Rossmore Private Capital Portfolio Holdings
Rossmore Private Capital
- $804 Million
- Q3 2024
Rossmore Private Capital has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $804 Million distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $58.4M, Apple Inc. with a value of $48.3M, Ishares Core S&P 500 ETF with a value of $41.5M, Microsoft Corp with a value of $40.7M, and Chevron Corp with a value of $37M.
Examining the 13F form we can see an increase of $46.7M in the current position value, from $757M to 804M.
Rossmore Private Capital is based out at Glastonbury, CT
Below you can find more details about Rossmore Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$804 Million
ETFs: $185 Million
Technology: $129 Million
Energy: $101 Million
Healthcare: $92 Million
Financial Services: $78.8 Million
Industrials: $72.4 Million
Consumer Defensive: $48.5 Million
Consumer Cyclical: $47.2 Million
Other: $50.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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