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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
CPCanadian Pacific Kansas City
Recent Activity
Increased 1.71%
6.48%
$368.661M
5.094M shares@ $72.37 avg price
RYAAYRyanair Holdings Plc
Recent Activity
Increased 3.09%
1.95%
$110.899M
2.544M shares@ $43.6 avg price
CABOCable One Inc
Recent Activity
Increased 1.51%
1.88%
$106.608M
294,400 shares@ $362.12 avg price
LBRDKLiberty Broadband Corp
Recent Activity
Increased 0.83%
1.11%
$62.721M
838,969 shares@ $74.76 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1%
0.39%
$21.94M
117,006 shares@ $187.51 avg price
VVisa Inc
Recent Activity
Increased 0.38%
0.31%
$17.589M
55,655 shares@ $316.04 avg price
EWUIshares Tr
Recent Activity
Increased 27.62%
0.19%
$10.592M
312,450 shares@ $33.9 avg price
AAXJIshares Tr
Recent Activity
Increased 52.1%
0.09%
$4.588M
63,564 shares@ $72.19 avg price
IEMGIshares Inc
Recent Activity
Increased 2.96%
0.03%
$1.377M
26,371 shares@ $52.23 avg price
VOTVanguard Index Fds
Recent Activity
Increased 2.91%
0.03%
$1.215M
4,787 shares@ $253.75 avg price