Managers / Q3 2023
BREWIN DOLPHIN WEALTH MANAGEMENT LTD
CIK 0001954056 · 1ST FLOOR, NUMBER ONE BALLSBRIDGE,, BUILDING 1, SHELBOURNE ROAD,, DUBLIN 4, D04 FP65 · 353 12600080
Reported Value
$877M
Q3 2023
Positions
332
Filings on Record
20
2019–present window
Filed
Nov 9, 2023
original filing
Summary
Brewin Dolphin Wealth Management Ltd reported $877M in U.S.-listed holdings across 332 positions for Q3 2023.
Its largest position, BRK/B, represents 11.4% of the portfolio.
Compared with Q3 2022, the fund opened 43 new positions and exited 54.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.