W1M Asset Management Ltd
Institutional investor · Portfolio as of Q4 2019
Top Holdings91 positions
Procter & Gamble Co/The | 435,406 | $54.4M | 8.7% | $90.26 | +16.56% | 4 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 321,713 | $50.7M | 8.2% | $118.53 | +25.52% | 4 qtrssince 2019-Q1 | Increased 59 |
PepsiCo Inc | 363,685 | $49.7M | 8.0% | $100.32 | +10.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
Walt Disney Co/The | 312,590 | $45.2M | 7.3% | $111.42 | +25.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 269,074 | $40.3M | 6.5% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 | |
United Parcel Service Inc | 310,118 | $36.3M | 5.8% | $87.11 | +5.23% | 4 qtrssince 2019-Q1 | Increased 56 |
Kellogg Co | 419,302 | $29M | 4.7% | $43.19 | +20.54% | 4 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 421,281 | $25.9M | 4.2% | $37.83 | +8.06% | 3 qtrssince 2019-Q2 | Increased 55 |
Omnicom Group Inc | 308,819 | $25M | 4.0% | $59.42 | +9.42% | 4 qtrssince 2019-Q1 | Increased 54 |
Coca-Cola Co/The | 440,958 | $24.4M | 3.9% | $37.94 | +19.05% | 4 qtrssince 2019-Q1 | Decreased 0 |
Amgen Inc | 96,776 | $23.3M | 3.8% | $193.94 | +1.27% | 4 qtrssince 2019-Q1 | Increased 85 |
Hershey Co/The | 117,388 | $17.3M | 2.8% | $99.96 | +27.62% | 4 qtrssince 2019-Q1 | Increased 52 |
WEC Energy Group Inc | 184,551 | $17M | 2.7% | $62.95 | +17.64% | 4 qtrssince 2019-Q1 | Increased 52 |
Adobe Systems Inc | 46,943 | $15.5M | 2.5% | $276.04 | +19.48% | 4 qtrssince 2019-Q1 | Increased 48 |
Kimberly-Clark Corp | 93,461 | $12.9M | 2.1% | $97.96 | +13.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp | 224,326 | $11.9M | 1.9% | $48.86 | -1.39% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST GOLD SHS | 78,142 | $11.2M | 1.8% | $141.65 | +0.69% | 3 qtrssince 2019-Q2 | Increased 71 |
Lockheed Martin Corp | 25,414 | $9.9M | 1.6% | $266.18 | +22.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 4,520 | $8.4M | 1.3% | $89.23 | +3.55% | 4 qtrssince 2019-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS N.V. | 165,532 | $8.1M | 1.3% | $39.98 | +10.66% | 3 qtrssince 2019-Q2 | Decreased 0 |
W1M Asset Management Ltd manages $622M across 91 positions as of Q4 2019. Top holdings: PG (8.7%), MSFT (8.2%), PEP (8.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 14 new positions, 8 exits, 30 increased. Top move: AMGN (INCREASED, conviction 85). Portfolio: $622M across 91 positions.
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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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