BD

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

13F
BREWIN DOLPHIN WEALTH MANAGEMENT LTD
Last update 2023-11-13 344 Stocks (20 new)
Value $917.00 Mil Turnover 23 %
Countries:
Top Holdings: VGT(12.93%)VT(12.46%)BRK.B(11.01%)VOO(10.20%)V(4.72%)
Summary Stock Picks Current Portfolio
BREWIN DOLPHIN WEALTH MANAGEME... Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGT
Vanguard Information Technology ETF
318,552
118,560.0
+97.14%
12.930
+6.37%
0.260
+35.75%
+10.51%
87,513.6
 
VT
Vanguard Total World Stock ETF
1,228,219
114,260.0
+107.41%
12.460
+6.45%
0.430
+17.37%
+11.44%
45,977.1
 
BRK.B
Berkshire Hathaway Inc
369,867
100,980.0
-0.65%
11.010
-0.10%
0.020
-8.57%
+4.53%
1,022,296.6
Insurance
VOO
Vanguard S&P 500 ETF
245,786
93,560.0
+102.06%
10.200
+5.15%
0.030
+19.59%
+7.78%
660,834.1
 
V
Visa Inc
206,731
43,270.0
+100.27%
4.720
+2.36%
0.010
+6.07%
+10.81%
681,869.3
Credit Services
MSFT
Microsoft Corp
164,837
42,340.0
-1.36%
4.620
-0.08%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SPY
S&P 500 ETF TRUST ETF
101,989
38,480.0
-0.53%
4.200
-0.03%
0.010
+19.57%
+7.72%
643,289.7
 
JNJ
Johnson & Johnson
126,844
22,520.0
-0.55%
2.460
-0.01%
0.010
+4.85%
+15.08%
393,874.2
Drug Manufacturers
AMZN
Amazon.com Inc
159,112
20,600.0
+4.89%
2.250
+0.10%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
IGM
iShares Expanded Tech Sector ETF
390,942
19,180.0
-0.49%
2.090
-0.01%
0.790
+34.64%
+12.20%
6,853.6
 

BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Historical Top Holdings Breakdowns

BREWIN DOLPHIN WEALTH MANAGEMENT LTD Total Holding History ($B)

To

BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Asset Allocation

To

BREWIN DOLPHIN WEALTH MANAGEMENT LTD Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Hypothetical Growth since 2022-06-30

BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Yearly Returns

Year Portfolio % % Excess Gain %

BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Holdings Heat Map

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BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Holdings Bubble Chart

BREWIN DOLPHIN WEALTH MANAGEMENT LTD News

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