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Tara O'Hagan

@Rothschild & Co Wealth Management Uk Ltd

Latest period2024 - Q4ReportedManaged Assets$5.695BTotal holdings31
Assets growth rate-9.53%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild & Co Wealth Management Uk Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Rothschild & Co Wealth Management Uk Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.695B in assets, with a quarterly growth rate of -9.53% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Tara O'Hagan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AXPAmerican Express Co
Recent Activity
Decreased -15.22%
14.41%
$820.526M
2.765M shares@ $296.8 avg price
MAMastercard Incorporated
Recent Activity
Decreased -11.9%
12.17%
$692.847M
1.316M shares@ $526.57 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -11.18%
11.86%
$674.895M
135,837 shares@ $4968.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -18.63%
11.19%
$636.736M
1.405M shares@ $453.28 avg price
MCOMoodys Corp
Recent Activity
Decreased -20.4%
9.01%
$512.702M
1.083M shares@ $473.37 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -19.61%
8.86%
$504.454M
1.013M shares@ $498.04 avg price
DEDeere & Co
Recent Activity
Decreased -0.11%
8.65%
$492.307M
1.162M shares@ $423.71 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.51%
7.22%
$410.696M
10.943M shares@ $37.53 avg price
CHTRCharter Communications Inc N
Recent Activity
Decreased -0.58%
3.28%
$186.423M
543,872 shares@ $342.77 avg price
FOXAFox Corp
Recent Activity
Decreased -0.82%
0.29%
$16.326M
336,068 shares@ $48.58 avg price