Fund HoldingsRathbones Group PLC

Total Portfolio Value
$15.52B
Total Bought
$1.70B
Total Sold
$912.32M
Net Transaction
+$786.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP USD 0.00000625 Common Stock(MSFT)2,984,0623,027,214+43,152942,2181,138,3547.34%+196,136
S&P GLOBAL INC USD1 Common Stock(SPGI)0413,979+413,9790182,3661.18%+182,366
AMAZON COM INC USD0.01 Common Stock(AMZN)4,238,6684,404,842+166,174538,819669,2724.31%+130,452
VISA INC USD0.0001 Common Stock(V)3,083,0853,138,834+55,749709,140817,1955.27%+108,055
JP MORGAN CHASE & CO USD1 Common Stock(JPM)2,400,2192,434,170+33,951348,080414,0522.67%+65,973
APPLE INC NPV Common Stock(AAPL)3,098,6683,084,224-14,444530,524593,8073.83%+63,283
ALPHABET INC USD0.001 Cls A Common Stock(GOOG)3,872,2083,998,296+126,088506,717558,5223.60%+51,805
DEXCOM INC USD0.001 Common Stock(DXCM)01,344,334+1,344,3340166,8181.08%+166,818
ACCENTURE PLC New A Class Shares
SHS CLASS A
939,509955,289+15,780288,533335,2202.16%+46,688
ABBOTT LABORATORIES NPV Common Stock02,263,734+2,263,7340249,1691.61%+249,169
THERMO FISHER SCIENTIFIC INC USD1 Common Stock(TMO)568,970617,320+48,350287,996327,6672.11%+39,672
COCA-COLA CO USD0.25 Common Stock(KO)5,222,4355,603,044+380,609292,352330,1872.13%+37,835
ADOBE INC NPV Common Stock(ADBE)430,370417,287-13,083219,446248,9531.60%+29,508
NVIDIA CORP USD0.001 Common Stock(NVDA)576,753562,695-14,058250,882278,6581.80%+27,776
PALO ALTO NETWORKS INC USD0.0001 Common Stock(PANW)459,178457,890-1,288107,650135,0230.87%+27,373
HOME DEPOT INC USD0.05 Common Stock(HD)535,268543,774+8,506161,737188,4451.21%+26,708
MCDONALD'S CORP USD0.01 Common Stock(MCD)406,326450,811+44,485107,043133,6700.86%+26,627
INTUIT INC USD0.01 Common Stock(INTU)232,796232,759-37118,945145,4810.94%+26,537
SCHWAB (CHARLES) CORP USD0.01 Common Stock(SCHW)1,224,6001,358,379+133,77967,23193,4560.60%+26,226
SHOPIFY INC NPV Class A Common Stock(SHOP)0929,666+929,666072,4210.47%+72,421
CME GROUP INC USD0.01 Cls A Common Stock(CME)993,0561,048,489+55,433198,830220,8121.42%+21,982
INTUITIVE SURGICAL INC USD0.001 Common Stock718,690674,706-43,984146,266167,3951.08%+21,130
CINTAS CORP NPV Common Stock(CTAS)0171,653+171,6530103,4480.67%+103,448
ANSYS INC USD0.01 Common Stock0200,124+200,124072,6210.47%+72,621
NIKE INC NPV Cls B Common Stock(NKE)932,8651,005,228+72,36389,201109,1380.70%+19,937
ALPHABET INC USD0.001 Class C Capital Stock(GOOG)2,018,6922,026,355+7,663266,165285,5741.84%+19,410
MASTERCARD INC USD0.0001 Class A Common Stock(MA)489,604499,353+9,749193,839212,9791.37%+19,140
EQUIFAX INC USD1.25 Common Stock(EFX)0292,710+292,710072,3840.47%+72,384
MARTIN MARIETTA MATERIALS USD0.01 Common Stock(MLM)0212,727+212,7270106,1320.68%+106,132
ZOETIS INC USD0.01 Cls A Common Stock(ZTS)243,285308,415+65,13042,32760,8720.39%+18,545
AMER TOWER CORP USD0.01 New Common Stock(AMT)0268,968+268,968058,0650.37%+58,065
DISCOVER FINANCIAL SERVICES USD0.01 Common Stock0514,282+514,282057,8050.37%+57,805
COSTCO CORP NPV Common Stock(COST)324,637303,362-21,275183,396200,2961.29%+16,899
EQUINIX INC USD0.001 New Common Stock(EQIX)166,995171,221+4,226121,282137,9000.89%+16,618
WALT DISNEY (HLDGS) CO USD0.1 Common Stock(DIS)1,632,4021,644,279+11,877132,306148,4620.96%+16,156
BOSTON SCIENTIFIC USD0.01 Common Stock(BSX)2,262,8222,345,468+82,646119,477135,5920.87%+16,115
COOPER COS INC USD0.10 Common Stock(COO)0154,010+154,010058,2840.38%+58,284
US BANCORP DEL USD0.01 Common Stock(USB)01,396,037+1,396,037060,4200.39%+60,420
SHERWIN-WILLIAMS USD1 Common Stock(SHW)0267,347+267,347083,3860.54%+83,386
AMPHENOL CORP USD0.001 Cls A Common Stock01,711,935+1,711,9350169,7041.09%+169,704
MORGAN STANLEY USD0.01 Common Stock(MS)0626,656+626,656058,4360.38%+58,436
MERCK & CO INC USD0.50 Common Stock(MRK)01,029,234+1,029,2340112,2070.72%+112,207
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock900,415923,723+23,308315,417329,4552.12%+14,038
HONEYWELL INTL INC USD1 Common Stock(HON)0486,861+486,8610102,1000.66%+102,100
ULTA BEAUTY INC USD0.01 Common Stock(ULTA)0108,314+108,314053,0730.34%+53,073
ROLLINS INC USD1 Common Stock(ROL)01,992,713+1,992,713087,0220.56%+87,022
CATERPILLAR INC USD1 Common Stock(CAT)153,590183,898+30,30841,93054,3730.35%+12,443
LINDE PLC EUR0.001 Common Shares(LIN)0510,858+510,8580209,8141.35%+209,814
EDWARDS LIFESCIENCES CORP USD1 Common Stock0812,977+812,977061,9890.40%+61,989
BOOKING HOLDINGS INC USD0.008 Common Stock(BKNG)39,21537,418-1,797120,937132,7300.86%+11,793
BROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock(BR)439,899439,217-68278,76490,3690.58%+11,605
DIVERSIFIED ENERGY CO PLC 20p Ordinary Shares0816,567+816,567011,6030.07%+11,603
XYLEM INC USD0.01 Common Stock(XYL)481,302480,773-52943,81354,9810.35%+11,168
RTX CORP USD1.00 Common Stock(RTX)438,248506,614+68,36631,54142,6270.27%+11,086
LOCKHEED MARTIN CO USD1 Common Stock(LMT)0130,794+130,794059,2810.38%+59,281
CANADIAN PAC KANSAS CITY LTD NPV Common Stock(CP)0682,305+682,305053,9820.35%+53,982
CRH PLC EUR0.32 Ordinary Shares (DI)
ORD
662,652666,716+4,06435,53646,0950.30%+10,559
WASTE MANAGEMENT INC NPV Common Stock(WM)324,866335,254+10,38849,52360,0440.39%+10,521
META PLATFORMS INC USD0.000006 Cls A Common Stock(META)299,095282,288-16,80789,79199,9190.64%+10,127
WASTE CONNECTIONS INC NPV Common Stock(WCN)0681,063+681,0630101,6620.66%+101,662
ECOLAB INC USD1 Common Stock(ECL)299,323306,400+7,07750,70560,7740.39%+10,069
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)0498,894+498,894051,8850.33%+51,885
COSTAR GROUP INC USD0.01 Common Stock(CSGP)0835,990+835,990073,0570.47%+73,057
BANK OF AMERICA CORP NPV Common Stock01,512,583+1,512,583050,9290.33%+50,929
WEC ENERGY GROUP INC USD0.01 Common Stock(WEC)0593,001+593,001049,9130.32%+49,913
CADENCE DESIGN SYSTEMS INC USD0.01 Common Stock(CDNS)0218,333+218,333059,4670.38%+59,467
FREEPORT-MCMORAN INC USD0.10 Common Stock(FCX)1,008,6491,068,546+59,89737,61345,4880.29%+7,875
MONDELEZ INTL INC USD0.01 Common Stock(MDLZ)1,794,3951,820,480+26,085124,531131,8570.85%+7,326
ENDAVA PLC Spon ADS Each Rep 1 Ord Shares348,728348,653-7520,00027,1430.17%+7,143
MARSH & MCLENNAN CO INC USD1 Common Stock(MRSH)181,167219,632+38,46534,47641,6140.27%+7,138
BOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock0242,182+242,182030,9770.20%+30,977
ELECTRONIC ARTS INC USD0.01 Common Stock(EA)135,212167,818+32,60616,28022,9590.15%+6,680
SCHLUMBERGER LTD USD0.01 Common Stock(SLB)1,447,2971,748,023+300,72684,37790,9670.59%+6,590
BLACKROCK INC NPV Class A Common Stock(BLK)020,507+20,507016,6480.11%+16,648
PEPSICO INC USD0.016666 Cap(PEP)492,325526,985+34,66083,42089,5030.58%+6,084
PROCTER & GAMBLE CO NPV Common Stock(PG)624,159662,259+38,10091,04097,0470.63%+6,008
UNITED HEALTHCARE CORP USD0.01 Common Stock(UNH)147,746152,807+5,06174,49280,4480.52%+5,956
ADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock(WMS)0200,681+200,681028,2240.18%+28,224
CHUBB LTD CHF24.15 Ordinary Shares
COM
314,216313,467-74965,41370,8440.46%+5,430
MONSTER BEVERAGE CORP USD0.005 Common Stock(MNST)01,174,592+1,174,592067,6680.44%+67,668
MARVELL TECHNOLOGY INC USD0.002 Common Stock(MRVL)486,789516,972+30,18326,35031,1790.20%+4,829
APTIV PLC USD0.01 Common Stock(APTV)0991,876+991,876088,9910.57%+88,991
CAMECO CORP NPV Common Stock(CCJ)517,354585,315+67,96120,61325,3500.16%+4,738
LILLY (ELI) & CO NPV Common Stock(LLY)72,22274,322+2,10038,79343,3240.28%+4,531
GENERAL ELECTRIC CORP USD0.01 Com Stock (P/R Split)(GE)0225,814+225,814028,8210.19%+28,821
NEXTERA ENERGY INC USD0.01 Common Stock(NEE)0388,767+388,767023,6140.15%+23,614
HUNT (JB) TRANSPORT SVCS INC USD0.01 Common Stock(JBHT)0416,359+416,359083,1640.54%+83,164
OTIS WORLDWIDE CORP USD0.01 Common Stock (WI)(OTIS)0414,582+414,582037,0930.24%+37,093
BECTON DICKINSON & CO NPV Common Stock(BDX)0133,699+133,699032,6000.21%+32,600
ILLINOIS TOOL WORKS INC NPV Common Stock(ITW)58,31866,258+7,94013,43117,3560.11%+3,924
TRANE TECHNOLOGIES PLC USD1 Common Stock(TT)079,260+79,260019,3320.12%+19,332
NETFLIX COM INC USD0.001 Common Stock(NFLX)035,406+35,406017,2380.11%+17,238
TAKE TWO INTERACTIVE INC USD0.01 Common Stock(TTWO)092,095+92,095014,8230.10%+14,823
GOLDMAN SACHS GROUP USD0.01 Common Stock(GS)81,02876,806-4,22226,21829,6290.19%+3,411
VANGUARD INDEX FUNDS S&P 500 ETF (USD)105,274102,428-2,84641,34144,7410.29%+3,399
QUALCOMM INC USD0.001 Common Stock(QCOM)0119,494+119,494017,2820.11%+17,282
ROPER TECHNOLOGIES INC USD0.01 Common Stock(ROP)44,99546,082+1,08721,79025,1230.16%+3,332
Radnet Inc COM Stk USD0.01(RDNT)122,500194,189+71,6893,4536,7520.04%+3,299
BALL CORP NPV Common Stock163,278194,955+31,6778,12811,2140.07%+3,086
SENTINELONE INC USD0.0001 Cls A Common Stock(S)0287,620+287,62007,8920.05%+7,892
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