Rothschild & Co Wealth Management Uk Ltd
CIK Number: 0001784260
6.29B
Market Value
32
# of Holdings
23 months
Avg. Holding Period
91.18%
Win Rate
17.51%
Peformance 3-Years
Main Sectors:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | American Expres... | 300.81 | -0.51% | 3.26M | -8.91% | 884.44M | 95.19 | 14.05% | |
2 | Berkshire Hatha... | 458.90 | -0.54% | 1.73M | -12.79% | 794.61M | 165.65 | 12.62% | |
3 | Mastercard Inco... | 532.58 | -0.35% | 1.49M | +1.75% | 737.52M | 241.96 | 11.72% | |
4 | S&P Global Inc | 513.24 | -0.59% | 1.26M | -2.59% | 650.98M | 220.66 | 10.34% | |
5 | Moodys Corp | 495.08 | -0.49% | 1.36M | -14.19% | 645.78M | 176.38 | 10.26% |
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