W1M Asset Management Ltd
Institutional investor · Portfolio as of Q2 2024
Top Holdings76 positions
Microsoft Corp. | 189,979 | $84.9M | 7.2% | $173.65 | +152.93% | 22 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 253,031 | $46.4M | 3.9% | $115.80 | +57.08% | 15 qtrssince 2020-Q4 | Decreased 0 |
SPDR GOLD SHARES | 210,723 | $45.3M | 3.8% | $166.34 | +29.26% | 21 qtrssince 2019-Q2 | Decreased 0 |
Texas Instruments Inc. | 198,384 | $38.6M | 3.3% | $151.01 | +21.12% | 10 qtrssince 2022-Q1 | Decreased 0 |
Amgen Inc. | 122,734 | $38.3M | 3.2% | $193.89 | +50.68% | 12 qtrssince 2021-Q3 | Decreased 0 |
WASTE MGMT INC DEL | 171,260 | $36.5M | 3.1% | $144.17 | +44.79% | 9 qtrssince 2022-Q2 | Decreased 0 |
The TJX Companies Inc. | 331,074 | $36.5M | 3.1% | $60.13 | +78.03% | 17 qtrssince 2020-Q2 | Decreased 0 |
PEPSICO INC | 214,679 | $35.4M | 3.0% | $117.54 | +28.85% | 22 qtrssince 2019-Q1 | Decreased 0 |
ROCKWELL AUTOMATION INC | 125,155 | $34.5M | 2.9% | $235.43 | +12.88% | 10 qtrssince 2022-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 826,793 | $34.1M | 2.9% | $34.40 | +3.46% | 9 qtrssince 2022-Q2 | Decreased 0 |
Johnson & Johnson | 230,923 | $33.8M | 2.9% | $132.50 | +3.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
LOCKHEED MARTIN CORP | 70,403 | $32.9M | 2.8% | $326.43 | +34.92% | 22 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 324,169 | $32.5M | 2.7% | $63.41 | +52.13% | 17 qtrssince 2020-Q2 | Decreased 0 |
Thermo Fisher Scientific Inc | 58,594 | $32.4M | 2.7% | $503.31 | +9.03% | 4 qtrssince 2023-Q3 | Decreased 0 |
DISNEY WALT CO | 321,776 | $31.9M | 2.7% | $88.44 | +9.21% | 9 qtrssince 2022-Q2 | Decreased 0 |
STARBUCKS CORP | 371,386 | $28.9M | 2.4% | $78.43 | -6.19% | 18 qtrssince 2020-Q1 | Decreased 0 |
WEC ENERGY GROUP INC | 364,834 | $28.6M | 2.4% | $82.96 | -12.43% | 9 qtrssince 2022-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 164,116 | $28.5M | 2.4% | $95.88 | +76.25% | 19 qtrssince 2019-Q4 | Decreased 0 |
Adobe Inc | 50,831 | $28.2M | 2.4% | $446.05 | +24.55% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 203,041 | $27.8M | 2.3% | $116.35 | +7.35% | 22 qtrssince 2019-Q1 | Decreased 0 |
W1M Asset Management Ltd manages $1.2B across 76 positions as of Q2 2024. Top holdings: MSFT (7.2%), GOOG (3.9%), GLD (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 6 new positions, 7 exits, 20 increased. No standout high-conviction moves this quarter. Portfolio: $1.2B across 76 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR