Quilter Plc

data from 30/09/2025

Capitalization

$ 5.823 B 6.30 %

Average holding period

19 ans

Performance

$ 2.919 B 70.80 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Quilter Plc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 9.48% 552.053 M $ 1065842 2019/12/31 21.512 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 6.95% 404.564 M $ 2168313 2019/12/31 62.176 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 6.27% 364.975 M $ 1662226 2019/12/31 293.925 K $ 0.08 %
2025/09/30 AAPL APPLE INC 5.51% 320.604 M $ 1259099 2019/12/31 63.139 M $ 24.11 %
2025/09/30 V VISA INC 4.67% 272.147 M $ 797198 2019/12/31 -10.400 M $ -3.85 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.87% 225.401 M $ 714584 2019/12/31 18.268 M $ 8.80 %
2025/09/30 GOOGL ALPHABET INC 3.72% 216.668 M $ 891272 2019/12/31 56.185 M $ 37.94 %
2025/09/30 PANW PALO ALTO NETWORKS INC 3.14% 182.845 M $ 897973 2019/12/31 -830.274 K $ -0.50 %
2025/09/30 META META PLATFORMS INC 3.13% 182.206 M $ 248109 2019/12/31 -857.952 K $ -0.50 %
2025/09/30 NFLX NETFLIX INC 2.92% 170.267 M $ 142017 2019/12/31 -19.863 M $ -10.47 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.89% 168.418 M $ 603022 2019/12/31 33.203 M $ 23.31 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.75% 159.905 M $ 988352 2019/12/31 20.082 M $ 14.02 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 2.32% 135.217 M $ 278786 2019/12/31 21.967 M $ 19.62 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.29% 133.141 M $ 264830 2019/12/31 4.559 M $ 3.49 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 2.12% 123.499 M $ 353329 2020/09/30 6.293 M $ 5.23 %
2025/09/30 INTU INTUIT 2.09% 121.985 M $ 178626 2019/12/31 -17.864 M $ -13.30 %
2025/09/30 KO COCA COLA CO 1.89% 109.990 M $ 1658469 2019/12/31 -6.941 M $ -6.26 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 1.83% 106.599 M $ 666703 2019/12/31 -8.542 M $ -7.68 %
2025/09/30 EMR EMERSON ELEC CO 1.79% 104.104 M $ 793598 2019/12/31 -1.715 M $ -1.61 %
2025/09/30 TMUS T-MOBILE US INC 1.78% 103.418 M $ 432025 2019/12/31 471.833 K $ 0.47 %
2025/09/30 URI UNITED RENTALS INC 1.74% 101.204 M $ 106011 2019/12/31 22.839 M $ 26.71 %
2025/09/30 MRK MERCK & CO INC 1.70% 99.276 M $ 1182838 2019/12/31 5.626 M $ 6.03 %
2025/09/30 EQIX EQUINIX INC 1.48% 85.958 M $ 109747 2023/09/30 -1.163 M $ -1.54 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 1.40% 81.696 M $ 405379 2019/12/31 -6.437 M $ -7.83 %
2025/09/30 BAC BANK AMERICA CORP 1.37% 79.721 M $ 1545289 2019/12/31 6.594 M $ 9.02 %
2025/09/30 SPGI S&P GLOBAL INC 1.30% 75.940 M $ 156028 2019/12/31 -5.930 M $ -7.70 %
2025/09/30 MDLZ MONDELEZ INTL INC 1.28% 74.620 M $ 1194501 2019/12/31 -5.587 M $ -7.37 %
2025/09/30 MKL MARKEL GROUP INC 1.19% 69.551 M $ 36388 2023/03/31 -2.943 M $ -4.31 %
2025/09/30 XOM EXXON MOBIL CORP 1.19% 69.373 M $ 615285 2019/12/31 3.437 M $ 4.59 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 1.16% 67.534 M $ 906970 2023/06/30 -3.956 M $ -6.01 %
2025/09/30 NEE NEXTERA ENERGY INC 1.12% 65.499 M $ 867650 2020/12/31 4.940 M $ 8.74 %
2025/09/30 CVX CHEVRON CORP NEW 1.12% 64.937 M $ 418165 2019/12/31 5.152 M $ 8.45 %
2025/09/30 ZTS ZOETIS INC 1.10% 64.228 M $ 438959 2023/03/31 -3.836 M $ -6.18 %
2025/09/30 MAR MARRIOTT INTL INC NEW 1.05% 60.936 M $ 233975 2019/12/31 -2.820 M $ -4.67 %
2025/09/30 AVGO BROADCOM INC 0.93% 54.122 M $ 164050 2025/06/30 83.180 K $ 19.68 %
2025/09/30 UNP UNION PAC CORP 0.65% 37.815 M $ 159984 2019/12/31 1.021 M $ 2.73 %
2025/09/30 SYK STRYKER CORPORATION 0.62% 36.220 M $ 97979 2019/12/31 -2.560 M $ -6.56 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.57% 33.330 M $ 100343 2019/12/31 1.327 M $ 4.13 %
2025/09/30 XYL XYLEM INC 0.42% 24.661 M $ 167193 2019/12/31 3.081 M $ 14.02 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.42% 24.198 M $ 173847 2019/12/31 13.897 K $ 0.06 %
2025/09/30 GOOG ALPHABET INC 0.37% 21.818 M $ 89584 2019/12/31 6.672 M $ 37.30 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.37% 21.501 M $ 128500 2020/03/31 7.225 M $ 35.76 %
2025/09/30 PFE PFIZER INC 0.37% 21.370 M $ 838693 2019/12/31 1.835 M $ 5.12 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.36% 20.800 M $ 92619 2024/09/30 677.665 K $ 3.14 %
2025/09/30 CAT CATERPILLAR INC 0.32% 18.459 M $ 38685 2019/12/31 3.482 M $ 22.91 %
2025/09/30 CRM SALESFORCE INC 0.31% 18.289 M $ 77167 2019/12/31 -9.000 M $ -13.09 %
2025/09/30 SBS COMPANHIA DE SANEAMENTO BASI 0.30% 17.491 M $ 702728 2019/12/31 2.259 M $ 13.29 %
2025/09/30 WM WASTE MGMT INC DEL 0.28% 16.304 M $ 73829 2019/12/31 -559.084 K $ -3.49 %
2025/09/30 ECL ECOLAB INC 0.27% 15.849 M $ 57871 2019/12/31 273.717 K $ 1.64 %
2025/09/30 HON HONEYWELL INTL INC 0.26% 15.051 M $ 71499 2019/12/31 -1.706 M $ -9.61 %
2025/09/30 LLY ELI LILLY & CO 0.24% 14.210 M $ 18624 2019/12/31 -301.970 K $ -2.12 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 0.22% 13.024 M $ 439713 2019/12/31 1.913 M $ 16.84 %
2025/09/30 WAT WATERS CORP 0.22% 12.988 M $ 43320 2019/12/31 -1.974 M $ -14.10 %
2025/09/30 DIS DISNEY WALT CO 0.18% 10.298 M $ 89943 2019/12/31 -1.002 M $ -7.67 %
2025/09/30 HD HOME DEPOT INC 0.17% 10.032 M $ 24758 2019/12/31 1.019 M $ 10.51 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.17% 9.922 M $ 61172 2019/12/31 -1.351 M $ -10.94 %
2025/09/30 TSLA TESLA INC 0.17% 9.733 M $ 21885 2020/03/31 3.095 M $ 40.00 %
2025/09/30 DHR DANAHER CORPORATION 0.16% 9.044 M $ 45617 2019/12/31 33.509 K $ 0.36 %
2025/09/30 RSG REPUBLIC SVCS INC 0.15% 8.832 M $ 38488 2019/12/31 -536.443 K $ -6.95 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.12% 7.088 M $ 39658 2019/12/31 2.576 M $ 57.60 %
2025/09/30 WTS WATTS WATER TECHNOLOGIES INC 0.12% 6.987 M $ 25019 2019/12/31 984.136 K $ 13.58 %
2025/09/30 NKE NIKE INC 0.12% 6.960 M $ 99813 2019/12/31 -142.729 K $ -1.84 %
2025/09/30 ADBE ADOBE INC 0.10% 5.984 M $ 16964 2019/12/31 -1.011 M $ -8.82 %
2025/09/30 GE GE AEROSPACE 0.09% 5.267 M $ 17508 2021/09/30 787.081 K $ 16.87 %
2025/09/30 AYI ACUITY INC 0.08% 4.679 M $ 13585 2025/03/31 650.686 K $ 15.44 %
2025/09/30 RY ROYAL BK CDA 0.07% 3.892 M $ 26412 2019/12/31 448.766 K $ 11.96 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.06% 3.782 M $ 81500 2025/03/31 -36.535 K $ -0.92 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.06% 3.594 M $ 23392 2019/12/31 -128.640 K $ -3.56 %
2025/09/30 GILD GILEAD SCIENCES INC 0.06% 3.587 M $ 32316 2019/12/31 4.403 K $ 0.12 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.06% 3.584 M $ 45631 2019/12/31 -325.688 K $ -8.24 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.05% 2.947 M $ 36871 2019/12/31 -402.001 K $ -12.06 %
2025/09/30 WMT WALMART INC 0.04% 2.425 M $ 23533 2019/12/31 127.158 K $ 5.40 %
2025/09/30 ESS ESSEX PPTY TR INC 0.04% 2.355 M $ 8799 2019/12/31 -142.667 K $ -5.55 %
2025/09/30 MCD MCDONALDS CORP 0.04% 2.152 M $ 7083 2019/12/31 84.360 K $ 4.01 %
2025/09/30 VMC VULCAN MATLS CO 0.03% 1.926 M $ 6260 2019/12/31 279.536 K $ 17.94 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.03% 1.908 M $ 2396 2019/12/31 211.931 K $ 12.52 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.03% 1.880 M $ 41677 2019/12/31 -88.694 K $ -2.57 %
2025/09/30 SLB SCHLUMBERGER LTD 0.03% 1.878 M $ 54637 2019/12/31 23.672 K $ 1.69 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.03% 1.817 M $ 41349 2019/12/31 29.687 K $ 1.57 %
2025/09/30 PEP PEPSICO INC 0.03% 1.741 M $ 12398 2019/12/31 106.890 K $ 6.36 %
2025/09/30 RTX RTX CORPORATION 0.03% 1.648 M $ 9848 2020/06/30 200.100 K $ 14.59 %
2025/09/30 DE DEERE & CO 0.03% 1.635 M $ 3575 2020/03/31 -186.221 K $ -10.07 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.03% 1.624 M $ 6620 2019/12/31 79.704 K $ 5.16 %
2025/09/30 COP CONOCOPHILLIPS 0.03% 1.571 M $ 16604 2019/12/31 110.405 K $ 5.40 %
2025/09/30 MO ALTRIA GROUP INC 0.03% 1.455 M $ 22018 2019/12/31 156.906 K $ 12.67 %
2025/09/30 KW KENNEDY-WILSON HOLDINGS INC 0.02% 1.371 M $ 164731 2019/12/31 304.574 K $ 22.35 %
2025/09/30 CEF SPROTT ASSET MANAGEMENT LP 0.02% 1.306 M $ 35598 2019/12/31 234.590 K $ 21.89 %
2025/09/30 WFC WELLS FARGO CO NEW 0.02% 1.251 M $ 14923 2019/12/31 56.695 K $ 4.62 %
2025/09/30 ABBV ABBVIE INC 0.02% 1.173 M $ 5064 2019/12/31 295.678 K $ 24.74 %
2025/09/30 EA ELECTRONIC ARTS INC 0.02% 1.077 M $ 5341 2019/12/31 369.054 K $ 26.30 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.02% 1.066 M $ 10315 2019/12/31 -126.745 K $ -9.64 %
2025/09/30 L LOEWS CORP 0.02% 1.027 M $ 10230 2019/12/31 89.307 K $ 9.52 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.02% 1.021 M $ 6250 2024/06/30 75.750 K $ 8.01 %
2025/09/30 AMGN AMGEN INC 0.02% 1.007 M $ 3568 2019/12/31 11.012 K $ 1.07 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.02% 952.158 K $ 11399 2019/12/31 -198.456 K $ -17.25 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.02% 897.349 K $ 11225 2019/12/31 71.337 K $ 8.83 %
2025/09/30 KVUE KENVUE INC 0.02% 893.186 K $ 55033 2023/09/30 -267.462 K $ -22.46 %
2025/09/30 TRI THOMSON REUTERS CORP 0.02% 893.114 K $ 5753 2023/06/30 -263.487 K $ -22.76 %
2025/09/30 MS MORGAN STANLEY 0.01% 788.282 K $ 4959 2019/12/31 170.501 K $ 12.85 %
2025/09/30 SHOP SHOPIFY INC 0.01% 787.633 K $ 5300 2024/12/31 201.721 K $ 28.83 %