J O Hambro Investment Management
Latest statistics and disclosures from Waverton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, COST, CME, AMZN, UNP, and represent 30.43% of Waverton Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$89M), DD (+$82M), AIG (+$34M), PEP (+$19M), AXP (+$14M), TMUS (+$9.5M), TEL (+$6.7M), UPST (+$6.3M), INTU (+$6.0M), V (+$6.0M).
- Started 8 new stock positions in BMY, UPST, IMCR, T, SHEL, SNAP, FTGC, AIG.
- Reduced shares in these 10 stocks: FNF (-$81M), HD (-$69M), DIS (-$37M), MMC (-$28M), COST (-$19M), AVY (-$11M), HON (-$10M), MSFT (-$9.5M), INFY (-$8.2M), VMC (-$8.2M).
- Sold out of its positions in FNF, Royal Dutch Shell.
- Waverton Investment Management was a net buyer of stock by $31M.
- Waverton Investment Management has $3.0B in assets under management (AUM), dropping by -5.91%.
- Central Index Key (CIK): 0001344114
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Portfolio Holdings for Waverton Investment Management
Companies in the Waverton Investment Management portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 8.1 | $239M | -3% | 777k | 308.31 | |
Costco Wholesale Corporation (COST) | 6.0 | $177M | -9% | 307k | 575.85 | |
Cme (CME) | 5.7 | $170M | 715k | 237.86 | ||
Amazon (AMZN) | 5.7 | $169M | 52k | 3259.94 | ||
Union Pacific Corporation (UNP) | 5.0 | $148M | -2% | 541k | 273.21 | |
Qualcomm (QCOM) | 5.0 | $147M | 962k | 152.82 | ||
Visa Inc Com Stock US$0.0001 Com Cl A (V) | 4.8 | $143M | +4% | 646k | 221.77 | |
Marsh & McLennan Companies (MMC) | 4.7 | $139M | -16% | 818k | 170.42 | |
Alphabet Inc US$0.001 'A' Cap Stk Cl A (GOOGL) | 4.4 | $130M | +219% | 47k | 2781.34 | |
Apple (AAPL) | 4.4 | $129M | -4% | 739k | 174.61 | |
TE Connectivity Ltd Com CHF1.37 SHS (TEL) | 4.0 | $120M | +5% | 912k | 130.98 | |
American Express Company (AXP) | 4.0 | $118M | +13% | 631k | 187.00 | |
Intuit (INTU) | 4.0 | $118M | +5% | 245k | 480.84 | |
Dupont De Nemours (DD) | 3.0 | $88M | +1269% | 1.2M | 73.58 | |
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Avery Dennison Corporation (AVY) | 2.7 | $80M | -11% | 459k | 173.97 | |
Synopsys (SNPS) | 2.3 | $68M | +6% | 203k | 333.27 | |
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW$10 Sponsored Ads (TSM) | 2.2 | $65M | +5% | 625k | 104.26 | |
Home Depot (HD) | 1.8 | $52M | -56% | 175k | 299.33 | |
Honeywell International (HON) | 1.7 | $49M | -17% | 253k | 194.58 | |
Illumina (ILMN) | 1.4 | $41M | +10% | 117k | 349.40 | |
Vulcan Materials Company (VMC) | 1.3 | $37M | -18% | 202k | 183.70 | |
Pepsi (PEP) | 1.2 | $36M | +111% | 212k | 167.38 | |
Thermo Fisher Scientific (TMO) | 1.2 | $35M | +13% | 60k | 590.66 | |
American International Group Inc Com US$2.50 Com New (AIG) | 1.1 | $34M | NEW | 542k | 62.77 | |
Berkshire Hathaway 'B' Com US$0.1667 Cl B New (BRK.B) | 1.1 | $33M | -7% | 92k | 352.91 | |
Metropcs Communications (TMUS) | 0.9 | $28M | +52% | 216k | 128.35 | |
Chevron Corporation (CVX) | 0.8 | $25M | +6% | 153k | 162.83 | |
Coca-Cola Company (KO) | 0.8 | $24M | +22% | 387k | 62.00 | |
Walt Disney Company Com US$0.01 Com Disney (DIS) | 0.7 | $20M | -64% | 148k | 137.16 | |
Oaktree Specialty Lending Corp (OCSL) | 0.6 | $17M | +15% | 2.3M | 7.37 | |
salesforce (CRM) | 0.6 | $17M | -18% | 80k | 212.32 | |
Infosys Ltd ADR Each Rep 1 Ord Shares Sponsored Adr (INFY) | 0.5 | $16M | -33% | 638k | 24.89 | |
O'reilly Automotive (ORLY) | 0.5 | $16M | -2% | 23k | 684.96 | |
American Tower Reit (AMT) | 0.5 | $15M | +33% | 58k | 251.21 | |
American Water Works (AWK) | 0.5 | $14M | +34% | 84k | 165.53 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $14M | 101k | 136.32 | ||
Abrdn Physical Gold Shares ETF Physcl Swiss Gld (SGOL) | 0.4 | $13M | +3% | 711k | 18.58 | |
Procter & Gamble Company (PG) | 0.4 | $13M | +75% | 84k | 152.80 | |
SPDR Gold Trust Shares Gold Shs (GLD) | 0.4 | $11M | 58k | 180.66 | ||
Lear Corp Com US$0.01 Com New (LEA) | 0.4 | $10M | +19% | 73k | 142.59 | |
Alibaba Group Holdings Sponsored Ads (BABA) | 0.3 | $10M | +16% | 95k | 108.80 | |
Hca Holdings (HCA) | 0.3 | $10M | +24% | 41k | 250.62 | |
Old Dominion Freight Line (ODFL) | 0.3 | $9.8M | -2% | 33k | 298.67 | |
Yum China Holdings (YUMC) | 0.3 | $9.6M | +15% | 232k | 41.54 | |
Starbucks Corporation (SBUX) | 0.3 | $9.4M | -12% | 103k | 90.97 | |
Dover Corporation (DOV) | 0.3 | $9.1M | +11% | 58k | 156.89 | |
Intuitive Surgical Com US$0.001 Com New (ISRG) | 0.3 | $8.7M | +7% | 29k | 301.68 | |
S&p Global (SPGI) | 0.3 | $8.5M | -27% | 21k | 410.19 | |
United Rentals (URI) | 0.3 | $8.5M | +21% | 24k | 355.20 | |
Medtronic Plc US$0.0001 SHS (MDT) | 0.3 | $8.3M | +20% | 75k | 110.96 | |
Upstart Hldgs (UPST) | 0.2 | $6.3M | NEW | 58k | 109.09 | |
Netease Inc. ADR Rep. 24 Sponsored Ads (NTES) | 0.2 | $4.9M | +16% | 55k | 89.69 | |
LivaNova plc Ord SHS (LIVN) | 0.2 | $4.8M | 59k | 81.83 | ||
Snap Inc Class A Cl A (SNAP) | 0.1 | $4.1M | NEW | 115k | 35.99 | |
Pinterest Inc Com US$0.00001 Cl A (PINS) | 0.1 | $4.1M | -33% | 166k | 24.61 | |
D.R. Horton (DHI) | 0.1 | $3.8M | +6% | 51k | 74.50 | |
SentinelOne Inc US$0.0001 Class 'A' Cl A (S) | 0.1 | $3.3M | 86k | 38.74 | ||
Pfizer (PFE) | 0.1 | $2.6M | -8% | 51k | 51.77 | |
Exxon Mobil Corporation (XOM) | 0.1 | $2.6M | -2% | 31k | 82.59 | |
Bristol Myers Squibb (BMY) | 0.1 | $2.3M | NEW | 32k | 73.04 | |
First Trust ISE Chindia Index Fund ETF China Alphadex (FCA) | 0.1 | $2.2M | +5% | 55k | 40.41 | |
Verizon Communications (VZ) | 0.1 | $2.2M | -5% | 43k | 50.94 | |
Sofi Technologies (SOFI) | 0.1 | $2.1M | +15% | 219k | 9.45 | |
First Trust Global Tactical Commodity Strategy ETF FST TR GLB FD (FTGC) | 0.1 | $2.0M | NEW | 72k | 28.43 | |
Activision Blizzard (ATVI) | 0.1 | $1.7M | -15% | 21k | 80.09 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.7M | 22k | 75.81 | ||
Abrdn Physical Platinum Shares ETF Physcl Platm Shs (PPLT) | 0.0 | $1.4M | 15k | 91.76 | ||
Wisdom Tree EM Small Cap Dividend ETF Us S Cap Qty Div (DGRS) | 0.0 | $1.2M | 22k | 53.28 | ||
Merck & Co (MRK) | 0.0 | $1.1M | 14k | 82.07 | ||
Immunocore Holdings ADS Each Representing One Ord Ads (IMCR) | 0.0 | $1.1M | NEW | 37k | 29.90 | |
W.R. Berkley Corporation (WRB) | 0.0 | $857k | +22% | 13k | 66.55 | |
Shell Plc ADR Rep 2 Ord Shares Spon Ads (SHEL) | 0.0 | $673k | NEW | 12k | 54.95 | |
British American Tobacco Ord 25p Sponsored Adr (BTI) | 0.0 | $506k | -10% | 12k | 42.17 | |
At&t (T) | 0.0 | $300k | NEW | 13k | 23.59 |
Past Filings by Waverton Investment Management
SEC 13F filings are viewable for Waverton Investment Management going back to 2011
- Waverton Investment Management 2022 Q1 filed April 26, 2022
- Waverton Investment Management 2021 Q4 filed Feb. 7, 2022
- Waverton Investment Management 2021 Q3 filed Oct. 18, 2021
- Waverton Investment Management 2021 Q2 filed Aug. 2, 2021
- Waverton Investment Management 2021 Q1 filed April 27, 2021
- Waverton Investment Management 2020 Q4 filed Jan. 22, 2021
- Waverton Investment Management 2020 Q3 filed Oct. 28, 2020
- Waverton Investment Management 2020 Q2 filed July 16, 2020
- Waverton Investment Management 2020 Q1 filed April 30, 2020
- Waverton Investment Management 2019 Q4 restated filed Jan. 23, 2020
- Waverton Investment Management 2019 Q4 filed Jan. 22, 2020
- Waverton Investment Management 2019 Q3 filed Oct. 29, 2019
- Waverton Investment Management 2019 Q2 filed July 17, 2019
- Waverton Investment Management 2019 Q1 filed April 18, 2019
- Waverton Investment Management 2018 Q4 filed Jan. 14, 2019
- Waverton Investment Management 2018 Q3 filed Oct. 4, 2018