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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
CNICanadian Natl Ry Co
Recent Activity
New Position
0.1%
$5.662M
55,774 shares@ $101.52 avg price
AAXJIshares Tr
Recent Activity
Increased 52.1%
0.09%
$4.588M
63,564 shares@ $72.19 avg price
IVVIshares Tr
Recent Activity
0.06%
$2.902M
4,929 shares@ $588.69 avg price
ACWIIshares Tr
Recent Activity
0.05%
$2.446M
20,818 shares@ $117.5 avg price
LCLendingclub Corp
Recent Activity
0.03%
$1.603M
99,000 shares@ $16.19 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
VGKVanguard Intl Equity Index F
Recent Activity
0.02%
$919,617
14,489 shares@ $63.48 avg price
VWOVanguard Intl Equity Index F
Recent Activity
0.02%
$855,961
19,436 shares@ $44.04 avg price
VOOVanguard Index Fds
Recent Activity
0.01%
$553,897
1,028 shares@ $538.82 avg price