Rothschild & Co Wealth Management UK as of March 31, 2015
Portfolio Holdings for Rothschild & Co Wealth Management UK
Rothschild & Co Wealth Management UK holds 77 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 41.2 | $395M | 2.7M | 144.32 | |
American Express Company (AXP) | 18.2 | $174M | 2.2M | 78.12 | |
Wells Fargo & Company (WFC) | 17.4 | $166M | 3.1M | 54.40 | |
Deere & Company (DE) | 16.2 | $156M | 1.8M | 87.69 | |
Ryanair Holdings | 3.3 | $32M | 472k | 66.77 | |
Procter & Gamble Company (PG) | 0.4 | $3.8M | 46k | 81.94 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $1.9M | 16k | 121.89 | |
iShares S&P 500 Index (IVV) | 0.2 | $1.8M | 8.8k | 207.85 | |
SPDR Gold Trust (GLD) | 0.2 | $1.6M | 14k | 113.64 | |
International Business Machines (IBM) | 0.1 | $1.3M | 8.2k | 160.46 | |
iShares MSCI EMU Index (EZU) | 0.1 | $1.1M | 29k | 38.57 | |
Exxon Mobil Corporation (XOM) | 0.1 | $953k | 11k | 85.01 | |
Johnson & Johnson (JNJ) | 0.1 | $946k | 9.4k | 100.64 | |
Northrop Grumman Corporation (NOC) | 0.1 | $966k | 6.0k | 161.00 | |
Microsoft Corporation (MSFT) | 0.1 | $886k | 22k | 40.64 | |
Pfizer (PFE) | 0.1 | $838k | 24k | 34.77 | |
Altria (MO) | 0.1 | $823k | 17k | 50.03 | |
Berkshire Hathaway (BRK.A) | 0.1 | $870k | 4.00 | 217500.00 | |
Philip Morris International (PM) | 0.1 | $896k | 12k | 75.29 | |
General Electric Company | 0.1 | $688k | 28k | 24.81 | |
Union Pacific Corporation (UNP) | 0.1 | $672k | 6.2k | 108.39 | |
Apple (AAPL) | 0.1 | $712k | 5.7k | 124.39 | |
Gilead Sciences (GILD) | 0.1 | $638k | 6.5k | 98.15 | |
Sempra Energy (SRE) | 0.1 | $700k | 6.4k | 109.07 | |
iShares Russell 2000 Index (IWM) | 0.1 | $689k | 5.5k | 124.37 | |
Bank Of America Corporation warrant | 0.1 | $695k | 118k | 5.87 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $542k | 14k | 40.15 | |
Dominion Resources (D) | 0.1 | $574k | 8.1k | 70.86 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.1 | $558k | 12k | 45.37 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $442k | 7.3k | 60.55 | |
Cummins (CMI) | 0.1 | $458k | 3.3k | 138.79 | |
Reynolds American | 0.1 | $496k | 7.2k | 68.89 | |
Walt Disney Company (DIS) | 0.0 | $374k | 3.6k | 104.76 | |
At&t (T) | 0.0 | $343k | 11k | 32.67 | |
General Mills (GIS) | 0.0 | $351k | 6.2k | 56.61 | |
Pepsi (PEP) | 0.0 | $392k | 4.1k | 95.61 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $279k | 12k | 23.45 | |
Monsanto Company | 0.0 | $258k | 2.3k | 112.57 | |
Eli Lilly & Co. (LLY) | 0.0 | $262k | 3.6k | 72.78 | |
Carnival Corporation (CCL) | 0.0 | $277k | 5.8k | 47.76 | |
Sherwin-Williams Company (SHW) | 0.0 | $327k | 1.2k | 284.35 | |
Helmerich & Payne (HP) | 0.0 | $245k | 3.6k | 68.06 | |
Lockheed Martin Corporation (LMT) | 0.0 | $254k | 1.3k | 203.20 | |
Schlumberger (SLB) | 0.0 | $306k | 3.7k | 83.49 | |
United Technologies Corporation | 0.0 | $315k | 2.7k | 117.10 | |
Total (TTE) | 0.0 | $263k | 5.3k | 49.62 | |
Illinois Tool Works (ITW) | 0.0 | $243k | 2.5k | 97.20 | |
Visa (V) | 0.0 | $288k | 4.4k | 65.45 | |
Celanese Corporation (CE) | 0.0 | $282k | 5.1k | 55.84 | |
MetLife (MET) | 0.0 | $258k | 5.1k | 50.59 | |
Kinder Morgan (KMI) | 0.0 | $276k | 6.6k | 42.04 | |
Google Inc Class C | 0.0 | $274k | 500.00 | 548.00 | |
McDonald's Corporation (MCD) | 0.0 | $234k | 2.4k | 97.50 | |
Wal-Mart Stores (WMT) | 0.0 | $165k | 2.0k | 82.50 | |
Chevron Corporation (CVX) | 0.0 | $210k | 2.0k | 105.00 | |
Intel Corporation (INTC) | 0.0 | $225k | 7.2k | 31.25 | |
Emerson Electric (EMR) | 0.0 | $204k | 3.6k | 56.67 | |
Colgate-Palmolive Company (CL) | 0.0 | $208k | 3.0k | 69.33 | |
ConocoPhillips (COP) | 0.0 | $181k | 2.9k | 62.41 | |
Southern Company (SO) | 0.0 | $235k | 5.3k | 44.34 | |
Omni (OMC) | 0.0 | $156k | 2.0k | 78.00 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $205k | 12k | 17.08 | |
Ball Corporation (BALL) | 0.0 | $233k | 3.3k | 70.61 | |
Medidata Solutions | 0.0 | $147k | 3.0k | 49.00 | |
Coca-Cola Company (KO) | 0.0 | $57k | 1.4k | 40.71 | |
Cisco Systems (CSCO) | 0.0 | $83k | 3.0k | 27.67 | |
Merck & Co (MRK) | 0.0 | $115k | 2.0k | 57.50 | |
Tesla Motors (TSLA) | 0.0 | $51k | 269.00 | 189.59 | |
Intl Fcstone | 0.0 | $52k | 1.8k | 29.71 | |
Solarcity | 0.0 | $77k | 1.5k | 51.33 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $4.0k | 697.00 | 5.74 | |
Newmont Mining Corporation (NEM) | 0.0 | $22k | 1.0k | 22.00 | |
Target Corporation (TGT) | 0.0 | $38k | 463.00 | 82.07 | |
Williams Companies (WMB) | 0.0 | $39k | 776.00 | 50.26 | |
Tupperware Brands Corporation | 0.0 | $7.0k | 100.00 | 70.00 | |
Amazon (AMZN) | 0.0 | $22k | 60.00 | 366.67 | |
American Intl Group | 0.0 | $1.0k | 53.00 | 18.87 |