Rothschild & CO Wealth Management Uk LTD Portfolio Holdings by Sector
Rothschild & CO Wealth Management Uk LTD
- $5.86 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Credit Services | Financial Services
AXP MA V LC 4 stocks |
$1.64 Million
27.93% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$1.3 Million
22.11% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA CHTR CABO LBRDK 4 stocks |
$802,573
13.68% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$795,986
13.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$644,188
10.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$485,456
8.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$111,477
1.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
QQQE EWU AAXJ IVV ACWI IEMG VOT VGK 12 stocks |
$37,022
0.63% of portfolio
|
  1  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$22,545
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
FOXA 1 stocks |
$14,343
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
W 1 stocks |
$12,138
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$4,235
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|