Rothschild & Co Wealth Management UK

Latest statistics and disclosures from Rothschild & Co Wealth Management UK's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, AXP, MCO, SPGI, MA, and represent 60.03% of Rothschild & Co Wealth Management UK's stock portfolio.
  • Added to shares of these 10 stocks: MCO (+$42M), SPGI (+$40M), AXP (+$36M), MA (+$24M), BRK.B (+$21M), CMCSA (+$15M), CABO (+$9.9M), CHTR (+$8.5M), MSFT (+$7.6M), BKNG (+$6.3M).
  • Started 1 new stock positions in W.
  • Reduced shares in these 4 stocks: QQQE (-$328M), DE (-$80M), FOXA, VSGX.
  • Rothschild & Co Wealth Management UK was a net seller of stock by $-191M.
  • Rothschild & Co Wealth Management UK has $4.5B in assets under management (AUM), dropping by 9.18%.
  • Central Index Key (CIK): 0001784260

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Portfolio Holdings for Rothschild & Co Wealth Management UK

Rothschild & Co Wealth Management UK holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 13.6 $612M +3% 2.0M 308.90
American Express Company (AXP) 12.6 $567M +6% 3.8M 147.75
Moody's Corporation (MCO) 11.6 $522M +8% 1.9M 278.62
S&p Global (SPGI) 11.5 $520M +8% 1.6M 334.94
Mastercard Incorporated Cl A (MA) 10.7 $484M +5% 1.4M 347.73
Deere & Company (DE) 10.5 $471M -14% 1.1M 428.76
Comcast Corp Cl A (CMCSA) 8.2 $371M +4% 11M 34.97
Booking Holdings (BKNG) 6.4 $288M +2% 143k 2015.28
Cable One (CABO) 4.2 $189M +5% 265k 711.86
Charter Communications Inc N Cl A (CHTR) 3.8 $170M +5% 500k 339.10
Microsoft Corporation (MSFT) 2.6 $118M +6% 491k 239.82
Ryanair Holdings Sponsored Ads (RYAAY) 1.7 $76M +2% 1.0M 74.76
Liberty Broadband Corp Com Ser C (LBRDK) 1.4 $63M +3% 821k 76.27
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $10M -97% 158k 63.83

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Visa Com Cl A (V) 0.2 $7.9M 38k 207.76
Fox Corp Cl A Com (FOXA) 0.2 $7.3M -26% 239k 30.37
Wells Fargo & Company (WFC) 0.2 $7.2M 174k 41.29
Ishares Tr Msci Uk Etf New (EWU) 0.1 $5.2M +3% 168k 30.66
Wayfair Cl A (W) 0.1 $4.9M NEW 149k 32.89
Ishares Msci World Etf (URTH) 0.1 $3.0M 28k 109.25
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.6M 6.6k 384.21
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $2.4M +13% 38k 64.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $1.4M 3.00 468711.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M +15% 29k 37.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.0M +8% 26k 38.98
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $949k 17k 55.44
Lendingclub Corp Com New (LC) 0.0 $871k 99k 8.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $553k 1.6k 351.34
Ishares Esg Awr Msci Em (ESGE) 0.0 $269k 8.9k 30.07
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $227k -5% 4.6k 49.19

Past Filings by Rothschild & Co Wealth Management UK

SEC 13F filings are viewable for Rothschild & Co Wealth Management UK going back to 2019

View all past filings