Rathbones Group PLC
Institutional investor · Portfolio as of Q3 2024
SEC EDGAR SourceSEC Filings
Rathbones Group PLC manages $19.8B across 605 positions as of Q3 2024. HoldingsIntel Rating: 4/5.0.
Q3 2024 Summary
Active quarter - 18 new positions, 0 exits, 224 increased. No standout high-conviction moves this quarter. Portfolio: $19.8B across 605 positions.
Top holdings by portfolio weight
MSFT7.29%
V4.74%
AMZN4.73%
GOOGL3.64%
AAPL3.48%
JPM2.88%
NVDA2.83%
TMO2.33%
BRK/B2.21%
KO1.97%
Other1.83%
7-dimension quality assessment
Strong(4.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings
No holdings data available
No holdings data available for 2024-Q3. This filer may not have filed for this period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer