% (+$97.0M)
Cme Group Inc.(CMEcusip12572Q105)	1.1M	QoQ +4.54% (+46.2K) YoY +30.28% (+247.4K)	All Managers (Combined)	$282.3M	QoQ +19.37% (+$45.8M) YoY +60.53% (+$106.5M)
Unitedhealth Group Inc(UNHcusip91324P102)	480.4K	QoQ +9.44% (+41.4K) YoY +33.64% (+121.0K)	All Managers (Combined)	$251.6M	QoQ +13.17% (+$29.3M) YoY +41.56% (+$73.9M)
Qualcomm Inc/De(QCOMcusip747525103)	1.6M	QoQ +4.29% (+66.1K) YoY +26.64% (+337.7K)	All Managers (Combined)	$246.5M	QoQ +4.26% (+$10.1M) YoY +14.92% (+$32.0M)
International Business Machines Corp(IBMcusip459200101)	961.1K	QoQ -6.02% (-61.6K) YoY +1.19% (+11.4K)	All Managers (Combined)	$239.1M	QoQ +6.26% (-$14.1M) YoY +31.86% (+$57.8M)
Te Connectivity Plc(TELcusipG87052109)	1.6M	QoQ +7.39% (+109.2K) YoY NEW(+1.6M)	All Managers (Combined)	$224.4M	QoQ +6.15% (+$13.0M) YoY NEW(+$224.4M)
Synopsys Inc(SNPScusip871607107)	502.9K	QoQ +24.80% (+100.0K) YoY +123.40% (+277.8K)	All Managers (Combined)	$215.6M	QoQ +10.28% (+$20.1M) YoY +67.68% (+$87.0M)
General Electric Co(GEcusip369604301)	1.1M	QoQ +2.07% (+21.5K) YoY +0.38% (+4.0K)	All Managers (Combined)	$211.8M	QoQ +22.51% (+$38.9M) YoY +14.54% (+$26.9M)
American Express Co(AXPcusip025816109)	773.7K	QoQ -1.62% (-12.8K) YoY -13.13% (-117.0K)	All Managers (Combined)	$208.2M	QoQ -10.83% (-$25.3M) YoY +2.66% (-$5.4M)
Yum China Holdings, Inc.(YUMCcusip98850P109)	4.0M	QoQ -1.67% (-68.1K) YoY +413.57% (+3.2M)	All Managers (Combined)	$208.2M	QoQ +6.31% (-$12.4M) YoY +572.48% (+$177.2M)
Intuit Inc.(INTUcusip461202103)	293.0K	QoQ +11.22% (+29.6K) YoY +20.39% (+49.6K)	All Managers (Combined)	$179.9M	QoQ +8.60% (+$14.3M) YoY +13.72% (+$21.7M)
Ferguson Enterprises Inc. /De/(FERGcusip31488V107)	1.1M	QoQ +8.03% (-81.2K) YoY NEW(+1.1M)	All Managers (Combined)	$175.0M	QoQ -0.29% (-$513.3K) YoY NEW(+$175.0M)
Advanced Micro Devices Inc(AMDcusip007903107)	1.6M	QoQ +1.54% (-23.6K) YoY +34.40% (-396.9K)	All Managers (Combined)	$159.3M	QoQ -13.63% (-$25.2M) YoY -23.47% (-$48.9M)
Ge Vernova Inc.(GEVcusip36828A101)	499.0K	QoQ -18.96% (-116.8K) YoY NEW(+499.0K)	All Managers (Combined)	$152.3M	QoQ -24.85% (-$50.4M) YoY NEW(+$152.3M)
T-Mobile Us, Inc.(TMUScusip872590104)	568.5K	QoQ -17.01% (-116.6K) YoY -17.62% (-121.6K)	All Managers (Combined)	$151.6M	QoQ +0.21% (-$326.6K) YoY +34.60% (-$39.0M)