RC
| |
Rothschild & Co Wealth Management UK Ltd13F | |
| Rothschild & Co Wealth Management UK Ltd | |
| Last update 2025-05-07 | 27 Stocks (0 new) |
| Value $5.94 Bil | Turnover 4 % |
Rothschild & Co Wealth Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP | American Express Co | 2,775,682 | 746,797.2 | +0.40% | 12.570 | +0.05% | 0.400 | +37.34% | +7.68% | 222,072.7 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 1,396,457 | 743,725.1 | -0.59% | 12.520 | -0.07% | 0.060 | -3.08% | +5.34% | 1,029,721.1 | Insurance | |
MA | Mastercard Inc | 1,316,728 | 721,724.9 | +0.07% | 12.150 | +0.01% | 0.150 | +17.38% | +7.14% | 510,741.7 | Credit Services | |
BKNG | Booking Holdings Inc | 136,309 | 627,963.3 | +0.35% | 10.570 | +0.04% | 0.420 | +37.44% | +15.43% | 185,913.7 | Travel & Leisure | |
DE | Deere & Co | 1,160,460 | 544,661.9 | -0.13% | 9.170 | -0.01% | 0.430 | +23.62% | +20.91% | 137,826.6 | Farm & Heavy Construction Machinery | |
SPGI | S&P Global Inc | 1,016,305 | 516,384.6 | +0.34% | 8.690 | +0.03% | 0.330 | +19.45% | +6.08% | 161,434.8 | Capital Markets | |
MCO | Moodys Corp | 1,086,565 | 506,002.5 | +0.32% | 8.520 | +0.03% | 0.600 | +26.04% | +5.82% | 89,792.6 | Capital Markets | |
CMCSA | Comcast Corp | 11,013,766 | 406,408.0 | +0.65% | 6.840 | +0.04% | 0.290 | +10.60% | -1.53% | 134,376.0 | Telecommunication Services | |
CP | Canadian Pacific Kansas City Ltd | 5,091,326 | 357,462.0 | -0.05% | 6.020 | 0% | 0.550 | +20.45% | +11.97% | 75,381.9 | Transportation | |
TXN | Texas Instruments Inc | 1,287,734 | 231,405.8 | +1,000.57% | 3.890 | +3.54% | 0.140 | +49.63% | +17.38% | 196,802.3 | Semiconductors |
Rothschild & Co Wealth Management UK Ltd's Historical Top Holdings Breakdowns
Rothschild & Co Wealth Management UK Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TXN | Texas Instruments Inc | 2025-03-31 | Add Add | +3.54% | 173.6 ($187.2) 203.96 | $216.63 | 15.72% | Add 1000.57% | 1,287,734 | 1,170,728 | |
QQQE |
Direxion Nasdaq-100 Equal Weighted Index Shares
Direxion Nasdaq-100 Equal Weighted Index Shares
| 2025-03-31 | Sold Out Sold Out | -0.17% | 86.24 ($92.11) 97.98 | $99.11 | 7.60% | Sold Out | 0 | -109,231 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.07% | 442.66 ($486.15) 534.52 | $477.47 | -1.79% | Reduce -0.59% | 1,396,457 | -8,273 | |
AXP | American Express Co | 2025-03-31 | Add Add | +0.05% | 255.39 ($295.58) 325.87 | $316.98 | 7.24% | Add 0.4% | 2,775,682 | 11,014 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -0.05% | 554.06 ($590.51) 615.85 | $623.33 | 5.56% | Sold Out | 0 | -4,929 | |
BKNG | Booking Holdings Inc | 2025-03-31 | Add Add | +0.04% | 4295.4 ($4781.72) 5141.88 | $5,713.33 | 19.48% | Add 0.35% | 136,309 | 472 | |
CHTR | Charter Communications Inc | 2025-03-31 | Add Add | +0.04% | 334.89 ($357.69) 384.77 | $411.55 | 15.06% | Add 1.17% | 550,223 | 6,351 | |
CMCSA | Comcast Corp | 2025-03-31 | Add Add | +0.04% | 33.19 ($36.08) 38.23 | $35.99 | -0.25% | Add 0.65% | 11,013,766 | 70,635 | |
RYAAY | Ryanair Holdings PLC | 2025-03-31 | Reduce Reduce | -0.04% | 41.54 ($45.67) 50.08 | $58.84 | 28.84% | Reduce -1.82% | 2,497,729 | -46,413 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Sold Out Sold Out | -0.04% | 115.16 ($119.81) 124.13 | $128.88 | 7.57% | Sold Out | 0 | -20,818 |
Rothschild & Co Wealth Management UK Ltd Total Holding History ($B)
Rothschild & Co Wealth Management UK Ltd's Asset Allocation
Rothschild & Co Wealth Management UK Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Rothschild & Co Wealth Management UK Ltd's Hypothetical Growth since 2025-03-31
Rothschild & Co Wealth Management UK Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rothschild & Co Wealth Management UK Ltd's Holdings Heat Map
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Rothschild & Co Wealth Management UK Ltd's Holdings Bubble Chart
Rothschild & Co Wealth Management UK Ltd News
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