W1M Asset Management Ltd
Institutional investor · Portfolio as of Q1 2023
Top Holdings70 positions
MICROSOFT CORP | 287,607 | $82.9M | 7.8% | $165.45 | +69.53% | 17 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TR | 255,467 | $46.8M | 4.4% | $166.34 | +10.72% | 16 qtrssince 2019-Q2 | Decreased 0 |
PEPSICO INC | 250,844 | $45.7M | 4.3% | $110.17 | +46.43% | 17 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRS INC | 199,008 | $37M | 3.5% | $152.09 | +10.60% | 5 qtrssince 2022-Q1 | Decreased 0 |
LOCKHEED MARTIN CORP | 76,796 | $36.3M | 3.4% | $312.20 | +37.93% | 17 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 232,005 | $36M | 3.4% | $129.99 | +7.89% | 17 qtrssince 2019-Q1 | Decreased 0 |
ROCKWELL AUTOMATION INC | 121,512 | $35.7M | 3.4% | $226.39 | +22.37% | 5 qtrssince 2022-Q1 | Decreased 0 |
AMGEN INC | 145,933 | $35.3M | 3.3% | $184.54 | +17.67% | 7 qtrssince 2021-Q3 | Decreased 0 |
STARBUCKS CORP | 336,893 | $35.1M | 3.3% | $76.21 | +25.40% | 13 qtrssince 2020-Q1 | Decreased 0 |
DISNEY WALT CO | 347,074 | $34.8M | 3.3% | $91.53 | +6.07% | 4 qtrssince 2022-Q2 | Decreased 0 |
WASTE MGMT INC DEL | 211,092 | $34.4M | 3.2% | $143.26 | +8.12% | 4 qtrssince 2022-Q2 | Decreased 0 |
UNITED PARCEL SERVICE INC | 174,336 | $33.8M | 3.2% | $107.85 | +53.45% | 17 qtrssince 2019-Q1 | Decreased 0 |
WEC ENERGY GROUP INC | 340,909 | $32.3M | 3.0% | $86.80 | -3.58% | 4 qtrssince 2022-Q2 | Decreased 0 |
TJX COS INC NEW | 408,523 | $32M | 3.0% | $56.67 | +31.92% | 12 qtrssince 2020-Q2 | Decreased 0 |
RTX CORPORATION | 320,812 | $31.4M | 3.0% | $61.07 | +49.08% | 12 qtrssince 2020-Q2 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 795,167 | $30.9M | 2.9% | $36.74 | -17.62% | 4 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC | 268,793 | $28M | 2.6% | $108.18 | -4.77% | 10 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 64,409 | $23.4M | 2.2% | $330.30 | +7.76% | 17 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 100,033 | $22.6M | 2.1% | $190.58 | +15.20% | 4 qtrssince 2022-Q2 | Decreased 0 |
ADOBE INC | 58,173 | $22.4M | 2.1% | $442.12 | -12.84% | 17 qtrssince 2019-Q1 | Decreased 0 |
W1M Asset Management Ltd manages $1.1B across 70 positions as of Q1 2023. Top holdings: MSFT (7.8%), GLD (4.4%), PEP (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 2 new positions, 6 exits, 6 increased. No standout high-conviction moves this quarter. Portfolio: $1.1B across 70 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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