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| Wilkinson Global Asset Management LLC
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| |
|---|---|
| CRD # | 292470 |
| SEC # | 801-113969 |
| CIK # | 0001764000 |
| AUM | $2.1 BB (2024-06-18) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 212-301-6864 |
| Address | 437 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001764000 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 2.3 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437.4 | 2.1 | |
| Alphabet Inc | 1,475.1 | 1.8 | |
| Moodys Corp /DE/ | 49.9 | 1.4 | |
| Autozone Inc | 41.4 | 1.3 | |
| Mastercard Inc | 309.6 | 1.1 | |
| TJX Companies Inc /DE/ | 67.3 | 1.0 | |
| UnitedHealth Group Inc | 477.0 | 0.9 | |
| Sherwin Williams Co | 58.1 | 0.7 | |
| Oracle Corp | 182.8 | 0.7 | |
| Otis Worldwide Corp | 29.5 | 0.7 | |
| CME Group Inc | 74.1 | 0.7 | |
| Canadian National Railway Co | 76.7 | 0.6 | |
| PepsiCo Inc | 226.8 | 0.6 | |
| MSCI Inc | 33.6 | 0.5 | |
| Mettler Toledo International INC/ | 25.6 | 0.5 | |
| Carrier Global Corp | 30.5 | 0.5 | |
| Graco Inc | 10.1 | 0.5 | |
| Royal Bank of Canada | 136.4 | 0.5 | |
| Johnson & Johnson | 465.6 | 0.5 | |
| Canadian Pacific Railway Ltd/Cn | 65.2 | 0.4 | |
| Thomson Reuters Corp /Can/ | 49.3 | 0.4 | |
| HDFC Bank Ltd | 102.1 | 0.4 | |
| CGI Group Inc | 19.1 | 0.4 | |
| McGraw-hill Companies Inc | 113.1 | 0.4 | |
| Becton Dickinson & Co | 69.7 | 0.4 | |
| Progressive Waste Solutions Ltd | 31.3 | 0.4 | |
| Toronto Dominion Bank | 118.7 | 0.3 | |
| Bank of Montreal /Can/ | 62.8 | 0.3 | |
| Linde PLC | 147.5 | 0.3 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Global Thematic Equity Partners LP | 2015-11-10 | 4.9 |
| 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) | 512 | 1.5 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 46 | 0.2 |
| (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 | 42 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 2.1 |
| By Discretionary | ||
| Discretionary | 596 | 1.9 |
| Non-Discretionary | 4 | 0.2 |
| Total | 600 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1.6 | |
| Total | 600 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001764000] | |
| 13F-NT | [0001764000] |
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|---|---|---|
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Wealthsource Partners LLC
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CA | 2.1 |
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Triasima Portfolio Management Inc
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2.1 | |
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