Investment Trusts

Alliance Witan PLC

ALW:LSE

Alliance Witan PLC

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  • Price (GBX)1,268.10
  • Today's Change2.10 / 0.17%
  • Shares traded101.20k
  • 1 Year change+19.18%
  • Beta0.8721
Data delayed at least 20 minutes, as of Nov 22 2024 11:05 GMT.
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Top holdings

21.94%Per cent of portfolio in top holdings
Holding% of portfolio
Microsoft Corp3.57%
Amazon.com Inc3.34%
Visa Inc Class A3.01%
UnitedHealth Group Inc2.74%
Diageo PLC1.83%
Aon PLC Class A1.80%
Eli Lilly and Co1.56%
Mastercard Inc Class A1.48%
HDFC Bank Ltd ADR1.32%
Meta Platforms Inc Class A1.29%
As of Sep 30 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Technology20.73%
Financial Services17.05%
Industrials14.94%
Healthcare13.36%
Consumer Cyclical11.17%
Communications Equipment9.29%
Consumer Defensive7.68%
Energy3.74%
Utilities2.77%
Other3.53%
As of Sep 30 2024.

Regional holdings

Holding% of portfolio
USA58.89%
Japan9.73%
UK7.71%
France3.54%
India3.49%
Canada3.31%
Brazil2.86%
China2.59%
Denmark1.97%
Other13.91%
As of Sep 30 2024.
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