Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2021

Total Value: $5.583B (100.0% shares, 0.0% debt)

Holdings (43)

AXP AMERICAN EXPRESS CO 12.2%
Value $680M Shares 4,810,988 Est. Cost $75.17 Unrealized +65.4%
DE DEERE & CO 10.9%
Value $607M Shares 1,622,136 Est. Cost $89.06 Unrealized +245.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.5%
Value $589M Shares 2,304,341 Est. Cost $136.80 Unrealized +77.5%
MCO MOODYS CORP 9.4%
Value $524M Shares 1,756,001 Est. Cost $142.04 Unrealized +90.3%
SPGI S&P GLOBAL INC 9.1%
Value $506M Shares 1,435,247 Est. Cost $179.07 Unrealized +78.5%
CMCSA COMCAST CORP NEW 9.0%
Value $500M Shares 9,244,898 Est. Cost $31.13 Unrealized +48.2%
MA MASTERCARD INCORPORATED 7.6%
Value $423M Shares 1,188,132 Est. Cost $241.35 Unrealized +40.7%
WFC WELLS FARGO CO NEW 7.4%
Value $416M Shares 10,638,279 Est. Cost $37.65 Unrealized -16.0%
FOXA FOX CORP 5.9%
Value $327M Shares 9,067,463 Est. Cost $33.04 Unrealized -0.6%
CABO CABLE ONE INC 5.4%
Value $301M Shares 164,779 Est. Cost $686.36 Unrealized +164.5%
CHTR CHARTER COMMUNICATIONS INC N 4.7%
Value $264M Shares 427,566 Est. Cost $329.43 Unrealized +89.7%
BKNG BOOKING HOLDINGS INC 3.4%
Value $191M Shares 81,946 Est. Cost $1527.78 Unrealized +43.0%
RYAAY RYANAIR HOLDINGS PLC 2.0%
Value $112M Shares 972,935 Est. Cost $71.87 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.9%
Value $108M Shares 716,312 Est. Cost $84.68 Unrealized +67.3%
URTH ISHARES INC 0.1%
Value $5.76M Shares 48,609 Est. Cost $102.88 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value $5.46M Shares 86,664 Est. Cost $52.03 Unrealized
AAXJ ISHARES TR 0.1%
Value $3.765M Shares 40,637 Est. Cost $79.70 Unrealized
EWU ISHARES TR 0.1%
Value $3.142M Shares 100,354 Est. Cost $31.51 Unrealized
IVV ISHARES TR 0.0%
Value $2.494M Shares 6,269 Est. Cost $221.49 Unrealized
EEM ISHARES TR 0.0%
Value $2.305M Shares 43,213 Est. Cost $48.84 Unrealized
LC LENDINGCLUB CORP 0.0%
Value $1.635M Shares 99,000 Est. Cost $14.44 Unrealized -8.9%
MIDD MIDDLEBY CORP 0.0%
Value $1.54M Shares 9,291 Est. Cost $115.11 Unrealized +27.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $1.157M Shares 3 Est. Cost $175515.22 Unrealized +108.9%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value $1.105M Shares 10,701 Est. Cost $103.26 Unrealized
GLD SPDR GOLD TR 0.0%
Value $1.08M Shares 6,750 Est. Cost $128.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $917K Shares 17,618 Est. Cost $40.25 Unrealized
EZU ISHARES INC 0.0%
Value $704K Shares 15,167 Est. Cost $40.07 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $609K Shares 1,671 Est. Cost $364.45 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $426K Shares 6,937 Est. Cost $49.79 Unrealized
ESGE ISHARES INC 0.0%
Value $400K Shares 9,229 Est. Cost $33.85 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $260K Shares 2,927 Est. Cost $44.74 Unrealized +49.3%
ESML ISHARES INC 0.0%
Value $251K Shares 6,506 Est. Cost $25.77 Unrealized
D DOMINION ENERGY INC 0.0%
Value $229K Shares 3,013 Est. Cost $41.45 Unrealized +41.1%
MO ALTRIA GROUP INC 0.0%
Value $223K Shares 4,365 Est. Cost $19.57 Unrealized +55.4%
T AT&T INC 0.0%
Value $217K Shares 7,161 Est. Cost $10.85 Unrealized +48.8%
Total SE 0.0%
Value $168K Shares 3,602 Est. Cost $49.62 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $162K Shares 988 Est. Cost $74.48 Unrealized +89.0%
NKE NIKE INC 0.0%
Value $19,000 Shares 146 Est. Cost $49.27 Unrealized +163.0%
V VISA INC 0.0%
Value $18,000 Shares 87 Est. Cost $140.95 Unrealized +44.2%
OPIANT PHARMACEUTICALS INC 0.0%
Value $15,000 Shares 1,419 Est. Cost $9.87 Unrealized
AAPL APPLE INC 0.0%
Value $12,000 Shares 96 Est. Cost $86.01 Unrealized +45.4%
IWM ISHARES TR 0.0%
Value $4,000 Shares 20 Est. Cost $124.50 Unrealized
TUPPERWARE BRANDS CORP 0.0%
Value $3,000 Shares 100 Est. Cost $80.00 Unrealized