Rothschild & Co Wealth Management Uk Ltd Top Holdings and 13F Report (2024) → The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad) About Rothschild & Co Wealth Management Uk LtdInvestment ActivityRothschild & Co Wealth Management Uk Ltd has $6.03 billion in total holdings as of March 31, 2024.Rothschild & Co Wealth Management Uk Ltd owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.20% of the portfolio was purchased this quarter.About 6.31% of the portfolio was sold this quarter.This quarter, Rothschild & Co Wealth Management Uk Ltd has purchased 33 new stocks and bought additional shares in 9 stocks.Rothschild & Co Wealth Management Uk Ltd sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $819,931,578American Express $814,282,510Mastercard $704,498,384Moody's $656,834,487S&P Global $583,698,255 Largest New Holdings this Quarter iShares MSCI ACWI ETF $2,292,686 Holding Largest Purchases this Quarter American Express 12,248 shares (about $2.79M)iShares MSCI United Kingdom ETF 72,052 shares (about $2.46M)iShares MSCI ACWI ETF 20,818 shares (about $2.29M)Booking 470 shares (about $1.71M)Visa 2,552 shares (about $712.21K) Largest Sales this Quarter Ryanair 59,041 shares (about $8.60M)iShares MSCI World ETF 15,554 shares (about $2.25M)Canadian Pacific Kansas City 23,159 shares (about $2.04M)Charter Communications 3,152 shares (about $916.07K)Mastercard 1,067 shares (about $513.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRothschild & Co Wealth Management Uk Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$819,931,578$485,280 ▲0.1%1,949,80413.6%FinanceAXPAmerican Express$814,282,510$2,788,747 ▲0.3%3,576,27713.5%FinanceMAMastercard$704,498,384$513,835 ▼-0.1%1,462,92011.7%Business ServicesMCOMoody's$656,834,487$635,923 ▲0.1%1,671,20710.9%FinanceSPGIS&P Global$583,698,255$350,145 ▼-0.1%1,371,9559.7%Business ServicesBKNGBooking$537,256,377$1,705,104 ▲0.3%148,0918.9%Retail/WholesaleDEDeere & Company$469,388,743$50,110 ▲0.0%1,142,7887.8%Industrial ProductsCMCSAComcast$467,382,403$475,159 ▼-0.1%10,781,6017.7%Consumer DiscretionaryCPCanadian Pacific Kansas City$432,597,155$2,041,930 ▼-0.5%4,906,3957.2%TransportationCHTRCharter Communications$154,383,237$916,066 ▼-0.6%531,2022.6%Consumer DiscretionaryRYAAYRyanair$139,349,867$8,595,779 ▼-5.8%957,1392.3%TransportationCABOCable One$117,477,390$493,370 ▼-0.4%277,6391.9%Consumer DiscretionaryLBRDKLiberty Broadband$47,635,104$402,155 ▼-0.8%832,3450.8%Consumer DiscretionaryVVisa$15,507,359$712,212 ▲4.8%55,5660.3%Business ServicesWWayfair$14,693,712$606,372 ▲4.3%216,4660.2%Retail/WholesaleQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$14,250,324$50,933 ▼-0.4%159,7570.2%ETFFOXAFOX$10,480,015$576,275 ▲5.8%335,1460.2%Consumer DiscretionaryEWUiShares MSCI United Kingdom ETF$8,188,403$2,464,899 ▲43.1%239,3570.1%ETFVPLVanguard FTSE Pacific ETF$4,107,9010.0%54,0300.1%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$3,036,826$52,981 ▼-1.7%44,8240.1%ETFIVViShares Core S&P 500 ETF$2,591,3230.0%4,9290.0%ETFACWIiShares MSCI ACWI ETF$2,292,686$2,292,686 ▲New Holding20,8180.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,913,689$63,623 ▼-3.2%37,0870.0%ETFURTHiShares MSCI World ETF$1,440,550$2,253,930 ▼-61.0%9,9410.0%ETFBRK.ABerkshire Hathaway$1,268,8800.0%20.0%FinanceVWOVanguard FTSE Emerging Markets ETF$1,204,6470.0%28,8400.0%ETFEEMiShares MSCI Emerging Markets ETF$1,154,3480.0%28,1000.0%FinanceVGKVanguard FTSE Europe ETF$1,152,3220.0%17,1120.0%ETFVOTVanguard Mid-Cap Growth ETF$1,096,895$28,531 ▼-2.5%4,6520.0%ETFLCLendingClub$870,2100.0%99,0000.0%FinanceVOOVanguard S&P 500 ETF$757,1030.0%1,5750.0%ETFESGEiShares ESG Aware MSCI EM ETF$288,0720.0%8,9380.0%ManufacturingVSGXVanguard ESG International Stock ETF$249,5350.0%4,3420.0%ETFMSFTMicrosoft$0$364,614,025 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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