Fund HoldingsRathbones Group PLC

Total Portfolio Value
$17.33B
Total Bought
$2.00B
Total Sold
$938.81M
Net Transaction
+$1.06B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
S&P GLOBAL INC USD1 Common Stock(SPGI)0475,744+475,7440202,4051.17%+202,405
NVIDIA CORP USD0.001 Common Stock(NVDA)562,695496,760-65,935278,658448,8522.59%+170,195
MICROSOFT CORP USD 0.00000625 Common Stock(MSFT)3,027,2143,098,576+71,3621,138,3541,303,6337.52%+165,279
AMAZON COM INC USD0.01 Common Stock(AMZN)4,404,8424,524,417+119,575669,272816,1144.71%+146,843
VISA INC USD0.0001 Common Stock(V)3,138,8343,226,409+87,575817,195900,4265.20%+83,231
JP MORGAN CHASE & CO USD1 Common Stock(JPM)2,434,1702,459,498+25,328414,052492,6372.84%+78,585
THERMO FISHER SCIENTIFIC INC USD1 Common Stock(TMO)617,320684,458+67,138327,667397,8142.30%+70,147
ALPHABET INC USD0.001 Cls A Common Stock(GOOG)3,998,2964,133,009+134,713558,522623,7953.60%+65,273
WALT DISNEY (HLDGS) CO USD0.1 Common Stock(DIS)1,644,2791,691,942+47,663148,462207,0261.19%+58,564
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock923,723919,382-4,341329,455386,6192.23%+57,164
PROCTER & GAMBLE CO NPV Common Stock(PG)662,259941,129+278,87097,047152,6980.88%+55,651
COOPER COS INC USD0.10 Com Stk (Post Split)(COO)0511,229+511,229051,8690.30%+51,869
CME GROUP INC USD0.01 Cls A Common Stock(CME)1,048,4891,265,198+216,709220,812272,3841.57%+51,573
MARSH & MCLENNAN CO INC USD1 Common Stock(MRSH)219,632398,358+178,72641,61482,0540.47%+40,440
MASTERCARD INC USD0.0001 Class A Common Stock(MA)499,353516,145+16,792212,979248,5601.43%+35,581
META PLATFORMS INC USD0.000006 Cls A Common Stock(META)282,288273,078-9,21099,919132,6010.77%+32,683
LINDE PLC EUR0.001 Common Shares(LIN)510,858522,084+11,226209,814242,4141.40%+32,600
LILLY (ELI) & CO NPV Common Stock(LLY)74,32297,208+22,88643,32475,6240.44%+32,300
RTX CORP USD1.00 Common Stock(RTX)506,614742,167+235,55342,62772,3840.42%+29,757
MERCK & CO INC USD0.50 Common Stock(MRK)1,029,2341,075,242+46,008112,207141,8780.82%+29,671
ALPHABET INC USD0.001 Cls C Common Stock(GOOG)2,026,3552,067,851+41,496285,574314,8511.82%+29,277
INTUITIVE SURGICAL INC USD0.001 Common Stock674,706653,878-20,828167,395196,0221.13%+28,627
AMPHENOL CORP USD0.001 Cls A Common Stock1,711,9351,703,690-8,245169,704196,5211.13%+26,817
BOSTON SCIENTIFIC USD0.01 Common Stock(BSX)2,345,4682,353,416+7,948135,592161,1850.93%+25,594
MARTIN MARIETTA MATERIALS USD0.01 Common Stock(MLM)212,727212,474-253106,132130,4460.75%+24,315
SALESFORCE.COM INC USD0.001 Common Stock(CRM)085,880+85,880025,8650.15%+25,865
EDWARDS LIFESCIENCES CORP USD1 Common Stock812,977888,506+75,52961,98984,9060.49%+22,916
COSTCO CORP NPV Common Stock(COST)303,362303,527+165200,296222,3081.28%+22,012
ABBOTT LABORATORIES NPV Common Stock2,263,7342,379,374+115,640249,169270,4401.56%+21,270
HOME DEPOT INC USD0.05 Common Stock(HD)543,774546,125+2,351188,445209,4941.21%+21,049
BOOKING HOLDINGS INC USD0.008 Common Stock(BKNG)37,41842,126+4,708132,730152,8280.88%+20,098
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)498,894522,862+23,96851,88571,1350.41%+19,250
DEXCOM INC USD0.001 Common Stock(DXCM)1,344,3341,325,075-19,259166,818183,7881.06%+16,969
DEERE & CO USD1 Common Stock(DE)0287,554+287,5540118,1100.68%+118,110
SCHLUMBERGER LTD USD0.01 Common Stock(SLB)1,748,0231,964,591+216,56890,967107,6790.62%+16,712
WASTE CONNECTIONS INC NPV Common Stock(WCN)681,063681,687+624101,662117,2570.68%+15,595
CINTAS CORP NPV Common Stock(CTAS)171,653171,831+178103,448118,0530.68%+14,605
LOCKHEED MARTIN CO USD1 Common Stock(LMT)130,794161,528+30,73459,28173,4740.42%+14,193
BOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock242,182302,270+60,08830,97744,8690.26%+13,891
GE AEROSPACE USD0.01 Common Stock(GE)225,814243,295+17,48128,82142,7060.25%+13,885
CATERPILLAR INC USD1 Common Stock(CAT)183,898185,656+1,75854,37368,0300.39%+13,657
INVESCO QQQ TRUST Unit Series 1 ETF031,330+31,330013,9110.08%+13,911
EQUINIX INC USD0.001 New Common Stock(EQIX)171,221182,860+11,639137,900150,9200.87%+13,020
ACCENTURE PLC New A Class Shares
SHS CLASS A
955,2891,002,917+47,628335,220347,6212.01%+12,401
WASTE MANAGEMENT INC NPV Common Stock(WM)335,254339,057+3,80360,04472,2700.42%+12,226
WAL-MART STORES INC USD0.1 Common Stock(WMT)01,584,853+1,584,853095,3610.55%+95,361
MARVELL TECHNOLOGY INC USD0.002 Common Stock(MRVL)516,972608,490+91,51831,17943,1300.25%+11,951
CRH EUR0.32 Ord Shs (Primary List)
ORD
666,716672,921+6,20546,09558,0450.33%+11,950
PAYCHEX INC USD0.01 Common Stock(PAYX)0119,444+119,444014,6680.08%+14,668
ESTEE LAUDER COS USD0.01 Class A Common Stock(EL)0958,199+958,1990147,7060.85%+147,706
CHUBB LTD CHF24.15 Ordinary Shares
COM
313,467313,662+19570,84481,2790.47%+10,436
NEXTERA ENERGY INC USD0.01 Common Stock(NEE)388,767522,315+133,54823,61433,3810.19%+9,767
SHERWIN-WILLIAMS USD1 Common Stock(SHW)267,347267,717+37083,38692,9860.54%+9,601
ECOLAB INC USD1 Common Stock(ECL)306,400304,741-1,65960,77470,3650.41%+9,590
XYLEM INC USD0.01 Common Stock(XYL)480,773496,361+15,58854,98164,1500.37%+9,168
CADENCE DESIGN SYSTEMS INC USD0.01 Common Stock(CDNS)218,333219,985+1,65259,46768,4770.40%+9,010
CANADIAN PAC KANSAS CITY LTD NPV Common Stock(CP)682,305709,942+27,63753,98262,6040.36%+8,623
Vaneck Etf Tr Semiconductor Etf
SEMICONDUCTR ETF
036,970+36,97008,3180.05%+8,318
TJX COMPANIES INC NPV Common Stock(TJX)01,060,243+1,060,2430107,5300.62%+107,530
WEC ENERGY GROUP INC USD0.01 Common Stock(WEC)593,001703,494+110,49349,91357,7710.33%+7,858
COSTAR GROUP INC USD0.01 Common Stock(CSGP)835,990835,591-39973,05780,7180.47%+7,661
INTUIT INC USD0.01 Common Stock(INTU)232,759234,848+2,089145,481152,6510.88%+7,170
FREEPORT-MCMORAN INC USD0.10 Common Stock(FCX)1,068,5461,112,853+44,30745,48852,3260.30%+6,838
AUTODESK INC NPV Common Stock0211,881+211,881055,1780.32%+55,178
REPUBLIC SERVICES INC USD0.01 Common Stock(RSG)078,190+78,190014,9690.09%+14,969
BANK OF AMERICA CORP NPV Common Stock1,512,5831,511,528-1,05550,92957,3170.33%+6,388
MORGAN STANLEY USD0.01 Common Stock(MS)626,656686,897+60,24158,43664,6780.37%+6,243
EQUIFAX INC USD1.25 Common Stock(EFX)292,710293,200+49072,38478,4370.45%+6,053
JOHNSON CONTROLS INTL USD1 Common Stock
SHS
0323,616+323,616021,1390.12%+21,139
ADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock(WMS)200,681198,502-2,17928,22434,1900.20%+5,966
NETFLIX COM INC USD0.001 Common Stock(NFLX)35,40638,125+2,71917,23823,1540.13%+5,916
MCDONALD'S CORP USD0.01 Common Stock(MCD)450,811494,414+43,603133,670139,4000.80%+5,730
TRANE TECHNOLOGIES PLC USD1 Common Stock(TT)79,26083,187+3,92719,33224,9730.14%+5,641
STERIS PLC USD0.001 Ordinary Shares(STE)0127,805+127,805028,7330.17%+28,733
ROLLINS INC USD1 Common Stock(ROL)1,992,7131,994,115+1,40287,02292,2680.53%+5,246
OTIS WORLDWIDE CORP USD0.01 Common Stock (WI)(OTIS)414,582425,889+11,30737,09342,2780.24%+5,185
GE HEALTHCARE TECH INC USD0.01 Common Stock(GEHC)0100,035+100,03509,0940.05%+9,094
DANAHER CORP USD0.01 Common Stock(DHR)0227,398+227,398056,7860.33%+56,786
TOTAL SE Spon ADR Each Rep 1 Ord Shares(TTE)071,150+71,15004,8970.03%+4,897
AMER TOWER CORP USD0.01 New Common Stock(AMT)268,968316,364+47,39658,06562,5100.36%+4,446
PEPSICO INC USD0.016666 Cap(PEP)526,985536,238+9,25389,50393,8470.54%+4,344
VANGUARD INDEX FUNDS S&P 500 ETF (USD)102,428102,032-39644,74149,0470.28%+4,306
SCHWAB (CHARLES) CORP USD0.01 Common Stock(SCHW)1,358,3791,347,534-10,84593,45697,4810.56%+4,024
EXXON MOBIL CORP NPV Common Stock0298,630+298,630034,7130.20%+34,713
APTIV PLC USD0.01 Common Stock(APTV)991,8761,165,161+173,28588,99192,8050.54%+3,814
ULTA BEAUTY INC USD0.01 Common Stock(ULTA)108,314108,635+32153,07356,8030.33%+3,730
BROADCOM CORP USD1 Common Stock(AVGO)03,785+3,78505,0170.03%+5,017
SERVICENOW INC USD0.001 Common Stock(NOW)012,556+12,55609,5730.06%+9,573
ISHARES TRUST MSCI ACWI Ex-US ETF067,090+67,09003,5820.02%+3,582
CHEVRON CORP USD0.75 Common Stock(CVX)0270,704+270,704042,7010.25%+42,701
GALLAGHER AJ & CO USD1 Common Stock(AJG)0116,905+116,905029,2310.17%+29,231
LIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk(FWONA)01,047,540+1,047,540068,7190.40%+68,719
HCA Healthcare Inc COM USD0.01(HCA)047,376+47,376015,8010.09%+15,801
TAKE TWO INTERACTIVE INC USD0.01 Common Stock(TTWO)92,095116,434+24,33914,82317,2890.10%+2,467
VONTIER CORP USD0.0001 Common Stock(VNT)0179,665+179,66508,1500.05%+8,150
ALTRIA GROUP INC USD0.333333 Common Stock(MO)0724,040+724,040031,5830.18%+31,583
HDFC BANK LTD Spon ADR Each Rep 3 INR10 Shs(HDB)0130,303+130,30307,2930.04%+7,293
UNITED HEALTHCARE CORP USD0.01 Common Stock(UNH)152,807167,346+14,53980,44882,7860.48%+2,338
VERIZON COMMS INC NPV Common Stock(VZ)0619,046+619,046025,9750.15%+25,975
SYSCO CORP NPV Common Stock(SYY)0188,738+188,738015,3220.09%+15,322
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