StockDriftsStockDriftsTop 50 Brewin Dolphin Wealth Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 11.44% | 367.6K | $100.3M | — | — | — | 2021-09-30 |
| VT | VANGUARD INTL EQUITY INDEX F | 8.26% | 711.7K | $72.5M | — | — | — | 2021-09-30 |
| VGT | VANGUARD WORLD FDS | 7.65% | 167.2K | $67.1M | — | — | — | 2021-09-30 |
| MSFT | MICROSOFT CORP | 5.51% | 171.4K | $48.3M | — | — | — | 2021-09-30 |
| VOO | VANGUARD INDEX FDS | 5.23% | 116.2K | $45.8M | — | — | — | 2021-09-30 |
| SPY | SPDR S&P 500 ETF TR | 5.18% | 105.8K | $45.4M | — | — | — | 2021-09-30 |
| GOOGL | ALPHABET INC | 3.77% | 12.4K | $33.0M | — | — | — | 2021-09-30 |
| IGM | ISHARES TR | 3.14% | 68.2K | $27.5M | — | — | — | 2021-09-30 |
| AAPL | APPLE INC | 2.58% | 159.7K | $22.6M | — | — | — | 2021-09-30 |
| V | VISA INC | 2.5% | 98.3K | $21.9M | — | — | — | 2021-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Brewin Dolphin Wealth Management Ltd reports $876.93M in US-listed equity holdings across 332 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (11.4%), VT (8.3%) and VGT (7.7%). Figures reflect the Q3 2023 filing.
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Holdings on this page are parsed from Brewin Dolphin Wealth Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954056). View Brewin Dolphin Wealth Management Ltd’s 13F filings on SEC