Waverton Investment Management Ltd Diversified Active

CIK: 0001344114 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 8, 2013

Total Value: $1.145B (100.0% shares, 0.0% debt)

Holdings (84)

MSFT Microsoft Corporation 7.9%
Value $90.63M Shares 2,623,555 Est. Cost $26.70 Unrealized 0.0%
CL Colgate-Palmolive 6.8%
Value $77.36M Shares 1,350,250 Est. Cost $44.38 Unrealized 0.0%
PFE Pfizer Inc 6.7%
Value $76.64M Shares 2,736,136 Est. Cost $16.46 Unrealized 0.0%
UNP Union Pac Corp 5.1%
Value $58.17M Shares 377,070 Est. Cost $57.06 Unrealized 0.0%
Google Inc 'A' 4.8%
Value $55.09M Shares 62,582 Est. Cost $880.37 Unrealized
AXP American Express Co 4.5%
Value $51.93M Shares 694,663 Est. Cost $59.62 Unrealized 0.0%
CMI Cummins Inc $2.50 4.4%
Value $50.73M Shares 467,696 Est. Cost $81.53 Unrealized 0.0%
QCOM Qualcomm Inc 3.9%
Value $44.83M Shares 733,751 Est. Cost $45.06 Unrealized 0.0%
Time Warner Inc Com New 3.7%
Value $42.55M Shares 735,937 Est. Cost $57.82 Unrealized
United Technologies Corp 3.2%
Value $36.92M Shares 397,248 Est. Cost $92.94 Unrealized
General Electric Co of America 2.9%
Value $32.83M Shares 1,415,845 Est. Cost $23.19 Unrealized
BRK/B Berkshire Hathaway 2.5%
Value $29M Shares 259,135 Est. Cost $110.02 Unrealized 0.0%
Reynolds American 2.4%
Value $27.78M Shares 574,260 Est. Cost $48.37 Unrealized
MRSH Marsh & McLennan 2.3%
Value $26.68M Shares 668,392 Est. Cost $31.19 Unrealized 0.0%
Praxair Inc 2.3%
Value $26.55M Shares 230,510 Est. Cost $115.16 Unrealized
AVT Avnet Inc 2.1%
Value $24.24M Shares 721,471 Est. Cost $25.70 Unrealized 0.0%
National Oilwell Varco Com 2.0%
Value $22.66M Shares 328,883 Est. Cost $68.90 Unrealized
LLY Eli Lilly & Co 1.9%
Value $21.57M Shares 439,240 Est. Cost $42.21 Unrealized 0.0%
UPS United Parcel Services 'B' 1.8%
Value $20.65M Shares 238,817 Est. Cost $55.38 Unrealized 0.0%
MA Mastercard Inc US$0.0001 1.8%
Value $20.39M Shares 35,500 Est. Cost $51.54 Unrealized 0.0%
Airgas Inc 1.8%
Value $20.32M Shares 212,855 Est. Cost $95.46 Unrealized
CRM Salesforce com Inc 1.7%
Value $19.95M Shares 522,640 Est. Cost $40.78 Unrealized 0.0%
EOG EOG Resources Inc 1.7%
Value $18.98M Shares 144,165 Est. Cost $46.52 Unrealized 0.0%
HP Helmerich & Payne Inc Com 1.5%
Value $17.71M Shares 283,570 Est. Cost $61.57 Unrealized 0.0%
AAPL Apple Inc 1.5%
Value $17.39M Shares 43,842 Est. Cost $13.16 Unrealized 0.0%
B/E Aerospace Inc Com US$0.01 1.4%
Value $16.07M Shares 254,671 Est. Cost $63.08 Unrealized
WFC Wells Fargo & Co New 1.4%
Value $15.97M Shares 387,060 Est. Cost $27.36 Unrealized 0.0%
AMT American Tower Corporation 1.1%
Value $12.7M Shares 173,550 Est. Cost $59.51 Unrealized 0.0%
PH Parker Hannifin Corporation 0.8%
Value $9.523M Shares 99,819 Est. Cost $75.97 Unrealized 0.0%
Ryanair Hldgs Plc 0.8%
Value $9.325M Shares 180,956 Est. Cost $51.53 Unrealized
MCD McDonald's Corporation 0.8%
Value $8.798M Shares 88,865 Est. Cost $71.80 Unrealized 0.0%
OXY Occidental Pete Corp Del 0.8%
Value $8.667M Shares 97,127 Est. Cost $57.83 Unrealized 0.0%
PM Philip Morris Intl Inc 0.7%
Value $8.078M Shares 93,261 Est. Cost $49.85 Unrealized 0.0%
SLB Schlumberger Ltd 0.7%
Value $7.997M Shares 111,595 Est. Cost $52.90 Unrealized 0.0%
EMC Corporation (Mass) Com 0.7%
Value $7.92M Shares 335,295 Est. Cost $23.62 Unrealized
XOM Exxon Mobil Corporation 0.7%
Value $7.517M Shares 83,196 Est. Cost $53.69 Unrealized 0.0%
NTRS Northern Trust Corporation 0.6%
Value $7.151M Shares 123,500 Est. Cost $40.35 Unrealized 0.0%
ORCL Oracle Corporation 0.6%
Value $6.7M Shares 218,163 Est. Cost $27.58 Unrealized 0.0%
FLO Flowers Foods Inc US$0.01 0.5%
Value $5.625M Shares 255,100 Est. Cost $13.91 Unrealized 0.0%
WEX WEX Inc 0.5%
Value $5.483M Shares 71,480 Est. Cost $74.24 Unrealized 0.0%
HD Home Depot Inc 0.4%
Value $4.601M Shares 59,397 Est. Cost $56.05 Unrealized 0.0%
DVA DaVita Inc 0.3%
Value $3.884M Shares 32,150 Est. Cost $62.44 Unrealized 0.0%
AMZN Amazon.com Inc 0.3%
Value $3.79M Shares 13,650 Est. Cost $13.32 Unrealized 0.0%
MO Altria Group Inc 0.3%
Value $2.887M Shares 82,500 Est. Cost $16.28 Unrealized 0.0%
EMR Emerson Electric Co 0.3%
Value $2.872M Shares 52,650 Est. Cost $40.02 Unrealized 0.0%
EL Estee Lauder Co Inc 'A' 0.2%
Value $2.787M Shares 42,370 Est. Cost $58.22 Unrealized 0.0%
MET Metlife Inc 0.2%
Value $2.764M Shares 60,400 Est. Cost $24.43 Unrealized 0.0%
CSCO Cisco Systems 0.2%
Value $2.738M Shares 112,500 Est. Cost $15.24 Unrealized 0.0%
AGCO Agco Corporation 0.2%
Value $2.64M Shares 52,600 Est. Cost $41.52 Unrealized 0.0%
Monsanto Co New 0.2%
Value $2.475M Shares 25,046 Est. Cost $98.82 Unrealized
AMGN Amgen Inc Com US$0.0001 0.2%
Value $2.467M Shares 25,000 Est. Cost $73.34 Unrealized 0.0%
VZ Verizon Communications Inc 0.2%
Value $2.415M Shares 47,970 Est. Cost $27.04 Unrealized 0.0%
CCL Carnival Corporation COM US$0.01COM 0.2%
Value $2.328M Shares 67,900 Est. Cost $27.66 Unrealized 0.0%
Goldcorp Inc 0.2%
Value $1.983M Shares 80,180 Est. Cost $24.73 Unrealized
GS Goldman Sachs Group 0.2%
Value $1.963M Shares 12,980 Est. Cost $120.06 Unrealized 0.0%
Express Scripts HL 0.2%
Value $1.937M Shares 31,380 Est. Cost $61.73 Unrealized
Ctrip.Com International Ltd ADS COM 0.2%
Value $1.928M Shares 59,100 Est. Cost $32.62 Unrealized
Fleetcor Technologies Inc 0.2%
Value $1.89M Shares 23,250 Est. Cost $81.29 Unrealized
Bunge Ltd 0.2%
Value $1.789M Shares 25,273 Est. Cost $70.79 Unrealized
CDZI Cadiz Inc 0.2%
Value $1.77M Shares 384,712 Est. Cost $5.71 Unrealized 0.0%
Lazard Ltd 0.2%
Value $1.723M Shares 53,585 Est. Cost $32.15 Unrealized
Hess Corporation 0.1%
Value $1.697M Shares 25,520 Est. Cost $66.50 Unrealized
C Citigroup Inc 0.1%
Value $1.673M Shares 34,880 Est. Cost $35.76 Unrealized 0.0%
Apache Corporation 0.1%
Value $1.61M Shares 19,200 Est. Cost $83.85 Unrealized
BBDO Banco Bradesco SA 0.1%
Value $1.564M Shares 120,243 Est. Cost $13.01 Unrealized
L Brands Inc US$0.50 0.1%
Value $1.34M Shares 27,200 Est. Cost $49.26 Unrealized
PG Procter & Gamble Co 0.1%
Value $1.264M Shares 16,420 Est. Cost $55.00 Unrealized 0.0%
T AT&T Inc Com US$0.01 0.1%
Value $1.136M Shares 32,090 Est. Cost $11.40 Unrealized 0.0%
CIG CIA Energ MG-CEMIG SPN ADR 0.1%
Value $1.122M Shares 125,125 Est. Cost $8.97 Unrealized
WMB Williams Cos Inc 0.1%
Value $1.097M Shares 33,800 Est. Cost $18.03 Unrealized 0.0%
Chubb Corporation 0.1%
Value $1.004M Shares 11,860 Est. Cost $84.65 Unrealized
HSY Hershey Company (The) 0.1%
Value $985K Shares 11,030 Est. Cost $65.69 Unrealized 0.0%
EBAY eBay Inc 0.1%
Value $955K Shares 18,460 Est. Cost $20.18 Unrealized 0.0%
TSM Taiwan Semiconductor Man ADS 0.1%
Value $916K Shares 50,000 Est. Cost $18.32 Unrealized
MDLZ Mondelez Intl Inc Com US$0.01 0.1%
Value $894K Shares 31,323 Est. Cost $23.16 Unrealized 0.0%
THG Hanover Insurance Group Inc 0.1%
Value $856K Shares 17,500 Est. Cost $34.64 Unrealized 0.0%
DIS Walt Disney Company Disney 0.1%
Value $758K Shares 12,000 Est. Cost $56.11 Unrealized 0.0%
MRK Merck & Co Inc 0.1%
Value $754K Shares 16,240 Est. Cost $30.02 Unrealized 0.0%
Seadrill Ltd US$2 0.1%
Value $701K Shares 17,200 Est. Cost $40.76 Unrealized
Spectra Energy Corp Com 0.1%
Value $679K Shares 19,700 Est. Cost $34.47 Unrealized
JPM JPMorgan Chase 0.0%
Value $554K Shares 10,500 Est. Cost $36.24 Unrealized 0.0%
BAC Bank of America 0.0%
Value $530K Shares 41,210 Est. Cost $10.03 Unrealized 0.0%
XYL Xylem Inc 0.0%
Value $272K Shares 10,100 Est. Cost $23.44 Unrealized 0.0%
iShares MSCI United Kingdom 0.0%
Value $205K Shares 11,600 Est. Cost $17.67 Unrealized