All Stocks Held By Waverton Investment Management Ltd

As of 12/31/2023, we find all stocks held by Waverton Investment Management Ltd to be as follows, presented in the table below with each row detailing each Waverton Investment Management Ltd position, ordered by largest to smallest position size. The all-stocks-held-by-Waverton Investment Management Ltd table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Waverton Investment Management Ltd as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
Microsoft Corporation Com US 0.00000625	753,539	+1,727	$283,301
MSFT	753,539	+1,727	$283,301
Visa Inc Com Stock US 0.0001	827,248	+4,280	$215,544
V	827,248	+4,280	$215,544
Alphabet Inc US 0.001 A	1,445,421	-30,162	$201,933
GOOGL	1,445,421	-30,162	$201,933
Amazon.com Inc Com US 0.01	1,299,990	+94,156	$197,527
AMZN	1,299,990	+94,156	$197,527
UnitedHealth Group Com US 0.01	365,008	+15,806	$192,335
UNH	365,008	+15,806	$192,335
Advanced Micro Devices	1,300,221	-61,176	$191,685
AMD	1,300,221	-61,176	$191,685
Linde Plc Com	464,571	-20,238	$190,843
LIN	464,571	-20,238	$190,843
CME Group Inc Com US 0.01 A	832,248	+7,726	$175,317
CME	832,248	+7,726	$175,317
Marsh & McLennan Cos Inc Com US 1.00	904,724	+9,187	$171,423
MMC	904,724	+9,187	$171,423
American Express Co Com US 0.20	896,554	+24,597	$167,965
AXP	896,554	+24,597	$167,965
TE Connectivity Ltd Com CHF1.37	1,193,146	+41,293	$167,703
TEL	1,193,146	+41,293	$167,703
Intuit Inc Com US 0.01	266,832	+4,304	$166,841
INTU	266,832	+4,304	$166,841
Qualcomm Inc Com US 0.0001	1,074,761	+47,629	$155,448
QCOM	1,074,761	+47,629	$155,448
Costco Wholesale Corp Com Stock US 0.005	230,200	-49,477	$151,993
COST	230,200	-49,477	$151,993
IBM Com US 0.20	921,613	+96,967	$150,762
IBM	921,613	+96,967	$150,762
Thermo Fisher Scientific COM US 1	276,308	+153,344	$146,787
TMO	276,308	+153,344	$146,787
United Rentals Inc Com US 0.01	212,493	+212,493	$121,884
URI	212,493	+212,493	$121,884
Synopsys Inc US 0.01	186,818	-1,876	$96,161
SNPS	186,818	-1,876	$96,161
T Mobile US Inc	584,698	+20,163	$93,759
TMUS	584,698	+20,163	$93,759
Schlumberger Com US 0.01	1,536,665	+163,127	$79,960
SLB	1,536,665	+163,127	$79,960
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW 10	704,644	-92,075	$73,251
TSM	704,644	-92,075	$73,251
Apple Inc Com	375,208	+8,683	$72,233
AAPL	375,208	+8,683	$72,233
JP Morgan Chase Com US 1 US quote	304,377	+19,581	$51,822
JPM	304,377	+19,581	$51,822
American International Group Inc Com US 2.50	565,145	-143,627	$38,286
AIG	565,145	-143,627	$38,286
Vulcan Materials Com 1	159,891	+15,787	$36,287
VMC	159,891	+15,787	$36,287
Coca Cola Com US 0.25	612,199	+32,034	$36,074
KO	612,199	+32,034	$36,074
Zoetis Inc Com US 0.01 A	167,092	-2,958	$32,988
ZTS	167,092	-2,958	$32,988
Valaris Ltd	463,775	+49,384	$31,803
VAL	463,775	+49,384	$31,803
HCA Healthcare Inc	116,332	UNCH	$31,493
HCA	116,332	UNCH	$31,493
Prologis Inc.	232,088	+13,428	$30,941
PLD	232,088	+13,428	$30,941
Mercadolibre Inc Com US 0.001	19,269	UNCH	$30,263
MELI	19,269	UNCH	$30,263
Berkshire Hathaway B Com US 0.1667			$30,129
BRK.B	84,398	-1,367	$30,129
Cummins Inc 2.50	107,663	+9,386	$25,793
CMI	107,663	+9,386	$25,793
American Water Works Company Inc US 0.01	184,231	UNCH	$24,318
AWK	184,231	UNCH	$24,318
Yum China Holdings Inc. US 0.01	494,312	-54,993	$20,974
YUMC	494,312	-54,993	$20,974
O Reilly Automotive Inc New 0.01	21,746	+485	$20,666
ORLY	21,746	+485	$20,666
Cheniere Energy Inc	120,287	UNCH	$20,537
LNG	120,287	UNCH	$20,537
Pepsico Inc Cap Stock US 0.0166	113,677	+42,167	$19,308
PEP	113,677	+42,167	$19,308
D.R. Horton Inc Com US 0.01	117,133	UNCH	$17,801
DHI	117,133	UNCH	$17,801
Abrdn Physical Gold Shares ETF (SGOL)	666,405	-12,590	$13,152
SGOL	666,405	-12,590	$13,152
SPDR Gold Trust Shares (GLD)	59,910	+2,765	$11,454
GLD	59,910	+2,765	$11,454
Quanta Services Inc	50,080	-35,237	$10,811
PWR	50,080	-35,237	$10,811
Alibaba Group Holdings Ltd Sponsored ADR	106,883	-4,010	$8,284
BABA	106,883	-4,010	$8,284
Chevron Corporation Com US 0.75	53,551	-4,475	$7,987
CVX	53,551	-4,475	$7,987
Alphabet Inc US 0.001 C	53,849	+15,180	$7,591
GOOG	53,849	+15,180	$7,591
Oaktree Specialty Com USD 0.01	334,769	UNCH	$6,838
OCSL	334,769	UNCH	$6,838
Home Depot Inc Com US 0.05	16,686	-8,282	$5,782
HD	16,686	-8,282	$5,782
Infosys Ltd ADR Each Rep 1 Ord Shares (INFY)	306,935	-12,025	$5,643
INFY	306,935	-12,025	$5,643
Texas Pacific Land Corporation TPL 0.01	3,443	+3,443	$5,418
TPL	3,443	+3,443	$5,418
S&P Global Inc	12,245	-1,946	$5,396
SPGI	12,245	-1,946	$5,396
Procter & Gamble Co Com	34,734	-2,149	$5,091
PG	34,734	-2,149	$5,091
RenaissanceRe Holdings Ltd	25,678	UNCH	$5,035
RNR	25,678	UNCH	$5,035
Baker Hughes Company US 0.0001 Class A	136,810	+12,507	$4,677
BKR	136,810	+12,507	$4,677
Pinterest Inc Com US 0.00001	125,470	-3,330	$4,648
PINS	125,470	-3,330	$4,648
First Trust Global Tactical Commodity Strategy ETF (FTGC)	194,240	+2,000	$4,360
FTGC	194,240	+2,000	$4,360
Honeywell International Inc Com US 1.00	20,606	-7,518	$4,322
HON	20,606	-7,518	$4,322
First Trust Asia ex Japan AlphaDEX ETF (FPA)	140,080	-625	$3,837
FPA	140,080	-625	$3,837
Union Pacific Corporation Com US 2.50	13,790	-90	$3,388
UNP	13,790	-90	$3,388
Salesforce Inc Com USD0.001	11,590	UNCH	$3,051
CRM	11,590	UNCH	$3,051
Exxon Mobil Corporation Com	19,720	-670	$1,972
XOM	19,720	-670	$1,972
Nvidia Corporation US 0.001	3,667	+3,667	$1,816
NVDA	3,667	+3,667	$1,816
Avery Dennison	8,579	-1,915	$1,734
AVY	8,579	-1,915	$1,734
Franco Nevada Corp Com Npv	11,854	+11,854	$1,313
FNV	11,854	+11,854	$1,313
Colgate Palmolive Co Com US 1.00	14,810	-2,000	$1,181
CL	14,810	-2,000	$1,181
Merck & Co Inc Com US 0.50	10,620	-230	$1,158
MRK	10,620	-230	$1,158
Verizon Communications Com US 0.10	30,128	-4,760	$1,136
VZ	30,128	-4,760	$1,136
Lockheed Martin Corp Com US 1.00	2,470	+2,470	$1,120
LMT	2,470	+2,470	$1,120
Analog Devices Inc Com US 0.16	5,550	+5,550	$1,102
ADI	5,550	+5,550	$1,102
Danaher Corp. US 0.01	4,596	+4,596	$1,064
DHR	4,596	+4,596	$1,064
W R Berkley Corp Com US 0.20	14,350	UNCH	$1,015
WRB	14,350	UNCH	$1,015
Wisdom Tree EM Small Cap Dividend ETF (DGRS)	18,090	-590	$903
DGRS	18,090	-590	$903
Shell Plc ADR Rep 2 Ord Shares (SHEL)	12,248	UNCH	$806
SHEL	12,248	UNCH	$806
iShares Trust S&P 500 Index Fund (IVV)	1,685	+1,685	$805
IVV	1,685	+1,685	$805
LivaNova plc Ord	14,600	UNCH	$756
LIVN	14,600	UNCH	$756
Mastercard Inc US 0.0001 Class A	1,645	+1,645	$702
MA	1,645	+1,645	$702
Intercontinental Exchange Inc Com US 0.01 (ICE)	5,250	+5,250	$674
ICE	5,250	+5,250	$674
Pfizer Inc Com US 0.05	22,524	-16,400	$648
PFE	22,524	-16,400	$648
Waste Management Com US 0.01	3,100	+3,100	$556
WM	3,100	+3,100	$556
Dover Corporation US 1	3,450	-168,087	$531
DOV	3,450	-168,087	$531
Wisdom Tree Japan Hedged ETF (DXJ)	5,756	+5,756	$506
DXJ	5,756	+5,756	$506
Citigroup Inc Com US 0.01	9,400	+9,400	$484
C	9,400	+9,400	$484
Credicorp Ltd US 5	3,200	+3,200	$479
BAP	3,200	+3,200	$479
First Trust United Kingdom AlphaDEX ETF (FKU)	12,700	+1,206	$465
FKU	12,700	+1,206	$465
Invesco QQQ Trust Unit Series 1	980	+980	$401
QQQ	980	+980	$401
TechnipFMC plc	19,500	UNCH	$393
FTI	19,500	UNCH	$393
Ferguson Plc Ord 0.01	1,786	+1,786	$345
FERG	1,786	+1,786	$345
Eli Lilly & Co Com	550	+550	$321
LLY	550	+550	$321
Church & Dwight Com US 1	3,350	+3,350	$317
CHD	3,350	+3,350	$317
American Tower Corporation Com US 0.01	1,370	+1,370	$296
AMT	1,370	+1,370	$296
Coinbase Global Inc 0.00001 Class A	1,659	+1,659	$289
COIN	1,659	+1,659	$289
Fortinet Inc Com US 0.001	4,500	+4,500	$263
FTNT	4,500	+4,500	$263
Stryker Corp Com US 0.10	800	+800	$240
SYK	800	+800	$240
Brookfield Renewable Partners Class A Sub Voting US Listing	7,280	+7,280	$210
BEPC	7,280	+7,280	$210
Kimberly Clark Corporation Com US 1.25	1,725	+1,725	$210
KMB	1,725	+1,725	$210
EPAM Systems Inc Com US 0.001	700	+700	$208
EPAM	700	+700	$208
Broadcom Ltd 1	180	+180	$201
AVGO	180	+180	$201
Activision Blizzard Inc Com US 0.000001			$0 (exited)
ATVI	0	-10,135	$0
Sea Limited ADS A Shares	0	-43,395	$0 (exited)
SE	0	-43,395	$0

See Summary: Waverton Investment Management Ltd Top Holdings
See Details: Top 10 Stocks Held By Waverton Investment Management Ltd

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
URI	+212,493	+$121,884
TPL	+3,443	+$5,418
NVDA	+3,667	+$1,816
FNV	+11,854	+$1,313
LMT	+2,470	+$1,120
ADI	+5,550	+$1,102
DHR	+4,596	+$1,064
IVV	+1,685	+$805
MA	+1,645	+$702
ICE	+5,250	+$674

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SE	-43,395	-$1,908
ATVI	-10,135	-$949

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SLB	+163,127	-$138
TMO	+153,344	+$84,519
IBM	+96,967	+$35,048
AMZN	+94,156	+$44,247
VAL	+49,384	+$740
QCOM	+47,629	+$41,380
PEP	+42,167	+$7,191
TEL	+41,293	+$25,369
KO	+32,034	+$3,582
AXP	+24,597	+$37,838

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DOV	-168,087	-$23,415
AIG	-143,627	-$4,669
TSM	-92,075	+$4,048
AMD	-61,176	+$51,699
YUMC	-54,993	-$9,639
COST	-49,477	-$6,004
PWR	-35,237	-$5,153
GOOGL	-30,162	+$8,897
LIN	-20,238	+$10,227

Waverton Investment Management Ltd Info

Size ($ in 1000's)
At 12/31/2023: $4,117,523
At 09/30/2023: $3,457,714

Waverton Investment Management Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Waverton Investment Management Ltd 13F filings. Link to 13F filings: SEC filings

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