[Waverton Investment Management Ltd] ( [Current Portfolio] ) buys Taiwan Semiconductor Manufacturing Co, Synopsys Inc, T-Mobile US Inc, Yum China Holdings Inc, FIRST TR EXCH ALPH, sells Alibaba Group Holding, American Tower Corp, Youdao Inc, Abbott Laboratories, British American Tobacco PLC during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Waverton Investment Management Ltd. As of 2021Q2, Waverton Investment Management Ltd owns 52 stocks with a total value of $2.6 billion. These are the details of the buys and sells. – New Purchases: [TMUS] , [YUMC] , [FCA] , [DGRS] , [RDS.B] , – Added Positions: [TSM] , [SNPS] , [V] , [QCOM] , [HD] , [CME] , [COST] , [DIS] , [AMZN] , [VMC] , [TEL] , [GLD] , [OCSL] , [NTES] , [HON] , [AAPL] , [PINS] , [SGOL] , [SBUX] , [ILMN] , [KO] , [PPLT] , – Reduced Positions: [AVY] , [BABA] , [BTI] , [T] , [CRM] , [TMO] , [PFE] , [XOM] , [INFY] , [MASI] , [CDZI] , [MRK] , – Sold Out: [AMT] , [DAO] , [ABT] , [IXC] , For the details of Waverton Investment Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/waverton+investment+management+ltd/current-portfolio/portfolio – Microsoft Corp ( [MSFT] ) – 900,379 shares, 9.48% of the total portfolio. Shares reduced by 0.14% – Amazon.com Inc ( [AMZN] ) – 46,123 shares, 6.17% of the total portfolio. Shares added by 1.61% – Costco Wholesale Corp ( [COST] ) – 355,408 shares, 5.46% of the total portfolio. Shares added by 3.24% – CME Group Inc ( [CME] ) – 632,038 shares, 5.22% of the total portfolio. Shares added by 3.62% – The Home Depot Inc ( [HD] ) – 417,959 shares, 5.18% of the total portfolio. Shares added by 3.74% [TMUS] ) New Purchase: Yum China Holdings Inc ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) initiated holding in T-Mobile US Inc. The purchase prices were between $125.29 and $147.27, with an estimated average price of $137.59. The stock is now traded at around $144.910000. The impact to a portfolio due to this purchase was 0.34%. The holding were 61,145 shares as of 2021-06-30. [YUMC] ) New Purchase: FIRST TR EXCH ALPH ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) initiated holding in Yum China Holdings Inc. The purchase prices were between $58.47 and $69.4, with an estimated average price of $63.7. The stock is now traded at around $61.880000. The impact to a portfolio due to this purchase was 0.23%. The holding were 89,075 shares as of 2021-06-30. [FCA] ) New Purchase: WisdomTree U.S. SmallCap Dividend Growth Fund ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) initiated holding in FIRST TR EXCH ALPH. The purchase prices were between $29.31 and $31.87, with an estimated average price of $30.67. The stock is now traded at around $30.185000. The impact to a portfolio due to this purchase was 0.13%. The holding were 52,280 shares as of 2021-06-30. [DGRS] ) New Purchase: Royal Dutch Shell PLC ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) initiated holding in WisdomTree U.S. SmallCap Dividend Growth Fund. The purchase prices were between $45.21 and $48.29, with an estimated average price of $46.94. The stock is now traded at around $45.170000. The impact to a portfolio due to this purchase was 0.04%. The holding were 19,590 shares as of 2021-06-30. [RDS.B] ) Added: Taiwan Semiconductor Manufacturing Co Ltd ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) initiated holding in Royal Dutch Shell PLC. The purchase prices were between $35.75 and $40.34, with an estimated average price of $37.62. The stock is now traded at around $39.650000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,000 shares as of 2021-06-30. [TSM] ) Added: Synopsys Inc ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 81.68%. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $116.860000. The impact to a portfolio due to this purchase was 0.96%. The holding were 457,383 shares as of 2021-06-30. [SNPS] ) Added: SPDR Gold Shares ETF ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) added to a holding in Synopsys Inc by 140.09%. The purchase prices were between $228.54 and $276.18, with an estimated average price of $253.72. The stock is now traded at around $287.610000. The impact to a portfolio due to this purchase was 0.83%. The holding were 132,066 shares as of 2021-06-30. [GLD] ) Sold Out: American Tower Corp ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) added to a holding in SPDR Gold Shares ETF by 21.70%. The purchase prices were between $159.96 and $178.77, with an estimated average price of $169.76. The stock is now traded at around $169.610000. The impact to a portfolio due to this purchase was 0.06%. The holding were 50,495 shares as of 2021-06-30. [AMT] ) Sold Out: Youdao Inc ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) sold out a holding in American Tower Corp. The sale prices were between $239.06 and $272.79, with an estimated average price of $254.4. [DAO] ) Sold Out: Abbott Laboratories ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) sold out a holding in Youdao Inc. The sale prices were between $19.68 and $27.29, with an estimated average price of $24.22. [ABT] ) Sold Out: iShares Global Energy ETF ( [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) sold out a holding in Abbott Laboratories. The sale prices were between $105.79 and $124.53, with an estimated average price of $116.66. [IXC] ) [Waverton Investment Management Ltd](/guru/waverton+investment+management+ltd/stock-picks) sold out a holding in iShares Global Energy ETF. The sale prices were between $23.59 and $27.69, with an estimated average price of $25.65. [Here is the complete portfolio of Waverton Investment Management Ltd] . Also check out: 1. [Waverton Investment Management Ltd's Undervalued Stocks] 2. [Waverton Investment Management Ltd's Top Growth Companies] , and 3. [Waverton Investment Management Ltd's High Yield stocks] 4. [Stocks that Waverton Investment Management Ltd keeps buying]
