- New Purchases: ACN, DHI, PHG,
- Added Positions: MMC, T, SGOL, LHX, AXP, INFY, DIS, INTU, BABA, GLD, ATVI, CDZI,
- Reduced Positions: AMZN, LMT, MSFT, HD, AAPL, JPM, V, HON, AMT, BDX, BRK.B, CRM, BTI, ILMN, UNP, XOM, ABT, VZ, CHD, CB, AMD, PG, PWR, CL, MDT, PFE, SPGI, OXY, LIVN, MRK,
- Sold Out: BIIB, JNJ, FB, EOG, TSM, CSCO, WFC, LLY, PGR, TJX, CNP, PM, ES, OGE, ABBV, EBAY, PCAR, WRB, USB, TSN, SLB, ON, CTSH, STLD, AFL, NYT, MU, IP, KMI, KHC, SCCO, HP, ECA,
For the details of Waverton Investment Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/waverton+investment+management+ltd/current-portfolio/portfolio
These are the top 5 holdings of Waverton Investment Management Ltd- Microsoft Corp (MSFT) - 1,112,414 shares, 9.07% of the total portfolio. Shares reduced by 6.34%
- JPMorgan Chase & Co (JPM) - 942,714 shares, 6.79% of the total portfolio. Shares reduced by 6.86%
- Becton, Dickinson and Co (BDX) - 476,148 shares, 6.69% of the total portfolio. Shares reduced by 5.28%
- Amazon.com Inc (AMZN) - 63,821 shares, 6.09% of the total portfolio. Shares reduced by 13.07%
- Union Pacific Corp (UNP) - 622,047 shares, 5.81% of the total portfolio. Shares reduced by 4.54%
Waverton Investment Management Ltd initiated holding in Accenture PLC. The purchase prices were between $182.2 and $212.22, with an estimated average price of $195.34. The stock is now traded at around $209.45. The impact to a portfolio due to this purchase was 0.22%. The holding were 19,785 shares as of .
New Purchase: D.R. Horton Inc (DHI)Waverton Investment Management Ltd initiated holding in D.R. Horton Inc. The purchase prices were between $50.71 and $55.91, with an estimated average price of $53.43. The stock is now traded at around $58.28. The impact to a portfolio due to this purchase was 0.15%. The holding were 56,000 shares as of .
New Purchase: Royal Philips NV (PHG)Waverton Investment Management Ltd initiated holding in Royal Philips NV. The purchase prices were between $41.91 and $49.08, with an estimated average price of $45.57. The stock is now traded at around $49.77. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,099 shares as of .
Added: Marsh & McLennan Companies Inc (MMC)Waverton Investment Management Ltd added to a holding in Marsh & McLennan Companies Inc by 42.66%. The purchase prices were between $95.25 and $112.32, with an estimated average price of $104.72. The stock is now traded at around $113.40. The impact to a portfolio due to this purchase was 1.02%. The holding were 591,652 shares as of .
Added: Aberdeen Standard Gold ETF Trust (SGOL)Waverton Investment Management Ltd added to a holding in Aberdeen Standard Gold ETF Trust by 895.80%. The purchase prices were between $14.01 and $145.69, with an estimated average price of $60.18. The stock is now traded at around $15.05. The impact to a portfolio due to this purchase was 0.32%. The holding were 474,200 shares as of .
Added: L3Harris Technologies Inc (LHX)Waverton Investment Management Ltd added to a holding in L3Harris Technologies Inc by 78.46%. The purchase prices were between $192.49 and $209.93, with an estimated average price of $200.53. The stock is now traded at around $222.25. The impact to a portfolio due to this purchase was 0.26%. The holding were 57,758 shares as of .
Added: Infosys Ltd (INFY)Waverton Investment Management Ltd added to a holding in Infosys Ltd by 108.92%. The purchase prices were between $8.93 and $11.29, with an estimated average price of $10.04. The stock is now traded at around $11.02. The impact to a portfolio due to this purchase was 0.25%. The holding were 883,742 shares as of .
Added: The Walt Disney Co (DIS)Waverton Investment Management Ltd added to a holding in The Walt Disney Co by 124.03%. The purchase prices were between $128.15 and $151.64, with an estimated average price of $140. The stock is now traded at around $142.11. The impact to a portfolio due to this purchase was 0.16%. The holding were 39,345 shares as of .
Sold Out: Biogen Inc (BIIB)Waverton Investment Management Ltd sold out a holding in Biogen Inc. The sale prices were between $220.06 and $304.07, with an estimated average price of $279.04.
Sold Out: EOG Resources Inc (EOG)Waverton Investment Management Ltd sold out a holding in EOG Resources Inc. The sale prices were between $64.44 and $83.81, with an estimated average price of $73.43.
Sold Out: Facebook Inc (FB)Waverton Investment Management Ltd sold out a holding in Facebook Inc. The sale prices were between $174.6 and $208.1, with an estimated average price of $194.27.
Sold Out: Johnson & Johnson (JNJ)Waverton Investment Management Ltd sold out a holding in Johnson & Johnson. The sale prices were between $127.5 and $146.44, with an estimated average price of $135.91.
Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Waverton Investment Management Ltd sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $46.43 and $59.23, with an estimated average price of $53.22.
Sold Out: Cisco Systems Inc (CSCO)Waverton Investment Management Ltd sold out a holding in Cisco Systems Inc. The sale prices were between $43.52 and $48.83, with an estimated average price of $46.46.
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