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⚲
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| Waverton Investment Management Limited
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|
|
|---|---|
| CRD # | 112200 |
| SEC # | 801-60447 |
| CIK # | 0001344114 |
| AUM | $11.0 BB (2023-03-03) |
| Employees | 170 (26% Investors, 0% Brokers) |
| Phone | 00442074847496 |
| Address | 16 Babmaes Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.2 | |
| V | 419.3 | 0.2 | |
| CME | 74.1 | 0.2 | |
| TEL | 37.0 | 0.1 | |
| MMC | 77.7 | 0.1 | |
| AXP | 107.1 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| COST | 207.6 | 0.1 | |
| AMD | 131.5 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,516 | 3.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 36 | 5.6 |
| (g) Pension and profit sharing plans | 485 | 0.5 |
| (h) Charitable organizations | 157 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,194 | 11.0 |
| By Discretionary | ||
| Discretionary | 2,838 | 10.2 |
| Non-Discretionary | 356 | 0.8 |
| Total | 3,194 | 11.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.8 | |
| United States Persons | 0.2 | |
| Total | 3,194 | 11.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001344114] |
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|---|---|---|
|
Invesco Managed Accounts LLC
✚
|
WA | 11.4 |
|
Lockwood Advisors Inc
✚
|
NJ | 11.3 |
|
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Glenmede Investment Management LP
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|
CSOP Asset Management Limited
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11.1 | |
|
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|
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PA | 10.7 |
|
Morningstar Investment Services LLC
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|
IL | 10.7 |
|
Brown Capital Management LLC
✚
|
MD | 10.6 |
|
Guardcap Asset Management Limited
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10.6 |