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Home > Institutional Investor > Brewin Dolphin Wealth Management Ltd > Profile

Instuitional Investor - Brewin Dolphin Wealth Management Ltd

Fund Profile
Filing Period:
Fund Name: Brewin Dolphin Wealth Management Ltd
Portfolio Value $917,025,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 318,552 $118,555,000 12.93%
2.
Vanguard Intl Equity Index Funds
 VWO 1,228,219 $114,261,000 12.46%
3.
Berkshire Hathaway Inc
 BRK.A 369,867 $100,981,000 11.01%
4.
Vanguard Index Fds
 245,786 $93,564,000 10.2%
5.
Visa Inc.
 V 206,731 $43,272,000 4.72%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)