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Home > Institutional Investor > Rothschild & Co Wealth Management Uk Ltd > Profile

Instuitional Investor - Rothschild & Co Wealth Management Uk Ltd

Fund Profile
Filing Period:
Fund Name: Rothschild & Co Wealth Management Uk Ltd
Portfolio Value $6,927,715,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Express Co
 AXP 2,838,220 $960,027,915 13.86%
2.
Booking Holdings Inc.
 BKNG 4,290,423 $764,724,996 11.04%
3.
Deere & Co
 DE 1,163,497 $738,041,052 10.65%
4.
Berkshire Hathaway Inc
 BRK-B 1,458,512 $729,824,820 10.53%
5.
Mastercard Inc
 MA 1,349,278 $692,989,181 10%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.