Fund HoldingsRathbones Group PLC

Total Portfolio Value
$13.79B
Total Bought
$3.55B
Total Sold
$205.79M
Net Transaction
+$3.34B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MICROSOFT CORP USD 0.00000625 Common Stock(MSFT)2,087,5792,984,062+896,483710,904942,2186.83%+231,313
AMAZON COM INC USD0.01 Common Stock(AMZN)2,699,3884,238,668+1,539,280351,892538,8193.91%+186,927
ALPHABET INC USD0.001 Cls A Common Stock(GOOG)2,779,3693,872,208+1,092,839332,690506,7173.67%+174,027
JP MORGAN CHASE & CO USD1 Common Stock(JPM)1,216,1242,400,219+1,184,095176,873348,0802.52%+171,207
APPLE INC NPV Common Stock(AAPL)1,920,6243,098,668+1,178,044372,543530,5243.85%+157,980
VISA INC USD0.0001 Common Stock(V)2,359,5643,083,085+723,521560,349709,1405.14%+148,791
THERMO FISHER SCIENTIFIC INC USD1 Common Stock(TMO)269,632568,970+299,338140,680287,9962.09%+147,315
ALPHABET INC USD0.001 Class C Capital Stock(GOOG)1,185,0912,018,692+833,601143,360266,1651.93%+122,804
ADOBE INC NPV Common Stock(ADBE)221,295430,370+209,075108,211219,4461.59%+111,235
WALT DISNEY (HLDGS) CO USD0.1 Common Stock(DIS)529,1871,632,402+1,103,21547,246132,3060.96%+85,060
BOOKING HOLDINGS INC USD0.008 Common Stock(BKNG)14,99639,215+24,21940,494120,9370.88%+80,443
JOHNSON & JOHNSON USD1 Common Stock(JNJ)759,1651,312,047+552,882125,657204,3511.48%+78,694
UNITED HEALTHCARE CORP USD0.01 Common Stock(UNH)0147,746+147,746074,4920.54%+74,492
LIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk(FWONA)01,045,241+1,045,241065,1190.47%+65,119
NVIDIA CORP USD0.001 Common Stock(NVDA)441,767576,753+134,986186,876250,8821.82%+64,006
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock745,427900,415+154,988254,191315,4172.29%+61,226
PALO ALTO NETWORKS INC USD0.0001 Common Stock(PANW)186,559459,178+272,61947,668107,6500.78%+59,982
DANAHER CORP USD0.01 Common Stock(DHR)0229,187+229,187056,8610.41%+56,861
INTUITIVE SURGICAL INC USD0.001 Common Stock457,525718,690+261,16592,537146,2661.06%+53,729
AIR PRODUCTS & CHEMICALS INC USD1 Common Stock0185,238+185,238052,4960.38%+52,496
META PLATFORMS INC USD0.000006 Cls A Common Stock(META)136,801299,095+162,29439,25989,7910.65%+50,532
NIKE INC NPV Cls B Common Stock(NKE)456,563932,865+476,30250,39189,2010.65%+38,810
PEPSICO INC USD0.016666 Cap(PEP)246,724492,325+245,60145,69883,4200.60%+37,721
HOME DEPOT INC USD0.05 Common Stock(HD)400,724535,268+134,544124,481161,7371.17%+37,256
CRH PLC EUR0.32 Ordinary Shares
ORD
0662,652+662,652035,5360.26%+35,536
DEERE & CO USD1 Common Stock(DE)349,128448,696+99,568141,463169,3291.23%+27,866
SCHLUMBERGER LTD USD0.01 Common Stock(SLB)1,166,0431,447,297+281,25457,27684,3770.61%+27,101
MCDONALD'S CORP USD0.01 Common Stock(MCD)271,912406,326+134,41481,141107,0430.78%+25,901
PROCTER & GAMBLE CO NPV Common Stock(PG)429,998624,159+194,16165,24891,0400.66%+25,792
MONDELEZ INTL INC USD0.01 Common Stock(MDLZ)1,358,7911,794,395+435,60499,110124,5310.90%+25,421
ESTEE LAUDER COS USD0.01 Class A Common Stock(EL)569,283940,072+370,789111,796135,8870.99%+24,092
GOLDMAN SACHS GROUP USD0.01 Common Stock(GS)081,028+81,028026,2180.19%+26,218
SPDR SERIES TRUST S&P 500 ETF Trust(SPY)096,250+96,250041,1450.30%+41,145
ROPER TECHNOLOGIES INC USD0.01 Common Stock(ROP)044,995+44,995021,7900.16%+21,790
ZOETIS INC USD0.01 Cls A Common Stock(ZTS)0243,285+243,285042,3270.31%+42,327
COSTCO CORP NPV Common Stock(COST)303,599324,637+21,038163,458183,3961.33%+19,939
CAMECO CORP NPV Common Stock(CCJ)0517,354+517,354020,6130.15%+20,613
ENDAVA PLC Spon ADS Each Rep 1 Ord Shares0348,728+348,728020,0000.15%+20,000
CISCO SYSTEMS INC USD0.001 Common Stock(CSCO)0356,396+356,396019,1600.14%+19,160
CME GROUP INC USD0.01 Cls A Common Stock(CME)973,767993,056+19,289180,429198,8301.44%+18,400
SOLAREDGE TECHNOLOGIES INC USD0.0001 Common Stock(SEDG)0130,330+130,330016,8790.12%+16,879
MARSH & MCLENNAN CO INC USD1 Common Stock(MRSH)0181,167+181,167034,4760.25%+34,476
FREEPORT-MCMORAN INC USD0.10 Common Stock(FCX)569,6561,008,649+438,99322,78637,6130.27%+14,826
VANGUARD INDEX FUNDS S&P 500 ETF (USD)65,602105,274+39,67226,71841,3410.30%+14,623
TESLA INC USD0.001 Common Stock(TSLA)0120,696+120,696030,2010.22%+30,201
INTUIT INC USD0.01 Common Stock(INTU)229,424232,796+3,372105,120118,9450.86%+13,825
ILLINOIS TOOL WORKS INC NPV Common Stock(ITW)058,318+58,318013,4310.10%+13,431
ROYAL BANK OF CANADA NPV Common Stock(RY)0314,040+314,040027,5700.20%+27,570
LILLY (ELI) & CO NPV Common Stock(LLY)56,41972,222+15,80326,45938,7930.28%+12,333
SCHWAB (CHARLES) CORP USD0.01 Common Stock(SCHW)972,6661,224,600+251,93455,13167,2310.49%+12,100
HCA Healthcare Inc COM USD0.01(HCA)047,597+47,597011,7080.08%+11,708
INVESCO QQQ TRUST Unit Series 1 ETF033,219+33,219011,9010.09%+11,901
BOSTON SCIENTIFIC USD0.01 Common Stock(BSX)2,001,8582,262,822+260,964108,280119,4770.87%+11,197
Certara Inc COM USD0.01(CERT)0756,990+756,990011,0070.08%+11,007
THOMSON REUTERS CORP NPV Com Stk (Post Rev Split)(TRI)0108,585+108,585013,3450.10%+13,345
S&P GLOBAL INC USD1 Common Stock(SPGI)291,712348,518+56,806116,944127,3520.92%+10,408
VANGUARD INDEX FUNDS REIT ETF (USD)0137,840+137,840010,4290.08%+10,429
MARVELL TECHNOLOGY INC USD0.002 Common Stock(MRVL)0486,789+486,789026,3500.19%+26,350
ECOLAB INC USD1 Common Stock(ECL)218,273299,323+81,05040,74950,7050.37%+9,956
NORTHERN TRUST CORP USD1.666 Common Stock(NTRS)0157,822+157,822010,9650.08%+10,965
CITIGROUP INC USD0.01 Common Stock(C)780,7581,104,167+323,40935,94645,4140.33%+9,468
EXXON MOBIL CORP NPV Common Stock269,395325,614+56,21928,89338,2860.28%+9,393
CHEVRON CORP USD0.75 Common Stock(CVX)231,086268,401+37,31536,36145,2580.33%+8,896
XYLEM INC USD0.01 Common Stock(XYL)312,877481,302+168,42535,23643,8130.32%+8,577
Ballys Corporation COM USD0.010622,665+622,66508,1630.06%+8,163
CATERPILLAR INC USD1 Common Stock(CAT)139,756153,590+13,83434,38741,9300.30%+7,543
PAYPAL HOLDINGS INC USD0.0001 Common Stock(PYPL)0467,149+467,149027,3100.20%+27,310
BALL CORP NPV Common Stock0163,278+163,27808,1280.06%+8,128
RTX CORP USD1.00 Common Stock(RTX)254,842438,248+183,40624,96431,5410.23%+6,576
Inter Parfums Inc COM USD0.001(IPAR)048,500+48,50006,5150.05%+6,515
BERKSHIRE HATHAWAY INC USD5 Class A Common Stock020+20010,6300.08%+10,630
MASTERCARD INC USD0.0001 Class A Common Stock(MA)476,506489,604+13,098187,410193,8391.41%+6,429
ALIBABA GROUP HOLDINGS LTD Spon ADS Each Rep 1 Ord(BABA)0110,765+110,76509,6080.07%+9,608
ACCENTURE PLC New A Class Shares
SHS CLASS A
915,425939,509+24,084282,482288,5332.09%+6,051
STRYKER CORP USD0.10 Common Stock(SYK)023,738+23,73806,4870.05%+6,487
BROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock(BR)439,495439,899+40472,79478,7640.57%+5,970
MERCADOLIBRE INC USD0.001 Common Stock(MELI)05,223+5,22306,6220.05%+6,622
COLGATE-PALMOLIVE CO NPV Common Stock(CL)0305,199+305,199021,7030.16%+21,703
ELECTRONIC ARTS INC USD0.01 Common Stock(EA)0135,212+135,212016,2800.12%+16,280
CHUBB LTD CHF24.15 Ordinary Shares
COM
314,314314,216-9860,52465,4130.47%+4,889
EQUINIX INC USD0.001 New Common Stock(EQIX)148,491166,995+18,504116,408121,2820.88%+4,874
WELLS FARGO & CO USD1.6666 Common Stock(WFC)0116,021+116,02104,7410.03%+4,741
TOTAL SE Spon ADR Each Rep 1 Ord Shares(TTE)071,000+71,00004,6690.03%+4,669
TJX COMPANIES INC NPV Common Stock(TJX)1,089,9861,091,137+1,15192,42096,9800.70%+4,560
COCA-COLA CO USD0.25 Common Stock(KO)4,780,7845,222,435+441,651287,899292,3522.12%+4,453
SPDR GOLD TRUST NPV Shares ETF(GLD)213,424247,851+34,42738,04742,4950.31%+4,448
VERIZON COMMS INC NPV Common Stock(VZ)0685,785+685,785022,2260.16%+22,226
Jacobs Solutions COM USD1.00(J)031,748+31,74804,3340.03%+4,334
APPLIED MATERIALS INC NPV Common Stock034,151+34,15104,7280.03%+4,728
STATE STREET CORP USD1 Common Stock(STT)064,034+64,03404,2880.03%+4,288
STANLEY BLACK & DECKER INC USD2.50 Common Stock(SWK)061,583+61,58305,1470.04%+5,147
LULULEMON ATHLETICA INC USD0.01 Common Stock(LULU)010,696+10,69604,1240.03%+4,124
BANK OF NEW YORK MELLON CORP USD0.01 Common Stock0109,633+109,63304,6760.03%+4,676
Fedex Corp COM USD0.10(FDX)014,921+14,92103,9530.03%+3,953
UBER TECHNOLOGIES USD0.00001 Common Stock(UBER)0149,391+149,39106,8700.05%+6,870
AUTODESK INC NPV Common Stock209,181225,302+16,12142,80146,6170.34%+3,817
ABBVIE INC USD0.01 Common Stock(ABBV)0109,206+109,206016,2780.12%+16,278
WORKDAY INC USD0.001 Cls A Common Stock(WDAY)040,400+40,40008,6800.06%+8,680
WASTE MANAGEMENT INC NPV Common Stock(WM)264,761324,866+60,10545,91549,5230.36%+3,608
Radnet Inc COM Stk USD0.01(RDNT)0122,500+122,50003,4530.03%+3,453
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