W1M Asset Management Ltd
Institutional investor · Portfolio as of Q3 2024
Top Holdings83 positions
Microsoft Corp | 183,564 | $79M | 6.3% | $173.65 | +143.94% | 23 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST GOLD SHS | 214,285 | $52.1M | 4.1% | $167.65 | +46.15% | 22 qtrssince 2019-Q2 | Increased 55 |
Alphabet Inc | 271,917 | $45.5M | 3.6% | $119.29 | +39.18% | 16 qtrssince 2020-Q4 | Increased 58 |
Lockheed Martin Corp | 69,407 | $40.6M | 3.2% | $326.43 | +69.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
Texas Instruments Inc | 195,295 | $40.3M | 3.2% | $151.01 | +29.45% | 11 qtrssince 2022-Q1 | Decreased 0 |
Amgen Inc | 122,135 | $39.4M | 3.1% | $193.89 | +56.47% | 13 qtrssince 2021-Q3 | Decreased 0 |
TJX Cos Inc/The | 325,560 | $38.3M | 3.0% | $60.13 | +90.72% | 18 qtrssince 2020-Q2 | Decreased 0 |
Johnson & Johnson | 235,527 | $38.2M | 3.0% | $132.91 | +15.51% | 23 qtrssince 2019-Q1 | Increased 54 |
Verizon Communications Inc | 844,239 | $37.9M | 3.0% | $33.98 | +14.17% | 10 qtrssince 2022-Q2 | Increased 54 |
PepsiCo Inc | 222,557 | $37.8M | 3.0% | $118.95 | +32.27% | 23 qtrssince 2019-Q1 | Increased 55 |
Starbucks Corp | 386,080 | $37.6M | 3.0% | $78.98 | +17.38% | 19 qtrssince 2020-Q1 | Increased 52 |
Thermo Fisher Scientific Inc | 60,790 | $37.6M | 3.0% | $507.31 | +21.08% | 5 qtrssince 2023-Q3 | Increased 52 |
Waste Management Inc | 172,816 | $35.9M | 2.8% | $144.69 | +39.48% | 10 qtrssince 2022-Q2 | Increased 50 |
Rockwell Automation Inc | 133,268 | $35.8M | 2.8% | $236.95 | +9.90% | 11 qtrssince 2022-Q1 | Increased 53 |
WEC Energy Group Inc | 369,101 | $35.5M | 2.8% | $83.04 | +8.25% | 10 qtrssince 2022-Q2 | Increased 50 |
Walt Disney Co/The | 366,266 | $35.2M | 2.8% | $89.11 | +5.48% | 10 qtrssince 2022-Q2 | Increased 56 |
United Parcel Service Inc | 234,288 | $31.9M | 2.5% | $117.39 | +5.72% | 23 qtrssince 2019-Q1 | Increased 57 |
ISHARES INC | 476,860 | $29.1M | 2.3% | $54.55 | +6.17% | 3 qtrssince 2024-Q1 | Increased 53 |
Taiwan Semiconductor Manufactu | 164,791 | $28.6M | 2.3% | $96.19 | +76.21% | 20 qtrssince 2019-Q4 | Increased 49 |
Intuitive Surgical Inc | 54,598 | $26.8M | 2.1% | $295.69 | +66.14% | 16 qtrssince 2020-Q4 | Decreased 0 |
W1M Asset Management Ltd manages $1.3B across 83 positions as of Q3 2024. Top holdings: MSFT (6.3%), GLD (4.1%), GOOG (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 10 new positions, 3 exits, 44 increased. Top move: GOOG (INCREASED, conviction 58). Portfolio: $1.3B across 83 positions.
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Portfolio allocation by GICS sector
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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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