Top 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 | โ | โ | โ | 2021-09-30 |
| VT | VANGUARD INTL EQUITY INDEX F | 8.26% | 711.7K | $72.5M | โ | โ | โ | 2021-09-30 |
| VGT | VANGUARD WORLD FDS | 7.65% | 167.2K | $67.1M | โ | โ | โ | 2021-09-30 |
| MSFT | MICROSOFT CORP | 5.51% | 171.4K | $48.3M | โ | โ | โ | 2021-09-30 |
| VOO | VANGUARD INDEX FDS | 5.23% | 116.2K | $45.8M | โ | โ | โ | 2021-09-30 |
| SPY | SPDR S&P 500 ETF TR | 5.18% | 105.8K | $45.4M | โ | โ | โ | 2021-09-30 |
| GOOGL | ALPHABET INC | 3.77% | 12.4K | $33.0M | โ | โ | โ | 2021-09-30 |
| IGM | ISHARES TR | 3.14% | 68.2K | $27.5M | โ | โ | โ | 2021-09-30 |
| AAPL | APPLE INC | 2.58% | 159.7K | $22.6M | โ | โ | โ | 2021-09-30 |
| V | VISA INC | 2.5% | 98.3K | $21.9M | โ | โ | โ | 2021-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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