Waverton Investment Management Ltd - Portfolio overview

Waverton Investment Management Ltd has 101 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 7.26%
2. GOOGL - ALPHABET INC, 6.09%
3. AMZN - AMAZON COM INC, 5.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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